Deposit Operations Representative

Join Forte Bank - Where We Put Relationships First

At Forte Bank banking is about more than transactions - its about people trust and strengthening the communities we serve.

We treat our customers like friends and family - and we do the same for our team.

We currently have an opening for Deposit Operations Representative to join our team. This position is on-site in Hartford WI. Interested candidates must be able to work a rotating schedule Monday to Friday. You will be scheduled between the hours of 7:30 am - 5:00 pm Monday to Friday.

Who Thrives at Forte Bank

The most successful team members at Forte Bank are people who genuinely care about others take ownership of their work and bring positive energy to every interaction.

Youll thrive here if you:

• Naturally build relationships and enjoy helping people
• Take initiative and follow through on commitments
• Bring accountability and integrity to your work
• Take pride in delivering exceptional customer/employee experiences
• Enjoy working collaboratively as part of a supportive team
• Value community involvement and relationship-driven service
• Maintain professionalism and confidentiality
• Adapt well in a fast-paced environment while maintaining attention to detail

The Deposit Operations Representative is responsible for executing a range of back-office functions associated with customer deposit accounts. This includes processing transactions maintaining account records resolving discrepancies and ensuring adherence to banking regulations. The roles focus includes account opening review account maintenance and addressing deposit-related issues across various account types including checking savings CD/IRAs. A strong emphasis on accuracy and attention to detail is essential in this position.

Duties and Responsibilities:

• Provides excellent customer service in a friendly and professional manner.
• Professionally handle complex customer and employee inquiries that require telephone or email responses.
• Oversee and execute all operations related to deposit processing including the handling of exception items reviewing account maintenance files managing incoming and outgoing wire transfers approving mobile deposit items reconciling daily ATM and debit card transactions processing Regulation E items administering levies and garnishments as well as balancing the general ledger and internal bank checking accounts.
• Complete set up and manage changes for all Business Online Banking services including Remote Deposit Capture ACH and Positive Pay. Provide necessary training for both customers and front-line staff.
• Perform research as needed.
• Monitor accounts for deposit compliance requirements. Gather and review information for audits and exams.
• Maintain confidentiality of customer account information and follow established policies and procedures in responding to inquiries and requests.
• Investigate and Manage Debit Card Online Banking and Check Fraud.

Additional Duties and Responsibilities:

• Assist employees with questions and concerns relating to internal bank operations.
• Develop professionally on a continuing basis. Participate in internal and external training as required.
• Perform other duties necessary to fulfill the responsibilities of this role.

Knowledge Skills and Abilities:

• High school diploma or equivalent required.
• One to three years banking experience required. Experience in opening new deposit accounts and running teller transactions is preferred.
• Professional demeanor.
• Detail oriented.
• Strong critical thinking and problem-solving skills.
• Computer literacy including experience with Office Suite MS Word MS Excel and other computer software products.
• Understanding of bank products and services including the rules regulations policies and procedures.
• Ability to plan and prioritize work exercise good judgment in all areas of responsibility and work effectively under pressure and deadlines.
• Good communication skills are necessary to adequately address customer inquiries and efficiently resolve issues. Role requires collaboration and teamwork amongst departments and branches.
• Ability to analyze data utilize resources to help detect potentially fraudulent situations and minimize risk to the Bank.

Benefits of Choosing to work at Forte Bank:

• Competitive Pay
• Health dental vision Company paid Life Long term disability
• Very Generous PTO plan PTO at 30 days!
• 401(k) with company match up to 4% (immediate vesting!)
• Profit sharing
• Employee Stock Ownership Program
• Employee Celebrations and events
• Logo Apparel

Check out our website or our Facebook page to learn more about our AMAZING organization and culture!

Forte Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discriminations and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation or any other characteristic protected by federal state or local laws. This policy applies to all terms and conditions of employment including recruiting hiring placement and promotion.

All individuals will be required to consent to and pass a credit check and criminal background check - POST OFFER.

Required Experience:

Unclear Seniority