Payments & Deposit Operations Representative II

TD Bank•Mount Laurel, NJ

11d•Onsite

About The Position

The Payments & Deposit Operations Representative II 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 clear understanding of customers/partners needs and knowledge of TD products and processes. The overnight Lockbox department processes wholesale transactions for companies (primarily with medical companies), setting up their deposits for the morning. Each night the mail is sorted, checks are matched with invoices, and scanned into the system. This is a high volume, fast-paced environment. This is an in-office, part-time position working 30 hours per week.

Requirements

High school diploma
Working level knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported.

Nice To Haves

Experience in the overnight Lockbox department.
Experience processing wholesale transactions for companies, particularly medical companies.
Experience in a high volume, fast-paced environment.

Responsibilities

Provides 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.
Sorts mail, matches checks with invoices, and scans into system.
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 internal and industry regulations, remains informed of emerging issues and applies appropriate due diligence in adherence with operating policies/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 including completing and recording transactions for either the organization or clients.
Actively reviews internal processes/activities and provides ideas for process improvement.
Investigates and escalates non-standard or high-risk activities as appropriate.
Adheres to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management).
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.