Careers

Bookkeeper

We are seeking a detail-oriented Bookkeeper to join our team at our DeForest location. This role is ideal for someone who enjoys working with financial data, ensuring accuracy, supporting compliance, and providing excellent internal and external customer service.

Key Responsibilities

Transaction Processing & Proofing

• Process, post, and verify daily financial transactions, including wire transfers.

• Download, review, and reconcile financial reports to ensure accuracy and completeness.

Account Reconciliation & Cash Management

• Balance money orders, official checks, loan loss reserve, general ledger, and other assigned accounts.

• Maintain, monitor, and replenish the ATM machine.

Debit Card & Fraud Support

• Perform daily debit card maintenance activities.

• Assist customers with debit card fraud cases and ensure timely and accurate account corrections.

Document Generation & Regulatory Compliance

• Generate and distribute interest and holiday club checks, account statements, and annual tax documents in accordance with established schedules and regulatory requirements.

Customer Service & Research

• Provide exceptional customer service by responding to inquiries, answering phone calls, conducting account research, and retrieving records as needed.

• Assist customers with account balancing and reconciliation upon request.

Online Banking & Digital Services Support

• Respond to customer inquiries related to online banking, bill payment, and other digital banking services.

Audit & Compliance Support

• Participate in audit-related activities and support compliance with internal controls, policies, and regulatory guidelines.

Bookkeeper Schedule 

This position works Monday through Friday, with flexibility in scheduling. Both full-time and part-time candidates are encouraged to apply.

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 hours per week, scheduled on Mondays, Thursdays, and every other Friday.

Equal Opportunity Employer