Client Support Advisor
Phoenix, AZ · On-site
Some exposure to financial services or banking (internship, teller/customer support, call center ... Cash management tools (bill pay, lockbox, positive pay, cash sweep) * QuickBooks or accounting ...
Client Support Advisor
Phoenix, AZ · On-site
Some exposure to financial services or banking (internship, teller/customer support, call center ... Cash management tools (bill pay, lockbox, positive pay, cash sweep) * QuickBooks or accounting ...
... and Mobile Banking, Positive Pay, Remote Deposit Capture, ACH, Wire Funds Transfer, Lockbox ... Recent graduates with relevant internship or academic experience are encouraged to apply.
Quick apply
... and Mobile Banking, Positive Pay, Remote Deposit Capture, ACH, Wire Funds Transfer, Lockbox ... Recent graduates with relevant internship or academic experience are encouraged to apply.
Internship Banking Lockbox information
Do interns at banks get paid?
Interns at banks, including those in banking lockbox roles, are often paid, but compensation varies by institution and program. Some internships offer hourly wages or stipends, while others may be unpaid, especially if they are for academic credit. It is important to check the specific bank's internship details for accurate information.
What is an Internship Banking Lockbox position?
An Internship Banking Lockbox position is a temporary role, usually for students or recent graduates, where interns assist with the processing of payments and remittances received through a bank's lockbox service. The lockbox service helps organizations receive and process payments from customers efficiently by having payments sent directly to a special post office box managed by the bank. Interns in this role typically learn about banking operations, data entry, payment processing, and customer service, gaining valuable exposure to the financial industry. This internship is ideal for those interested in banking, finance, or accounting careers.
What are some typical responsibilities an intern can expect in a banking lockbox position?
As a banking lockbox intern, you can expect to assist with processing incoming payments, preparing deposits, verifying remittance information, and ensuring data accuracy in client records. You'll likely work closely with full-time staff to learn about secure document handling and compliance procedures. The role often involves using specialized software to scan and record payments, and you may collaborate with other departments, such as customer service or treasury, to resolve discrepancies. This hands-on experience provides a great introduction to back-office banking operations and compliance standards.
What is the difference between Internship Banking Lockbox vs Banking Operations Intern?
| Aspect | Internship Banking Lockbox | Banking Operations Intern |
|---|---|---|
| Responsibilities | Processing payments, managing payment collections, reconciling accounts | Supporting daily banking operations, data entry, transaction processing |
| Required Skills | Attention to detail, basic accounting, familiarity with banking software | Data management, organizational skills, understanding banking procedures |
| Work Environment | Back-office, payment processing units within banks | Operations departments, customer service areas within banks |
| Common Usage | Used in payment processing and cash management roles | Used in general banking support and operational roles |
While both roles support banking functions, Internship Banking Lockbox focuses on payment processing and reconciliation, whereas Banking Operations Intern handles broader operational tasks. Understanding these differences helps candidates choose roles aligned with their skills and career goals.
What are the key skills and qualifications needed to thrive as an Internship Banking Lockbox, and why are they important?
To excel in an Internship Banking Lockbox role, you generally need strong attention to detail, basic accounting knowledge, and proficiency in data entry, often supported by coursework in finance or business administration. Familiarity with lockbox processing systems, Microsoft Excel, and banking software is commonly required. Strong organizational skills, reliability, and effective communication help distinguish top candidates in this position. These abilities ensure accurate transaction processing, minimize errors, and support the efficient handling of high-volume financial data in a secure environment.
More about Internship Banking Lockbox jobs
What cities are hiring for Internship Banking Lockbox jobs? Cities with the most Internship Banking Lockbox job openings:
What are the most commonly searched types of Banking Lockbox jobs? The most popular types of Banking Lockbox jobs are:
What states have the most Internship Banking Lockbox jobs? States with the most job openings for Internship Banking Lockbox jobs include:
What job categories do people searching Internship Banking Lockbox jobs look for? The top searched job categories for Internship Banking Lockbox jobs are:
- Chief Operations Officer Coo Banking
- Chief Operating Officer Salaries
- Vice President Flight Operations
- Chief Operating Officer Non Profit
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- Chief Operating Officer Bank
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- President Operations
- Coo Integrator
- Senior Vice President Distribution Operations
Other
Medical, Dental, Vision, Life, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
RESPONSIBILITIES:
Kforce has a client that is seeking a Client Support Advisor - Banking & Treasury Services (Entry-Level) in Phoenix, AZ.
Summary:
You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure to banking and treasury products. You will support business clients as they use online banking and payment tools-helping them get unstuck, guiding them through processes, and building confidence with financial platforms.
Why this role:
This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology.
This role starts as a contract position for one year with potential to convert to FTE with Kforce's client thereafter. The role requires one day a month in office and can be performed remotely otherwise.
In this role, you will:
* Provide friendly, professional, client-facing support by phone, email, and/or ticketing tools
* Troubleshoot access and navigation issues within online banking (unlock accounts, password resets, MFA support, basic user administration)
* Help clients understand and use depository products and services (e.g., checking/DDA, CDs, MMAs, account analysis basics, check clearing, mobile/remote deposit capture)
* Assist with domestic and international wire payment navigation and research
* Support cash management tools such as ACH services, bill pay, lockbox, positive pay, investment cash sweep, and select international services (letters of credit, foreign exchange, multi-currency accounts)
* Provide basic support for merchant services and business debit/credit card products
* Troubleshoot payment-related technical issues such as payment imports and file-related errors
* Help identify potential fraud risks and assist with monitoring and resolution steps (including ACH blocks/filters)
REQUIREMENTS:
* Bachelor's degree in Economics, Finance, Business, or a related field preferred (or equivalent practical experience)
* Strong customer service mindset-you enjoy helping others and keeping calm under pressure
* We are looking for someone early in their career who's great with people, loves solving problems, and wants to build deeper expertise in banking and treasury services
* Proven problem-solving skills-you like figuring things out and can explain solutions clearly
* Some exposure to financial services or banking (internship, teller/customer support, call center, operations support, or similar)
* Clear, professional communication skills (written and verbal), with attention to detail
* Comfortable learning new tools and processes, and willing to be client-facing
Plus (you're excited to learn or build skill in these areas):
* Online banking support (access issues, navigation, user maintenance, MFA)
* Banking products and payment methods (ACH, wires, deposits, fraud prevention features)
* Cash management tools (bill pay, lockbox, positive pay, cash sweep)
* QuickBooks or accounting software integration troubleshooting
* Payment imports/file troubleshooting and technical support habits
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce has a client that is seeking a Client Support Advisor - Banking & Treasury Services (Entry-Level) in Phoenix, AZ.
Summary:
You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure to banking and treasury products. You will support business clients as they use online banking and payment tools-helping them get unstuck, guiding them through processes, and building confidence with financial platforms.
Why this role:
This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology.
This role starts as a contract position for one year with potential to convert to FTE with Kforce's client thereafter. The role requires one day a month in office and can be performed remotely otherwise.
In this role, you will:
* Provide friendly, professional, client-facing support by phone, email, and/or ticketing tools
* Troubleshoot access and navigation issues within online banking (unlock accounts, password resets, MFA support, basic user administration)
* Help clients understand and use depository products and services (e.g., checking/DDA, CDs, MMAs, account analysis basics, check clearing, mobile/remote deposit capture)
* Assist with domestic and international wire payment navigation and research
* Support cash management tools such as ACH services, bill pay, lockbox, positive pay, investment cash sweep, and select international services (letters of credit, foreign exchange, multi-currency accounts)
* Provide basic support for merchant services and business debit/credit card products
* Troubleshoot payment-related technical issues such as payment imports and file-related errors
* Help identify potential fraud risks and assist with monitoring and resolution steps (including ACH blocks/filters)
REQUIREMENTS:
* Bachelor's degree in Economics, Finance, Business, or a related field preferred (or equivalent practical experience)
* Strong customer service mindset-you enjoy helping others and keeping calm under pressure
* We are looking for someone early in their career who's great with people, loves solving problems, and wants to build deeper expertise in banking and treasury services
* Proven problem-solving skills-you like figuring things out and can explain solutions clearly
* Some exposure to financial services or banking (internship, teller/customer support, call center, operations support, or similar)
* Clear, professional communication skills (written and verbal), with attention to detail
* Comfortable learning new tools and processes, and willing to be client-facing
Plus (you're excited to learn or build skill in these areas):
* Online banking support (access issues, navigation, user maintenance, MFA)
* Banking products and payment methods (ACH, wires, deposits, fraud prevention features)
* Cash management tools (bill pay, lockbox, positive pay, cash sweep)
* QuickBooks or accounting software integration troubleshooting
* Payment imports/file troubleshooting and technical support habits
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.