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Vault Clerk

at First Credit Union in Chandler, Arizona, United States

Job Description

RECORDS/VAULT CLERK

Summary/Objective
Supports the day-to-day record retention activities, programs, procedures and administrative needs of credit union operations.  Professionalism, discretion, confidentiality and a positive attitude are absolute essentials of the position that supports our FIRST values.

 

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

  1. Completes and files monthly reports timely and accurately.
  2. Assists in the coordination of physical and electronic record destruction.
  3. Reviews documents/records for quality assurance and aligns with record retention standards
  4. Prepares mail.  Delivers to appropriate departments and branches.
  5. Orders and analyzes appraisals for credit union personnel.
  6. Prepares Deed of Releases and sends to appropriate county for recording.
  7. Scans all member account and supporting documents and reviews for quality assurance.
  8. Sorts and files all documents in appropriate files.
  9. Completes clerical duties; writes, types, scans, enters information into computer, prepares correspondence, bills, statements, receipts, checks, or other documents.
  10. Proofreads records and forms. 
  11. Pulls and organizes charge off files for credit management.
  12. Participates in Operations staff meetings and attends other meetings, seminars or training.
  13. Provides support to all solutions team departments and staff.
  14. Complies with the Bank Secrecy Act (BSA).
  15. Completes special projects as assigned.

Competencies

  1. Superb customer service orientation.
  2. Strong numeric ability.
  3. Accuracy and attention to detail.
  4. Computer proficiency.  Knowledgeable in MS Office Suite.
  5. Stress management/composure.
  6. Good listening and communication skills.
  7. Honesty and integrity.
  8. Teamwork.
  9. Valid driver’s license.
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Job Posting: 5407504

Posted On: Sep 13, 2022

Updated On: Sep 22, 2022