What are the responsibilities and job description for the Trust File Clerk position at PIONEER TRUST BANK N.A.?
Description:
Pioneer Trust Bank, N.A. is seeking a professional, personable, and self-motivated individual for a part-time Trust File Clerk. The Trust File Clerk is responsible for all the central filing for the Trust Department and for making Bank deliveries.
Pioneer Trust Bank, N.A. regards all customer, client, and employee records as strictly confidential and obtain, use, or share such information only as authorized and necessary.
Duties Include:
- Deliver trust client checks for deposit at other local banks
- File trust file folders in a central filing area, maintain filing area in an orderly state
- File trust documents, correspondence, client bills, tax and medical benefit information in their appropriate files located throughout the Bank.
- Assist Trust Department personnel with clerical projects and delivery of documents as requested
- File documents and correspondence for closed accounts in storage areas located throughout the Bank
- Transfer closed account files from the upstairs transfer filing area to the basement storage area annually
- Destroy closed trust account files, bills, and tax returns as instructed
- Assist with mailing of trust statements as needed
- Special projects as assigned
Required Qualifications:
- High School Diploma/GED equivalent preferred
- A vehicle is required for deliveries located outside of the downtown Salem area. Proof of a valid driver’s license and automobile insurance is required. Mileage will be reimbursed at the standard Federal mileage rate as posted by the Internal Revenue Service
Attributes:
- Ability to work professionally with customers and co-workers
- Ability to communicate effectively in person, via phone and email
- Ability to work accurately with close attention to detail
- Ability to work independently and as part of a team
Physical Requirements:
- Ability to file numerically and alphabetically
- Ability to perform repetitive finger, hand, and arm movements
- Ability to lift to 35 lbs
- Ability to reach, squat, bend and manually manipulate standard office equipment
- Ability to clearly speak, hear, see, and communicate with customers and co-workers of all levels
Disclaimer:
Pioneer Trust Bank, N.A. is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicant will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check, criminal background, and pre-employment drug screening, which includes screening for marijuana. Pioneer Trust Bank, N.A. is a federally regulated banking institution. At the federal level, marijuana is an illegal Schedule I drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
