Careers

Financial Services Representative (Part-Time)

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.

Financial Services Representative Schedule

This is a part-time position working 20 – 30 hours per week.

Candidates can email resumes to scornell@deforestbank.com