Association Banking Lockbox Processor I

Association Banking Lockbox Processor I

The Association Banking Lockbox Processor I position is responsible for daily processing and preparing lockbox payments.

Essential duties and responsibilities include:

• Open and review incoming lockbox mail and prepare lockbox payments, prior to processing.
• Process lockbox payments.
• Place postage on department documents to be mailed.
• Prepare documents awaiting system input.
• Process various customer requests in systems.
• Verify various document requests previously processed in systems.
• Perform document scanning, committing, and auditing processes.
• Perform functions or assist with special projects.
• Follow written and verbal department procedures.
• Complete required BSA/AML training and other compliance training as assigned.
• Perform any other related duties as required or assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and experience: High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience.

Communication skills: Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence.

Mathematical skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical thinking skills: Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

Required certificates, licenses, registrations: Not indicated.

Preferred certificates, licenses, registrations: Not indicated.

Software skills required: Advanced: 10-Key, Alphanumeric Data Entry, Word Processing/Typing. Intermediate: Spreadsheet. Basic: Accounting, Contact Management, Database.

Working conditions: Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

Environmental conditions: The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the functions of this job, the employee is frequently exposed to work near moving mechanical parts; and occasionally exposed to outdoor weather conditions, risk of electrical shock, vibration. The noise level in the work environment is usually loud.

Physical activities: The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Moderate diversity, moderately physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which requires somewhat diversified physical demands of the employee.

While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms; regularly required to talk or hear; frequently required to stand, walk; and occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Additional information: Employee must be flexible in scheduled hours, some overtime may be required.