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 checks are issued accurately and on time, lockbox payments are processed and reconciled, and clients receive professional service. The specialist works with internal teams and external clients to comply with banking regulations and internal policies.

The position also supports reporting, audit responses, user acceptance testing, process improvements, and training new team members. It is classified as Career Level 3IC. The posting end date is 10/30/2026.

Requirements

• High school education is preferred.
• No experience is required; two or more years of experience is preferred.
• Ability to accurately review check requests and support timely check issuance, lockbox payment processing, and payment data reconciliation.
• Ability to provide exceptional client service.

Nice To Haves

• Two or more years of experience working in payment services as a Banking Specialist.
• Experience managing and executing 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 check printing and distribution securely, maintain records of issued checks, and work with low levels of supervision.
• Process lockbox payments, verify payment details, match payments to supporting documentation, and ensure timely deposits into the correct accounts.
• Work with internal accounting teams to resolve payment discrepancies.
• Ensure lockbox transactions comply with bank policies, regulatory requirements, and department procedures.
• Reconcile daily check issuance and lockbox processing, account for transactions, and resolve discrepancies.
• Prepare regular reports on check issuance and lockbox processing for management review.
• Monitor outstanding checks and take appropriate action on uncashed checks, including stop payments and reissuance when necessary.
• Serve as a point of contact for internal stakeholders and respond professionally and promptly to check and lockbox inquiries and issues.
• Adhere to relevant banking regulations, policies, and procedures.
• Participate in audits and provide documentation; identify and escalate potential risks or issues to management.
• Identify process improvements and collaborate with technology and operations teams to implement systems or enhancements.
• Communicate effectively and courteously with peers, business partners, and management.
• Support user acceptance testing, audit responses, and other ad hoc requests.
• Support training of new team members.

What This Job Offers

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