Records Clerk
Purpose:
Provides record management services to all branch locations.
Primary Duties and Responsibilities:
- Perform clerical functions in the records department.
- Organize and manage all records and documents in an orderly manner.
- Retrieve necessary appropriate records and reports from the records room.
- Coordinate and collaborate with all departments in managing records.
- Provide access to records to the appropriate personnel.
- Keep records safe and secure in a proper place within the records room.
Other Duties and Responsibilities:
- Responsible for organization of the records room
- Provides backup support to the Supplies Specialist when necessary
- Performs other duties as assigned by the Director.
- Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering & Customer Identification Policy (BSA), the OFAC Policy and the Identity Theft Policy.
Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Training:
- High School Diploma.
- On an annual basis is required to complete mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training.
- Must possess valid driver’s license.
Prior Experience:
- 1-3 years of similar or related experience.
Interpersonal Skills:
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Special Skills and Abilities:
- Strong organizational and time management skills.
- Strong communication skills, both written and verbal.
- Proficiency in Excel, WORD and PowerPoint.
Physical Demands:
The position frequently involves bending, stooping, kneeling, standing, walking, lifting (up to 20 lbs), pushing and/or pulling
Working Conditions:
Minimal adverse working conditions. Some fluctuations in temperature experienced in office setting. May need to work beyond normal working hours, pending organization needs.