What are the responsibilities and job description for the Lockbox Specialist I position at The Bank of San Antonio?
Job Type
Full-time
Description
This position will work and maintain all aspects of Lockbox and will support the Treasury Management Specialists. It will also support the daily relationships with Treasury Management clients. This position should have a good working knowledge of bank products. This individual will work primarily on Treasury Management Lockbox daily operational duties to ensure all processes are completed accurately and in a timely manner. They will also assist the TM Specialist with certain duties. This individual works closely with Lockbox clients to ensure all requests are handled.
Requirements
- Primary responsibilities will include all aspects of lockbox processing to include but not limited to client LB implementation, mail opening, sorting, scanning, balancing, reporting, preparing check 21 file, deploying lockbox activity to clients as well as customer service calls and training.
- Assist with daily/weekly/monthly Treasury Management duties such as department scanning and assisting with phone calls if needed.
- Communicate and work with our third party Lockbox vendors that we utilize for Treasury Management services. Ensure that all LB systems and equipment are working properly and that the LB area is kept neat and that supplies are kept available to meet daily working needs.
- Communicate effectively with the Treasury Management Operations Manager and Deposit Operations Manager to resolve any Treasury Management issues pertaining to Lockbox.
- Assist clients with all Treasury Management support calls regarding Lockbox.
- Assist with client interviews to ensure client is properly trained on the Lockbox system and offers ongoing support.
- Serve as a point of escalation on behalf of the client to ensure timely issue resolution.
- Exceed client and business partner expectations.
- Adhere to all Bank of San Antonio policies and procedures.
- Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes and technologies.
Work Hours
Monday-Friday, 8:00am-5:00pm
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