Records Operations Support I

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.
• 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.

• Scans invoices, monitors the Accounts Payable inbox and uploads invoices into AP software for processing.
• Performs other duties as assigned. All employees of Records Management are cross-trained and are expected to be able to perform 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.

KEY COMPETENCIES:

• Creativity/Innovation – Looks for opportunities to increase efficiency and effectiveness throughout the department. Has the ability to constructively challenge assumptions and seek/develop new and different ways to improve performance throughout the department.
• Adaptability/Flexibility – Adapts to change, is open to new ideas, takes on new challenges, handles pressure, and adjusts plans to meet changing needs.
• Initiative – Takes independent action, operates as a proactive self-starter and acts on opportunities and practices self-development.
• Organizational Skills – Able to effectively manage, prioritize and keep track of multiple tasks/projects/requests at any given time.
• Integrity/Ethics – Deals with others straightforwardly and honestly, is accountable for actions, maintains confidentiality, supports company values, and conveys news, good or bad.
• Interpersonal Skills – Has excellent written and verbal communication skills and the ability to exhibit active listening skills and be open to other viewpoints, perspectives, etc. Constructively accepts feedback from leadership and teammates when provided.
• Vision/Values – Supports company mission/values through daily actions and decisions, communicates the Bank’s vision, mission, and values to others, and incorporates vision when planning.

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.