Record Retention Representative

Full Time
Olean, NY
Posted
Job description
Overview:
At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, good benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities:
As an integral member of the Loan Operations Department, this position is mainly responsible for loan documentation as it relates to scanning, indexing, shredding and processing loan files.
  • Scan, review, index and file loan documents
  • Review documentation to ensure documents are clean and scanned legibly
  • Shred hard copies of documentation as stated in our procedures
  • Process and file loan documents from within the department as well as other departments
  • Utilize various systems and programs (i.e. Synergy, Tab Fusion, Jack Henry, Silverlake, Microsoft Outlook, etc.)
  • Cooperate and assist other members of the department and other departments to provide quality service, solve problems and achieve department goals
  • Perform other related duties as assigned
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
  • Provide assistance wherever necessary to help the Loan Operations Department and the bank in achieving their annual goals
Qualifications:
  • Associates Degree in business related field preferred
  • High School Diploma or GED required
  • Strong attention to detail and proven organizational skills
  • Ability to prioritize work effectively under time constraints
  • Strong PC skills as well as numerical/alphabetical aptitude
  • Two (2) years’ experience in banking with loan experience preferred
Other Job Information:
Hours: 40 hours/week; Monday-Friday 8:15-5:00; overtime as required

Compensation:
Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!


Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.


An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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