Records Management Specialist I

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ACCOUNTABILITIES:

Leadership:

• Proactively communicates and seeks the personal/team training needs.
• Seeks to understand the “why” behind processes and procedures.
• Proactively identifies problems and/or opportunities within processes.
• Remains mindful and helps ensure team members remain aware of the bigger picture, the larger team, and the Bank's strategic plan.
• Actively participates in a culture of continuous improvement both within the department and individuals.
• Exemplifies and fosters the traits of a cohesive team and promotes a positive work environment and in alignment with the Bank’s culture and Leadership commitments.

Customer Experience:

• Promotes a customer-centered culture and attitude among staff that puts our internal and external customers first.
• Provides the highest level of service, demonstrating You Matter More to each customer.
• Assists in research of complex customer complaints/issues as appropriate.

Operations/Process:

• Sorts and meters bank’s outgoing mail and packages and accepts incoming deliveries in the receiving bay.
• Receives and prepares daily courier bags for delivery.
• Performs document scanning/indexing for a variety of document types.
• Delivers certificate of mailings and certified mail to Post Office on a daily basis. Must have dependable vehicle and license for this (reimbursed for driving with each paycheck).
• Completes scanning/indexing/quality control tasks in a timely manner in accordance with established department metrics.
• Receives, tracks and delivers loan documents to applicable business partners.
• Receives and assigns account posting tickets to customer deposits and loan payments.
• Performs other duties as assigned. All employees of Records Management are cross trained and know all functions of the position.

Compliance and Control:

• Proactively assists in ensuring that the Bank complies with local, state, and federal regulations.

General:

• Interacts harmoniously and effectively with others, focusing on attaining bank goals and objectives through a commitment to teamwork.
• Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook.
• Performs additional duties as requested.

KNOWLEDGE/EXPERIENCE/SKILLS:

• High school diploma or equivalent required.
• College and business or professional banking training preferred.
• Exhibits professionalism in handling multiple tasks in a fast-paced environment.
• Proficient with computer systems. Experience with Microsoft Outlook, Word, and Excel.
• A high degree of analytical skills and the ability to handle complex problems.
• Organized, sets priorities, and meets deadlines.
• Strong communications skills, both verbal and written.
• Excellent customer service skills are required.
• High level of attention to detail, emphasis on accuracy.
• Strong multitasking skills, including the ability to remain highly accurate with the data while completing multiple simultaneous tasks.
• Ability to work with little supervision.

PHYSICAL DEMANDS / CONDITIONS:

• Moderate lifting (to 35 lbs.) required. In addition, moderate reaching, walking, sitting, and standing are required.

EQUIPMENT USED:

• General office equipment

External and internal applications and position incumbents who become disabled must be able to perform the essential functions either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.