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Fond du Lac Office


Perform various monitoring and processing tasks related to the day-to-day deposit operations of the bank including providing excellent customer service to both internal and external customers by responding to inquiries and resolving operations issues and concerns in a timely manner.  Works with the Account Services Team Leaders to support them as a go to person for job coverage during sick and vacation schedules. Capable of competently completing all job responsibilities within Account Services.

Essential Functions and Responsibilities

  • Complete Risk Assessments using a variety of Fraud Programs (i.e. Scorecard, Sentry Search, Bill Pay Fraud Monitoring, etc.)
  • Complete detailed account research for a variety of reasons (i.e. Customer Request, Subpoena’s, etc. Respond to Estate Letters within government regulations and bank policies.)
  • Complete High Risk Checkback
  • Process ACH files, returned deposited items, cash letter adjustments. Analyze, correct, and complete posting of non-posted items.  Process non-sufficient funds items in accordance with decisions made regarding payment or returning the items
  • Handle all debit card matters, including performing maintenance and processing customer debit card disputes
  • Reconcile certain general ledger accounts, internal bank accounts, interest checks and research problems and make correcting entries
  • Monitor and maintain Returned Mail related to deposits
  • Provide customer service primarily by phone to external customer by responding to balance inquiries, debit card, online banking and deposit account questions and issues, and other request for assistance
  • Provide support and assistance to internal customers by serving as a resource on all deposit-related topics and concerns
  • Maintain confidentiality of all customer and bank information
  • Create and maintain accurate reports to present as needed
  • Meet all project and production deadlines
  • Ability to complete all assigned task in accordance with bank policies and procedures

Skills and Abilities Required

  • Must be able to work independently, accurately and maintain good customer relations with the ability to adapt to varying customer and transactional volume.  Must be able to quickly re-establish priorities, responding to the changing needs of the department.
  • Demonstrates a positive, friendly and enthusiastic attitude; has proficient product & services knowledge to support internal & external customers; ability to empathize with customers while aligning to bank policies and procedures; efficiently and effectively responds to customer questions and concerns. Excellent interpersonal relationship and communication skills to effectively work with all levels of management and team members.
  • Ability to effectively adjust written and verbal message to audience; speaks and writes clearly and concisely; works effectively with others to accomplish organizational goals with the ability to effectively overcome obstacles; ability to develop/maintain strong relationships with internal & external partners; listens attentively and maintains composure in challenging situations.
  • Demonstrated mathematical and analytical skills, with strong attention to detail.
  • Working Knowledge of Reg E and Reg CC Guidelines and proficient knowledge of Banking Terminology.
  • Ability to maintain the highest level of confidentiality of customer, bank and prospective client information.  
  • Ability to operate standard office and bank equipment and required software including Microsoft Word, Excel, PowerPoint and Outlook.

Working Conditions

  • Normal office environment with minimal noise, temperature variation or dust. Length of workday is unpredictable, depending upon volume of business and department activities.
  • Manual dexterity skills for typing and use of computer and other related office systems and equipment.
  • Occasional lifting of up to 50 lbs. is required.
  • Occasional bending, reaching and stooping.
  • Constant visual effort is required.  Up to 100% of the workday is spent at a computer monitor and/or with written or computer-generated paper documents.
  • Frequent sitting is required.

Training and Preparation

  • A high school diploma or equivalent is required.
  • 3+ years banking experience with an emphasize on risk analysis or fraud preferred.
  • Three to six months of on-the-job training to become familiar with departmental policies and procedures.

Apply Online


Send Cover Letters and Résumés to:

Human Resources
National Exchange Bank & Trust
P.O. Box 988
Fond du Lac, WI 54936-0988

If you are interested in more information, please email us or call us at (920) 921-7700.

If you are an individual with disabilities and need assistance using this website to apply for employment, please contact Human Resources at (920) 921-7700.

We comply with the ADA and consider reasonable accommodation measures that may be necessary for eligible applicants/employees to perform essential functions.

National Exchange Bank & Trust is an equal opportunity employer of minorities, women, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status of protected veteran, or status as an individual with a disability.


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