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Specialist
KeyBank
Tacoma, WA, United States
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Job Description
Lockbox Specialist processes client receivable check payments, accelerates collection of client payments and ensures timely processing of client payments.
JOB BRIEF
Under direct supervision, accelerates the receipt and processing of client remittance data, preparation and processing of checks for clearing in line with standard bank operating procedures, and prepares information for clients and service partners according to specified procedures and instructions.
ESSENTIAL JOB FUNCTIONS
Receives, sorts, prepares and processes remittances and invoice data. Opens mail and extracts paper invoices/payments; sorts and prepares batches for processing. Accurately keys alpha-numeric information from check, invoice/stub, etc. via PC terminal into an automated lockbox system. Follows established corporate and department policies and procedures.
MARGINAL OR PERIPHERAL FUNCTIONS
Cross training in other functional areas is required to maintain coverage in critical department functions, e.g., mail sort, keying, reassociation, and data entry. Other duties as assigned.
REQUIRED QUALIFICATIONS
High school diploma or equivalent. Excellent 10-key and typing skills with PC/keyboard experience. Requires the ability to read and follow instructions, eye-hand coordination, manual dexterity and the ability to operate general office equipment. Flexible, able to work additional hours as needed. Ability to work 4 required weekends a year during peak times (generally the last weekend of the 1st, 4th, 7th, and 10th months). Can effectively cope with change; is cool under pressure; can handle stress; is dedicated to meeting the expectations and requirements of internal and external customers. Meets production and accuracy standards within 90 days of completion of training. Please note that candidates will be asked to perform a data entry and sorting assessment as part of the on-site interview process.
PREFERRED QUALIFICATIONS:
Prior lockbox, item processing, or equivalent experience. 10-key skills with PC/keyboard and data entry experience.
COMPETENCIES/SKILLS
Works independently within scope of job function. Follows established corporate and department policies and procedures. Requires working in a fast paced, deadline-oriented production environment. Meets deadlines, demonstrates detail orientation, shows work commitment, and manages stress. Prioritizes work, focuses effectively. Seeks and accepts feedback. Drives results. Cross-trains. Understands department policies and procedures. Consistently demonstrates the use of Key Values of Teamwork, Respect, Accountability, Integrity, and Leadership.
EQUIPMENT USED/PHYSICAL REQUIREMENTS
PC - Copiers - Carts - Tubs - Mail Slicer - Automated check extraction equipment
TRAINING REQUIRED
Lockbox training via My Learning Center. RemitTrac. On the job training as necessary.
FLSA STATUS:Non-Exempt
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
JobID: 32515BR