File Clerk, Sr. performs routine filing duties, including labeling, storing, cross-referencing, and retrieving files. Places documents in and removes documents from files on a timely basis. Being a File Clerk, Sr. may be responsible for performing related clerical duties. May coordinate the work of lower level file clerks. Additionally, File Clerk, Sr. typically requires a high school diploma or its equivalent. Typically reports to a supervisor or manager. The File Clerk, Sr. gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. To be a File Clerk, Sr. typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Reviews new and revised deposit account documentation and IRA administration; verifies the accuracy of input to the application and CIS system records. Performs verification of file maintenance to deposit accounts; performs data entry and a variety of changes to deposit accounts through online file maintenance; verifies the accuracy of account closings. Maintains and scans original documents.
Essential Duties and Responsibilities:
Completion of Objectives Assigned (60%):
Quality of Work (15%):
Phone-Based Customer Service (10%):
Administration Accountability (10%):
Special Projects/Other (5%):
Education and Experience:
Knowledge, Skills, and Abilities:
Two years File Maintenance and/or Customer Service experience in a bank or retail environment (or a combination) required; one-two years of experience in a bank branch preferred; demonstrated proficiency in the use of standard PC software packages such as Microsoft Office Suite. Effective organizational and time management skills required; strong attention to detail and basic math skills are required. Excellent communication, problem-solving, and PC skills are required. Exceptional telephone etiquette is also required; skilled in identifying sales and cross sale opportunities preferred. Ability to communicate effectively with people at all levels is required; ability to effectively communicate information clearly through all media channels. A demonstrated ability to read and understand a variety of reports, spreadsheets, and forms is preferred. Must be able to demonstrate flexibility and commitment in a team environment.
Physical demands:
Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking.
Work Environment:
Work is performed onsite in an operational office environment.
Note:
This job description contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization.
Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.
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