Middlesex Savings Bank Records Retention Assistant in Westborough, Massachusetts

Performs 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 co-workers.

  • 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 missing documents.

  • Advises and assists retail staff regarding set-up of deposit accounts, completion of account opening/change documents, and processing of changes to deposit accounts.

  • Produces management reports detailing errors and exceptions.

  • Completes deposit verifications for consumer and commercial accounts.

  • 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 compliance guidelines.

  • Performs related and unrelated duties as may be required.

  • High School diploma or equivalent plus at least one year of administrative experience.

  • Strong attention to detail. Effective communication, interpersonal and organizational skills.

  • Must possess at least intermediate technology skills, including knowledge of word processing, database and spreadsheet applications.

  • 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 opportunity.

Req #: 3700

Standard Working Hours: 25 hours per week / Monday - Friday (8:30am to 1:30pm)

External Company URL: www.middlesexbank.com

Street: 120 Flanders Road