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Lockbox Associate Jobs in New York (NOW HIRING)

TeamSoft

Payment Processor

New Brunswick, NJ · On-site

$19 - $21/hr

Associate's or Bachelor's degree in Finance, Accounting, Business, Economics, or a related field * Experience with 10-key data entry * Experience in lockbox operations, mail processing, document ...

Clark Davis Associates

Staff Accountant

Wayne, NJ · On-site

$54K - $71K/yr

Research Lockbox Exceptions and clear items. Print and Review daily banking reports for Commerce Bank and Bank of America and prepare daily cash receipts. Review all Inter-group payables under GP24 ...

East West Bank

Senior Collateral Analyst

Manhattan, NY · On-site

$20/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Investigate customer collection, lockbox, and account activity inquiries * Assist with training and ...

East West Bank

Senior Collateral Analyst

Manhattan, NY

$43/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Investigate customer collection, lockbox, and account activity inquiries * Assist with training and ...

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Lockbox Associate information

What are the key skills and qualifications needed to thrive as a lockbox associate?

To thrive as a Lockbox Associate, you need strong attention to detail, organizational skills, and basic data entry or banking experience, often supported by a high school diploma or equivalent. Familiarity with lockbox processing systems, check scanning equipment, and financial software like Microsoft Excel is typically required. Reliability, teamwork, and time management are key soft skills that help maintain accuracy and efficiency in high-volume environments. These skills ensure timely and error-free processing of payments, which is critical for client satisfaction and operational integrity.

What is the difference between Lockbox Associate vs Accounts Receivable Clerk?

AspectLockbox AssociateAccounts Receivable Clerk
CredentialsBasic accounting knowledge, data entry skillsAccounting or finance degree often preferred
Work EnvironmentBanking or financial institution, processing paymentsOffice setting, managing customer accounts
Industry UsageCommon in banking, finance, and payment processingWidespread in various industries handling billing
Search/Comparison IntentFocus on payment processing rolesFocus on accounts management roles

Both roles involve financial data handling, but Lockbox Associates primarily process incoming payments in banking environments, while Accounts Receivable Clerks manage customer billing and account reconciliation. Understanding these differences helps job seekers find the right position aligned with their skills and career goals.

What is a lockbox associate?

Lockbox Associates are professionals who process and manage incoming payments for organizations, typically through a bank's lockbox service. Their main responsibilities include opening and sorting mail, verifying payments, preparing deposits, and accurately recording payment information into financial systems. Lockbox Associates are crucial in ensuring timely and secure handling of funds, which helps organizations maintain efficient cash flow and accurate financial records. Attention to detail, organizational skills, and familiarity with banking procedures are essential for this role.

What are some common challenges faced by lockbox associates, and how can they be managed effectively?

Lockbox Associates often encounter challenges such as managing high volumes of transactions during peak periods and ensuring the accurate and timely processing of payments. Attention to detail is crucial, as even small errors can lead to delays or financial discrepancies. Effective time management, familiarity with lockbox processing systems, and strong communication skills are key to overcoming these challenges. Collaborating closely with team members and supervisors can also help address issues quickly and maintain a smooth workflow.
What are the most commonly searched types of Lockbox jobs in New York? The most popular types of Lockbox jobs in New York are:
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What job categories do people searching Lockbox Associate jobs in New York look for? The top searched job categories for Lockbox Associate jobs in New York are:
What cities in New York are hiring for Lockbox Associate jobs? Cities in New York with the most Lockbox Associate job openings:
Lockbox Associate jobs near you
Infographic showing various Lockbox Associate job openings in New York as of July 2026, with employment types broken down into 80% Full Time, and 20% Contract. Highlights an 90% In-person, and 10% Hybrid job distribution.

Cash Management Client Service - Associate

Sumitomo Mitsui Financial Group, Inc.

Manhattan, NY • Hybrid

$80K - $105K/yr

Other

Re-posted yesterday

Job description

 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $80,000.00 and $105,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

Responsible for addressing client inquiries and actively support cross-selling efforts by identifying client needs and suggesting solutions through introductions. Performs a variety of client service functions associated with supporting the strategic initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery enhancements.

Role Objectives

Associate

Key Responsibilities

Client Support & Issue Resolution

  • Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access
  • Resolve service issues by investigating transactions, escalating problems, and coordinating with internal teams as needed
  • Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and liquidity tools
  • Ensure timely follow-up and provide clear, professional communication to clients

Operational Support & Service Delivery

  • Process requests entitlement changes, documentation updates, and service modifications
  • Monitor key service metrics such as exception items, payment failures, and fraud alerts, ensuring proactive outreach to clients
  • Assist with onboarding activities including initial client setup, platform training, and documentation coordination
  • Maintain accurate records of client interactions in service-tracking systems

Client Engagement & Relationship Management

  • Build strong working relationships with clients and internal partners, supporting retention and client satisfaction
  • Participate in client calls, training sessions, and service reviews to ensure clients are fully educated on available tools and capabilities
  • Identify opportunities to improve client experience and promote digital adoption of treasury platforms

Continuous Improvement

  • Contribute to service process enhancements, FAQ development, and best practices documentation
  • Stay current on product updates, system changes, and new cash management capabilities
  • Assist senior team members with projects aimed at improving service efficiency and workflow optimization
Qualifications and Skills
  • 2-3 years of experience in client service, banking operations, cash management, or treasury support
  • Foundational understanding of cash management products such as ACH, wires, RDC, positive pay, lockbox, and digital banking platforms
  • Strong problem-solving skills with the ability to research issues and provide prompt resolution
  • Excellent verbal and written communication skills
  • Ability to multitask and manage competing priorities in a high-volume service environment
  • Experience working directly with corporate clients preferred
  • Japanese language preferred but not required

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

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