Troy, MI
30+ days ago


Founded by a small group of educators, Michigan Schools & Government Credit Union (MSGCU) has been providing quality financial services to the community for more than 67 years and welcomes everyone in Michigan to bank with us. We are financial champions committed to helping our members achieve financial success by rallying behind them and their goals. As the sixth largest Credit Union in Michigan, MSGCU has 17 branch offices in Macomb, Oakland and Wayne counties, over 375  team members, 135,000 members, $3 billion in assets, and a 96% member satisfaction rating for two decades. We are a caring organization that strives to ensure an equitable and inclusive culture where everyone is valued and respected. Our dedication to team member engagement has contributed to the honor of being named a Top Workplace by The Detroit Free Press nine years in a row.

If you have a passion for helping people and providing exceptional and dependable service, we want you on our team!

Overview of Responsibilities:Leads the Records department, including maintaining member records and information management for the Credit Union. Uses inventory management software, application database, and associated hardware to control electronic and physical management of MSGCU records. Researches new products/procedures relating to the retention, storage, and retrieval of data.

Essential Duties and Responsibilities:

  • Serves as MSGCU’s subject matter expert regarding member records and information management storage services using analysis, audit, and application technology to ensure adherence with MSGCU’s policies and procedures, inventory controls and reporting, and disaster recovery process.  Applies knowledge of the business, trends, and future landscape of records management and retention to advance MSGCU’s goals.
  • Effectively manages the Records team to deliver a superior internal and external member experience by achieving desired service levels when fulfilling service requests related to hard copy and electronic records storage retrieval. Anticipates and balances the interests of multiple stakeholders by understanding their requirements, expectations, and needs. Acts fairly despite conflicting demands of stakeholders.
  • Makes good and timely decisions using sound rationale, available data, and relevant or important factors to ensure the overall effectiveness of the Records function. Establishes policies and procedures for document development, retention, and disposition. Provides advice and consultation to other areas of the organization regarding records management.
  • Manages daily workflow and directs the Records’ teams work by providing clear direction and accountabilities, removing obstacles, delegating, and empowering where appropriate. Oversees the preparation and processing of standardized legal forms and documents, lien releases for paid in full loans, as well as incoming and out-going mail.
  • Plans, aligns, and prioritizes work in order to meet organizational goals and other commitments, sets objectives to align records management industry trends with broader organizational goals; breaks down objectives into appropriate initiatives and actions.
  • Optimizes work processes by identifying and creating the processes necessary for records management success. Seeks ways to improve processes by combining activities into efficient workflows and serves as an effective business partner with a focus on continuous improvement.
  • Ensures accountability by holding self and others accountable for the overall quality of records management process by establishing clear responsibilities and processes for monitoring work and measuring results.
  • Builds networks and consults with a wide network of internal and external connections (vendors); connects the right people to accomplish goals; works through formal and informal channels to build broad-based relationships and support. Partners with Enterprise Risk Management to ensure regulatory compliance pertaining to record retention and elimination of outdates and/or confidential documents.
  • Effectively manages Records Department’s vendor relationships to ensure delivery to expected standards, compliance with MSGCU’s procedures, and cost effectiveness.
  • Develops talent by coaching others to build skills to meet both their career goals and the organization’s goals through mentoring, coaching, and relevant development opportunities.
  • Builds an effective high-performing team that applies their diverse skills and perspectives to achieve defined individual, team, and corporate goals.
  • Communicates effectively by developing and delivering various forms of communication (written, verbal, presentation), facilitating discussions and actively listening to convey a clear understanding of the unique needs of different audiences.
  • Collaborates effectively with colleagues and other stakeholders across the organization to improve relationships, build trust, develop teamwork, and deliver high quality member service.
  • Gains the confidence and trust of others by modeling honesty, integrity, authenticity, and behaviors that align with organizational values. Makes responsible choices and exemplifies courage by stepping up to address difficult issues.
  • Exhibits self-awareness by soliciting feedback and through reflection in order to gain productive insight into personal strengths and weaknesses.
  • Exhibits selflessness by recognizing others’ accomplishments, sharing knowledge and prioritizing the needs of others above personal interests.

Essential Preparation and Experience:

  • Bachelor's degree in Business Administration, or related field or the equivalent combination of education and relevant work experience; and
  • Five years of related, progressively more responsible work experience to gain the necessary background to manage the records department. Experience in a financial institution preferred; and
  • Three years of leadership experience.

Essential Knowledge, Skills, and Abilities:

  • Advanced knowledge of records and information management creation, maintenance, retention,  disaster recovery policies and procedures, and quality standards. Ability to apply this knowledge to supervise the integrated processes and functions for full-spectrum records management services.
  • Thorough understanding of management procedures with the ability to plan department activities, develop and set objectives, and set and manage a budget.
  • Excellent organizational, time, and resource management skills that enable collaboration with fellow managers.
  • Strong coaching, mentoring, and overall leadership skills to support development of team members using positive management techniques to ensure maximum effectiveness while overseeing our Records department.
  • Strong project management skills.
  • Proficient in the use of PCs, Microsoft Office, and with other standard office equipment.

Working Conditions:

  • Environment generally good. Required to travel throughout the MSGCU's service area in reviewing operations and representing the Credit Union.
  • Exposed to potentially hazardous conditions, such as robbery. Receives detailed instructions and security procedures on an annual basis to minimize risk.
  • Strength Level – Sedentary: exerting up to 25 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time and involves walking or standing for brief periods of time.