What are the responsibilities and job description for the Deposit Ops Specialist - Account Review position at BANK FIRST?
Why Work at Bank First
At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.
Why You’ll Love Working Here
Imagine a workplace where:
- Your career growth is supported through training, mentoring, and advancement opportunities
- Flexibility allows you to balance work and life without compromise
- Your contributions directly impact guests and communities you care about
- You’re part of a culture built on respect, collaboration, and empowerment
At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.
About the Role: Deposit Ops Specialist - Account Review
This position is responsible for a range of duties related to the daily deposit operations of the bank, including core system functions, information verification, and customer service.
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
#INDBF
Qualifications:What We’re Looking For
- Associates degree in business or accounting and banking experience preferred.
- A thorough knowledge of bank products and services
- 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
About Bank First
Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking—getting to know our guests personally and helping them create lasting value.
Our Culture & Vision
We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.
Our Values
Relationship Based | Community Focused | Innovative Solutions | Value Driven
Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.