Lock Box Specialist I

Northwest Bank•Warren, PA

About The Position

The Lock Box Specialist I is responsible for various duties within the Lockbox departments including inputting data, processing files, maintaining production levels, maintaining customer service levels, providing support to Treasury Management and other corporate departments, and providing exceptional customer service while supporting the Image Center/Net Image systems. Additional duties will include analyzing reports, developing and maintaining production reports and testing/training on operational systems. Essential Functions • Assist Retail Offices and corporate departments with questions • Cultivate good working relationships with other departments • Provide excellent customer service and business unit support • Input data and process files into Image Center/Net Image • Ensure all production level standards are met • Interact as appropriate with all vendors and/or business partners • Operate equipment and perform routine maintenance • Partner with co-workers and other departments appropriately • Protect the security of all information appropriately • Recommend improvements to procedures • Attempt to exceed production expectations • Contribute to measurable goal setting and achievements • Ensure total quality of work performed • Prepare departmental reports • Identify, research and resolve customer service issues • Test new customer set ups • Perform quality assurance checks of departmental work • Train new lock box employees and provide training for other areas that work with lock box • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency • Work as part of a team • Work with on-site equipment • Complete other duties and special projects as requested by management

Requirements

High School Diploma or equivalent preferred
Less than 2 years Item Processing experience, banking and/or teller experience and Data entry, technological or relevant experience
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Knowledge of Lockbox products and services

Responsibilities

Assist Retail Offices and corporate departments with questions
Cultivate good working relationships with other departments
Provide excellent customer service and business unit support
Input data and process files into Image Center/Net Image
Ensure all production level standards are met
Interact as appropriate with all vendors and/or business partners
Operate equipment and perform routine maintenance
Partner with co-workers and other departments appropriately
Protect the security of all information appropriately
Recommend improvements to procedures
Attempt to exceed production expectations
Contribute to measurable goal setting and achievements
Ensure total quality of work performed
Prepare departmental reports
Identify, research and resolve customer service issues
Test new customer set ups
Perform quality assurance checks of departmental work
Train new lock box employees and provide training for other areas that work with lock box
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Complete other duties and special projects as requested by management