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Lockbox Operations Processor Jobs in North Carolina

Howden Group

Accounts Receivable Specialist

Charlotte, NC · Hybrid

$19.75 - $26.25/hr

Oversee lockbox volumes and resolve check queries where required. * Forward Notices of Cancellation ... Provide operational support for U.S. Cashiering and Treasury activities, including processing ...

New

Hyperiongrp

Accounts Receivable Specialist

Charlotte, NC · Hybrid

$19.75 - $26.25/hr

Oversee lockbox volumes and resolve check queries where required. * Forward Notices of Cancellation ... Provide operational support for U.S. Cashiering and Treasury activities, including processing ...

New

ECU Health

Cash Application Specialist

Greenville, NC · On-site

$18.01 - $26.25/hr

... processes and insurance guidelines. Cash Application Specialist ensures the timely posting of ... Reconcile daily deposits, electronic funds transfers (EFTs), and lockbox payments with the ...

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Lockbox Operations Processor information

What skills and qualifications are needed to thrive as a lockbox operations processor?

To thrive as a Lockbox Operations Processor, you need strong attention to detail, basic accounting or financial knowledge, and a high school diploma or equivalent. Familiarity with lockbox processing systems, check scanning equipment, and banking software is typically required. Excellent organizational skills, reliability, and the ability to work efficiently under time constraints help individuals excel in this role. These skills ensure accurate, secure, and timely processing of payments, which is critical for maintaining client satisfaction and financial integrity.

What is the difference between Lockbox Operations Processor vs Data Entry Clerk?

AspectLockbox Operations ProcessorData Entry Clerk
Required CredentialsHigh school diploma, basic financial or data processing knowledgeHigh school diploma or equivalent, basic computer skills
Work EnvironmentBank or financial institution processing payments and checksOffice setting, data input across various industries
Employer & Industry UsageFinancial services, bankingVarious sectors including healthcare, retail, finance
Common Search & ComparisonOften compared for data processing and accuracy rolesGeneral data entry roles, less specialized

The main difference between a Lockbox Operations Processor and a Data Entry Clerk lies in their specific functions and industry focus. Lockbox Processors handle payment processing for banks, requiring familiarity with financial transactions, while Data Entry Clerks perform general data input tasks across multiple industries. Both roles require attention to detail and basic computer skills, but Lockbox Processors typically work within financial institutions handling sensitive payment data.

What is a lockbox operations processor?

Lockbox Operations Processors are professionals who handle and process payments received through a bank's lockbox service. They are responsible for opening mail, extracting payments and accompanying documents, verifying information, and entering data into banking systems. Their work helps businesses efficiently manage and deposit large volumes of incoming payments, reducing processing time and improving cash flow. Attention to detail, organizational skills, and familiarity with banking procedures are essential for this role.

What are typical challenges faced by lockbox operations processors, and how can they be managed?

Lockbox Operations Processors often encounter challenges such as managing high volumes of transactions under tight deadlines and ensuring accuracy during data entry and payment processing. Attention to detail is crucial, as even minor errors can delay client payments or cause discrepancies. Effective time management, regular communication with team members, and leveraging automated tools can help address these challenges. Additionally, developing a strong understanding of company protocols and staying updated on compliance standards is essential for success in this role.
What are popular job titles related to Lockbox Operations Processor jobs in North Carolina? For Lockbox Operations Processor jobs in North Carolina, the most frequently searched job titles are:
What job categories do people searching Lockbox Operations Processor jobs in North Carolina look for? The top searched job categories for Lockbox Operations Processor jobs in North Carolina are:
What cities in North Carolina are hiring for Lockbox Operations Processor jobs? Cities in North Carolina with the most Lockbox Operations Processor job openings:
Lockbox Operations Processor jobs near you
Infographic showing various Lockbox Operations Processor job openings in North Carolina as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Cash Management Implementation Specialist - Vice President

Sumitomo Mitsui Financial Group, Inc.

Charlotte, NC • On-site

$115K - $150K/yr

Other

Re-posted 21 days ago

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 $115,000.00 and $150,000.00. 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

The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and institutional clients utilizing cash management and treasury services. This role manages moderate-to-high complexity implementations, leads cross-functional coordination, and ensures clients are fully enabled on the bank's cash management platforms and products.

The VP provides subject-matter expertise across core treasury solutions, guides clients through documentation, technical setup, and platform adoption, and supports revenue acceleration by optimizing onboarding timelines.

Role Objectives

Key Responsibilities

Client Onboarding & Implementation Execution

  • Manage end to end onboarding for cash management and treasury products, including documentation, digital user access, and product activation
  • Conduct discovery sessions to assess client payment workflows, integration requirements, file specifications, and reporting needs
  • Develop implementation plans ensuring all milestones, dependencies, and client responsibilities are clearly defined
  • Execute configuration of services such as ACH, wires, lockbox, RDC, positive pay, liquidity structures, and digital banking platforms
  • Collection and validation of client documentation and product setup forms

Project Management & Coordination

  • Lead mid- to high-complexity client implementations with structured project plans, timelines, and status reporting
  • Partner closely with operations, technology, product management, compliance, service, and relationship teams to ensure timely and accurate delivery
  • Identify risks, manage escalations, and drive proactive resolution
  • Coordinate technical onboarding activities including connectivity testing, file mapping, and UAT

Client Communication & Training

  • Serve as the primary client contact throughout the onboarding lifecycle, ensuring exceptional transparency and communication
  • Deliver training on digital platforms, payment initiation systems, reporting tools, and fraud mitigation solutions
  • Provide guidance and best practices to clients transitioning from legacy banking systems.

Operational Rigor & Process Improvement

  • Ensure onboarding activities adhere to regulatory, operational, and risk management standards
  • Identify opportunities to streamline onboarding, reduce cycle times, and improve digital adoption
  • Contribute to documentation improvements, playbooks, and standardized templates
  • Maintain up to date knowledge of treasury products, industry changes, and platform enhancements
Qualifications and Skills
  • 5-7 years of experience in cash management, treasury onboarding, implementation, or corporate banking
  • Strong understanding of cash management products such as ACH, wires, lockbox, liquidity solutions, RTP, fraud mitigation tools, and digital banking platforms
  • Demonstrated ability to lead implementations and manage multiple projects simultaneously.
  • Experience with technical integrations (ERP / API connectivity, host-to-host, file formats such as BAI2, CSV, ISO20022) is preferred
  • Familiarity with compliance, KYC, AML, and operational control environments
  • Excellent client-facing and communication skills with the ability to explain complex processes clearly
  • Strong organizational skills, attention to detail, and ability to work in a fast-paced environment
  • Proficiency with project management tools (Smartsheet, JIRA, MS Project) is a plus
  • Japanese language is 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.

Apply