Lockbox Support Personnel

Randstad; San Antonio (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading staffing and recruitment firm is seeking a Lockbox Support Personnel for a global financial services firm. The role involves mail processing, data entry, and maintaining customer accounts, requiring 2-3 years of clerical and data entry experience, ideally in a banking context. The position demands strong attention to detail and the ability to verify and maintain accurate records. Candidates should be detail-oriented, organized, and capable of managing multiple tasks efficiently. This is an excellent opportunity to contribute to a reputable organization.

Qualifications

• Minimum 2-3 years in an office clerical environment.
• 2-3 years experience with mail, data entry, and database work required.
• Banking or financial experience is strongly preferred.

Responsibilities

• Manually open and sort returned mail items.
• Scan and enter returned mail data into databases.
• Process monthly letters to customers.
• Sort and research incoming mail.
• Verify document count of processing items.
• Review bank documents for policy adherence.
• Maintain customer accounts and process financial entries.

Skills

Data entry accuracy

Attention to detail

Clerical experience

Banking/financial experience

Job description

Randstad is a staffing and recruitment industry leader with thousands of satisfied clients nationwide. We offer the successful candidate the opportunity to work for our clients in either full‑time or temporary positions. We pride ourselves on our strong commitment to client satisfaction, and our focus on helping our employees find their next job.

Job Description

Randstad is currently recruiting for a Lockbox Support Personel for leading global financial services firm with operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small‑business and commercial banking, financial transaction processing, asset management and private equity. The ideal candidate would have minimum of 2‑3 years minimum experience in an office clerical environment and 2‑3 years experience with mail, data entry, and database work. This role primarily performs data entry, inputs Alpha/Numeric data. Proofs work for accuracy and completeness. Corrects errors during visual inspection. Maintains accurate records for verification. Prioritizes work by sorting and interpreting processing items.

• Manually opening, sorting and batching all returned mail items and identifying appropriate destination of correspondence
• Scanning and data entry of returned mail into databases
• Processing of letters to be sent out to customers on a monthly basis
• Detail oriented with prepping, researching and sorting of incoming mail and returned mail
• Verifying and accurately identifying total document count of items to be processed
• Review bank documents for policy adherence
• Review customer accounts
• Perform maintenance on customer accounts
• Process financial entries to general ledgers and customer accounts
• Use of multiple internal applications

Qualifications

• 2‑3 years minimum experience in an office clerical environment
• 2‑3 years experience with mail, data entry, and database work is required
• Strongly prefer banking/financial experience