Deposit Services Lockbox Specialist

2 weeks ago

Leawood, United States CrossFirst Bank Full time
Overview

The Deposit Services Lockbox Specialist processes incoming lockbox payments with a high level of accuracy, and within stated service levels.


Responsibilities

  • Open, extract, and process Wholesale and Retail remittance payments.
  • Input and key required data fields on client remittance transactions with a high degree of accuracy.
  • Process account transactions in accordance to each clients' specified handling instructions.
  • Identify process improvements to create efficiencies and improve accuracy of processing.
  • Complete work in a timely manner without jeopardizing quality and accuracy.
  • Communicate any customer processing issues with Lockbox Manager and applicable account officers.
  • Collect daily totals to assist in completion of monthly reporting.
  • Communicate with Bankers regarding relevant client matters, including setup of lockbox.
  • Remain current with regulatory matters relating to lockbox services.
  • Work independently to complete job assignments, while effectively utilizing all Bank systems and technology.
  • Support and uphold the vision, values and mission of CrossFirst.
  • Interact with internal and external clients while providing extraordinary service.
  • Develop and maintain trusted, positive relationships with employees, clients, and vendors.
  • Represent the Bank and Lockbox team in a highly professional manner.
  • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
  • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
  • Reliable and predictable onsite attendance.

Expected hours of work:

  • Days and hours of work are Monday through Friday, generally an eight-hour shift, between the hours of 7:30am to 4:30pm CST.

Qualifications

  • Proficient 10-key skills.
  • Ability to identify, problem solve and exercise good judgment.
  • Quality conscious, detail minded individual who is able to work independently and multi-task
  • Proficient in PC experience in a Windows environment; including, but not limited to Word, Access, Power Point is preferred and Excel is required.
  • Basic understanding of banking regulations and Federal Reserve rules highly preferred.
  • High School diploma or equivalent work experience.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

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