Document management technician job description
Updated March 14, 2024
8 min read
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Example document management technician requirements on a job description
Document management technician requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in document management technician job postings.
Sample document management technician requirements
- Proven experience as a Document Management Technician.
- Knowledge of relevant software (e.g. Adobe Acrobat, MS Office)
- Familiarity with document scanning and storage procedures.
- Excellent organizational and time-management skills.
- Attention to detail.
Sample required document management technician soft skills
- Strong communication and interpersonal skills.
- Able to work under pressure and meet deadlines.
- Problem-solving skills.
- Ability to work independently as well as part of a team.
Document management technician job description example 1
U.S. Bank document management technician job description
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job Description
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Seven or more years of experience in Wealth Management private banking
* Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
* Strong relationship management, sales, and business development skills
* Significant understanding of Wealth products and offerings
* Advanced competency in Financial Planning
* Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
* Well-developed analytical and problem-solving skills
* Ability to make critical decisions independently
* Effective writing, speaking and presentation skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.
EEO is the Law
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
Salary range reflected is an estimate of base pay and is for the primary location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $95,540.00 - $112,400.00 - $123,640.00
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
Job Description
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Seven or more years of experience in Wealth Management private banking
* Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
* Strong relationship management, sales, and business development skills
* Significant understanding of Wealth products and offerings
* Advanced competency in Financial Planning
* Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
* Well-developed analytical and problem-solving skills
* Ability to make critical decisions independently
* Effective writing, speaking and presentation skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.
EEO is the Law
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
Salary range reflected is an estimate of base pay and is for the primary location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $95,540.00 - $112,400.00 - $123,640.00
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
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Document management technician job description example 2
Fluor document management technician job description
Under general project supervision, this position assists with the planning and coordination of Project Document & Data Management (PDDM) project responsibilities including support of task force objectives and project milestones. This position will provide support for any role in PDDM in an efficient manner while maintaining effective communication with Project Client, Engineering Subcontractors, internal taskforce members and field personnel. The individual will work on intermediate level work processes and will work with the process throughout with a team or independently and will learn high level processes on a smaller to medium project and work within a team. This position requires an individual to be well versed in working within at a minimum of four (4) or more PDDM workfaces (i.e., In-House Engineering, Supplier data, Work Packages, Contracts, Reporting, or Support for Documents for Operations). Intermediate Data Management System experience is required. Related industry experience is required.
•Follow and perform the PDDM Quality and Execution Plans
•Oversee specified PDDM workfaces
•Has the authority to release specified documents without a more senior position to quality check
•Attend meetings on behalf of Execution Lead as required, such as project task force meetings or engineering team meetings
•May have the responsibility to check quality assurance on the work of others for accuracy and timeliness
•May direct the work activity and training of junior roles and new PDDM staff
•Other duties as assigned
Basic Job Requirements
•A combination of education and directly related experience equal to five (5) years; some locations may have additional or different qualifications in order to comply with local requirements
•Ability to communicate effectively with audiences that include but are not limited to management, coworkers, clients, vendors, contractors, and visitors
•Job related technical knowledge necessary to complete the job
•Ability to attend to detail and work in a time-conscious and time-effective manner
Preferred Qualifications
•Two (2) year technical degree, diploma, or global equivalent preferred
•Requires five (5) years of project related experience
•Thorough, working knowledge of and experience with computers and specialized software programs such as electronic document management systems, relational databases, and internet based project collaboration systems
•Has problem resolution and troubleshooting skills
•Demonstrated problem resolution and troubleshooting skills
•Ability to adapt to change, work under pressure, and manage multiple tasks and priorities
•Strong interpersonal and communication skills
•Ability to read and follow written and verbal instructions
•Leadership skills
Notice to Candidates:
Background checks are carried out as part of any conditional offer made, including (but not limited to & role dependant) education, professional registration, employment, references, passport verifications and Global Watchlist screening.
Benefits
Fluor is proud to offer a comprehensive benefits package designed to promote employee health, wellness, and financial security. Our offerings include medical, dental and vision plans, EAP, disability coverage, life insurance, AD&D, voluntary benefit plans, 401(k) with a company match, and training and development courses.
•Follow and perform the PDDM Quality and Execution Plans
•Oversee specified PDDM workfaces
•Has the authority to release specified documents without a more senior position to quality check
•Attend meetings on behalf of Execution Lead as required, such as project task force meetings or engineering team meetings
•May have the responsibility to check quality assurance on the work of others for accuracy and timeliness
•May direct the work activity and training of junior roles and new PDDM staff
•Other duties as assigned
Basic Job Requirements
•A combination of education and directly related experience equal to five (5) years; some locations may have additional or different qualifications in order to comply with local requirements
•Ability to communicate effectively with audiences that include but are not limited to management, coworkers, clients, vendors, contractors, and visitors
•Job related technical knowledge necessary to complete the job
•Ability to attend to detail and work in a time-conscious and time-effective manner
Preferred Qualifications
•Two (2) year technical degree, diploma, or global equivalent preferred
•Requires five (5) years of project related experience
•Thorough, working knowledge of and experience with computers and specialized software programs such as electronic document management systems, relational databases, and internet based project collaboration systems
•Has problem resolution and troubleshooting skills
•Demonstrated problem resolution and troubleshooting skills
•Ability to adapt to change, work under pressure, and manage multiple tasks and priorities
•Strong interpersonal and communication skills
•Ability to read and follow written and verbal instructions
•Leadership skills
Notice to Candidates:
Background checks are carried out as part of any conditional offer made, including (but not limited to & role dependant) education, professional registration, employment, references, passport verifications and Global Watchlist screening.
Benefits
Fluor is proud to offer a comprehensive benefits package designed to promote employee health, wellness, and financial security. Our offerings include medical, dental and vision plans, EAP, disability coverage, life insurance, AD&D, voluntary benefit plans, 401(k) with a company match, and training and development courses.
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Document management technician job description example 3
Applied Materials document management technician job description
**Key Responsibilities**
1. Develops project plan and oversees from conception and planning to implementation, including strategies, processes and resources. Ensures objectives are clearly defined and agreed to across the business unit.
2. Responsible for managing schedule and task details by utilizing project management tools such as reports, tracking charts, checklist and project scheduling software.
3. Drives allocated resources from other organizations to achieve on-time and within budget performance objectives for the project. Initiates and manages capital allocation requests, purchase requisitions, and purchase orders.
4. Manages cost schedule performance of equipment for internal and external customers and vendors worldwide.
5. Leads multifunctional design teams comprised of internal, external and/or matrixed headcount to complete project/program. Provides technical leadership to team members to achieve goals.
6. Interfaces and coordinates with customers to define objectives, provide status updates and prepare for release and deployment.
7. Provides engineering and business process expertise to team and other members on various significantly complex programs/issues.
8. Identifies and resolves potential complications within the program and develops solutions for resolution.
**Functional Knowledge**
+ Regarded as the technical expert in their particular field
+ Demonstrates in-depth and/or breadth of expertise in own discipline and broad knowledge of other disciplines within the function
**Business Expertise**
+ Anticipates business and regulatory issues; recommends product, process or service improvements
**Leadership**
+ Leads projects with notable risk and complexity; develops the strategy for project execution
**Problem Solving**
+ Solves unique and complex problems with broad impact on the business; requires conceptual and innovative thinking to develop solutions
**Impact**
+ Impacts the direction and resource allocation for program, project or services; works within general functional policies and industry guidelines
**Interpersonal Skills**
+ Communicates complex ideas, anticipates potential objections and persuades others, often at senior levels, to adopt a different point of view
**Qualifications**
**Education:**
Bachelor's Degree
**Skills**
**Certifications:**
**Languages:**
**Years of Experience:**
10 - 15 Years
**Work Experience:**
**Additional Information**
**Travel:**
Yes, 20% of the Time
**Relocation Eligible:**
No
Applied Materials is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
1. Develops project plan and oversees from conception and planning to implementation, including strategies, processes and resources. Ensures objectives are clearly defined and agreed to across the business unit.
2. Responsible for managing schedule and task details by utilizing project management tools such as reports, tracking charts, checklist and project scheduling software.
3. Drives allocated resources from other organizations to achieve on-time and within budget performance objectives for the project. Initiates and manages capital allocation requests, purchase requisitions, and purchase orders.
4. Manages cost schedule performance of equipment for internal and external customers and vendors worldwide.
5. Leads multifunctional design teams comprised of internal, external and/or matrixed headcount to complete project/program. Provides technical leadership to team members to achieve goals.
6. Interfaces and coordinates with customers to define objectives, provide status updates and prepare for release and deployment.
7. Provides engineering and business process expertise to team and other members on various significantly complex programs/issues.
8. Identifies and resolves potential complications within the program and develops solutions for resolution.
**Functional Knowledge**
+ Regarded as the technical expert in their particular field
+ Demonstrates in-depth and/or breadth of expertise in own discipline and broad knowledge of other disciplines within the function
**Business Expertise**
+ Anticipates business and regulatory issues; recommends product, process or service improvements
**Leadership**
+ Leads projects with notable risk and complexity; develops the strategy for project execution
**Problem Solving**
+ Solves unique and complex problems with broad impact on the business; requires conceptual and innovative thinking to develop solutions
**Impact**
+ Impacts the direction and resource allocation for program, project or services; works within general functional policies and industry guidelines
**Interpersonal Skills**
+ Communicates complex ideas, anticipates potential objections and persuades others, often at senior levels, to adopt a different point of view
**Qualifications**
**Education:**
Bachelor's Degree
**Skills**
**Certifications:**
**Languages:**
**Years of Experience:**
10 - 15 Years
**Work Experience:**
**Additional Information**
**Travel:**
Yes, 20% of the Time
**Relocation Eligible:**
No
Applied Materials is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
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Updated March 14, 2024
Updated March 14, 2024