Digital Records Specialist I

About the role

Safely handles customer documents, ensuring important records are retained and available when needed. Uses the enterprise content management system (ECM) on a daily basis to scan, index, and archive new documents.

Responsibilities

• Understands the records retention strategy and how to transform physical documents to digital records.
• Prepares, maintains, and monitors accurate filing and retention of documents by the given SLAs.
• Understands and follows document retention policies and destruction schedules to ensure compliance with applicable laws and regulations.
• Promotes awareness, understanding and adoption of the records strategy through collaboration with business units across the organization.
• Analyzes and reviews existing processes and procedures and makes recommendations for process improvement.
• Collaborates with teammates by responding to requests promptly, asking thoughtful questions and providing constructive feedback.
• Performs work at the assigned work location.

Requirements

• Excellent analytical and critical thinking skills to make sound decisions and provide problem resolution. Able to use data to answer business questions and communicate through reporting.
• Excellent verbal, written and interpersonal communication skills.
• Proficient in Adobe Acrobat as well as Microsoft Office applications (Outlook, Word, Excel, PowerPoint and Access). Demonstrated ability to learn and understand enterprise content management (ECM) systems.
• Ability to provide excellent customer service internally and externally. Must be able to keep sensitive customer and bank information confidential and secure.
• Excellent organization skills and attention to detail. Able to organize and effectively manage workload through prioritization.
• Demonstrated ability to work independently, effectively and efficiently to prioritize shifting deadlines in a fast-paced and high-volume production work environment. Possesses a proactive and professional work attitude.