Document Management Team Member I, Full-time, Marlboro, Onsite

Schedule

Monday-Friday 8:00-5:00 (40 hours) - fully onsite

What You’ll Do

Summary/Objective:

Process work pertaining to the Document Management job responsibilities and assist members and front- line staff with questions pertaining to those processes.  Assist Document Management team with achieving key performance goals and service level standards. Cross train on a variety of Deposit Services processes to further support the overall goals of the department and DCU.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• • Actively contributes to DCU’s Success Sharing initiatives and practices DCU’s principles of People Come First; Do the Right Thing; Make a Difference
  • Maintains a high level of professionalism and respect during interactions with both members and colleagues alike
  • Maintains a working knowledge of and adheres to DCU policies and procedures related to the position as well as all applicable regulations
  • Performs work functions with attention to detail, within established timeframes and follows through as needed to complete tasks
  • Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned
  • Provide phone coverage to assist the Information Center, Branches, various departments, and members. Answer incoming calls to the Document Management hunt line
  • Process daily work within service level
    • Document Copy, Letter Request and Contact Information File Maintenance Service Requests
    • Complete member Request to Close Service Requests
    • Answering member requests/ emails
    • Iron Mountain Scanning
    • Iron Mountain Record Retention
    • Scanning documents for archival
    • Verification of Deposit
    • Demand/Original Statements
    • Check/Deposit Copies
    • Process daily reports regarding updating of member file maintenance
    • Address Changes
    • Department E-fax Distribution
    • Sort and Distribute Department Mail
    • Department Supply Ordering
  • Establish and maintain an effective and positive working relationship with coworkers, supervisors, and members.
  • Complete training courses within established guidelines.
  • Adhere to DCU’s policies and procedures. Lead by example and always conduct yourself in a professional manner.
  • Perform other job-related duties as assigned by Manager(s).

What You’ll Need

• Six months to one-year related experience, financial institutions preferred
• Prior customer service experience
• Basic PC skills
• Must be rated at least a Good
• Must have no performance issues.

What We Do

DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.

 

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

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