Mail Specialist

Truity Credit Union; Bartlesville (OK); On-site; USD 35,000 - 45,000; Full time

Job summary

Truity Credit Union in Bartlesville, Oklahoma is hiring for a service support position that involves handling mail and supplies efficiently while ensuring compliance with various regulations. Candidates should be detail-oriented with excellent communication skills and some experience using modern office equipment.

This role requires regular attendance and the ability to lift over 50 pounds, supporting operational efficiency and accuracy in service delivery. Truity Credit Union offers a supportive work environment focused on professional growth.

Qualifications

• Knowledge of modern office equipment.
• Ability to read and interpret instructions in various forms.
• Ability to work efficiently under limited supervision.

Responsibilities

• Pick up, deliver and prepare all incoming and outgoing mail.
• Ensure funds are available in postage accounts and renew permits.
• Monitor shred bins and switch out containers when full.

Skills

Excellent communication and interpersonal skills

Strong attention to detail

Typing and personal computer proficiency

Education

Any combination of education, training and experience

Tools

Modern office equipment

Various software programs

Job description

This position provides service and support regarding mail, film, records, supplies and special events.

ESSENTIAL FUNCTIONS

• Pick up, deliver and prepare all incoming and outgoing mail.
• Travel to outside local branches to pick up/deliver mail, and to the tag office to deliver/pick up documents for Consumer Servicing.
• Ensure funds are available in postage accounts and renew PO box and Business Reply permits as necessary.
• Keep records of “IN/OUT” Certified mail, including express mail and ground packages.
• Prepare, sort, and deliver all express mail, make copies or create a record of incoming UPS express mail packages; keep the UPS Worldship program up to date; keep UPS/FedEx shipping supplies on hand; schedule FedEx ground pickups as needed.
• Fill and deliver supply request orders; order supplies as needed to fulfill requisition requests; deliver copy paper to various departments and monitor on‑hand supplies.
• Monitor shred bins and switch out containers when they get full; work with shred vendor on pickup days so bins are pulled and ready for pickup.
• Perform an annual file purge from physical records storage; identify boxes ready for destruction based on retention dates, scan boxes and delete them from the stored records program, and place them in shred bins for pickup.
• Pick up boxes for physical storage, scan barcodes and input box information with retention dates, and scan box placement on shelf for the stored records program.
• Prepare and clean up meeting rooms and assist with special activity events.
• Keep first aid kits up to date.
• Perform monthly pool vehicle inspections along with servicing appointments as required.
• Perform other duties and responsibilities as assigned.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• Knowledge of:
  • Modern office equipment.
  • Technology and various software programs.
• Ability to:
  • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form.
  • Work efficiently under limited supervision.
  • Write reports and correspondence; speak effectively before members, employees, and outside vendors.
• Skill in:
  • Excellent communication and interpersonal skills to effectively work with members and co‑employees.
  • Strong attention to detail and analytical skills.
  • Typing and personal computer proficiency.

QUALIFICATIONS

Critical Development Experiences: Pursue opportunities for professional growth and development through training, education and self‑study; successfully complete all applicable compliance training and testing.

Education and experience equivalent to: Any combination of education, training and experience which provides the required knowledge, skills and abilities to perform the essential functions of the job.

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing over 50 pounds. A normal range of hearing, vision, and speech is required to effectively work with co‑employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, including efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti‑Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance‑related policies. This position also requires maintaining confidentiality with regard to non‑public information about our members and the Credit Union.

This job description should not be interpreted as all‑inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job‑related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

Equal Opportunity Employer/Veterans/Disabled

Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.