LOCKBOX SPECIALIST

Description/Job Summary

This position is responsible for the daily operations of customers items mailed to a post office box that is accessed by the bank under the direction of the Lockbox Supervisor.

Responsibilities/Duties

• Processing lockbox payments, which involves scanning checks and documents, encoding amounts, verifying data, and posting transactions to the appropriate accounts according to the contract.
• Balancing the lockbox accounts, which involves reconciling the total amounts of payments received, processed, and deposited, and ensuring that there are no discrepancies or errors.
• Onboards new lockbox customers and conduct annual reviews.
• Reviewing return mail, which involves identifying and resolving issues with undeliverable or incorrect mail, such as wrong addresses.
• Provides full customer service in a broad variety of duties.
• Ability to maintain regular and reliable attendance.
• Other duties as assigned.

Preferred Skills

• Skill in operating various office machines, computers, and printers.
• Ability to communicate effectively with managers, customers, and coworkers.
• Ability to exhibit precision and effectiveness in a high-speed setting.
• Ability to work under pressure meeting critical deadlines and have multitask abilities.

Preferred Experience

• Accounting and bank experience is preferred.
• Must have prior balancing/reconcilement experience and be familiar with internal general ledger systems.
• Knowledge of Fiserv Premier preferred.
• Knowledge of customer service practices and principles.
• Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.

Required Education

High school graduate or equivalent.

Details

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:

• 8 paid holidays
• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
• New employees will receive 12 hours of paid sick time upon their hire date
• After five years, 22 PTO days each year
• Health, dental, prescription drug card, vision, and voluntary life insurance plans
• Health Savings Account with employer contributions
• Flexible medical and dependent care spending plans
• Parental Leave after one year of full time employment
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
• Free checking account and basic printed checks
• Free safe deposit box
• $15,000 group term life insurance
• Long term disability insurance
• Employee Assistance Program
• Educational Assistance