Document Management Team Member I, Full-time, Marlboro, Onsite

1 month ago

Marlborough, United States DCU Inc. Full time
Schedule

Monday-Friday 8:00-5:00 (40 hours) - fully onsite

What You'll Do

Summary/Objective:

Process work pertaining to the Document Management job responsibilities and assist members and front- line staff with questions pertaining to those processes.Assist Document Management team with achieving key performance goals and service level standards. Cross train on a variety of Deposit Services processes to further support the overall goals of the department and DCU.

Essential Functions:

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

    • Actively contributes to DCU's Success Sharing initiatives and practices DCU's 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 Service Requests
      • Complete member Request to Close Service Requests
      • Answering member requests/ emails
      • Iron Mountain Scanning
      • Iron Mountain Record Retention
      • Scanning documents for archival
      • Verification of Deposit
      • Demand/Original Statements
      • Check/Deposit Copies
      • Process daily reports regarding updating of member file maintenance
      • Address Changes
      • Department E-fax Distribution
      • Sort and Distribute Department Mail
      • Department Supply Ordering
    • Establish and maintain an effective and positive working relationship with coworkers, supervisors, and members.
    • Complete training courses within established guidelines.
    • Adhere to DCU's policies and procedures. Lead by example and always conduct yourself in a professional manner.
    • Perform other job-related duties as assigned by Manager(s).
What You'll Need
  • Six months to one-year related experience in a financial institution
  • Prior customer service experience
  • Basic PC skills
  • Must be rated at least a Good
  • Must have no performance issues.


What We Do

DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

#INDLW

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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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