Document Management Team Member I, Marlborough, MA, Part-Time, Hybrid

DCU • Marlborough, MA

5d • $21 - $23 • Hybrid

About The Position

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).

Requirements

• 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.

Responsibilities

• Process work pertaining to the Document Management job responsibilities
• 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
• 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 This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees