The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
Position Title: Lockbox Processor
Reports To: Lockbox Supervisor
Department: Deposit Operations
FLSA Status: Non-Exempt
Purpose:
The Lockbox Processor is responsible for the processing and reporting of receivables for commercial/municipal Lockbox clients and Bank customer internal loan payments.
Supervisory Responsibilities:
Degree of Supervision Received: Moderate to High
- Supervision Received (title): Lockbox Supervisor
Degree of Supervision Given: None
- Supervision Given to (Titles): N/A
Essential Functions:
- Processes and keys Lockbox client receivables deposits and customer internal loan payments utilizing Lockbox software.
- Prepares remittance and correspondence related to processed receivables and distributes to Lockbox clients daily.
- Generates and reviews monthly reports. Escalate any discrepancies to the Senior Lockbox Processor
- Demonstrates the standards and principles of the Five Star Bank Experience in every interaction with internal and external customers and associates. Incorporates the high-performance behaviors of teamwork, leading by example and service in every facet of work.
- This job description is not exhaustive. The Lockbox Processor may be required to perform other duties as assigned.
Job Related Qualifications – Education and Prior Experience:
Required:
- Education: High school diploma or equivalent
- Prior Experience: Demonstrated proficiency in utilizing a computer/keyboard
Preferred:
- Education: Associates degree
- Prior Experience: 1+ years of data entry or customer service experience
Competencies:
- Possess strong keying skills with a high level of attention to detail to ensure accuracy
- Able to maintain confidentiality at all times
- Ability to take initiative in problem solving and make practical decisions
- Strong verbal and written communication skills
- Possess a high level of attention to detail with the ability to follow detailed instructions/procedures to ensure accuracy
- Intermediate level with all Microsoft Office applications including the ability to learn new and existing banking software
- Responds to requests for information in a timely and professional manner
- Dependable in meeting attendance requirements and schedules established for the department
Physical Requirements:
- Able to regularly sit for prolonged periods of time.
- Able to regularly stand for prolonged periods of time.
- Extensive computer usage is required.
Skills Required
- High school diploma or equivalent
- Demonstrated proficiency using a computer and keyboard
- Strong keying skills and attention to detail
- Ability to maintain confidentiality
- Problem-solving and practical decision-making ability
- Strong verbal and written communication skills
- Ability to follow detailed procedures accurately
- Intermediate proficiency with Microsoft Office applications
- Ability to learn banking software
- Associate degree
- At least one year of data entry or customer service experience
What We Do
Five Star Bank is a California-based community business bank offering relationship-based banking and treasury solutions. It helps businesses start, grow, and succeed through personalized banking services, including lending for commercial and industrial real estate. Founded by local entrepreneurs, the bank emphasizes community stewardship, regional and industry expertise, responsive service, and economic development. It operates offices in California and serves clients nationwide.
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