Document Management Team Member I, Marlborough, MA, Part-Time, On-Site jobs in United States
cer-icon
Apply on Employer Site
company-logo

Digital Federal Credit Union · 1 day ago

Document Management Team Member I, Marlborough, MA, Part-Time, On-Site

Digital Federal Credit Union is the largest credit union headquartered in New England, serving over one million members across all 50 states. The Document Management Team Member I will process work related to document management responsibilities, assist members and staff, and contribute to achieving departmental goals.

BankingFinanceFinancial Services
check
Comp. & Benefits
badNo H1Bnote

Responsibilities

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)

Qualification

Document ManagementCustomer ServicePC SkillsProfessionalismAttention to Detail

Required

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

Company

Digital Federal Credit Union

company-logo
DCU is a credit union that offers personal and business banking solutions.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Ed Niser
External Communications & Partnerships Manager
linkedin
leader-logo
Michelle Caissey
Compliance Officer NCCO
linkedin
Company data provided by crunchbase