Lockbox Associate

Job Title

Perform a variety of tasks associated with the processing of client deposits through Lockbox services, and provide additional operational support as needed or requested by the Lockbox/Information Security Department Manager. Provide operational support through various clerical and administrative duties as well as assist the Information Security Officer when necessary. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

Essential Duties And Responsibilities

• Handle and process transactions based on mail volumes and bank processing requirements.
• Assist in training new associates.
• Perform various clerical and administrative duties related to Lockbox functions, including all aspects of customer billing.
• Assist and conduct research and adjustments and respond to customer inquiries regarding Lockbox transactions.
• Resolve scanner and software issues via communication with Holding Company specialists.
• Maintain a neat and orderly work area and ensure that all confidential records are secured and /or disposed of properly.
• Maintain paper and electronically stored data rotation for secure destruction deadlines.
• Adhere to customer account privacy and security procedures.
• Perform various clerical duties related to customer lockbox activity.
• Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas (i.e., Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
• Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone.
• Actively listen to customers and maintain a friendly, positive, and professional attitude. Resolve difficult situations with tact and diplomacy.

Additional Duties And Responsibilities

• Assist Operations & Information Security Coordinator in their absence.
• Provide assistance with technical purchasing, spreadsheet manipulation and upkeep, and other duties as requested by Operations & Information Security Coordinator
• Participate in the daily processing of Lockbox transactions as needed.
• Attend all required training.
• May be assigned other duties, responsibilities, or special projects. May be assigned work or training at other locations.

Position Requirements

• Minimum high school education, some college preferred.
• Knowledge of modern office practices and procedures, accurate grammar, spelling, punctuation, business correspondence formats, basic math calculations, and recordkeeping and filing methods.
• PC skills required, advanced skills with Microsoft Office, specifically Excel.
• The ability to independently plan, prioritize, organize, and complete work in an efficient manner.
• Ability to work quickly and accurately; analyze information and make decisions. Attention to detail required.
• Must possess good judgement and organizational skills, the ability to prioritize and handle confidential information.
• Ability to read, write, and speak English.
• Effective oral and written communication skills.
• Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative positive manner.
• Willingness to assume additional responsibilities/duties/projects as they arise.
• Ability to operate office equipment including computers, calculators, telephones, voicemail, copy machines, fax machines, and security devices.
• Handle various types of paper and packaging materials.
• Ability to maintain regular and punctual attendance.