📌 Core Information
🔹 Job Title: Deposit Ops Specialist - Account Review
🔹 Company: Bank First
🔹 Location: Manitowoc, Wisconsin, United States
🔹 Job Type: On-site
🔹 Category: Banking
🔹 Date Posted: May 21, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Processing daily deposit operations, including non-post items, lockbox payment processing, and account maintenance.
- Providing support to tellers and customer service representatives across all Bank First locations.
- Managing deposit scan folders and ensuring accurate customer and account information.
- Balancing general ledger accounts and researching out-of-balance items.
- Following established procedures and sharing knowledge with others.
- Looking for efficiencies in all tasks completed and accepting special projects as needed.
ASSUMPTION: This role requires a high level of attention to detail, strong organizational skills, and the ability to work independently and in a team environment.
📋 Key Responsibilities
✅ Process Non-Post and EIM items daily
✅ Lockbox payment processing
✅ Balance teller cash daily
✅ Review all new and closed deposit accounts
✅ Verify customer and account information maintenance
✅ Mange deposit scan folder (archive to Director)
✅ Complete account maintenance (product changes, E-statements vs paper, rate changes)
✅ Complete Customer maintenance (1099, verify address)
✅ Provide support to Tellers and Customer Services Representatives at all Bank First locations
✅ Be knowledgeable regarding end-of year tasks and forms; create corrected tax forms
✅ Balance general ledger accounts to core system applications; research out of balance items
✅ Manage Teslar exceptions new/approved/delete
✅ Follow procedures and share knowledge with others
✅ Look for efficiencies in all tasks completed
✅ Accept and provide assistance for special projects as needed
✅ Provide assistance to other Deposit Ops teams as needed
ASSUMPTION: The role may require occasional overtime and flexibility in working hours to meet deadlines and ensure accurate processing of deposit operations.
🎯 Required Qualifications
Education: Associate's degree in business or accounting preferred
Experience: 2-5 years of banking experience preferred
Required Skills:
- Proficient use of computers, spreadsheets, and various database systems
- Strong Word and Excel knowledge
- Knowledge or ability to learn applicable banking and/or regulatory policies and procedures
- Effective verbal and written communication skills
- Strong interpersonal skills
- Excellent organizational skills
- Proven analytical and customer service skills
- Effective problem solving and decision making skills
- Ability to handle self professionally
- Strong ethical focus
Preferred Skills:
- Familiarity with banking software and systems
- Experience in a similar role or related field
ASSUMPTION: Candidates with relevant certifications or additional education may be given preference.
💰 Compensation & Benefits
Salary Range: $35,000 - $45,000 per year (based on industry standards for similar roles and experience levels in Wisconsin)
Benefits:
- Health, dental, and vision insurance
- Retirement plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
- Tuition reimbursement
- Employee discounts on bank products and services
Working Hours: Full-time, 40 hours per week, Monday-Friday, 8:00 AM - 5:00 PM (with flexibility for occasional overtime)
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Banking
Company Size: 201-500 employees
Founded: 1894, in Manitowoc, Wisconsin
Company Description:
- Bank First is a relationship-based bank focused on providing innovative solutions that are value-driven to the communities they serve.
- The bank has expanded through acquisitions and de novo offices to serve customers throughout Wisconsin.
- Bank First employs over 300 full-time equivalent staff and has been consistently named one of the best banks to work for by American Banker.
- The bank has been recognized as one of the top performing banks in the United States and has been awarded the Raymond James Community Bankers Cup and inclusion on the Keefe, Bruyette & Woods Bank Honor Roll.
Company Specialties:
- Commercial lending
- Retail banking
- Mortgage lending
- Wealth management
Company Website: https://bankfirst.com/
ASSUMPTION: Bank First's focus on relationship-based banking and community involvement makes it an attractive employer for candidates who value strong customer connections and local impact.
📊 Role Analysis
Career Level: Mid-level
Reporting Structure: This role reports directly to the Deposit Operations Manager.
Work Arrangement: On-site, full-time, with occasional flexibility for overtime.
Growth Opportunities:
- Progression to senior roles within the deposit operations department.
- Transition to other areas of banking, such as lending or wealth management, with relevant experience and training.
- Potential relocation to other Bank First branches as the company continues to expand.
ASSUMPTION: With Bank First's growth and expansion plans, there may be opportunities for internal promotions and career advancement for dedicated employees.
🌍 Location & Work Environment
Office Type: Traditional office setting
Office Location(s): 402 North 8th Street, Manitowoc, WI 54220, US
Geographic Context:
- Manitowoc is a city in northeastern Wisconsin, located on the west shore of Lake Michigan.
- The city has a population of approximately 33,000 people and offers a mix of urban and rural living.
- Manitowoc is known for its outdoor recreation opportunities, including fishing, hunting, and water sports.
Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM, with occasional flexibility for overtime.
ASSUMPTION: The work environment is fast-paced and requires strong attention to detail, as well as the ability to work well under pressure and meet deadlines.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening
- In-person or virtual interview with the hiring manager
- Final interview with the deposit operations team
- Background check and reference check
- Job offer
Key Assessment Areas:
- Attention to detail and accuracy in processing deposit operations
- Problem-solving skills and the ability to handle multiple tasks
- Strong communication and interpersonal skills
- Knowledge of banking products and services
- Familiarity with banking software and systems
Application Tips:
- Highlight relevant banking experience and any certifications or additional education.
- Tailor your resume to emphasize skills and experience related to the specific role and company.
- Prepare for behavioral interview questions that focus on problem-solving, teamwork, and adaptability.
- Research Bank First's company culture and values to demonstrate a strong fit for the role.
ATS Keywords: Deposit operations, account review, banking software, attention to detail, problem-solving, customer service, banking products, banking services
ASSUMPTION: The interview process may take several weeks, depending on the candidate's availability and the company's hiring timeline.
🛠️ Tools & Technologies
- Banking software and systems (e.g., Fiserv, Jack Henry)
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Database management systems (e.g., SQL, Oracle)
- Accounting software (e.g., QuickBooks, Sage Intacct)
ASSUMPTION: The specific tools and technologies used may vary depending on the bank's software and systems in place.
👔 Cultural Fit Considerations
Company Values:
- Relationship-based banking
- Community involvement
- Integrity and ethical conduct
- Excellence in customer service
- Continuous improvement and innovation
Work Style:
- Collaborative and team-oriented
- Focused on customer satisfaction and community impact
- Adaptable and responsive to change
- Results-driven and accountable
- Strong attention to detail and commitment to accuracy
Self-Assessment Questions:
- How do you build and maintain strong customer relationships in a banking environment?
- Can you provide an example of a time when you had to adapt to a significant change in your work environment, and how did you handle it?
- How do you ensure the accuracy and completeness of your work, especially when dealing with large volumes of data?
ASSUMPTION: Bank First values candidates who are passionate about building strong customer relationships, adaptable to change, and committed to maintaining high standards of accuracy and excellence.
⚠️ Potential Challenges
- The role may require occasional overtime and flexibility in working hours to meet deadlines.
- The work environment can be fast-paced and stressful, with a high volume of tasks and tight deadlines.
- The role may involve handling sensitive customer information, requiring strong ethical conduct and discretion.
- The banking industry is subject to regulatory changes and compliance requirements, which may impact the role's responsibilities and work environment.
ASSUMPTION: Candidates should be prepared to work in a dynamic and sometimes challenging environment, with a strong commitment to customer service, accuracy, and ethical conduct.
📈 Similar Roles Comparison
- This role is similar to a Teller Supervisor or Customer Service Representative, but with a focus on deposit operations and account maintenance.
- Unlike other banking roles, this position requires a strong attention to detail and a high level of accuracy in processing deposit operations.
- This role may offer more opportunities for career growth and advancement within the deposit operations department, as well as potential transitions to other areas of banking.
ASSUMPTION: Candidates should consider their long-term career goals and whether this role aligns with their desired path in the banking industry.
📝 Sample Projects
- Implementing a new deposit processing system or software
- Streamlining deposit operations to improve efficiency and accuracy
- Developing and implementing new procedures for account maintenance and customer service
- Collaborating with other departments to improve cross-functional processes and workflows
ASSUMPTION: Sample projects may vary depending on the specific needs and goals of the bank, as well as the candidate's skills and experience.
❓ Key Questions to Ask During Interview
- What are the most challenging aspects of this role, and how can I best prepare for them?
- How does this role fit into the overall deposit operations department, and how do my responsibilities contribute to the team's success?
- What opportunities are there for professional development and growth within the bank?
- How does the bank support work-life balance for its employees?
- What are the most important qualities and skills for success in this role, and how can I demonstrate them during the interview process?
ASSUMPTION: Asking thoughtful and insightful questions demonstrates the candidate's interest in the role and commitment to understanding the work environment.
📌 Next Steps for Applicants
To apply for this position:
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
