Mail Specialist

Mail And Records Clerk

This position provides service and support regarding mail, film, records, supplies and special events.

Essential Functions:

1. Pick up, deliver and prepare all incoming and outgoing mail.
2. Travel to outside local branch to pick up/deliver mail, travel to tag office to deliver/pick up documents for Consumer Servicing
3. Ensure funds are available in postage accounts. Renew PO box and Business Reply permits as necessary
4. Keep records of "IN/OUT" Certified mail, including express mail and ground packages
5. Prepare, sort, and deliver all express mail, make copies/create a record of incoming UPS express mail packages. Keep UPS Worldship program up to date. Keep UPS/FedEx shipping supplies on hand. Schedule FedEx ground pickups as needed.
6. Fill/deliver supply request orders. Order supplies as needed to fulfill requisition request. Deliver copy paper to various departments and monitor on hand supply
7. Monitor shred bins, switching out containers when they get full. Work with shred vendor on pickup days having bins pulled and ready for pickup.
8. Perform an annual file purge from physical records storage. Identify boxes ready for destruction based on retention date placed on box, scan boxes and delete them from stored records program and place them in shred bins for pick up
9. Pick up boxes for physical storage, scan barcode and input box information, with retention date and scan box placement on shelf for stored records program
10. Prepare and clean up meeting rooms and assist with special activity events
11. Keep breakrooms supplied
12. Keep first aid kits up to date
13. Perform monthly pool vehicle inspections along with servicing appointments as required.
14. Perform other duties and responsibilities as assigned

Knowledge, Skills, Abilities and Personal Characteristics:

• Knowledge of: Modern office equipment, Technology and various software programs
• Ability to: Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form, Efficiently work under limited supervision, Write reports and correspondence and to speak effectively before members, employees, and outside vendors
• Skill in: Excellent communication and interpersonal skills to effectively work with members and co-employees, Strong attention to detail and analytical skills, Typing and personal computer

Qualifications:

Critical Development Experiences: Pursue opportunities for professional growth and development through training, education and self-study

Successfully complete all applicable compliance training and testing

Education and experience equivalent to: Any combination of education, training and experience which provides the required knowledge, skills and abilities to perform the essential functions of the job required.

Requirements:

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing over 50 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

Regulatory Compliance & Confidentiality:

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

Equal Opportunity Employer/Veterans/Disabled