What are the responsibilities and job description for the Records Retention Specialist position at Matanuska Valley Federal Credit Union?
PURPOSE
To provide personal member service to our members and employees through clerical functions in accordance with policies and procedures established by the credit union. These responsibilities shall be discharged in an accurate and timely manner to assure that the needs of the members and employees are served, the objectives of the credit union are met, and good member/employee relations are maintained.
FUNCTIONS
- Responsible for member marketing of the credit union and a knowledge of all services offered to a degree that will enable answering questions, or referring members for a specific service.
- Responsible for the verification of all loan packet contents before going to imaging.
- Responsible for imaging and completing process of Account Cards.
- Responsible for reviewing New Share Activity report and keeping a listing of all missing Account cards to forward to Office Managers on a monthly basis.
- Responsible for the running the Closed Account report and logging the closed date in imaging and forwarding listing for cards to be pulled to Courier.
- Responsible for imaging and indexing all VISA and ATM applications.
- Assist with the reviewing and logging MVFCU Security cameras.
- Responsible for all Member Research to include subpoenas and other legal items sent for research including the verification and mailing of these items.
- Assist with the prepping, logging and imaging all daily work received from the Community Offices.
- Responsible for maintaining loan files including but not limited to filing all documents and maintaining loan files.
- Assist with the logging and filing of all Check Deposits received from the Community Offices.
- Responsible for the daily printing and mailing of the Change of Address letters and the Remote Access Letters.
- Responsible for the printing of the previous days reports for deletion.
- Responsible for maintaining a positive and courteous attitude when assisting members and coworkers.
- Responsible for the storage and logging of Credit Union documents (electronic and paper) and records destruction logs.
- Responsible for prepping imaged teller work for storage.
- Responsible for the prepping and cleaning of imaged Daily Teller Work for storage.
- Assist with supply requisition and inventory control, including assisting employees and vendors in a timely and professional and courteous manner. Maintain familiarity with credit union policies and procedures, as well as state and federal laws relating to responsibilities.
- Maintain familiarity with credit union policies and procedures, as well as state and federal laws relating to responsibilities.
- Assist the Records Retention Manager with all departmental functions as needed in absence of incumbents.
- Perform other duties as requested by the Records Retention Manager.
PREREQUISITES FOR THIS POSITION
- Minimum Education: High school graduate or equivalent. Technical skills must include prior training or performance on a keyboard, computer and 10-key adding machine at a level that will require limited retraining.
- Minimum Experience: One year experience in general office record keeping with public contact and problem solving. Prior experience with MVFCU may be considered in lieu of a portion of the above experience. With a limited knowledge base of MVFCU’s Member Service and Teller Functions. Have a valid Alaska drivers license with a clean driving record is required.
Job Type: Full-time
Pay: $18.47 - $26.07 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Work Location: In person
Salary : $18 - $26
