Does anyone have a Records Retention Program in place at their bank? If so, can you share how you organized it and what you do to maintain the information. I don’t have an option of outsourcing this so I have to build a program that can be administered in-house. If you have any electronic examples (Word docs, Excel spreadsheets), please feel free to send them along.
Any information provided is greatly appreciated.
Please reply to email@example.com.
Thomas M. LaBelle
Real Estate, Facilities and Security
Carver Federal Savings Bank
75 West 125th Street
New York, NY 10027