NANA Shareholder Records Technician presso NANA Regional Corporation

Duties centers on providing expertise and support services needed to maintain shareholder records.

• Provides in-house staff support by providing a wide variety of information needed to handle Shareholders inquiries.
• Provides a wide variety of services/assistance to Shareholders in such areas as referral to potential sources of community assistance, etc.  Handles such shareholder matters as verifications, change of address, applications, enrollment input, filing, dividend verifications, general office support, CIB, etc.
• As a first point of contact, works with Shareholders to assist them in gaining access to available services.  Explains NANA’s services, procedures, and requirements to Shareholders. Travels to villages to assist area shareholders with a variety of matters.
• Prepares direct written correspondence to address shareholder inquiries.  Fields phone calls and walk-ins by providing basic shareholder information.
• As a first point of contact, provides others with general information regarding shareholder training and developmental activities.  Maintains assigned area’s computerized data base(s).
• Following generally established standard office practices and procedures, handles incoming internal and external mail, phone calls, correspondence, faxes, parcels, gathering of basic data, completing reports, etc.  Confirms those given any shareholder or training material will be able to properly respond in a timely manner.  
• Operates or performs such standard office duties such as producing general office written or electronic correspondence, handling a variety of telephone and office equipment, observing proper procedures to handle records or other materials, etc.
• Operates in a climate of confidentially requiring discretion.  Helps with the preparation and administration of all annual/informal Shareholder meetings.
• May utilize specialized computer systems and applications with unique applications being used at the discretion of the department.   May refer some matters to others in the organization who could best take the appropriate action to respond/handle Shareholder's needs.
• This position has no supervisory responsibilities.
• Other duties that are pertinent to the department or unit’s success also may be assigned.

Technician I

• High school diploma or GED equivalent.
• Must be able to operate typical PC software programs.
• Driver’s License with a driving record that meets NANA’s insurance requirements preferred.

Technician II

• All of the above and demonstrated ability to master the duties required of a Technician II.

Technician III

• All of the above and demonstrated ability to master the duties required of a Technician III.
• Ability to work independently with minimal supervision.

Specialist

• All of the above and demonstrated ability to master the duties required of a Specialist.
• Advanced computer skills with reporting experience.

Working Conditions and Physical Requirements

Weather: Indoors - environmentally controlled; requires most or all work to be done inside.

Noise level: The noise level in the work environment is usually that of a standard office atmosphere.

Description of environment: Office building with standard office environment.

Physical requirements:  Employee is required to occasionally lift and/or move up to 25 lbs. Frequently required to sit, stand, walk, use hands/fingers to handle or feel, climb, stoop, kneel, crouch or crawl, talk/hear, see, taste/smell, and carry weight/lift.

Travel: No

Competencies

Language skills sufficient to read and comprehend simple instructions, short correspondence, and memos.  Write simple correspondence.  Effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Math skills sufficient to add and subtract two-digit numbers and to multiply and divide with 10's and 100's.  

Reasoning abilities sufficient to apply common sense understanding to carry out detailed but uninvolved written or oral instructions