Position Descriptions

Transcription

1 Position Descriptions Some of the following positions may or may not be exempt under the Fair Labor Standards Act. Positions should be matched on the basis of job content and not FLSA status. Pos. Code Accounting 0320 Accounting Clerk: Performs a variety of routine and some nonroutine clerical/accounting functions in accordance with standard procedures in one or more of the following areas: general accounting, accounts payable, accounts receivable or related financial area. Reconciles bank accounts, posts information and balances general or subsidiary ledgers, processes payments and compiles segments of monthly closings, annual reports, etc. Contacts other departments and/or outside agencies to resolve problems. See Level Guide SUPP Bookkeeper: Maintains a complete and systematic set of records of business transactions. Balances general or subsidiary ledgers and prepares reports to show receipts, expenditures, accounts receivable and payable, and various other items pertinent to the operation of a business Billing Clerk: Compiles data and prepares invoices and bills of lading. Compiles amounts due from records such as purchase orders, sales tickets and charge slips. Prepares invoices, listing items sold, amounts due, credit terms and date of shipment. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Payroll Clerk: Inputs data from time sheets, production records, or individual time cards to computerized payroll system, including employee name, days worked, overtime earnings if any, date, gross pay, deductions, required withholdings and net earnings. May use appropriate software packages to compute withholdings and deductions where multi-state tax laws are involved as well as payments on sales draws and commissions. See Level Guide SUPP Credit and Collection Clerk: Performs a wide variety of credit and collection functions. Reviews and monitors credit sources, credit files, customer applications and delinquent accounts. Obtains required information from credit organizations, banks and loan associations. Maintains records on credit risks, delinquent accounts and incomplete files. Sends follow-up letters. Accepts payment on certain accounts. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Cashier: Performs a variety of clerical duties to receive and disburse cash from and to customers and employees. Duties may include several of the following: counts money, issues change, posts transactions, cashes checks, prepares deposit slips, balances accounts or register receipts, operates a register or scanner to capture product and price information, determines sales tax, operates a credit/debit card reader. See Level Guide SUPP2. General Clerical 2120 File Clerk: Maintains correspondence, cards, invoices, and other classified or indexed records arranged systematically in a file according to an established system. Inserts and removes material upon request and notes its disposition. Performs related routine clerical duties. May search and investigate information contained in files. In addition, may insert additional data, prepare reports, and provide written information on request. See Level Guide SUPP Clerk: Performs routine but varied clerical duties in accordance with standard procedures. This includes clerical duties such as photocopying, compiling records, filing, tabulating, posting information, and distributing mail. Applies knowledge of department policies and procedures, and utilizes a general understanding of other departments' functions. Maintains records, prepares forms, verifies information and resolves routine problems. See Level Guide SUPP Records Clerk: Conducts searches of company records for requested information. Verifies the acceptability of documents stored for microfilming. Controls inventory of records stored and may have responsibility for all phases of destruction and/or disposition of records. See Level Guide SUPP Forms Clerk: Coordinates the development, inventory, storage, distribution and destruction of company forms. Fulfills requests for forms according to required quantity, packaging and delivery instructions. Creates and updates forms, using computer design software, and orders forms to be printed. Receives and stocks forms in accordance with established inventory and materials management procedures. Prepares and distributes retention schedules Clerk - Typist: Performs routine but varied clerical work in conjunction with typing duties, such as some or all of the following: types and files reports, business correspondence, forms, and other documents; posts information to records; sorts and distributes mail; and answers telephones Statistical Clerk: Compiles and verifies data for the production of regular and special statistical reports from various sources. Utilizes a personal computer and appropriate software packages or its equivalent Inventory Control Clerk: Maintains records of materials in inventory and on order. Provides information to determine status of current orders and to forecast needs for future orders. Compiles records of amount, type, and value of material or stock on hand. Monitors reorder points, and initiates action to replenish stock. Reconciles discrepancies in inventories. Notifies supervisor of irregularities and when stock reaches designated reorder point. Compiles information on receipt or disbursement of inventories and computes inventory balances, prices and costs. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Import/Export Clerk: Computes duties, tariffs, price conversions, weight and volume of merchandise that is imported or exported to foreign countries. Examines invoices, bills of lading and shipping statements. Verifies conversion of merchandise weights or volumes based on country's method of weight and measure. Converts foreign currency into U.S. equivalent using rate charts. Corresponds with foreign organizations on routine matters. Operates a personal computer and appropriate software packages or its equivalent.

2 Code Human Resources 1467 Human Resources Receptionist: Greets all visitors to the Human Resources department and directs them to the appropriate location of the NEW office. Answers and directs all incoming calls. Handles the distribution of mail and facsimiles. Schedules meetings and interviews; reserves conference rooms. May assist with pre-screening, testing, reference checking and new hire orientation. May prepare offer and/or regret letters and order office supplies. Responsible for projects as assigned and general receptionist duties Employee Benefits Claim Clerk: Checks the accuracy and completion of routine and complex employee claim forms, and processes them under the organization's various benefit plans, including but not limited to group insurance, basic and major medical coverage and other benefits. Maintains employee benefits records and prepares required reports. Counsels employees regarding benefit eligibility and coverage. Transmits or arranges for correct claim benefit checks to employees. May conduct orientation programs on benefits. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Human Resources Assistant: Provides clerical/administrative support to one or more functional areas of Human Resources, such as recruitment and staffing, personnel records, employee or labor relations, compensation, benefits, training and/or equal opportunity/affirmative action. Processes various applications, employment, enrollment, pay change, informational and other confidential forms and records. Gathers information and prepares reports. Maintains and distributes as appropriate, current employee information, policy and procedure manuals and other communications. May conduct and summarize internal and external surveys to gather information for policy development and planning. May perform higher level duties involving employee communications, such as pre-employment screening, responding to routine questions on human resources policies and procedures, identifying potential issues and grievances, etc. Operates a computer terminal and/or personal computer. See Level Guide SUPP Human Resources Information Systems (HRIS) Clerk: Enters and controls data from confidential employee records in the organization's computerized Human Resources Information Systems. Reviews source documents for accuracy and completion of data input, and verifies output. Generates and distributes a variety of reports and statistical summaries regarding employee skills, pay data and related information. May develop queries and generate more reports for authorized personnel. See Level Guide SUPP Personnel Records Clerk: Compiles, files, and maintains personnel records. Records a variety of employee data (e.g., name, address, date and reason for personnel action and changes in employee status, earnings, absences). Files employment records according to filing system used. Documents movement of files; traces missing files. Searches, locates, and removes material from file or furnishes information to authorized individuals Training Assistant: Provides clerical/administrative support to the training and development function. Schedules, coordinates and maintains master schedule of training programs, courses, and the use of equipment, space and facilities. May resolve routine scheduling conflicts. Distributes course catalogs, processes registration, and answers routine inquiries regarding courses and schedules. Arranges for outside services, such as audio visual assistance, meals and refreshments, housekeeping, maintenance or repairs. Assembles and distributes course materials and teaching aides, as required for each type of program. May operate audio visual services during training programs. Prepares appropriate forms, correspondence, memoranda, and records regarding course attendance, feedback on programs, instructors, etc. Prepares reports and statistical summaries. Maintains and may reorder training material, teaching aides and information on outside programs. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP3. Information Systems 0885 Documentation Clerk: Performs clerical duties within the IS/IT documentation department. Generally incumbents in this position are experienced in related functions such as word processing but have little or no direct experience in documentation Information Systems Help Desk Coordinator: Applies understanding and knowledge of information systems products and services to assist internal users. Identifies, investigates and researches user questions and problems as well as recognizing, researching, isolating and resolving information systems problems. Coordinates referrals to appropriate technical, professional or service personnel for appropriate services, repairs, training, and follow-up. See Level Guide SUPP Computer Operator: Operates and monitors computer and peripheral equipment, such as printers, tape and disk drives. Selects and loads input and output, observes operation of equipment, control panels, error lights, verification printouts, error messages and faulty output. Researches error messages and may manipulate console to resequence job steps after a job is interrupted. See Level Guide SUPP Systems Support Assistant: Under direct supervision, performs tasks of a general nature to aid in the ongoing support of various systems environments. Performs LAN/hard disk back-ups, formats disks, provides printer support and may replace toner cartridges, clear paper jams and load paper. Maintains adequate supplies. Assists with end-user questions and problems. Conducts research on new technology as requested. Typically reports to Systems Administrator or LAN Administrator Data Entry Operator: Operates a data entry device to key and/or verify a variety of standard and/or complex coded or uncoded business and statistical source data into a computer. See Level Guide SUPP Data Control Clerk: Reviews source documents for data input. Checks accuracy and relevance of input and output data by visual examination, correcting codes and batching for computer processing. Verifies output against control totals, reviews format and accuracy of printouts and distributes information to appropriate departments Information Systems Librarian: Performs duties relating to maintaining data processing media inventory to meet department and user needs. Complies with the disaster recovery plan. Maintains the library of technical references and ensures reference manuals are kept up-to-date. Repairs, cleans and replaces media types as necessary.

3 Code Telecommunications 1912 Telecommunications Installation Clerk: Handles and compares the work orders completed by installers and/or contractors to the work orders NEW in the billing system and makes corrections as necessary. Provides a wide variety of clerical support to the installation staff including but not limited to photocopying; compiling records; locating and retrieving documents; filing completed work orders, converter forms and tracking sheets; and distributing mail. May answer and route departmental calls and perform back up for dispatchers. See Level Guide SUPP Telecommunications Provisioner: Processes orders for business and residential telephone service received from sales and/or customer service NEW which may include installing new residential and business lines for single or multiple locations and/or changes to existing services orders. Tracks documents and completes or re-assigns trouble tickets and work orders as required. Legal 2480 Legal Secretary: Performs secretarial duties that require knowledge of legal procedures and terminology. Prepares papers and correspondence such as contracts, briefs, summonses, complaints and motions. May maintain files and calendars, schedule appointments, schedule meetings, and make travel arrangements. Operates a personal computer and appropriate software packages or its equivalent Contracts Clerk: Provides a wide variety of clerical support to the contracts staff including photocopying, compiling records, locating and retrieving documents, maintaining files, and distributing mail. Prepares contracts, leases, memoranda and other legal documents using standard templates. May assist with the tabulation and preparation of estimates Legal Assistant: Provides assistance as required by the legal staff. This includes administrative duties such as photocopying, compiling records, locating and retrieving documents, maintaining files, and distributing mail. May prepare general correspondence, other legal documents, memoranda, reports, presentations, make travel arrangements, etc. Office Services 2080 Photocopy Machine Operator: Operates a photocopy machine to complete assignments ranging from the production of single color forms, reading material and other documents to those requiring the merge of covers, text, indices and related items in single or multi-color. May perform all phases of equipment set-up, operation and routine maintenance. Maintains equipment and supplies. See Level Guide SUPP Office Services Assistant: Provides general facilities administration support which may include responding to calls for facility repair, the purchase of office supplies including stationery, business cards, name plates, handling special mail requests, printing services, petty cash account and facility security functions. May assist with fixed asset inventories. See Level Guide SUPP Micrographics (Imaging) Operator: Images/microfilms company records to ensure that company history is archived and that vital records are protected. Ensures the imaging process meets quality control standards. Retrieves documents as requested and maintains appropriate records Administrative Assistant: Provides a wide variety of administrative and staff support services to an organizational unit. May assist in budget preparation and control activities. May assist in the preparation and control of records, statistics, and reports regarding operations, personnel changes, etc. Administers programs, projects, and/or processes specific to the operating unit served. May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities and operations. May screen and interview job applicants and orient new employees. NOTE: This is not a secretarial position. See Level Guide SUPP Library Assistant: Provides assistance as required by library services to meet the informational, educational, and research-related needs of patrons. May check materials in and out; shelve and retrieve materials; as well as assist with the classification, cataloging and indexing of books, periodicals, and related materials Proofreader: Proofreads documents and marks for correction grammatical, mathematical, typographical, and compositional errors adhering to formatting standards and guidelines. May offer suggestions regarding structural changes and the redesign of documents to improve readability Receptionist: Greets, identifies and directs visitors. Arranges for escort as appropriate. Maintains visitor records and performs incidental typing and clerical work as assigned Supply/Stock Clerk: Locates stock and delivers requested items to authorized departments. Reviews order forms for proper coding, quantities requested, and authorized approvals. Ensures that deliveries are made to proper departments. Maintains established inventory levels by checking shelves and notifies supervisor at established reorder points, or prepares purchase orders. Stocks vendor deliveries in warehouse or supply room and checks that deliveries conform to purchase orders as to quantity and quality. Reports on spoilage and stock damage. Marks articles with identification codes. Contacts approved vendors to reorder supplies. May operate a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Mail Clerk: Prepares incoming mail for distribution and processes outgoing mail. Distributes and collects mail, determines and affixes postage and maintains records on postage, registered mail and packages. See Level Guide SUPP Messenger: Delivers and picks up documents, mail, messages, packages and other items as directed to and/or from business establishments and/or private homes. Travels by foot, bicycle, motorcycle, automobile or public transportation. Maintains a log of items picked up and delivered Chauffeur - Executive: Drives a company vehicle to transport top level executives, other personnel and visitors. May plan itineraries and make overnight or extended trips requiring irregular hours. Oversees the appearance, operation, maintenance and servicing of the vehicle, and makes minor repairs and adjustments.

4 Code Office Services (continued) 2360 Chauffeur - Messenger: Drives a company vehicle to transport personnel, visitors and mail, and to perform miscellaneous errands. Oversees the appearance, operation, maintenance and servicing of the vehicle, and makes minor repairs and adjustments Security Guard - Armed: Guards property against damage, fire, theft, trespassing and illegal entry. Makes periodic tours about buildings and grounds, examining doors, windows and gates to ensure that they are properly secured. Ensures identification of employees or visitors by fingerprinting, photographing, interviewing and preparing badges. Investigates disturbances, and in the event of an emergency, maintains order and safety of personnel. May serve as liaison with police on mutual problems. Holds a valid firearms license and carries a firearm at all times when on duty. See Level Guide SUPP Security Guard - Unarmed: Guards property against damage, fire, theft, trespassing and illegal entry. Makes periodic tours about buildings and grounds, examining doors, windows and gates to ensure that they are properly secured. Ensures identification of employees or visitors by fingerprinting, photographing, interviewing and preparing badges. Investigates disturbances, and in the event of an emergency, maintains order and safety of personnel. May serve as liaison with police on mutual problems. See Level Guide SUPP Telephone Operator - Chief: Orients, trains, guides and performs the same work as employees who operate a switchboard or telephone console to route incoming calls and place outgoing local and long distance calls. May maintain and update information on telephone extensions and office assignments. Evaluates service complaints and determines corrective action. Initiates requests for telephone service and repair of malfunctioning equipment, and maintains related records Telephone Operator: Operates a switchboard or telephone console to route incoming calls and place outgoing local and long distance calls Receptionist/Telephone Operator: Greets vendors, customers, job applicants and other visitors, and arranges for escort services, as appropriate. Operates a switchboard or telephone console to route incoming calls and place outgoing local and long distance calls. Trains relief receptionist/operators Purchasing Clerk: Compiles and maintains information and records to prepare purchase orders. Edits purchase requests and prepares purchase orders. Consults catalogs and other references to obtain prices and specifications. Maintains files and records of materials, prices, inventories and deliveries. Performs related clerical duties. May contact vendors and suppliers for quotations, and follow up on outstanding purchase orders. Applies standard formulas to calculate extensions and discount applications. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Travel Clerk: Schedules and coordinates business travel for employees, consistent with organization policies and cost guidelines. Makes reservations for air travel, car rentals, overnight accommodations, etc. Notifies employees of completed arrangements and forwards itineraries, tickets and instructions. Performs related clerical duties and verifies accuracy of travel documentation and charges. May utilize an outside travel agency and/or an on-line reservation system or similar computer technology Shipping/Receiving Clerk: Verifies the accuracy of incoming and outgoing shipments and orders. Compares identifying information with bills of lading, invoices, orders or other records. Verifies that materials received are as ordered. May route incoming items within the company as directed. Maintains related records. See Level Guide SUPP Traffic Clerk: Provides a wide variety of clerical/administrative support to the traffic function. Ensures that carriers are notified for freight pick-up and that the freight is routed properly; prepares bills of lading and shipping manifests; traces shipments and obtains proof of delivery. May answer inquiries regarding shipping status and expedite shipment when required. See Level Guide SUPP Logistics Clerk: Provides clerical support to one or more functional areas of logistics, such as production, distribution, inventory planning and control, fulfillment, and purchasing. May review order forms for proper coding, quantities requested, and authorized approvals; prepare purchase orders; verify accuracy of incoming and outgoing shipments and orders; maintain records of materials in inventory and on order; and update information on the system to maintain records. Secretarial 2490 Secretary - Bilingual: Performs secretarial duties, frequently requiring oral and written communications in a foreign language. Answers and relays telephone calls, and receives and directs visitors. Operates a personal computer and appropriate software packages or its equivalent Secretary: Performs secretarial duties that may require considerable experience, skill and knowledge of organization policies and practices. May prepare correspondence, memoranda, reports, etc. May compose routine correspondence and memoranda. Screens telephone calls and receives and directs visitors; and may resolve routine inquiries. May schedule and maintain calendar of appointments, meetings and travel itineraries and coordinates related arrangements. May prepare and distribute minutes of meetings. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Executive Secretary: Performs standard, advanced and confidential secretarial duties requiring broad experience, skill and knowledge of organization policies and practices. Prepares correspondence, memoranda, reports, etc. Composes routine correspondence and memoranda. Screens telephone calls and visitors, and resolves routine and some complex inquiries. Schedules and maintains calendar of appointments, meetings and travel itineraries, and coordinates related arrangements. Prepares and distributes minutes of meetings. May utilize the assistance of one or more lower level secretaries on a project basis. Operates a personal computer and appropriate software packages or its equivalent. Typically provides secretarial services to an executive of the organization below the vice presidential level.

5 Code Secretarial (continued) 2450 Secretary to Staff VP or Division Manager or Executive: Performs advanced, diversified and confidential secretarial and administrative duties requiring broad and comprehensive experience, skill and knowledge of organization policies and practices. Prepares correspondence, memoranda, reports, etc. Composes and may initiate routine correspondence and memoranda. Screens telephone calls and visitors, and resolves routine and some complex inquiries. Schedules and maintains calendar of appointments, meetings and travel itineraries, and coordinates related arrangements. Prepares and distributes minutes of meetings. Utilizes the assistance of one or more lower level secretaries on a project basis. Operates a personal computer and appropriate software packages or its equivalent. Typically provides secretarial services to an executive of the organization at the vice presidential level or equivalent, with responsibility for a major organization function, such as operations, manufacturing, human resources or sales Secretary to Executive/Senior Vice President: Performs advanced, diversified and confidential secretarial and administrative duties requiring broad and comprehensive experience, skill and knowledge of organization policies and practices. Prepares correspondence, memoranda, reports, etc. Initiates routine and some non-routine correspondence and memoranda. Screens telephone calls and visitors, and resolves routine and complex inquiries. Schedules and maintains calendar of appointments, meetings and travel itineraries, and coordinates related arrangements. Prepares and distributes minutes of meetings. Utilizes the assistance of one or more lower level secretaries on a reporting or project basis. Operates a personal computer and appropriate software packages or its equivalent. Typically reports to an Executive Vice President, Sr. Vice President or equivalent Secretary to Chief Executive Officer: Performs advanced, diversified and confidential secretarial and administrative duties requiring broad and comprehensive experience, skill and knowledge of organization policies and practices. Prepares correspondence, memoranda, reports, etc. Initiates routine and non-routine correspondence and memoranda. Screens telephone calls and visitors, and resolves routine and complex inquiries. Schedules appointments, meetings and travel itineraries, and coordinates related arrangements. Prepares and distributes minutes of meetings. Utilizes the assistance of one or more lower level secretaries on a reporting or project basis. Operates a personal computer and appropriate software packages or its equivalent. Reports to the Chief Executive Officer (CEO). Word Processing 2690 Word Processing Operator: Operates a personal computer and appropriate software packages or its equivalent to prepare standard and/or complex documents from various sources of written or dictated input which may include page layouts and difficult charts. Enters corrections and revisions, and proofreads material for accuracy and completeness. Applies knowledge of department terminology and organization practices. See Level Guide SUPP Desktop Publishing Operator: Operates desktop publishing equipment and utilizes integrated software packages to complete varied assignments involving word processing, page layouts and the creation of charts and computer graphics. See Level Guide SUPP2. Retail Operations 7812 Customer Desk Associate: Responds to customer inquiries, complaints, and requests to exchange or return merchandise through face-to-face contact by following standard scripts and procedures. Uses a computer system to track questions and answers as well as refunds and exchanges Pharmacy Assistant: Assists in filling pharmacy orders. Checks and prices incoming merchandise. Stores or displays pharmacy items in proper locations. Assists in the care and maintenance of pharmacy equipment and supplies. Types and files reports, and completes forms as directed. Assists in maintaining inventory Pharmacy Service Associate: Provides assistance as required in the pharmacy. Responsibilities may include greeting customers, entering sales on the cash register, answering telephones, and handling pharmacist referrals Service Clerk: Performs a wide variety of duties in a retail store. Responsibilities may include merchandising, receiving/stocking inventory, ordering products, assisting customers, and entering sales on the cash register and handling cash. See Level Guide SUPP2. Marketing and Sales 2523 Meetings and Special Events Assistant: Assists the Meetings and Special Events Manager in the planning and execution of logistics for company meetings, special events, trade shows and other sales promotion events. Assists in site selection, food and beverage selection as well as makes arrangements for audio visual, transportation and other services. Keeps track of all expenses and assists in conducting reconciliations and preparing reports on activities costs Call Center Representative - Inbound: Responds to a high volume of telephone inquiries about the company's products or services by following standard scripts and procedures. Promotes and sells the company's products or services. Investigates and resolves complaints. Uses a computer system to track questions and answers as well as enter or check the status of orders. See Level Guide SUPP Call Center Assistant - Inbound: Provides assistance as required by the call center. Processes data and generates routine reports regarding types of incoming telephone calls, volume of calls, average length of calls, delayed calls, etc. Files reports and other documents. May assist with responding to telephone inquiries about the company's products or services by following standard scripts and procedures. See Level Guide SUPP Call Center/Customer Service Administrative Assistant: Provides assistance as required by the call center/customer service operation. This includes administrative duties such as photocopying, compiling records, filing, tabulating, and distributing mail. May prepare correspondence, memoranda, reports, etc. See Level Guide SUPP Telemarketer/Call Center Representative - Outbound: Makes a high volume of telephone calls to current and/or potential customers and solicits orders for the company's products or services by following standard scripts and procedures. Uses a computer system to track such calls and enter orders. Documents product and service feedback as appropriate. See Level Guide SUPP3.

6 Code Marketing and Sales (continued) 2860 Customer Service Assistant: Responds to inquiries received through phone, mail and/or face-to-face contact with customers and prospects about the company's products or services by following standard scripts and procedures. Uses a computer system to track questions and answers as well as enter orders. Responds to inquiries requiring a written response with the use of standard or form letters. See Level Guide SUPP Call Center/Customer Service Traffic and Scheduling Assistant: Provides assistance as required by the traffic and/or scheduling function of the organization's call center/customer service operation. Processes data and generates routine reports regarding call volume, scheduling, staffing, workload, etc. Files reports and other documents. May assist analysts in examining statistical and performance trends. See Level Guide SUPP Marketing Assistant: Performs a variety of clerical/administrative functions to support the timely execution of marketing plans and projects including some or all of the following: maintains schedules for key marketing projects and tracks expenditures and budgets; maintains stock of literature, mails catalogs, updates and adds records to computer databases; assists in the logistics of planning and set up for trade shows; coordinates communications with appropriate sales and marketing managers regarding the status of leads, trade shows and sales materials. See Level Guide SUPP Sales Assistant: Provides clerical/administrative support to a sales office or centralized sales function. Processes data and generates routine reports regarding sales results, sales force earnings, and market conditions. Maintains office records, calendars and travel itineraries. Answers questions about the organization's products and/or services. May assist in customer service functions. Operates a personal computer and appropriate software packages or its equivalent. See Level Guide SUPP Order Processing Clerk: Receives and checks written or verbal customer purchase orders. Verifies stock availability and processes shipment orders. Maintains related order files and records. Monitors delivery dates and notifies customers of delays. Operates a personal computer and appropriate software packages or its equivalent. Banking and Insurance 7753 Teller: Receives and pays out monies, and maintains accurate records of all transactions. Cashes checks within assigned limits. Accepts savings deposits and withdrawals, verifies signatures, posts interest and balances as required. Accepts loan, credit card, utility and other payments. Issues money orders, cashiers' and travelers' checks, and issues or redeems savings bonds. Prepares daily settlements of teller cash and proofs transactions. Promotes the company's services, answers questions and directs customers to appropriate department for specialized services. May provide other customer services such as: preparation of collection letters and deposits to appropriate accounts, exchange of negotiable items (e.g., cashiers' checks, certificates of deposit, foreign currency and savings bonds), and processing of transactions and verifications related to commercial loans. See Level Guide SUPP Head Teller: Supervises and schedules the work of all tellers in the main office or a branch to ensure efficient teller operations during business hours. Provides guidance to tellers in complex customer transactions, balancing daily settlements, and meeting customer needs. Performs teller duties, and may handle collections, notes, or exchanges. Trains new tellers to assume window or Drive-In paying and receiving duties. Ensures adequacy of currency and coin supply. This is a single incumbent position per office New Accounts Representative: Opens and processes new demand and time deposit accounts including passbook accounts, IRAs, certificates of deposit, and money market accounts. Provides customers with information on deposit accounts, rates, service charges, restrictions, and other relevant account information. Prepares paperwork for opening new accounts, orders checks and ATM cards, and provides starter checks. Researches and resolves problems and responds to customer inquiries on account status. Maintains files on status of accounts, and informs customers when fixed time deposits have matured. Renews or opens new accounts. Cross sells other bank services and refers customers to other departments as appropriate. Keeps informed of changes in bank services or procedures. See Level Guide SUPP Commercial Loan Clerk: Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. Obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Prepares loan documents, notices and periodic loan reports. Answers customer inquiries and resolves routine problems. See Level Guide SUPP Customer Inquiry Clerk: Answers customer questions, researches account problems, and generates changes to accounts as required. Resolves customer complaints and inquiries regarding a variety of issues, requests, and discrepancies related to account balances, monthly statements, check holds, overdrafts, service charges, new account numbers, and starter checks. Accepts and places stop payment requests and follows up on related paperwork. See Level Guide SUPP Trust Clerk: Processes trust account records. Records and balances trust account entries, reconciles monthly checking account statements and prepares checks for trust expenses. Prepares all necessary documents, forms and reports as directed. Maintains all other trust account records. See Level Guide SUPP Underwriting Assistant: Provides assistance as required by the underwriting unit to support renewal and new business activities. Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision. May assist the Underwriter with the computation of rates and premiums. May review incoming insurance applications for accuracy and completeness Enroller: Reviews insurance applications for accuracy and completeness and enters data into an automated system. May review and enter updates and/or corrections to insureds' records. May respond to and resolve insurance enrollment and/or update inquiries Claims Clerk: Checks the accuracy and completion of claim forms and attachments; reviews company records to determine coverage. Obtains missing information by calling or writing to the insured using standard scripts or form letters. Calculates amount of claim. Submits claims within assigned limits, for payment. See Level Guide SUPP2.