Careers

We are currently seeking a Financial Services Representative to join our team at our DeForest location. This customer-facing role is ideal for someone who enjoys building relationships, providing exceptional service, and supporting a variety of financial transactions in a collaborative branch environment.

Key Responsibilities

Customer Financial Services

• Provide friendly, professional service while assisting customers with the opening and maintenance of deposit accounts, including HSAs, IRAs, and safe deposit box rentals.
• Prepare account opening documentation and identify opportunities to cross-sell appropriate products and services.
• Assist customers with fund transfers, online banking, mobile deposit, and the resolution of account-related issues or concerns.

Financial Processing & Compliance

• Process financial forms and collection items, including garnishments and levies.
• Handle incoming and outgoing funds through Deposit Listing Services and the Depository Trust.
• Complete assigned audit reports to ensure proper coding of customer profiles, CDs, IRAs, and special account designations (e.g., PrimeTime and MVP benefits).
• Perform internal audits as assigned by the Compliance Officer.

Reception & Administrative Support

• Provide backup coverage for reception, including greeting customers and answering overflow calls.
• Route calls to the appropriate department and ensure messages are promptly delivered.
• Process personal and business check orders.
• Order bank office supplies and products as needed.

Additional Support

• Provide Notary services to customers.
• Assist with general office and customer support tasks as required.

Schedule

This is a full-time position working 40 hours per week Monday – Friday.

Interested candidates can email a resume to Shana Cornell, scornell@deforestbank.com or call 608-846-3711 for more information.