Record Retention Representative (Summer Intern)

Community Financial System, Inc.•Olean, NY

20d

About The Position

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Requirements

Associates Degree in business related field preferred
High School Diploma or GED required
All applicants must be 18 years of age or older
Strong attention to detail and proven organizational skills
Ability to prioritize work effectively under time constraints
Strong PC skills as well as numerical/alphabetical aptitude
Two (2) years’ experience in banking with loan experience preferred

Responsibilities

Scan, review, index and file loan documents
Review documentation to ensure documents are clean and scanned legibly
Shred hard copies of documentation as stated in our procedures
Process and file loan documents from within the department as well as other departments
Utilize various systems and programs (i.e. Synergy, Tab Fusion, Jack Henry, Silverlake, Microsoft Outlook, etc.)
Cooperate and assist other members of the department and other departments to provide quality service, solve problems and achieve department goals
Perform other related duties as assigned
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.