Citizens · 9 hours ago
Records Management Coordinator
20 Cabot Road, Medford, MA, 02155, US
Full-time
Hybrid
New Grad, Entry LevelCitizens is a financial services company seeking a Records Management Coordinator to oversee and manage records and inventories for their business line. The role involves collaborating with various teams to ensure compliance with records management policies and providing guidance on record classification and storage.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
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
Qualification
Required
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
Preferred
Prior Records Management Experience
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
Founded in 1828
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
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