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Document Mgmt Team Member I, Marlboro, Part-Time

4 months ago


Marlboro, United States Digital FCU Full time

** Document Mgmt Team Member I, Marlboro, Part-Time**

**Job Category****:** Deposit Services **Requisition Number****:** DOCUM004092 Showing 1 location **Job Details**

**Description**

**Schedule: Monday - Friday - 20 hours total - shift hours are flexible based on work flow**

**Essential Functions:**

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

* Actively contributes to DCUs Success Sharing initiatives and practices DCUs principles of People Come First; Do the Right Thing; Make a Difference

* Maintains a high level of professionalism and respect during interactions with both members and colleagues alike

* Maintains a working knowledge of and adheres to DCU policies and procedures related to the position as well as all applicable regulations

* Performs work functions with attention to detail, within established timeframes and follows through as needed to complete tasks

* Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned

* Provide phone coverage to assist the Information Center, Branches, various departments, and members. Answer incoming calls to the Document Management hunt line

* Process daily work within service level

+ Document Copy, Letter Request and Contact Information File Maintenance

+ Answering Member requests/ emails

+ Iron Mountain Scanning

+ Iron Mountain Record Retention

+ Scanning documents for archival

+ Verification of Deposit requests

+ Demand/Original Statements

+ Check/Deposit Copies

+ Processing daily reports regarding updating of member file maintenance

+ Address Changes

+ Reactivate Dormant Accounts

+ Processing Returned Mail

+ Sort and Distribute Department Mail

+ Department Supply Ordering

+ Department Balancing

* Establish and maintain an effective and positive working relationship with coworkers, supervisors, and members.

* Complete training courses within established guidelines.

* Adhere to DCUs policies and procedures. Lead by example and conduct yourself in a professional manner at all times.

* Perform other job-related duties as assigned by Manager(s).

**Other Duties:**

Please note 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.

**Job Competencies:**

* Strong written and verbal communication skills

* Applied learning

* Dependability

* Interpersonal skills

* Member focus

* Technical/professional knowledge and skills

* Planning and organization

* Teamwork

* Ethical conduct

* Ability to handle multiple priorities

* Initiative

**Education and Experience Requirements:**

* Six months to one-year related experience, financial institutions preferred

* Prior customer service experience

* Basic PC skills

**Supervisory Responsibility:**

This position has no supervisory responsibilities.

**Work Environment:**

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.

**Physical Demands:**

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel, or operate objects, tools, or controls and to reach with hands and arms. The employee is required to have the ability to life 10 pounds.

**Service Excellence: The DCU Way:**

All employees are expected to provide service excellence the *DCU Way* through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCUs culture:

* People come first

* Do the right thing

* Make a difference

**Bank Secrecy Act (BSA):**

All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.

**We are proud to be an EEO/AA employer M/F/D/V.**

**Qualifications**

**Skills**

**Behaviors**

**:**

**Motivations**

**:**

**Education**

**Experience**

**Licenses & Certifications**

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)