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

1st Source Bank•South Bend, IN
•Onsite

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 inventory. The role also involves retrieving and delivering record boxes for internal customers, assisting with box destruction and the Supply Auction site, and operating a company vehicle for deliveries and pickups. The position requires compliance training each year and understanding and following applicable banking laws and regulations. The work takes place in a typical warehouse environment and includes operating a forklift picker and electric pallet jack. Physical activities include lifting, pushing, carrying, and pulling objects weighing over 40 pounds, as well as sitting, standing, walking, using office equipment, reaching, and occasionally stooping or kneeling. Travel may be needed for deliveries and meetings.

Requirements

  • High school diploma or GED required.
  • Valid driver’s license required.
  • Clean driving record required.
  • Forklift/Pallet Jack Trainer certification required, or ability to obtain certification within 30 days of hire.
  • Ability to operate a forklift picker or obtain certification within 30 days of starting employment; training will be provided if needed.
  • 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 work.

Nice To Haves

  • At least 3 months of related experience preferred.

Responsibilities

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