Lockbox Operations Assistant Site Manager
Job Overview:
The Service Delivery Assistant Site Manager position supports lockbox operations. As the second-in-command, this role partners closely with the Site Manager to oversee high-volume transaction processing, ensuring staffing, machine utilization, and workflows meet established SLAs with accuracy and compliance. This position provides daily guidance to frontline employees, assists with workflow management, and helps resolve operational issues in real time. This position also supports audits, reporting, and performance tracking, while stepping in as acting site leader when required to ensure continuity of operations. Regular interaction with both client representatives and internal leadership is expected to maintain strong relationships and deliver a high level of customer satisfaction.
Overall, Service Delivery Assistant Site Manager plays a key role in driving efficiency, accountability, and professionalism within lockbox operations while upholding SPS standards and client expectations.
Duties and Responsibilities:
Operations Leadership & Performance
• Support daily oversight of lockbox operations, ensuring timely processing of checks, remittances, and related transactions.
• Manage workflows and machine utilization to maximize efficiency in a 24-hour operation.
• Take ownership of assigned deliverables, driving them to completion and holding yourself accountable for results.
• Monitor metrics such as turnaround time (TAT), productivity, and error rates; escalate risks and drive corrective actions.
• Partner with the Site Manager to implement process improvements that reduce exceptions and improve straight-through processing.
Team Support & Development
• Provide daily direction, coaching, and performance feedback to team leads and staff.
• Assist with scheduling and workforce planning to align staffing with client volume demands, including weekend coverage.
• Reinforce a culture of accuracy, accountability, and teamwork in a high-volume environment.
• Help train and cross-train employees on lockbox processes, procedures, and compliance requirements.
Problem-Solving & Client Interaction
• Act as the primary decision-maker in the Site Manager’s absence, ensuring continuity of operations.
• Represent site leadership in internal and client meetings when delegated.
• Serve as a trusted partner to the Site Manager, taking ownership of delegated initiatives and delivering results without follow-up.
Compliance & Risk Management
• Ensure lockbox activities comply with all regulatory, security, and audit standards.
• Assist in conducting audits and implementing corrective actions to close gaps.
• Safeguard sensitive client and financial data in line with strict confidentiality requirements.
Competencies:
Core Competencies
• Results-Oriented: Consistently meets deadlines, SLAs, and quality standards while maintaining accountability for outcomes.
• Operational Excellence: Demonstrates a strong focus on accuracy, compliance, and efficiency in high-volume transactional environments.
• Analytical Thinking: Uses data, metrics, and performance trends to identify risks, solve problems, and implement improvements.
• Adaptability & Flexibility: Effectively adjusts to changing priorities, volumes, and client needs in a 24/7 lockbox operation.
• Communication Skills: Communicates clearly and professionally with team members, clients, and leadership, both verbally and in writing.
• Integrity & Confidentiality: Adheres to SPS policies, regulatory standards, and confidentiality requirements when handling sensitive financial data.
Leadership Competencies
• Leadership & Coaching: Provides clear direction, feedback, and support to staff, fostering a culture of teamwork and continuous improvement.
• Decision-Making: Exercises sound judgment and takes initiative when resolving operational issues or acting as site lead.
• Client-Focused: Maintains a strong commitment to customer satisfaction and building trusted client relationships.
• Collaboration: Partners effectively with cross-functional teams, leadership, and clients to drive shared goals.
• Process Improvement Mindset: Identifies opportunities to streamline workflows, reduce exceptions, and enhance service delivery.
Qualifications and Education Requirements:
• Bachelors Degree or equivalent required.
• Experience leading teams in high-volume, fast-paced environments.
• Strong ability to use data and metrics to drive operational success.
• Experience managing schedules, SLAs, and efficiency targets.
• Comfortable with standing, walking, and engaging in hands-on management throughout the day.
• Quick learner with a strong aptitude for picking up new processes and technologies.
• Previous supervisory experience, including coaching, mentoring, and providing performance feedback to staff.
• Demonstrated ability to problem-solve in real-time and make sound operational decisions.
• Strong organizational and time-management skills with the ability to prioritize competing demands.
• Excellent verbal and written communication skills, with the ability to interact effectively with staff, clients, and leadership.
• Familiarity with compliance standards, audits, or regulatory requirements in financial or transactional environments.
Physical Demands:
• Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.
• Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.
• Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).
• Physically able to talk on the phone and input data simultaneously.
• Ability to lift or move 40 lbs. or greater frequently.
• Specific vision abilities required by this job include close vision, distance vision, ability to adjust focus and ability to match or may include detection of differences between colors, including shades of color and brightness.
Travel: Some local travel is required for this position. Approximately up to 10%.
Other Duties:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHAT WE OFFER
- Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!
- Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!
- We Recognize Talent: We offer a variety of recognition programs for all levels of employees!
- Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.
- Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
About SPS
SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.
At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.
SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.
Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.
Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.
SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.
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