Lockbox Process Specialist II

About the role

The Payments & Deposit Operations Representative I position provides operational support and performs general to specialized transactions and/or other processing activities for the Operations function. This role communicates with partners in a professional manner, demonstrating a clear understanding of customer/partner needs and knowledge of TD products and processes.

Responsibilities

• Works within well-defined guidelines, accountable for completing routine transactions or repetitive processes within a 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.
• Focused on the completion of day-to-day processes or activities but may include weekly or monthly routine activities.

Requirements

• High School diploma.
• 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.
• 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.

Qualifications

• Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment – Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

Skills

• Customer service skills.
• Attention to detail.
• Ability to work independently and manage multiple tasks.
• Strong communication and problem-solving skills.

Benefits

TD offers a comprehensive benefits package that includes:

• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO).
• Banking benefits and discounts.
• Career development.
• Reward and recognition.

Pay

The base pay for this role ranges from $22.00 to $27.75 USD per hour, commensurate with experience.

Schedule

The shift is Wednesday, Friday, and Saturday from 7:30am to 4:00pm.