What are the responsibilities and job description for the LOCKBOX SPECIALIST position at Pinnacle Bank/Bank of Colorado?
Description
GENERAL SUMMARY:
This position is responsible for the daily operations of customers items mailed to a post office box that is accessed by the bank under the direction of the Lockbox Supervisor.
RESPONSIBILITIES AND DUTIES:
- Processing lockbox payments, which involves scanning checks and documents, encoding amounts, verifying data, and posting transactions to the appropriate accounts according to the contract.
- Balancing the lockbox accounts, which involves reconciling the total amounts of payments received, processed, and deposited, and ensuring that there are no discrepancies or errors.
- Onboards new lockbox customers and conduct annual reviews.
- Reviewing return mail, which involves identifying and resolving issues with undeliverable or incorrect mail, such as wrong addresses.
- Provides full customer service in a broad variety of duties.
- Ability to maintain regular and reliable attendance.
- Other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of Fiserv Premier preferred.
- Knowledge of customer service practices and principles.
- Skill in operating various office machines, computers, and printers.
- Ability to communicate effectively with managers, customers, and coworkers.
- Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.
- Ability to exhibit precision and effectiveness in a high-speed setting.
- Ability to work under pressure meeting critical deadlines and have multitask abilities.
EDUCATION AND EXPERIENCE:
- High school graduate or equivalent.
- Accounting and bank experience is preferred. Must have prior balancing/reconcilement experience and be familiar with internal general ledger systems.
PHYSICAL REQUIREMENTS:NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.
More Details
Monday through Friday 8-5
About Pinnacle Bank/Bank of Colorado
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].