COVID-19 Update

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

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.