Financial Operations Assistant

Citizens State Bank Of La Crosse • La Crosse, WI

27d

About The Position

Are you a motivated, detail-oriented individual who enjoys working with numbers and ensuring accuracy? Do you like analytical work, problem-solving, and behind-the-scenes processing that keeps an organization running smoothly? Want to build your professional skillset at a top community bank that invests in its employees? If you are willing to learn, we are willing to train you! Citizens State Bank is a top-performing, community-focused financial institution with a strong commitment to serving our customers’ banking needs. With a history spanning 116 years, we take pride in providing personalized financial solutions and exceptional service. We are currently seeking a Financial Operations Assistant to support morning operations processing within our Customer Care Department. This position supports daily bank operations, with a focus on morning processing activities that include transaction processing, account maintenance, reconciliations, and operational support. The role is well-suited for individuals with experience or interest in accounting support, bookkeeping, payroll, banking operations, or other numbers-based administrative work. You will work closely with internal teams to ensure transactions are processed accurately and in accordance with bank policies and procedures.

Requirements

• Previous experience in banking operations, accounting support, bookkeeping, payroll processing, or a similar numbers-focused role is highly desirable
• Excellent attention to detail and accuracy, with the ability to manage multiple tasks and priorities effectively.
• Proficiency in using banking software, Microsoft Office Suite, and other relevant technology platforms.
• Exceptional interpersonal and communication skills to interact with customers and colleagues in a professional and courteous manner.
• Strong problem-solving abilities and a proactive approach to resolving issues.
• Commitment to maintaining confidentiality and security of customer information.

Responsibilities

• Process both incoming and outgoing wire transfers in accordance with bank policy and procedures.
• Process account maintenance.
• Perform daily reconciliations of deposit accounts to ensure accuracy and resolve discrepancies in a timely manner.
• Assist customers with inquiries related to deposit and loan accounts, transactions, and general banking services.
• Collaborate with other departments, such as compliance and finance, to ensure seamless operations and exceptional customer experiences.
• Provide support to staff as a primary point of contact for escalation of deposit operations and wire-related issues.
• Provide debit card support to staff and customers, including basic card maintenance (limits, travel notices, disputes, and hot-card requests).
• Provide customer support for Online Banking and Mobile Banking applications, including enrollments, access maintenance, and basic troubleshooting.
• Ensure compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations (including BSA/OFAC, Regulation E, Regulation GG, and ACH Rules).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed