Lockbox Process Specialist II -- PT Evening

TD Bank•Mount Laurel, NJ

12d•Onsite

About The Position

The Payments & Deposit Operations Representative I provides a broad range of operational support and performs general to specialized transactions and/or other processing activities for their Operations function. This role communicates with partners in a professional manner, demonstrating a clear understanding of customer/partner needs and knowledge of TD products and processes. The role works within well-defined guidelines, is accountable for completing routine transactions or repetitive processes within a standardized framework and generally with limited financial impact. It completes standard transactions using a limited number of systems and/or applications, executing through a prescribed, established or documented set of parameters/procedures with limited to low decision-making authority. The role identifies issues and escalates internally, typically addressing routine requests requiring minimal discretion, and has limited or first-level (initial) interaction with internal partners. The focus of work is on the completion of day-to-day processes or activities, however, may include weekly or monthly routine activities and requires entry or working-level knowledge of processes/procedures.

Requirements

High School diploma

Responsibilities

Executes transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs).
Refers or escalates processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensures that service quality is maintained.
Identifies opportunities to improve service delivery.
Supports partners with incoming transactions, validating information as needed to perform adjustments within authority levels.
Interacts with partners by responding to requests in an effective and timely manner.
Uses effective relationship skills when communicating with partners/colleagues/customers.
Completes assigned workload to meet SLA requirements for service and productivity.
Understands and applies operating policies and procedures.
Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate.
Supports the timely and accurate completion of business processes and procedures.
Escalates non-standard or high-risk activities as necessary.
Supports and participates in process improvement opportunities.
Ensures necessary due diligence to support the accuracy of all transactions/activities.
Be knowledgeable of and complies with Bank Code of Conduct.
Participates fully as a member of the team, promotes team effectiveness and contributes to a positive work environment.
Supports the team by actively building operations knowledge, thinking critically about processes and opportunities for improvement, and sharing ideas.
Participates in personal performance management and development activities, including cross training within own team.
Keeps others informed and up to date about all relevant or useful information related to day-to-day activities.
Contributes to a fair, positive and equitable environment that supports a diverse workforce.
Acts as a brand ambassador for function and the bank, both internally and/or externally.