Records & Research Records Retention Specialist

Job Description and Requirements

The Records & Research Records Retention Specialist provides quality service to members, non-members, vendors and credit union employees by phone, email, fax and mail. Processes a variety of transactions, inquiries, and research requests in accordance with policies, procedures, and regulatory laws. Conducts all duties with integrity and in a manner intended to enhance the image and growth of the Credit Union.

Essential Functions and Responsibilities:

• Works under minimal supervision, performs complex and diverse duties in support of a work area or group of individuals with moderate latitude for the use of initiative and independent judgment.
• Provides administrative support for multiple business units for the creation of records retention. 
• Oversee the completion and ongoing maintenance of the credit union’s record inventory, retention and retention schedule.
• Assist in developing program policies, procedures, standards, and manuals in accordance with records retention objectives and goals.
• Communicate with other business units on records requirements and attend meetings related to the creation of the CU's record retention schedule. 
• Build and maintain strong relationships with internal and external customers; Primary contact for external vendor for Records Retention.
• Coordinate, develop, and conduct records retention management training for CU staff and promotes awareness and understanding of records retention.
• May function as a high-level individual contributor or coordinator of multiple projects pertaining to Records Retention for the CU. 
• Participate in project collaboration, creation of scope and implementation for benefit of organization.
• Serve as a resource to team for Records Retention situations and resolve complex Records Retention questions and concerns.
• Use cognitive thinking abilities to identify trends and improvement opportunities communicating and/or escalating Records Retention unresolved issues to Lead, Assistant Manager or Manager for further action. 
• Analytical Thinking - ability to collect, gather, visualize and analyze information in details. Includes the ability to solve complex problems by making decisions in the most effective way.
• Comply with applicable regulatory laws pertaining to the credit union and internal policies and procedures. 
• Other responsibilities and duties as required or assigned (note: essential functions and responsibilities may change or new one may be assigned at any time with or without notice).

This job may be eligible for work from home- hybrid schedule (please refer to the Remote Work Capability and Work From Home section of the Employee Handbook).

Requirements:

• High School Diploma or GED
• Minimum of one year previous job related work experience
• Must be able to work Monday - Saturday schedule.
• Proficient in utilizing PC, software, typing skills and other office equipment.
• Strong working knowledge of Excel, Word and PowerPoint; Must have excellent writing, communication, research and interpersonal skills.
• Good attendance and promptness is pertinent.
• Strong work ethic, highly motivated and ability to work on multiple priorities
• Ability to master new tasks quickly
• Ability to work extended hours during limited busy seasons

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.