Banking Lockbox Representative - Harrisburg, PA

Mid Penn Bank - Millersburg Branch; Harrisburg (Dauphin County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off

Tuition reimbursement

Job summary

Mid Penn Bank is seeking a Lockbox Representative to support the Harrisburg, PA on-site operations. The role focuses on processing inbound payments, generating outbound checks, and maintaining lockbox procedures in a fast-paced financial services environment.

The position requires a high school diploma and at least 1 year of related experience, with familiarity in cash management services and remote deposit capture considered a plus. A comprehensive benefits package is offered.

Qualifications

• High school diploma or equivalent required.
• 1 year experience in related positions preferred.
• Experience with cash management services or remote deposit capture is a plus.

Responsibilities

• Process inbound payments and generate outbound check payments for the Lockbox function.
• Maintain and improve Lockbox procedures and customer communications.
• Provide customer service to internal and external clients throughout the transaction lifecycle.
• Assist with regulatory compliance and risk awareness related to cash management services.

Skills

Reading/Writing

Customer service

Excel

Analytical skills

Education

High school diploma or equivalent

Tools

Lockbox System

Commercial Online System

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Banking Lockbox Representative - Harrisburg, PA

Regular Full Time Harrisburg, PA, US

2 days ago Requisition ID: 3405

A great experience starts with a great team! Mid Penn Bank is actively seeking a Lockbox Representative in Harrisburg, PA

We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.

Position Overview

The Lockbox Representative is responsible for performing a variety of duties to support the Company’s Lockbox function to include inbound payment processing and outbound check payment generation. This individual will follow policies and procedures, partner with other internal departments, and assist with a variety of operational tasks.

This position is 100% on-site in Harrisburg, PA

Essential Duties and Responsibilities

• Implements and maintains the products and services related to Lockbox.
• Retrieves and prepares all customer mail/payments from designated Post Office(s).
• Processes all payments into the Company’s Lockbox System in accordance with established procedures and customer directions.
• Reviews all payments, and where appropriate, performs edits and repair activities to permit the payment to be processed.
• Releases processed payments to customers as required by customized schedules.
• Develops an understanding of the Lockbox system and any other company systems required to support the lockbox function.
• Ensures the Lockbox products and services are implemented and working efficiently and effectively.
• Produces checks for cash management/business customers by use of a check generation program and completes the assigned tasks in a timely and accurate manner.
• Resolves and/or addresses questions or problems presented by the Company’s Lockbox customers.
• Works closely with Lockbox customers to help define unique processing procedures to meet our client’s needs.
• Assists customers in their daily processes and with any questions or concerns they may have about our Lockbox products or services.
• Implements new and existing customers into the appropriate Lockbox program and works with Cash Management team to recommend any additional service needs.
• Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
• Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
• Trains backup for support while out of office.
• Prepares reports to help look at a customer’s usage of the Lockbox product.
• Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
• Remains current, researches & understands current and new regulations that may apply to the Lockbox customer base.
• Adheres to all regulations and ensures HIPPA /HITECH compliance, if applicable.
• Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
• Performs tasks, which are supportive in nature to the Cash Management Operations team, but which may be altered or re-designed depending upon individual circumstances.
• Regular and predictable attendance is required

Education & Qualifications

• A high school diploma or equivalent.
• A minimum of one (1) year experience in related positions normally required.
• Experience with cash management services, and/or remote deposit capture is a plus.

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financial services technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as lock box, commercial online banking, remote deposit capture, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver’s license is required.

Equipment/Machines

• Telephone
• Printer
• Calculator
• Automated envelope opener equipment
• High speed document scanner equipment
• Copy machine
• Lockbox System
• Core Processing System
• Commercial Online System
• Remote Deposit Capture System
• Other core processing modules related to Cash Management Products and Services

Pay Transparency

We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.

In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.

EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.