AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2020, 2021, 2022, 2023!
Do you have a passion for helping others? Do you enjoy making a difference? Do you want to work with awesome co-workers? If you answered yes we might be a good fit for you!
We are proud of our history! Since 1929, we have been dedicated to delivering quality products and services that help our members achieve financial success. We've been committed to helping people do cool things like establish credit, finance their first car and even learn how to balance a checkbook for a really long time well, since 1929 anyway. How cool is that? Were proud that we are Arizona's FIRST credit union and were still as dedicated to delivering quality products and services to our members now as we were back then. Our commitment to creating a People Helping People culture is as strong as ever.
We are looking for people who enjoy helping others, building relationships, crave a culture of mutual support and want to strengthen our team with their unique qualities. Become part of the First Credit Union team by applying for our Records Assistant opportunity.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Sorts and files all documents in appropriate files.
Answers incoming phone calls and emails timely and professionally.
Pulls and organizes files for credit union departments and branches as needed.
Assists in organizing files (physical and electronic).
Proofreads records and forms.
Supports the process of physical and electronic record destruction.
Scans all member account and supporting documents
Reviews documents/records for quality assurance and alignment with record retention standards.
Prepares mail. Delivers to appropriate departments and branches.
Assists with the handling of return mail, bad address updates, routing and retention.
Completes clerical duties; writes, types, scans, enters information into computer, prepares correspondence, bills, statements, receipts, checks, or other documents.
Completes and files recurring reports timely and accurately.
Assists vendors/visitors as needed.
Keeps a safe and clean area by complying with procedures, rules, and regulations.
Participates in Operations staff meetings and attends other meetings, seminars or training.
Provides support to all solutions team departments and staff.
Complies with the Bank Secrecy Act (BSA).
Completes special projects as assigned.
Competencies
Superb customer service orientation.
Strong numeric ability.
Accuracy and attention to detail.
Computer proficiency. Knowledgeable in MS Office Suite.
Stress management/composure.
Good listening and communication skills.
Honesty and integrity.
Teamwork.
Valid driver’s license.
Ability to maintain confidentiality.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical presence in the office setting is required.
Physical Demands
This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary.
Position Type/Expected Hours of Work
Ability to work 40 hours; Monday Friday. Periodic overtime may be required.
Travel
Periodic travel to other FCU locations may be required.
Qualifications
Required Education and Experience
High school graduate or equivalent.
Related experience and/or training; or equivalent combination of education and experience.
Preferred Education and Experience
Previous experience in an administrative role or with a credit union highly desirable.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.