Lockbox Team Leader
Fulton Bank · East Petersburg, PA · 3 wk ago
Information Technology$17.25–$24.23/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes values description, location, full-time onsite, etc. We need to decide sections: maybe "About the role" (intro), "Responsibilities" (list of duties), "Requirements" (education, experience), "Benefits" (benefits package), "Pay" (salary range), "Schedule" (full-time, onsite). Also maybe "Qualifications" but we can combine with Requirements. Must not create sections with filler. Must include only sections with real content.
We need to preserve all substantive info, not invent or summarize away detail. Use for section headings. Use
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. No Job ID. Remove boilerplate: EEO, compliance, etc. Also remove application instructions, navigation, cookie, legal. The posting includes a lot of compliance and EEO at end; we should drop those. Also drop "To provide greater transparency..." maybe part of Pay? Actually that is about salary ranges; we can keep Pay section with salary range. The benefits description we keep.
We need to include location and employment type maybe in About the role or Schedule. Schedule: full-time, onsite. So we can have Schedule section with that.
Let's extract content:
Intro paragraph: "Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. This is a full-time, onsite career opportunity based out of our Administrative Services Center location in East Petersburg, PA."
That's About the role.
Responsibilities: many bullet-like sentences. We'll list them as
- . Need to preserve all substantive info; we can break into list items each sentence.
Let's extract responsibilities sentences:
- Coordinates the workflow and daily operations of the Lockbox Department to ensure daily customer and posting deadlines are met.
- Provides support to the Lockbox Supervisor on a daily basis assumes Supervisor role in his/her absence.
- Assists with daily processing of customer accounts when workload is heavy.
- Assists with system programing changes, testing and implementation of system updates and onboarding of new accounts.
- Provides telephone support to corporate and commercial customers for lockbox products and services.
- Completes account adjustment requests in conjunction with customer support inquires.
- Responsible for appropriately elevating issues to the Lockbox Supervisor or Operations Support Manager II when necessary.
- Responsible for updating procedures and policies manuals.
- Provides subject matter expertise on all Lockbox applications.
- Coordinate morning preparation duties with the staff, performing quality assurance of inbound mail, including helping to sort mail, reviewing the PO Box checklist and contacting the Post Office in the event of a suspected PO box that was missed during mail retrieval.
- Partner with the Courier Services Coordinator and third party messenger service to arrange Post Office pickups or deliveries, and ensure customer pickup/deliveries are on schedule.
- Communicate issues, delays or changes to the Lockbox Supervisor, Operations Support Manager II, Lockbox staff, and when necessary, the customer.
- Monitor and assess daily workflow and work distribution & reprioritizes as needed.
- Eliminate workflow bottlenecks by ensuring all areas are staffed according to workload.
- Ensure daily tasks are completed on time, including delivery and verification of the Image Cash Letter; scanning and successful submittal of the Branch Capture work, and delivery verification of all customer time sensitive packages.
- Elevates resource or staffing concerns and employee issues to the Lockbox Supervisor.
- Ensure staff follows mandated protocols for accounts containing sensitive medical information.
- Compile, analyze and report volume and productivity statistics to the Lockbox Supervisor.
- Provide feedback to the Lockbox Supervisor and Operations Support Manager II for performance appraisals.
- Suggest improvements, mentor, and coach Lockbox employees on account procedures, productivity and achieving work related goals.
- Assist and monitor cross training of all employees on each account and job functions.
- Monitor and review error rate ratios, departmental standards, and employee productivity rates to ensure account standards are met.
- Conduct one on one bi-monthly employee productivity and error reviews.
- Provide overviews, tours, and training to team members, other departments, management trainees, branch personnel and potential customers as requested.
- Responsible for training and product updates, for both new and existing employees.
- As upgrades and or new products and services are introduced, will be responsible for training and educating Lockbox staff.
- The Lockbox Team Leader will also be responsible for updating procedures and policies relative to product implementation, onboarding and service delivery.
- As part of the overall service delivery, this position will be responsible to ensure that customer accounts are processed according to customer requirements.
- Subsequent to implementation and training, will provide ongoing support to customers.
- Provide customer support for Lockbox within 24 hours of inquiry by researching and collaborating with the appropriate departments and employees.
- Complete corrections for processing errors, and provide supporting documentation to customers both internal and external.
- Provide the appropriate follow up to ensure superior customer service and Lockbox product satisfaction.
- Suggest processing changes or alterations to enhance the Customer Experience.
- Provide subject matter expertise on all lockbox applications and software systems and machinery, including OPEX equipment, TMS processing software, Ceresoft processing software, CertainScan scanning software, Nautilus, Signature and Aperio.
- Remain knowledgeable of all Lockbox processes and account specifications; provide support as needed to areas of production.
- This position will be expected to serve as a technical resource and to interact with internal and external vendors.
- Able to troubleshoot equipment and software issues.
- Maintains an excellent relationship with vendors while holding them accountable for monthly preventative maintenance and software updates.
- Place service calls to vendors and ensure equipment is repaired in a timely manner.
- In Supervisor’s absence, compile and enter payroll data via Workforce and authorize Paid Time Off.
- Take inventory and order supplies.
- Complete daily reconcilements of department General Ledger accounts.
- Research any outstanding open items with supporting documentation and notations.
- Complete month end reconcilements for review by the Supervisor and approval of the Operations Support Manager II.
That's a lot; we can keep them as list items.
Requirements/Education/Experience:
- Education: High School Diploma or equivalent. (Required)
- Specialty: Does not apply at this level of education. (Required) (maybe we can include but it's not substantive? It says "Does not apply at this level of education." Might be considered filler but it's part of posting. We'll include as part of Requirements.
- Experience: 2 or more years Banking operations, preferably in a high volume payment processing capacity. (Required)
- 1 Or More Years Of Supervisory Experience (Preferred)
- Also mention: This role may perform other job duties as assigned by the manager. (maybe include as Responsibilities? but it's a generic statement; could be included but it's not specific. Might be considered filler but it's part of posting. We'll include maybe as a responsibility bullet.
We should not include compliance boilerplate.
Benefits: list: medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives.
Pay: The hourly rate for this position is $17.25 - $24.23.
Schedule: full-time, onsite.
We also have location: based out of Administrative Services Center location in East Petersburg, PA. Could be in About the role or Schedule. We'll keep in About the role.
Now produce HTML:
About the role
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. This is a full-time, onsite career opportunity based out of our Administrative Services Center location in East Petersburg, PA.
Responsibilities
- Coordinates the workflow and daily operations of the Lockbox Department to ensure daily customer and posting deadlines are met.
- Provides support to the Lockbox Supervisor on a daily basis assumes Supervisor role in his/her absence.
- Assists with daily processing of customer accounts when workload is heavy.
- Assists with system programing changes, testing and implementation of system updates and onboarding of new accounts.
- Provides telephone support to corporate and commercial customers for lockbox products and services.
- Completes account adjustment requests in conjunction with customer support inquires.
- Responsible for appropriately elevating issues to the Lockbox Supervisor or Operations Support Manager II when necessary.
- Responsible for updating procedures and policies manuals.
- Provides subject matter expertise on all Lockbox applications.
- Coordinate morning preparation duties with the staff, performing quality assurance of inbound mail, including helping to sort mail, reviewing the PO Box checklist and contacting the Post Office in the event of a suspected PO box that was missed during mail retrieval.
- Partner with the Courier Services Coordinator and third party messenger service to arrange Post Office pickups or deliveries, and ensure customer pickup/deliveries are on schedule.
- Communicate issues, delays or changes to the Lockbox Supervisor, Operations Support Manager II, Lockbox staff, and when necessary, the customer.
- Monitor and assess daily workflow and work distribution & reprioritizes as needed.
- Eliminate workflow bottlenecks by ensuring all areas are staffed according to workload.
- Ensure daily tasks are completed on time, including delivery and verification of the Image Cash Letter; scanning and successful submittal of the Branch Capture work, and delivery verification of all customer time sensitive packages.
- Elevates resource or staffing concerns and employee issues to the Lockbox Supervisor.
- Ensure staff follows mandated protocols for accounts containing sensitive medical information.
- Compile, analyze and report volume and productivity statistics to the Lockbox Supervisor.
- Provide feedback to the Lockbox Supervisor and Operations Support Manager II for performance appraisals.
- Suggest improvements, mentor, and coach Lockbox employees on account procedures, productivity and achieving work related goals.
- Assist and monitor cross training of all employees on each account and job functions.
- Monitor and review error rate ratios, departmental standards, and employee productivity rates to ensure account standards are met.
- Conduct one on one bi-monthly employee productivity and error reviews.
- Provide overviews, tours, and training to team members, other departments, management trainees, branch personnel and potential customers as requested.
- Responsible for training and product updates, for both new and existing employees.
- As upgrades and or new products and services are introduced, will be responsible for training and educating Lockbox staff.
- The Lockbox Team Leader will also be responsible for updating procedures and policies relative to product implementation, onboarding and service delivery.
- As part of the overall service delivery, this position will be responsible to ensure that customer accounts are processed according to customer requirements.
- Subsequent to implementation and training, will provide ongoing support to customers.
- Provide customer support for Lockbox within 24 hours of inquiry by researching and collaborating
for prose. We must not repeat job title as heading. No Job ID. Remove boilerplate: EEO, compliance, etc. Also remove application instructions, navigation, cookie, legal. The posting includes a lot of compliance and EEO at end; we should drop those. Also drop "To provide greater transparency..." maybe part of Pay? Actually that is about salary ranges; we can keep Pay section with salary range. The benefits description we keep. We need to include location and employment type maybe in About the role or Schedule. Schedule: full-time, onsite. So we can have Schedule section with that. Let's extract content: Intro paragraph: "Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. This is a full-time, onsite career opportunity based out of our Administrative Services Center location in East Petersburg, PA." That's About the role. Responsibilities: many bullet-like sentences. We'll list them as
- . Need to preserve all substantive info; we can break into list items each sentence.
Let's extract responsibilities sentences:
- Coordinates the workflow and daily operations of the Lockbox Department to ensure daily customer and posting deadlines are met.
- Provides support to the Lockbox Supervisor on a daily basis assumes Supervisor role in his/her absence.
- Assists with daily processing of customer accounts when workload is heavy.
- Assists with system programing changes, testing and implementation of system updates and onboarding of new accounts.
- Provides telephone support to corporate and commercial customers for lockbox products and services.
- Completes account adjustment requests in conjunction with customer support inquires.
- Responsible for appropriately elevating issues to the Lockbox Supervisor or Operations Support Manager II when necessary.
- Responsible for updating procedures and policies manuals.
- Provides subject matter expertise on all Lockbox applications.
- Coordinate morning preparation duties with the staff, performing quality assurance of inbound mail, including helping to sort mail, reviewing the PO Box checklist and contacting the Post Office in the event of a suspected PO box that was missed during mail retrieval.
- Partner with the Courier Services Coordinator and third party messenger service to arrange Post Office pickups or deliveries, and ensure customer pickup/deliveries are on schedule.
- Communicate issues, delays or changes to the Lockbox Supervisor, Operations Support Manager II, Lockbox staff, and when necessary, the customer.
- Monitor and assess daily workflow and work distribution & reprioritizes as needed.
- Eliminate workflow bottlenecks by ensuring all areas are staffed according to workload.
- Ensure daily tasks are completed on time, including delivery and verification of the Image Cash Letter; scanning and successful submittal of the Branch Capture work, and delivery verification of all customer time sensitive packages.
- Elevates resource or staffing concerns and employee issues to the Lockbox Supervisor.
- Ensure staff follows mandated protocols for accounts containing sensitive medical information.
- Compile, analyze and report volume and productivity statistics to the Lockbox Supervisor.
- Provide feedback to the Lockbox Supervisor and Operations Support Manager II for performance appraisals.
- Suggest improvements, mentor, and coach Lockbox employees on account procedures, productivity and achieving work related goals.
- Assist and monitor cross training of all employees on each account and job functions.
- Monitor and review error rate ratios, departmental standards, and employee productivity rates to ensure account standards are met.
- Conduct one on one bi-monthly employee productivity and error reviews.
- Provide overviews, tours, and training to team members, other departments, management trainees, branch personnel and potential customers as requested.
- Responsible for training and product updates, for both new and existing employees.
- As upgrades and or new products and services are introduced, will be responsible for training and educating Lockbox staff.
- The Lockbox Team Leader will also be responsible for updating procedures and policies relative to product implementation, onboarding and service delivery.
- As part of the overall service delivery, this position will be responsible to ensure that customer accounts are processed according to customer requirements.
- Subsequent to implementation and training, will provide ongoing support to customers.
- Provide customer support for Lockbox within 24 hours of inquiry by researching and collaborating with the appropriate departments and employees.
- Complete corrections for processing errors, and provide supporting documentation to customers both internal and external.
- Provide the appropriate follow up to ensure superior customer service and Lockbox product satisfaction.
- Suggest processing changes or alterations to enhance the Customer Experience.
- Provide subject matter expertise on all lockbox applications and software systems and machinery, including OPEX equipment, TMS processing software, Ceresoft processing software, CertainScan scanning software, Nautilus, Signature and Aperio.
- Remain knowledgeable of all Lockbox processes and account specifications; provide support as needed to areas of production.
- This position will be expected to serve as a technical resource and to interact with internal and external vendors.
- Able to troubleshoot equipment and software issues.
- Maintains an excellent relationship with vendors while holding them accountable for monthly preventative maintenance and software updates.
- Place service calls to vendors and ensure equipment is repaired in a timely manner.
- In Supervisor’s absence, compile and enter payroll data via Workforce and authorize Paid Time Off.
- Take inventory and order supplies.
- Complete daily reconcilements of department General Ledger accounts.
- Research any outstanding open items with supporting documentation and notations.
- Complete month end reconcilements for review by the Supervisor and approval of the Operations Support Manager II.
That's a lot; we can keep them as list items.
Requirements/Education/Experience:
- Education: High School Diploma or equivalent. (Required)
- Specialty: Does not apply at this level of education. (Required) (maybe we can include but it's not substantive? It says "Does not apply at this level of education." Might be considered filler but it's part of posting. We'll include as part of Requirements.
- Experience: 2 or more years Banking operations, preferably in a high volume payment processing capacity. (Required)
- 1 Or More Years Of Supervisory Experience (Preferred)
- Also mention: This role may perform other job duties as assigned by the manager. (maybe include as Responsibilities? but it's a generic statement; could be included but it's not specific. Might be considered filler but it's part of posting. We'll include maybe as a responsibility bullet.
We should not include compliance boilerplate.
Benefits: list: medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives.
Pay: The hourly rate for this position is $17.25 - $24.23.
Schedule: full-time, onsite.
We also have location: based out of Administrative Services Center location in East Petersburg, PA. Could be in About the role or Schedule. We'll keep in About the role.
Now produce HTML:
About the role
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. This is a full-time, onsite career opportunity based out of our Administrative Services Center location in East Petersburg, PA.
Responsibilities
- Coordinates the workflow and daily operations of the Lockbox Department to ensure daily customer and posting deadlines are met.
- Provides support to the Lockbox Supervisor on a daily basis assumes Supervisor role in his/her absence.
- Assists with daily processing of customer accounts when workload is heavy.
- Assists with system programing changes, testing and implementation of system updates and onboarding of new accounts.
- Provides telephone support to corporate and commercial customers for lockbox products and services.
- Completes account adjustment requests in conjunction with customer support inquires.
- Responsible for appropriately elevating issues to the Lockbox Supervisor or Operations Support Manager II when necessary.
- Responsible for updating procedures and policies manuals.
- Provides subject matter expertise on all Lockbox applications.
- Coordinate morning preparation duties with the staff, performing quality assurance of inbound mail, including helping to sort mail, reviewing the PO Box checklist and contacting the Post Office in the event of a suspected PO box that was missed during mail retrieval.
- Partner with the Courier Services Coordinator and third party messenger service to arrange Post Office pickups or deliveries, and ensure customer pickup/deliveries are on schedule.
- Communicate issues, delays or changes to the Lockbox Supervisor, Operations Support Manager II, Lockbox staff, and when necessary, the customer.
- Monitor and assess daily workflow and work distribution & reprioritizes as needed.
- Eliminate workflow bottlenecks by ensuring all areas are staffed according to workload.
- Ensure daily tasks are completed on time, including delivery and verification of the Image Cash Letter; scanning and successful submittal of the Branch Capture work, and delivery verification of all customer time sensitive packages.
- Elevates resource or staffing concerns and employee issues to the Lockbox Supervisor.
- Ensure staff follows mandated protocols for accounts containing sensitive medical information.
- Compile, analyze and report volume and productivity statistics to the Lockbox Supervisor.
- Provide feedback to the Lockbox Supervisor and Operations Support Manager II for performance appraisals.
- Suggest improvements, mentor, and coach Lockbox employees on account procedures, productivity and achieving work related goals.
- Assist and monitor cross training of all employees on each account and job functions.
- Monitor and review error rate ratios, departmental standards, and employee productivity rates to ensure account standards are met.
- Conduct one on one bi-monthly employee productivity and error reviews.
- Provide overviews, tours, and training to team members, other departments, management trainees, branch personnel and potential customers as requested.
- Responsible for training and product updates, for both new and existing employees.
- As upgrades and or new products and services are introduced, will be responsible for training and educating Lockbox staff.
- The Lockbox Team Leader will also be responsible for updating procedures and policies relative to product implementation, onboarding and service delivery.
- As part of the overall service delivery, this position will be responsible to ensure that customer accounts are processed according to customer requirements.
- Subsequent to implementation and training, will provide ongoing support to customers.
- Provide customer support for Lockbox within 24 hours of inquiry by researching and collaborating