Demo

Document Management Team Member I, Marlboro, Full-Time, In Office

DCU Opportunities
Marlborough, MA Full Time
POSTED ON 1/6/2025
AVAILABLE BEFORE 3/6/2025

Schedule

Mon - Fri: 8 AM - 5 PM (40 Hours)

What You’ll Do

  • 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, financial institutions preferred
  • 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.

DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to careers@dcu.org and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

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