Records Retention Assistant - Hybrid eligible
Company: Middlesex Savings Bank
Posted on: November 26, 2022
About Us **New Hires are eligible for a $2,500.00 sign on
bonus.**OverviewPerforms a variety of transaction verifications and
corrections, record retention and related activities in conformance
with Bank policies, procedures and objectives. Performs any
functions, within scope of authority and expertise, to provide the
highest level of service and responsiveness to customers and
- Reviews computer records to ensure new deposit accounts are
set-up properly and changes to existing accounts are completed
accurately. Corrects all errors noted in a timely fashion.
- Reviews account opening documentation to ensure it is complete
and accurate. Follows up with appropriate branch staff to obtain
- Advises and assists retail staff regarding set-up of deposit
accounts, completion of account opening/change documents, and
processing of changes to deposit accounts. Assists with
- Produces management reports detailing errors and
- Completes deposit verifications for consumer and commercial
- Assists staff with customer inquiries and research.
- Maintains all documents in an orderly manner and performs
functions associated with document imaging.
- Ensures full compliance with the Bank's Information Security
Policies and Procedures.
- Performs all duties in accordance with prescribed regulatory
- Performs related and unrelated duties as may be
- High School Diploma or equivalent is RequiredWork Experience
- 1-2 years of administrative experience is RequiredKnowledge,
Skills, and Abilities
- Strong attention to detail.
- Effective communication, interpersonal and organizational
- Must possess at least intermediate technology skills, including
knowledge of word processing, database and spreadsheet
- Must be able to have scheduling flexibility and to be able to
work extended and weekend hours. Middlesex Savings Bank is an EO/AA
Employer: Min/Fem/Vet/Disabled Search Firm Representatives, Please
Read Carefully: Middlesex Savings Bank does not accept unsolicited
resumes from search firms for this or any employment
Keywords: Middlesex Savings Bank, Worcester , Records Retention Assistant - Hybrid eligible, Other , Westborough, Massachusetts
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