Records Management Clerk II

Bank of Hawaii; Honolulu (HI); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of Hawaii seeks a detail-oriented Records Management Specialist in Honolulu to manage document reproduction and customer information retrieval for various account types. Key responsibilities include processing daily requests, scanning documents, and maintaining records accurately.

The ideal candidate will have a High School Diploma, significant experience in record management, and proficiency in Microsoft applications. Join us in delivering exceptional customer experiences while ensuring compliance with regulations.

Qualifications

• 2-3 years of experience in record management related operations.
• 1-2 years of experience with debit and credit entries.
• Ability to type accurately at reasonable speed.

Responsibilities

• Process daily incoming customer requests through various channels.
• Scan and check quality of documents and manage imaging system.
• Communicate with departments to handle disputes and resolve issues.

Skills

Record management

Microsoft Office proficiency

Analytical skills

Detail-oriented

Organizational skills

Education

High School Diploma or G.E.D

Job description

Job Description

Under the direction of the Manager, this position is responsible for document reproduction, scanning, and retrieval of customer information relating to Demand Deposit, Savings, Mortgage, Consumer and Commercial Loan accounts received from Hawaii and Pacific Island branches and departments.

Responsibilities

• Processes daily incoming customer requests received by telephone, e-mail, internal online site, and interoffice mail. Researches and retrieves customer information using online database and hard copy records and responds by email, telephone, interoffice and external mail. Retrieve and files hard copy documentation.
• Extracts and downloads data into the imaging system. Prepares and batches documentation for scanning. Downloads and prepares barcodes for image file.
• Scans and checks quality of image, indexes and commits Signature Cards and Loan documents to the imaging system. Performs update maintenance on imaged accounts.
• Uses online database and application to retrieve and print records. Scans documents. Performs preventative maintenance on all equipment and completes minor repairs.
• Retrieves customer requests through inter-branch mail and online customer service applications. Reviews for completeness and distributes to appropriate clerk.
• Reviews customer retrieval requests to be charged. Processes, balances and encodes daily DDA & GL entries to debit or credit customer checking or savings accounts.
• Communicates with administrative departments and branches to handle disputes, report discrepancies and resolve outstanding issues.
• Assists in training new or reassigned personnel in various functional activities within each unit.
• Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

• High School Diploma or G.E.D, or equivalent work experience.
• Minimum 2 to 3 years of experience in record management related operations. Should have 1 to 2 years of experience, working with debit and credit entries.
• Demonstrated proficiency with personal computers in a networked environment and familiarity with Microsoft applications (Outlook, Word, Excel, PowerPoint and Internet Explorer) or similar software. Should type accurately at reasonable speed.
• Demonstrated verbal and written communication skills. Must be analytical, detail oriented, organized. Able to meet deadlines and handle multiple priorities and work in a team environment. Able to follow detailed verbal and written directions. Must be able to push/lift 30 pounds, use a step stool for pulling and retrieving boxes from filing cabinets and shelving units, bend and stretch. Must be able to work flexible hours including overtime, holidays, weekends and evenings as needed or assigned.

As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.