Employee Benefit Banking

A Suite of Financial Tools FREE for You and Your Employees

We want to make it easier for your business to offer employees valued benefits and invest in their professional success by providing training and tools to enable them to to their best on the job. Employee Benefit Banking gives your employees access to a suite of personalized financial tools at no cost to you or to them.

Program Features

Checking & Savings Accounts

No minimum balance checking account
No minimum balance savings account
Online banking with bill pay
Mobile and telephone banking
Instant issue debit card
First box of checks free

Lending

$250 off closing costs on a refinance or purchase of a primary residence with autopay from a Forte Bank checking account
0.25% discount on a non-real estate consumer loan with autopay from a Forte Bank checking account (new loans only, one-time use)
Annual fee waived the first year on a new Home Equity Line of Credit (HELOC)

Additional Benefits

Mobile wallet enabled and with the latest EMV chip card technology credit card
Annual 401(k) review and retirement planning consultation with a Voya financial advisor
No minimum balance requirement, application fee, or set up fee for a health savings account
3x5 safe deposit box rent free

How Does it Work?

Enroll in the FREE Employee Benefit Banking program and work with a dedicated specialist from Forte Bank who will assist your human resources department in introducing the program, help with employee direct deposit enrollment, and answer any ongoing program questions. Our specialist can even come on site when needed to open or switch accounts, or provide hands-on assistance.

Your specialist also can help you implement Health Savings Accounts for your employees if you have a high-deductible health insurance plan. We provide ALL program materials at no cost to you.

If your employees have additional financial needs, our specialist will guide them to the appropriate financial professional at Forte Bank. Our team is happy to meet with your employees to provide guidance or advice on financial topics such as home ownership, understanding and managing credit, and fraud and identity theft protection.

Call: 262-673-5800

Lisa Becker

Lisa Becker
Phone: 262-673-5800

Lisa Becker is an Assistant Vice President (AVP) and Business Services Banker. With 12 years of dedicated service to the Bank, Becker has consistently demonstrated exceptional leadership, expertise, and a strong commitment to delivering outstanding service to our commercial banking customers.
Becker has been a vital part of Forte Bank since 2012 and brings over 25 years of banking experience to her new role. As the Business Services Banker, Becker assists business clients with deposit accounts, online and mobile banking (including ACH, RDC, and Positive Pay), merchant services products, and the Employee Benefit Banking program. Her proactive approach to business development, frequent in-field visits, and strong customer relationships have significantly contributed to the success of Forte Bank’s commercial banking services.
Six years ago, Becker became our Business Services Banker. In this role, she supported new commercial customers, established deposit relationships, and provided training on key products such as Positive Pay and Merchant Card Services. In her role as AVP, Becker is a driving force in ensuring our business banking customers receive the highest level of service.
Over the past year, Becker’s efforts have driven deposit growth and deepened relationships with municipalities within our service areas. She is deeply committed to representing Forte Bank across all four communities we serve, actively engaging in professional organizations, and continuing to enhance the Bank’s visibility and impact.
When asked about her experience working for a community bank, Becker said, “Forte Bank is focused on customer service banking, which allows me to develop close relationships with customers and better meet their business banking needs.”
In addition to her professional responsibilities, Becker enjoys relaxing in the north woods of Wisconsin and spending time with her husband and family. She is passionate about providing exceptional customer service and strives to make every banking experience positive for her clients.
Professional Activities & Accreditations:
Certified Electronic Banking Officer, 2019
Community Involvement:
Slinger-Allenton Rotary, 2019-Present
Slinger Business Networking Group, 2021-Present
Hartford Area Chamber of Commerce, Member, 2018-Present
Germantown Chamber of Commerce, Member, 2012-2018

Employee Requirements

To participate in the program, your employees must elect to have their paycheck directly deposited into a checking or savings account at Forte Bank.

Employer Requirements

Enroll your business in the Employee Benefit Banking program
Open a business checking account at Forte Bank and enroll in Business Online Banking
Utilize the ACH Manager module in Business Online Banking to directly deposit your employees’ paychecks into their checking or savings account at Forte Bank*

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More For Your Business

Take your business further by exploring all the perks and benefits we have to offer.

Our mobile app is a great place to start!

Get a Business Credit Card
Cash Management Solutions
See Our Deposit Rates
Business Online Banking
Business Checking Accounts

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