Document Management Clerk/Courier

Description

Partners 1st Federal Credit Union will provide U with a competitive salary, paid vacation and holidays, generous 401(k) retirement plan with company matches, weekly pay, and a professional and fun office working environment.

Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.

This position is for U if you are a friendly, professional, and courteous person with strong attention to detail, great organizational skills, and are able to work at our Directors Row location, Fort Wayne, IN, part-time, 26 hrs/wk, with a schedule of:

Mon: 9:30am-4:30pm, Tues: Off, & Wed-Fri: 9:30am-4:30pm

Role

Performs document sorting, scanning, indexing, auditing, and maintenance. Receives and stocks incoming office supplies. All aspects of incoming and outgoing mail, including shipping supplies to non-local branches, pickup and delivery of incoming and outgoing mail and supplies to local branches and all interoffice mail.

Major Duties and Responsibilities

65% Perform document scanning duties, including sorting, scanning, indexing and auditing both physical and electronic documents.

15% Fill supply requests for all branches. Makes pickups and deliveries to local branches, Annex, and Post Office Box.

10% Prepares, prints, and sorts mail. Sorts incoming mail and packages, opens envelopes and/or packages by machine or by hand and provides timely distribution to appropriate department or person. Packages deliveries of outgoing mail and packages. Runs outgoing daily letter mail through inserter and postage machine and examines mail for correct addresses, appearance and makes corrections as needed. Packages and ships items to outlying branches. Ensures the proper postage is applied. Packages UPS items and prints UPS labels.

5% Answers the back door, puts away and stocks supplies, keeps on top of document retention and/or shredding. Breaks down boxes for recycle.

5% Other duties as assigned

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, in addition to all company policies.

This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union.

Requirements

Knowledge and Skills

Experience

The job can be learned in hours, days or weeks

Education/Certifications/Licenses

High school education or GED. Must have a valid driver's license and acceptable driving history.

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.

Other Skills

Must have reliable transportation.

ADA Requirements

Physical Requirements

Perform work with physical exertion and lifting of up to 40lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors and outdoors driving and delivering items between locations.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.