Member Support Services File Clerk jobs in United States
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Hudson Valley Credit Union · 7 hours ago

Member Support Services File Clerk

Hudson Valley Credit Union is currently recruiting for the position of Member Support Services File Clerk. The role involves coordinating the filing, faxing, monitoring, and maintaining of all member files, as well as assisting with transactions received by mail when necessary.

BankingCreditFinancial ServicesInsurance

Responsibilities

Conducts filing and scanning of documentation to update member files
Assists Member Services department with filing and retrieval of documentation
Coordinate files for record retention and work with vendor and/or general services to support and enforce record retention and operational policy and procedure
Process transactions received by mail as needed to support department volumes
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism
Responsible for regular and predictable attendance including punctuality

Qualification

High School DiplomaGeneral Education DevelopmentRecord retentionProfessionalismTeamwork

Required

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required

Benefits

Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees

Company

Hudson Valley Credit Union

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Hudson Valley Credit Union offers online banking, insurance and financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Johanna Robbins
Deputy Chief Financial Officer
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Company data provided by crunchbase