Lock Box Processor

Position Title:

Lock Box Processor

FSLA Status:

Non-Exempt

Reports to:

Director of Treasury Management Operations

Location:

Tyler Annex

Benefits:

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement
  
  

Job Summary: Performs input functions.

Essential Functions:

• Operates and maintains lockbox equipment systems and peripheral equipment.
• Runs programs for lockbox, print jobs and backups as scheduled.
• Performs input functions as assigned for a variety of accounts.
• Ensures printed reports are accurate and efficiently distributed.
• Performs balancing routines as prescribed to ensure the accuracy of critical operational steps, notifying the supervisor as required.
• Sorts, opens, processes high volumes of mail accurately and quickly.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations.
  
  

Additional Functions:

• Gathers, collates, classifies and reports information.
• Examines and evaluates data. Processes as required by individual customer.
• Analyzes data to determine the time, place or sequence of operations.
• Follows directions expressly assigned by other people or helping others with their work assignments.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.
  
  

Required Education/Experience:

• High school diploma with banking experience.
• One year experience with bank operations.
  
  

Necessary Skills:

• Ability to perform repetitive tasks with great accuracy according to set procedures.
• Ability to work flexible hours.
• Setting up and controlling, regulating and adjusting machines or equipment. Requires judgment.
• Understand complex instructions and written materials. Read, write, and speak using standard business communication formats, diction and style.
• Ability to coordinate eyes, hands and fingers to make precise movements quickly and accurately.
• Adapting effectively to changing work tasks, technology, procedures, conditions and physical demands.
• Computer literate.
• Ability to multi- task.
• Good customer relation skills.
  
  

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.
  
  

Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.
  
  

Working Conditions/Environment:

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).
  
  

Work Schedule/Hours:

• Monday through Friday; 8:00am – 5:00pm.
• Available for overtime, as needed.
  
  

Equal Opportunity Employer/Protected Veterans/Individuals With Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)