Records & Documentation Specialist I

Bangor Savings Bank; Bangor (ME); Sur place; USD 29 000 - 34 000; Plein temps

Résumé du poste

Bangor Savings Bank is seeking a Records Management/ mailroom associate to handle daily mail, couriers, scanning, and document indexing.

The role requires attention to detail, reliability, and the ability to manage multiple tasks in a fast-paced banking environment. Training and cross-functional support are provided to ensure accuracy and timely processing.

Qualifications

• High school diploma or equivalent required.
• College and business or professional banking training preferred.
• Exhibits professionalism in handling multiple tasks in a fast-paced environment.
• Proficient with computer systems. Experience with Microsoft Outlook, Word, and Excel.
• A high degree of analytical skills and the ability to handle complex problems.
• Organized, sets priorities, and meets deadlines.
• Strong communications skills, both verbal and written.
• Excellent customer service skills are required.
• High level of attention to detail, emphasis on accuracy.
• Strong multitasking skills, including the ability to remain highly accurate with the data while completing multiple simultaneous tasks.
• Ability to work with little supervision.

Responsabilités

• Sorts and meters bank’s outgoing mail and packages and accepts incoming deliveries in the receiving bay.
• Receives and prepares daily courier bags for delivery.
• Performs document scanning/indexing for a variety of document types.
• Delivers certificate of mailings and certified mail to Post Office on a daily basis. Must have dependable vehicle and license for this (reimbursed for driving with each paycheck).
• Completes scanning/indexing/quality control tasks in a timely manner in accordance with established department metrics.
• Receives, tracks and delivers loan documents to applicable business partners.
• Receives and assigns account posting tickets to customer deposits and loan payments.
• Performs other duties as assigned. All employees of Records Management are cross trained and know all functions of the position.

Connaissances

Analytical skills

Attention to detail

Multitasking

Communication skills

Customer service

Independence

Formation

High school diploma or equivalent

College/business banking training preferred

Outils

Outlook

Word

Excel

Description du poste

Pay Range: $21.00 - $25.03 (Hourly)

FUNCTION: Performs a variety of clerical and technical functions in support of the Records Management Department. This is a full-time position based in Bangor that may provide both remote and on-site work options with a required minimum of four days per week in the office. The hybrid (remote/onsite) work option may be available upon successful completion of initial training (approx. 90 days).

ACCOUNTABILITIES** :**

Leadership:

• Proactively communicates and seeks the personal/team training needs.
• Seeks to understand the “why” behind processes and procedures.
• Proactively identifies problems and/or opportunities within processes.
• Remains mindful and helps ensure team members remain aware of the bigger picture, the larger team, and the Bank’s strategic plan.
• Actively participates in a culture of continuous improvement both within the department and individuals.
• Exemplifies and fosters the traits of a cohesive team and promotes a positive work environment and in alignment with the Bank’s culture and Leadership commitments.

Customer Experience:

• Promotes a customer-centered culture and attitude among staff that puts our internal and external customers first.
• Provides the highest level of service, demonstrating You Matter More to each customer.
• Assists in research of complex customer complaints/issues as appropriate.

Operations/Process:

• Sorts and meters bank’s outgoing mail and packages and accepts incoming deliveries in the receiving bay.
• Receives and prepares daily courier bags for delivery.
• Performs document scanning/indexing for a variety of document types.
• Delivers certificate of mailings and certified mail to Post Office on a daily basis. Must have dependable vehicle and license for this (reimbursed for driving with each paycheck).
• Completes scanning/indexing/quality control tasks in a timely manner in accordance with established department metrics.
• Receives, tracks and delivers loan documents to applicable business partners.
• Receives and assigns account posting tickets to customer deposits and loan payments.
• Performs other duties as assigned. All employees of Records Management are cross trained and know all functions of the position.

Compliance and Control:

• Proactively assists in ensuring that the Bank complies with local, state, and federal regulations.

General:

• Interacts harmoniously and effectively with others, focusing on attaining bank goals and objectives through a commitment to teamwork.
• Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook.
• Performs additional duties as requested.

KNOWLEDGE/EXPERIENCE/SKILLS:

• High school diploma or equivalent required.
• College and business or professional banking training preferred.
• Exhibits professionalism in handling multiple tasks in a fast-paced environment.
• Proficient with computer systems. Experience with Microsoft Outlook, Word, and Excel.
• A high degree of analytical skills and the ability to handle complex problems.
• Organized, sets priorities, and meets deadlines.
• Strong communications skills, both verbal and written.
• Excellent customer service skills are required.
• High level of attention to detail, emphasis on accuracy.
• Strong multitasking skills, including the ability to remain highly accurate with the data while completing multiple simultaneous tasks.
• Ability to work with little supervision.

PHYSICAL DEMANDS / CONDITIONS:

• Moderate lifting (to 35 lbs.) required. In addition, moderate reaching, walking, sitting, and standing are required.

EQUIPMENT USED:

• General office equipment

External and internal applications and position incumbents who become disabled must be able to perform the essential functions either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.