Clerk, Forms/Records, Record Retention, South Bend, IN

1st Source•South Bend, IN

23d

About The Position

The Clerk, Forms/Records, Record Retention is responsible for picking and packing daily form orders and delivering them to the Operations Center for distribution, while helping maintain forms and other warehouse inventory. The role also retrieves and delivers record boxes for internal customers, generally within two business days of a request. The position operates a company vehicle for deliveries and pickups and uses a forklift picker and electric pallet jack. The employee assists the supervisor with box destruction according to destruction dates and with the Supply Auction site. The role requires a valid driver’s license, a clean driving record, annual compliance training, and understanding and compliance with applicable banking laws and regulations. Travel may be required for deliveries, meetings, and other needs.

Requirements

High school diploma or GED required.
At least three months of related experience preferred.
Must be able to operate a forklift picker or obtain certification within 30 days of starting employment; training will be provided if needed.
Forklift/Pallet Jack Trainer certification required or must be obtainable within 30 days of hire.
Valid driver’s license required.
Clean driving record required.
Good problem-solving skills.
Aptitude for operating machinery.
Good customer service skills.
Good communication and organizational skills.
Ability to travel as needed for deliveries, meetings, and other needs.
Ability to lift, push, carry, and pull objects over 40 pounds.
Ability to sit, stand, walk, use hands and fingers to operate a keyboard and other office equipment, reach with hands and arms, and talk or hear; occasional stooping or kneeling is required.

Nice To Haves

At least three months of related experience.

Responsibilities

Pick and pack daily form orders and deliver them to the Operations Center for distribution.
Retrieve warehouse record boxes and deliver them to internal customers within two business days.
Deliver and retrieve boxes to and from internal customers within two business days when requested.
Maintain inventory of forms, marketing materials, and warehouse stock.
Operate a forklift picker and electric pallet jack.
Assist the supervisor with destruction of boxes based on their destruction dates.
Assist the supervisor with the Supply Auction site.
Operate a company vehicle for deliveries and pickups.
Complete annual compliance training and comply with applicable banking laws and regulations.
Perform other duties as assigned.