Imaging and Mail Assistant
3 weeks ago
Job Summary:
The Imaging and Mail Associate 1 is responsible for sorting, opening, preparing, and scanning incoming mail. This role also involves preparing welcome letters, checks, and confirmations for mailing, as well as assisting College Savings staff with their daily duties.
Key Responsibilities:
- Sort, open, prepare, and scan incoming mail for processing.
- Prepare mailings, including sorting, folding, and inserting into envelopes to ensure compliance with state partners.
- Complete final review for distribution verification.
- Mail out all letters and distribution checks.
- Post checks to client accounts.
- Scan and balance imaged checks for data processing.
- Coding faxes, research, and mail back documents from a queue.
- Prepare scans and index various document types.
- Regular and reliable attendance is an essential function of this position.
- Understand and adhere to all bank policies, laws, and regulations applicable to this role.
- Report all compliance issues, violations of law or regulations in accordance with bank policies.
- Perform other job-related duties or special projects as assigned.
Requirements:
- Strong input accuracy skills, with a minimum accuracy score of 90% and minimum keystrokes of 8500 on the alpha-numeric and 7500 on 10-key Union Bank data input test.
- Database and Operations experience preferred.
- Knowledge of spreadsheet, word processing, and database management software.
Preferred Qualities:
- Accurate and detailed.
- Organized.
- Time efficient.
- Effective communicator, both written and verbal.
- Self-motivated and takes initiative.
Work Environment:
This role involves sedentary work, with lifting or carrying up to 10-20 pounds. The work is indoor-based, with no exposure to outdoor elements or hazards. This role does not have the option to work from home and is required to be in the office.
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