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Records Management Bank Jobs (NOW HIRING)

SMBC

Records Management

Charlotte, NC · On-site

The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC ... This critical role serves as the strategic bridge between our Records Management organization ...

Bank of Hawaii

Records Management Lead

Honolulu, HI · On-site

Knowledge of or ability to use Bank software and systems. Ability to independently operate required ... Assists the manager by overseeing staff performance, provides input on progress reviews and ...

FirstBank

Records Management Specialist

Nashville, TN · On-site

The Records Management Specialist is responsible for researching, preparing and responding timely ... Confidential review of bank files and initiates holds or account restrictions as required.

FirstBank

Records Management Specialist

Nashville, TN · On-site

The Records Management Specialist is responsible for researching, preparing and responding timely ... Confidential review of bank files and initiates holds or account restrictions as required.

EXL

Medical Records Management

Pittsburgh, PA · On-site

$35K - $40K/yr

Gain firsthand experience in medical records management, workflow optimization, and team ... EXL never requires or asks for fees/payments or credit card or bank details during any phase of the ...

EXL

Medical Records Management

Pittsburgh, PA · On-site

$35K - $40K/yr

Gain firsthand experience in medical records management, workflow optimization, and team ... EXL never requires or asks for fees/payments or credit card or bank details during any phase of the ...

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All JobsRecords Management Bank Jobs

Records Management Bank information

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$35K

$75.2K

$133K

How much do records management bank jobs pay per year?

As of Jun 6, 2026, the average yearly pay for records management bank in the United States is $75,181.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What skills do you need to be a records manager?

A records management professional needs strong organizational skills, attention to detail, and knowledge of recordkeeping standards and regulations. Proficiency with records management software and understanding of data privacy are also important. Good communication skills and the ability to handle sensitive information are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Records Management professional in a bank, and why are they important?

To thrive as a Records Management professional in a bank, you need a solid understanding of information governance, data classification, and compliance standards, often supported by a degree in information management or a related field. Familiarity with records management systems (RMS), database software, and certifications like Certified Records Manager (CRM) are typically required. Attention to detail, organizational skills, and confidentiality are crucial soft skills for maintaining accurate and secure records. These skills ensure regulatory compliance, data integrity, and operational efficiency in the highly regulated banking environment.

What are Records Management Bank jobs?

Records Management Bank jobs involve organizing, maintaining, and safeguarding important documents and data within a bank. Professionals in this field ensure that records are accurately catalogued, stored securely, and accessible to authorized staff when needed. They also help the bank comply with legal and regulatory requirements for recordkeeping and may assist in developing policies for managing both physical and digital records. This role is essential for supporting audits, investigations, and the overall efficiency of bank operations.

What is the difference between Records Management Bank vs Records Analyst?

AspectRecords Management BankRecords Analyst
CertificationsRecords Management certifications, Records Management Professional (RMP)Records Management certifications, Records Management Professional (RMP)
Work EnvironmentBanking institutions, financial servicesFinancial institutions, corporate offices
Employer & Industry UsageUsed primarily in banks for document and data controlCommon in various industries for data analysis and recordkeeping

While both roles involve managing records, a Records Management Bank focuses specifically on organizing and maintaining financial and banking records within banking institutions. A Records Analyst may work across industries, analyzing data and ensuring proper recordkeeping but may not be specialized in banking regulations. The key difference lies in the industry focus and specific responsibilities related to banking compliance and data management.

What are the primary challenges faced by Records Management professionals in a banking environment?

Records Management professionals in banks often navigate complex regulatory requirements and strict data privacy standards, which can be challenging due to the volume and sensitivity of financial information. They must ensure records are accurately maintained, securely stored, and readily retrievable for audits or compliance checks. Collaboration with IT, compliance, and operational teams is frequent to implement secure digital solutions and monitor retention schedules. Staying updated with evolving regulations and integrating new technologies are also common aspects of the role. Adapting to these changes and maintaining meticulous attention to detail are vital for success.
Infographic showing various Records Management Bank job openings in the United States as of May 2026, with employment types broken down into 56% Full Time, 38% Part Time, and 6% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $75,181 per year, or $36.1 per hour.

Records Management

Sumitomo Mitsui Financial Group, Inc.

Charlotte, NC

Other

Posted 14 days ago

Job description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Role Description

SMBC Americas Division is seeking a Senior Records Management Compliance Lead to join our growing Records Management team. This critical role serves as the strategic bridge between our Records Management organization, Technology teams, and Business stakeholders during a transformational period as we modernize our records management program and implement our primary archive platform.


This position is essential to sustaining and scaling our records management framework beyond the initial 13-application pilot to our broader portfolio of 130+ critical applications and 1700+ total application portfolio. The successful candidate will play a pivotal role in driving adoption, ensuring compliance, and building relationships across all organizational levels while supporting the implementation of automated data lifecycle management processes.

Role Objectives

Technical Implementation Support
Collaborate with technical teams on enterprise archive platform implementation and configuration
Support the development of automated policy creation and assignment processes within existing retention management tools
Help design and implement dashboarding and KPI tracking systems to measure compliance and program effectiveness
Support the configuration of enterprise records applications and governance tracking systems
Compliance & Risk Management
Interpret regulatory requirements and translate them into practical, implementable technical and business processes
Distinguish between regulatory record retention requirements and business data retention needs
Support legal hold processes and ensure proper coordination with Legal Department requirements
Help establish and maintain records management controls that can be documented, measured, and audited
Assist in the development of exception handling processes and escalation procedures
Program Sustainment & Knowledge Management
Create and maintain documentation of processes, procedures, and best practices
Develop training materials and conduct knowledge transfer sessions for business and technical teams
Support the creation of job aids and reference materials for Records Management Coordinators
Help establish a center of excellence approach to records management that reduces dependency on external consulting support
Contribute to the maturation of SMBC's records management program Required Qualifications

Qualifications and Skills

Experience
7+ years of experience in records management, information governance, or related field within financial services industry
5+ years of experience working at the intersection of business, technology, and compliance teams
Demonstrated experience implementing enterprise content management or archiving solutions (A360, Smarsh, Documentum, OpenText, FileNet, SharePoint, or similar platforms)
Experience with records management frameworks, retention scheduling, and regulatory compliance in banking environment
Proven track record of successfully managing stakeholder relationships across multiple organizational levels and functions
Technical Skills
Strong understanding of data lifecycle management principles and practices
Experience with enterprise archiving platforms (specific platform experience preferred, but not required)
Familiarity with retention management tools and automated policy enforcement systems
Understanding of API integration, system onboarding processes, and enterprise architecture principles
Knowledge of enterprise service management platforms preferred
Proficiency in Microsoft Office Suite (PowerPoint, Word, Excel) for documentation and presentation development
Regulatory & Compliance Knowledge
Deep understanding of banking regulatory requirements related to record retention (FINRA, SEC, OCC, FDIC, etc.)
Knowledge of legal hold processes and litigation support requirements
Understanding of data privacy regulations and their intersection with records management
Experience interpreting regulatory guidance and translating into operational procedures
Core Competencies
Excellent communication and interpersonal skills with ability to influence without direct authority
Strong analytical and problem-solving capabilities
Ability to manage multiple competing priorities and stakeholder demands
Change management experience with ability to drive adoption of new processes and technologies
Project management skills with experience managing cross-functional initiatives

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

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