Trust File Clerk

This position is a part-time position in the Trust Department.

Hours: Monday through Thursday and 2:00 PM to 5:30 PM on Friday

Responsibilities:

  • Deliver trust client checks for deposit at other local banks
  • File trust file folders in central filing and maintain filing area in an orderly state
  • File trust documents, correspondence, client bills and medical benefit information in their appropriate files located throughout the Bank
  • Assist trust department personnel with clerical projects and delivery of documents as requested
  • File documents and correspondence for closed accounts in the upstairs transfer filing area
  • File tax files as requested by the tax department
  • Transfer the prior year’s bill files to the basement storage area annually
  • Transfer closed account files from the upstairs transfer filing area to the basement storage area annually
  • Per retention schedule, destroy closed trust account files, tax return files and bill files annually
  • Assist with mailing of trust statements as needed
  • Backup telephone receptionist as needed
  • Special projects as assigned
  • Overtime as requested by supervisor

Requirements:

  • A vehicle is required for deliveries located outside of the downtown Salem Proof of a valid driver’s license and automobile insurance is required. Mileage will be reimbursed at the standard Federal mileage rate as posted by the Internal Revenue Service
  • Ability to file numerically and alphabetically
  • Ability to lift 35 lbs. required
  • Ability to reach, squat, bend and manually lift storage boxes

Disclaimer:

Pioneer Trust Bank, N.A. is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicant will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check, criminal background, and pre-employment drug screening, which includes screening for marijuana. Pioneer Trust Bank, N.A. is a federally regulated banking institution. At the federal level, marijuana is an illegal Schedule I drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

EEO/AA/MF/D/V

Pioneer Trust Bank Application Packet

As a part of the Pioneer Trust Bank's application process, please fill out the packet below to apply for this position.