Card Services Representative II

About the role

The primary purpose of this position is to assist Center Parc Credit Union to live out our Mission, "To help our members achieve financial success by providing exceptional products and service." The Card Services Representative II proactively engages in providing quality-driven card services support to members of the Credit Union.

Responsibilities

• Adhere to and deliver on Center Parc’s core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion, and Promote and Maintain Good Member Relations.
• Create opportunities for serving credit union members by identifying areas to improve operational effectiveness and delivery of card services to members.
• Request and print daily settlement reports.
• Complete General Ledger Entry worksheet ensuring data is in balance and submit to Accounting Department for posting.
• If required, initiate wire transfer from Catalyst to data processor.
• Monitor daily activity reports to protect members and credit union from unnecessary losses.
• Block accounts, identify exception items and prepare and post adjustments to member accounts as necessary.
• Process charge backs for unauthorized charges and assist members with dispute and charge back issues.
• Receive member service calls, letters or email and take steps to fulfill member’s requests or resolve problems.
• Perform file maintenance on accounts such as address changes, name changes, card replacement orders, etc.
• Review critical non-monetary transactions posted the previous day to ensure accuracy and correct data entry.
• Scan and index documentation.
• Perform research and fulfillment of documents such as statements and check copies as requested by members or subpoena.
• Absorb and respond to member inquiries and complaints.
• Assist department manager with direction of day-to-day activities and functions of card services operations as well as implementation and completion of special projects.
• Receive member service calls, diagnose and resolve problems with non-working cards.
• Order replacement cards and PINs as necessary.
• Process and scan new card applications.
• Close card accounts as necessary.
• Place captured card status on card record.
• Assist other credit union employees with card services related issues.
• Assist other departmental staff as required.
• Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.

Qualifications

• An associate’s degree in business, Business Administration, or related field of study; 1-year specific work experience or 1 year college course equivalent in lieu of degree.
• 2 years of relative work experience in banking, financial services, insurance, or credit unions.
• Thorough knowledge of credit, debit, and ATM card operations and generally accepted processing methodologies.

Skills

• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Strong organizational and problem-solving skills.
• Proficiency in using Microsoft Office software.
• Knowledge of BSA/AML and OFAC regulations.

Benefits

• Medical coverage with generous company contributions.
• Dental with employee only coverage paid by the company.
• Vision with employee only coverage paid by the company.
• Paid Time-Off.
• 401k plan with a defined company match.
• Company paid long-term disability.
• Short term disability.
• Company paid holidays.

Pay

$18.98 - $23.73 per hour. The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position. The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

Schedule

Full Time non-exempt (Hourly)