Lockbox Specialist II

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Lockbox Operations Specialist II is responsible for effectively processing the Lockbox work, mainly mail sent to the bank via P.O. Box. This includes but is not limited to logging in the work, preparing the work for scanning, scanning the work, data-entry within the Lockbox 3rd party software, sending communications to the clients regarding their work, resolving client concerns via the phone or email, filing the work, performing quality control processes which include reviewing empty envelopes over a light table, purging filed work as appropriate, tracking all fee related activities, providing internal phone support to Branch Sales staff, Treasury Management Officers, and Sales Support staff as needed, and maintaining a neat and orderly work area. Support all department owned applications and equipment.

Essential Functions/Responsibilities

• Focus and attention to detail in a busy environment.

• Performs basic to complex tasks to support Lockbox Operations. Medium to high skill set.

• Handles escalated issues and resolution needs.

• Ability to multitask.

• Makes process improvement recommendations to improve the workflow, specific customer activity, working conditions, or any area within the department.

• Research Lockbox related issues and provides business clients or bank personnel with appropriate and timely resolution.

• Admin Duties (i.e. reporting, escalation of issues)

• Responsible for composing and providing documentation, forms, and manuals to business clients and sales staff as needed.

• Provides telephone and email support for Lockbox related activities to Sales Staff, Internal Department Staff and Branch Employees.

• Participates in problem solving to help address unique customer situations.

• Prepares a variety of reports; maintains logs, lists, and records; and maintains customer contact data and information.

• May be asked to participate in special projects (i.e. conversion, release, disaster recovery, system upgrades)

• Participates in acquisitions conversions or de-conversions as assigned.

Other Duties as assigned.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

List minimum education/training requirements, job &/or industry experience, and any qualifications/skills necessary to enter the job.

• High School Diploma or equivalent

• Minimum of 3 years Banking Operations/Banking Center Teller experience

• Intermediate knowledge of Microsoft Office applications

• Customer Service experience

Preferred Knowledge and Skills

List knowledge & skills beneficial to have but not necessary to enter the job.

• Intermediate knowledge of appropriate banking software (i.e. Jack Henry)

• Professional certifications, as applicable

• Lockbox knowledge

Level of Complexity and Scope

Describe the complexity & scope of the job. Use adverbs and adjectives such as: basic, routine, straight-forward, moderately complex, mid-size, large, highly complex.

• Some Intermediate to advanced tasks, with some routine tasks.

Degree of Independence and Decision-Making

Describe the level of independence the job requires. For example: Works under direct supervision, Follows established guidelines, Works with limited supervision, Applies guidelines with proficiency, Collaborates with senior role, Receives minimal guidance, Uses subject-matter expertise to advise others, etc.

• Must be self-motivated and can work independently and as a team.

Required Supervisory Responsibilities

Describe the supervisory responsibilities of the job, including team lead responsibilities.

• May be called upon to mentor/train new associate.

Physical Requirements

Describe the physical demands required to perform the essential job responsibilities. Examples: standing, sitting, hearing, seeing, walking, speaking, lifting, driving, etc.

• While performing the duties of this job, the employee is regularly required to stand, walk, and reach with hands and arms.

• Occasionally lifts and carries up to 20 lbs.

• Occasionally moving about to accomplish tasks or moving from one worksite to another.

• Constantly operates a scanning machine.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training (Optional)

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.