Clerk, Forms/Records, Record Retention, South Bend, IN

POSITION SUMMARY

Responsible for picking and packing daily form orders and delivering them to the Operations Center for distribution as well as assisting with maintaining forms inventory. Also responsible for retrieving and delivering record boxes for internal customers.

ESSENTIAL REQUIREMENTS

• Retrieves boxes in warehouse to be delivered to originator (internal customers) within two business days.
• Delivers and retrieves boxes to/from originator (internal customers) when requested within two business days.
• Delivers requested forms to the Operations Center for distribution.
• Maintains all inventory which included forms, marketing material, and warehouse stock.
• Runs and operates the forklift and electric pallet jack.
• Assists supervisor with destruction of boxes based on their destruction date.
• Assists supervisor with Supply Auction site.
• Operates company vehicle for deliveries and pickups.
• Must have valid driver's license.
• Compliance training for your position must be completed each year.
• Must understand all applicable banking laws and regulations that apply to the position and complies with the requirements.

EXPERIENCE/SKILLS

• At least 3 months of related experience preferred.
• Must be able to operate a forklift picker or obtain certification within 30 days of the start of employment. Training will be provided, if needed.
• Good problem-solving skills.
• Aptitude for operating machinery.
• Clean driving record required.
• Good customer service skills.
• Good communication and organizational skills.

NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EDUCATION

High School Diploma/GED required.

CERTIFICATION

Forklift/Pallet Jack Trainer certification required or must be able to obtain a certification within 30 days of hire.

TRAVEL REQUIREMENTS

Ability to travel as needed for deliveries, meetings, etc.

PHYSICAL DEMANDS

Typical warehouse environment, which includes lifting, pushing, carrying, and pulling objects over 40 pounds, operating forklift picker and electric pallet jack. 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 to perform the essential functions. Heavy equipment operation would be necessary over 20% of the time.

While performing the duties of this job, the employee is required to sit, stand, and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel.

EQUIPMENT

MS Office PC, fax, phone, and standard office equipment as well as heavy equipment (such as a forklift picker and pallet jack).