Lockbox Specialist (20 hours) - (in-office) - San Diego, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. 

As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are currently accepting applications for a Lockbox Specialist (20 hours) in San Diego, CA. This position will be in-office Monday, Tuesday, Thursday, and Friday 7:00 am-12:00 pm PST.

The ideal candidate will need the skills and experience necessary to:

·       Process deposits accepted through the lockbox processing system.

·       Provide customer with back-up documentation as requested.

·       Log and track all incoming remittance mail; sort, open, and verify outgoing remittance mail.

·       Perform a variety of clerical duties, answer questions or inquiries from lockbox customers, resolve problems or issues, and perform data and item entry.

·       Correspond with clients or bank personnel on various lockbox items.

·       Notify support areas of problems or issues which could cause delay in items being processed.

·       Track and monitor reports.

·       Perform other duties as assigned.

Qualifications:

·       Requires High School diploma or equivalent and some data entry, balancing, office, clerical or other related experience.

·       Bank operations, item processing preferred.

o   A combination of education and experience may meet job requirements.

·       Basic knowledge of 10 key, data entry and balancing principles.

·       Must have good customer service and communication skills, both verbal and written.

·       Require knowledge of various types of computer software, including spreadsheets and word processing programs.

·       Must be accurate and solid attention to detail.

·       Ability to perform well under pressure and meet deadlines.

Benefits: 

·       Medical, Dental and Vision Insurance - START DAY ONE! 

·       Life and Disability Insurance, Paid Parental Leave and Adoption Assistance

·       Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts

·       Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays

·       401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

·       Mental health benefits including coaching and therapy sessions

·       Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

·       Employee Ambassador preferred banking products

Pay range (depending on experience): $16.50-$24.00