Records Management Coordinator

Citizens Bank•Medford, MA

4d•Onsite

About The Position

Retail Banking Operations Records Management Coordinator Work with team that is responsible for overseeing Safe Deposit, Business Continuity, and Records Management. Position specifically pertains to the Records Management Coordinator (RMC) role as a single point of contact for the business line’s management of their records and inventories. RMC collaborates with the Business Records Manager (BRM) in overseeing and maintaining the required records management activities and processes. Partner with Corporate Records Management and assigned liaison to maintain a consistent working relationship and with Risk & Compliance to ensure consistency and compliance with CFG Records Management Policies and standards. Assists team with Safe Deposit and Business Continuity Planning duties when staffing needs are required. Travel will be required 25%. Position Description: Provide advice and guidance to assigned teams on their management of their records and their appropriate classification, storage, and destruction. This includes records in any format or medium, including emails, files held on personal or shared drives and data stored in systems. Act as back up to the BRM and with RMC peers, Corporate Records Management team and assigned Team Records Champions

Requirements

High school degree required; Associate/bachelor’s degree preferred
Superior ability to multi-task
Strong PC Skills
Working knowledge of Retail Banking applications, Iron Mountain Connect, and Microsoft Office 365
Excellent communication and problem-solving skills
High energy level and strong work ethic
Thorough understanding of overall strategic objectives for Consumer Banking and CFG
Self-Starter who can work independently and take initiative

Nice To Haves

Prior Records Management Experience

Responsibilities

Records Classification
Inventory
Retention Schedule
Off-site Storage
Structure
Maintenance
Destruction Transferring Historical Records Appoint Champions Organizational Change and Risk
Guide colleagues in identifying and classifying records to be processed as either High Risk or Secondary Records and which records are required to meet Legal, Regulatory and Operational requirements.
Update the inventory to include all record types, including electronic, record and Information Security classifications per annual policy changes and at the time of major changes.
Learn how the CFG Retention Schedule works to apply it to departmental records and process change requests for updates.
Validate the existence of a central list of all records stored off-site including details of which team they belong to, their record type and record class code.
Perform branch/office visits to ensure records are up to date and that all physical records are stored in conditions which will not cause them damage.
Understand what a Destruction Hold Order (DHO) and Legal Holds in order to process in the event one is received.
Complete annual destruction process to meet policy requirements to include High Risk Records destruction documentation.
Ensure annual review is completed to certify current inventory of records.
Delegate any tasks to assigned Champions, if applicable, but must take responsibility for overall policy compliance in their teams.
Must complete the Policy training provided by the Corporate Records Management team and be responsible for ensuring their assigned Champions have received training.