Payment Services Specialist

EverBank • Jacksonville, FL

1d

About The Position

The Payment Services Specialist manages and executes check issuance and check lockbox payment clearing for the bank. The role ensures accurate and timely check issuance, processing and deposit of lockbox payments, reconciliation of payment data, and responsive service to clients and internal stakeholders. The specialist works with internal teams and external clients to follow banking regulations and internal policies.

The position also maintains check records, prepares activity reports, monitors outstanding checks, resolves payment discrepancies, supports audits and user acceptance testing, and identifies process improvements. It collaborates with technology and operations teams on systems or enhancements and supports the training of new team members.

Requirements

• High school education is preferred.
• No experience is required; two or more years of experience is preferred.
• Ability to accurately review and timely print checks, process lockbox payments, and reconcile payment data.
• Proven ability to provide exceptional client service.
• Ability to work independently with low levels of supervision.

Nice To Haves

• Two or more years of experience working in payment services as a Banking Specialist.
• Experience managing check issuance and check lockbox payment clearing for a financial institution.

Responsibilities

• Prepare and process check payments for internal business units.
• Verify the accuracy and completeness of check requests and supporting documentation.
• Manage secure check printing and distribution and maintain records of issued checks.
• Process lockbox payments, validate payment details, and ensure timely deposits into the correct accounts.
• Work with accounting teams to resolve payment discrepancies.
• Ensure check issuance and lockbox transactions comply with bank policies, procedures, and regulatory requirements.
• Reconcile daily check issuance and lockbox processing, resolve discrepancies, and prepare reports for management.
• Monitor outstanding checks and take appropriate action on uncashed checks, including stop payments and reissuance when necessary.
• Respond professionally and promptly to inquiries and issues from internal stakeholders concerning check payments and lockbox processing.
• Participate in audits and provide required documentation; support audit responses and user acceptance testing.
• Identify and escalate potential risks or issues to management.
• Identify process-improvement opportunities and collaborate with technology and operations teams on new systems or enhancements.
• Communicate effectively and courteously with peers, business partners, and management.
• Support training of new team members and respond to ad hoc requests.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED