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Part-Time Records Specialist

2 months ago

Middletown, United States Liberty Bank (Connecticut) Full time

Liberty Bank

Part-Time Records Specialist Location:

Middletown, Connecticut Hours:

Part-time, 20 hours per week (4 hours per day) At Liberty, we are proud to integrate our Diversity, Equity and Inclusion (DE&I) throughout all functions and areas of the Bank to maximize our impact and exceed goals. We believe that deepening our DE&I strategies in the workplace and communities we serve creates a much better place to work for our teammates and a safe place where our customers are connected and supported. We take pride in promoting through initiatives and investment a socially responsible and sustainable future. SUMMARY OF THE JOB: Reporting to the Retirement Plan and Bank Records Manager, the incumbent is responsible for executing defined procedures to ensure compliance with the organization’s record management program and to meet required state and federal record retention requirements. ESSENTIAL FUNCTIONS: Scan/store records and verify records for accuracy/completeness and ease of retrieval while maintaining productivity standards. Review and store records scanned by branches and other departments. Assist with processing exception items originated by branches. Respond to requests for information and accurately complete required research, including high priority items, in established timeframes. Maintains the storage of paper documents kept in department file room. Assist vendor in scheduled pick-ups of materials to be shredded in corporate locations. Assist with the execution of test scripts used during systems upgrades. PRINCIPAL ACCOUNTABILITIES: Assume Records-related duties and projects as assigned by the Records Manager Work daily with partner bank departments to providing on-the-spot guidance pertaining to scanned and e-signed documents. Perform other related activities within the Deposit Operation unit as assigned. Complete required training, online and in person, by set due dates. Provide additional clerical support as required to facilitate information processing between internal and external representatives and customers. DIMENSIONS: Storage of 100,000+ scanned and/or e-signed documents received from branches. Completion of 1,500+ branch and department research requests annually Ship/recall 100+ boxes to offsite storage vendor. MINIMUM REQUIREMENTS: Prefer experience in a records environment or equivalent skills/experience. Detail Oriented Strong oral and written skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

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