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Lockbox Operations Jobs in California (NOW HIRING)

West Advanced Technologies (WATI)

Cloud Architect

Sacramento, CA · On-site

$60.25 - $76.50/hr

... operations. Two (2) of experience in the migration/upgrade of organizations (5,000 user "seats" or ... Customer Lockbox viii. Advanced eDiscovery ix. My Analytics x. Power BI Pro xi. Audio Conferencing ...

Community Initiatives

Accounts Receivable Specialist

Oakland, CA · On-site

$23.25 - $30.75/hr

This role plays a critical operational function in ensuring funds received by Community Initiatives ... Download daily lockbox deposit reports from the bank and prepare Excel-based cash receipt logs for ...

The Elizabeth Hospice

Facilities Coordinator

Escondido, CA · On-site

$72K - $75K/yr

... operations, maintenance, and safety of organizational facilities. This role coordinates with ... Keys are kept in a secure lockbox. Copies are made on an as needed basis. Keys are sorted to mirror ...

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All JobsLockbox Operations JobsLockbox Operations Jobs in California

Lockbox Operations information

See California salary details

$98.2K

$142.9K

$190.5K

How much do lockbox operations jobs pay per year?

As of Jun 16, 2026, the average yearly pay for lockbox operations in California is $142,894.00, according to ZipRecruiter salary data. Most workers in this role earn between $104,600.00 and $189,500.00 per year, depending on experience, location, and employer.

What is the difference between Lockbox Operations vs Cash Processing Clerk?

AspectLockbox OperationsCash Processing Clerk
CredentialsBanking certifications, familiarity with banking softwareBasic financial or clerical experience, sometimes banking knowledge
Work EnvironmentBank branches, processing centers, financial institutionsBank branches, back-office financial departments
Industry UsageFinancial services, bankingBanking, retail banking, financial institutions
Job FocusProcessing incoming payments via mailed checks, electronic paymentsHandling cash, verifying deposits, data entry

Lockbox Operations primarily involves managing incoming payments received through mail or electronic means, focusing on processing and depositing funds efficiently. Cash Processing Clerks handle cash transactions, verify deposits, and perform data entry tasks. While both roles support banking operations, Lockbox Operations emphasizes payment processing, whereas Cash Processing Clerks focus on cash handling and verification.

What are some common challenges faced in Lockbox Operations, and how are they typically addressed?

In Lockbox Operations, a frequent challenge is managing large volumes of payments while ensuring accuracy and meeting strict processing deadlines. Errors in data entry or delays can impact client satisfaction and financial reporting. Teams typically address these challenges by using advanced automated systems, following standardized procedures, and conducting regular quality checks. Collaboration with IT and client service teams is also essential to quickly resolve technical issues or exceptions and maintain a high level of service.

What are the key skills and qualifications needed to thrive in Lockbox Operations, and why are they important?

To excel in Lockbox Operations, you need strong attention to detail, analytical abilities, and a background in finance or accounting, often supported by a high school diploma or associate degree. Familiarity with lockbox processing systems, banking software, and document imaging tools is essential. Excellent organizational skills, reliability, and effective communication help individuals stand out in this role. These competencies ensure accurate processing of financial transactions, minimize errors, and support efficient workflow in high-volume banking environments.

What is Lockbox Operations?

Lockbox Operations refers to a service provided by banks where they receive, process, and deposit payments on behalf of businesses. These operations involve collecting mail payments sent to a secure P.O. box, opening and scanning checks, and posting payment information to the appropriate accounts. This helps companies speed up the processing of incoming payments, reduce in-house processing costs, and improve cash flow management. Lockbox Operations staff ensure that payments are processed accurately and securely, and may also handle remittance documents and provide daily transaction reports to clients.
What are the most commonly searched types of Lockbox Operations jobs in California? The most popular types of Lockbox Operations jobs in California are:
Lockbox Operations jobs near you
Infographic showing various Lockbox Operations job openings in California as of June 2026, with employment types broken down into 60% Full Time, and 40% Contract. Highlights an 100% In-person job distribution, with an average salary of $142,894 per year, or $68.7 per hour.
Treasury Management Implementation Specialist

Treasury Management Implementation Specialist

MidFirst Bank

Los Angeles, CA • On-site

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

MidFirst Bank rating

8.0

Company rating: 8.0 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

53rd of 141 rated banks

Job description

A Treasury Management Implementation Specialist is responsible to support a full range of Corporate Treasury Management products and Online Banking products, providing professional technical and operational support of these products to customers and Bank personnel. Products included in this support may include Commercial Online Banking, Mobile Banking, Online Banking Wires, ACH Origination, Remote Deposit Capture, Positive Pay, Account Reconciliation, Lockbox, 3rd Party Depository Services, and other products that are currently in place or may be added in the future. The Specialist is knowledgeable of all Bank services and products and is expected to promote and deliver those services.
Essential Duties and Responsibilities:
  • Assist with onboarding clients by providing a response to a client's request for proposal, preparing client applications, agreements, and other required documentation, implementing new products and services for the client in a timely manner, and training the client in the appropriate use of the products.
  • Complete applicable forms and documents required for new online banking profiles and maintenance requests.
  • Responsible for implementation and callback procedures for various Treasury Management products including but not necessarily limited to Business Online Banking, ACH, Wires, Positive Pay and Remote Deposit Capture.
  • Periodically assist with special projects related to documentation.
  • Resolve problems within given authority.
  • Be alert to potential fraud situations, and escalate any concerns to appropriate manager as soon as possible.
  • Maintain an in-depth knowledge of all Treasury Management products, to include the risks to the Bank and available controls that have been implemented.
  • Provide training to bank personnel on the features, benefits, risks, and controls of the various Treasury Management products as requested.
  • Perform routine and scheduled operational tasks such as report reviews, file transfers, customer monitoring, and other assigned duties in a timely and efficient manner. Maintain customer files in a timely manner and complete filing on a daily basis.
  • Assist in the coordination and support of audits and examinations.
  • When encountered, identify inefficient processes and ineffective controls, and suggest enhancements to the Manager.
  • Participate with co-workers as a valuable team member, providing coverage in the absence of one staff member or in overload situations.

Position Requirements:
  • 3-5 years of treasury management support and/or implementation experience.
  • Understanding the risk associated with all treasury management products and services and working with lenders and risk department to ensure all risks are identified and mitigated.
  • Demonstrated knowledge of treasury management products and related business, financial and risk management processes.
  • Proficiency with word processing, spreadsheet and presentation software.
  • Possess strong verbal and written communication skills to provide necessary product training and demonstrations to prospects and customers.
  • Superior customer service and presentation skills.
  • Demonstrated ability to manager time and multiple projects effectively.
  • Possess a thorough knowledge of all the services offered by the Bank and good understanding of account analysis statements.

Benefits: We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.
Salary Range: $70,000 - 100,000 per year. The compensation range for this position represents the minimum and maximum base salary for this role. Actual compensation will vary based on factors including experience, skills, qualifications, location, education, and business needs. This position may also be eligible for additional bonuses, where applicable.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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