Lockbox Process Specialist II

TD Bank•Mount Laurel, NJ

2d•Onsite

About The Position

The Payments & Deposit Operations Representative I Provide a broad range of operational support and performs general to specialized transactions and/or other processing activities for own Operations function. Communicates with partners in a professional manner, demonstrating clear understanding of customers/partners needs and knowledge of TD products and processes. Primarily On-Site/ Mt Laurel, New Jersey/Part-Time Schedule: Wednesday, Friday & Saturday 7:30AM-4:00PM Est. Depth & Scope: Works within well-defined guidelines, accountable for completing routine transactions or repetitive processes within standardized framework and generally with limited financial impact Completes standard transactions using a limited number of systems and/or applications Executes through a prescribed, established or documented set of parameters/procedures Limited to low decision-making authority Identifies issues and escalates internally; typically addressing routine requests requiring minimal discretion Limited or first level (initial) interaction with internal partners Focus of work is on the completion of day-to-day processes or activities however may include weekly or monthly routine activities 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, think critically about processes and opportunities for improvement, and shares 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