2009-2010 Small Credit Union Staff Salary Survey
TITLE: General Office Clerk REPORTS TO: Branch Manager I or II Purpose Responsible for the maintenance of the files and records for the credit union. Duties include but are not limited to general clerical functions such as filing, photocopying, setting up and/or maintaining files and folders, typing folder labels, assembling reports and manuals, etc. Duties and Responsibilities 1. Accurately organize and file, manually or electronically, all member information to insure up-to-date member files. Maintain accurate and up-to-date membership records for all products and services with the credit union. 2. Create new folders with name and account number for all new member accounts. 3. Obtain and provide copies of statements per members’ requests and/or per supervisor’s request. 4. File all signature cards. 5. File all loan folders pulled throughout the day to enhance credit union efficiency. 6. Ensure that the archive records are properly stored and easily accessible. 7. Ensure that all on-hand records are current and organized for ready access. 8. Check and maintain the inventory of regular supplies and forms so that the credit union functions efficiently and without interruption. Notify supervisor of need to order supplies or forms as necessary. 9. Microfiche documents where still applicable. 10. Photocopy documents as requested.
Š2009 Credit Union National Association
T-94