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Operations Associate

Date: Oct 13, 2021

Location: Dunbar, WV, US, 25064

Company: United Bank

Job Description

The Operations Associate is responsible for the timely and accurate imaging of documents generated by United Bank and or provided by customers to be ingested into the customers’ appropriate file.  The Operations Associate is also responsible for maintaining additional records generated by the bank, from the time the record is generated until the retention period has ended.  

 

RESPONSIBILITIES:

  • Retrieve statements by mail, email, downloaded from web sites or FIS General Ledger reports from IS View.
  • Document Imaging – Responsible for electronic imaging of loan documents into VisionContent, the Bank’s repository for electronic filing. This would include the preparation of documents for imaging; using scanning machines for ingestion into Vision Content and uploading PDF’s directly to a customer’s file.
  • Point of Contact for off-site Storage Facilities – responsible for routing all requests from Bank staff for stored files and following through with delivery to the requestor. Responsible for cataloguing all files sent to storage, maintaining the accuracy of the Bank’s storage database.
  • Records Management – Maintains the integrity, order and appearance of the various records storage facilities at United Bank.  Responsible for keeping detailed records of all inventory while communicating department policies and procedures with various departments throughout the enterprise.
  • Recurring Audit Support - Assist supervisor with the collection, delivery and re-filing of loan files before, during and after audits and Federal/State exams. (this may require lifting and/or carrying boxes up to 25lbs). 

Qualifications

•High School diploma or equivalent required.
•Some knowledge of commercial lending a plus 
•Highly organized, diligent and detail oriented
•Good working knowledge of Windows environment and MS Office applications required
•Self-motivated, customer service oriented
•Ability to demonstrate progressive familiarity with basic Records Management principles.
•Experience working with GroupWise and Outlook email system preferred
•FIS IBS Insight, FIS Vision Content and IBML preferred
•FIS IBS Insight, FIS Vision Content and IBML, HP multi-functional printer/copier/scanner Fujitsu Image/Scanner – IBML Scanner experience preferred

 

KEY COMPETENCIES:
•Communication skills
•Dependability
•Detail Oriented
•Time Management

 

ESSENTIAL FUNCTIONS:

•The ability to lifting and/or carrying boxes up to 25lbs.
•Sitting for extended periods of time.
•Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
•Ability to converse and exchange information with all levels of staff within organization.
•Ability to comprehend and interpret Bank policies and procedures

 

This job description is not intended to be all-inclusive and the employee will also perform other duties as assigned.  It is not an employment contract.  United Bank reserves the right to modify job duties or job descriptions at any time.  

Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.


Nearest Major Market: Charleston

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