Under minimal supervision, works with Records and Information Management (RIM) leadership and business unit staff to conduct records and information management activities for the Sixth District. Provides analytical support, manages projects, and makes recommendations in designing, implementing, and maintaining records and information management policies and procedures (for electronic and paper records and data). Acts as a liaison between department records and information system users and technology staff to ensure the records management needs of the business units are met. Participates in or coordinates eDiscovery or other related information requests as needed.
- Consults and work collaboratively with all Bank departments, including Legal and Information Technology staff, to develop and achieve RIM objectives. Manages RIM communications using various communication methods (in-person, e-mail, phone, collaborative sites, presentations, etc.).
- Establishes and maintains records and information management procedures and information system quality assurance testing methodologies; plans and coordinates testing; analyzes results and identifies improvement opportunities. Coordinates the development and maintenance of the District's data maps and retention schedule; works with business units to incorporate changes and ensures quality.
- Provides complex and routine analytical support for the RIM function and management. Analytical assignments may include developing metrics to track performance, customer service reports, preparing reports, budget monitoring and analysis, and other department analytical needs.
- Leads projects by planning and executing internal consulting engagements; project scope may be complex and sensitive in nature; manages scope, schedule and resources to meet project deliverables; interacts with cross-functional business area teams, including technology staff, in completing project deliverables.
- Coordinates the RIM Liaison Program: develops meeting agendas, develops and maintains relationships with business lines, schedules and runs meetings, and presents topics.
- Participates in or leads District and System-level records and information management work group activities.
- Maintains a high level of working knowledge regarding RIM industry practices, information technology concepts, risk management and project management disciplines; understands and promotes strong risk management, project management, and process-improvement practices. May provide work direction to others and performance feedback as requested.
- Bachelor's Degree preferred
- Five to eight years preferred
Knowledge Area/Technical Skills/Certifications and Licenses:
- Records and Information Management
- Demonstrated ability to work professionally with personnel at all levels of the organization and handle sensitive information with the highest degree of integrity
- Strong understanding of business functions and responsibilities
- Knowledge of e-records management systems
- Strong interpersonal and communication skills
- Project management and attention to detail
- Certified Records Manager (or other records-related professional certification) preferred
- Demonstrates Self-Awareness
- Problem Solving
- Communicates Effectively
T h is is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, rush jobs, change in workload or technological developments).