Fox Communities Credit Union
  • Appleton, WI, USA
  • Full Time

We currently have a career opportunity at our Corporate Office in Appleton for a Records Program Manager!


The Records Program Manager is responsible for implementing and maintaining the records management program. This includes assisting departments with the maintenance, storage, and disposition of any physical or digital records. The Records Program Manager inventories and manages records stored offsite with a third -party vendor, as well as those located onsite. They create and update policies, such as the records retention, data classification and disposition schedules according to state and federal regulations and credit union policies and procedures.


Responsibilities of this position will include but are not limited to:

  • Oversee design and efficiency of the records management program, which oversees all electronic and physical records.
  • Administers the retention policy and retention schedule, ensures records are correctly classified and assigned the correct retention period within all applicable systems.
  • In conjunction with compliance functions, reviews retention criteria and schedule on a periodic basis and reports any changes to the executive management and/or Board as appropriate.
  • Maintain inventories of records and general listing of record locations.
  • Performs or oversees database searches, audits, and record reviews to ensure records are stored and destroyed according to retention schedules.
  • Coordinates and documents approval for destruction activities.
  • Ensures all destruction is complete and documented, and that destruction is implemented in accordance with the security and data handling policy and protocols.
  • Generates destruction reports and coordinates destruction with destruction vendors.
  • Reviews invoices for accuracy and ensures correct handling and processing.
  • Performs or coordinates disposition audits, as necessary.
  • Principal liaison with third party storage facilities and disposition vendors on questions or retention and defensible disposition.
  • As storage media and methods evolve, manage projects to migrate stored data to new platforms to ensure that the records can be produced as needed.
  • Serve as a resource to answer questions regarding the retention and disposition records.
  • Meet with departments to discuss record retention and destruction requirements and the train proper process of retention of records.
  • Provide thought and participate with projects that involve data workflows and processes.

Candidates for this position should possess:

  • Bachelor's degree in Information Technology, Business or related field, or equivalent combination of education and experience preferred
  • Three to five years of similar or related experience
  • Experience with Hyland Onbase or Fiserv Nautilus solution is a plus
  • Excellent organization, time management and communication (written/verbal) skills
  • Ability to handle multiple projects and priorities simultaneously with a high degree of accuracy, professionalism, and client-service orientation
  • Strong understanding of databases, data structures and knowledge of records-specific content management systems

Fox Communities Credit Union is an over $2 billion in assets community-based credit union servicing over 110,000 members at 21 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.


Fox Communities Credit Union believes our employees are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short-term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, and paid time off! As part of our commitment to the communities we serve we also offer all employees Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!


Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

Fox Communities Credit Union
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