Card Services Specialist

About the role

Provide clerical processing and customer service support for cards.

Responsibilities

• Support the mission, vision and philosophy of the Bank.
• Comply willingly with all organizational policies and procedures.
• Support all functions that maintain compliance with regulatory agencies.
• Answer incoming phone calls from internal and external clients.
• Monitor email inboxes, respond to requests via Outlook and phone.
• Setup new accounts, perform maintenance, produce and mail plastics - utilizing software and equipment for instant issuance of cards.
• Maintain and monitor card stock.
• Process credit card payments.
• Balance and reconcile General Ledger accounts.
• Audit fraud disputes and track Bank losses.
• Research and analyze card functionality for clients – address concerns and articulate issues/solutions.
• Maintain procedural updates related to Cards (as needed).
• Special projects as required.

Requirements

• Education: High School diploma or GED.
• Experience: 1 year of banking experience preferred.
• Working Conditions: All job functions are performed daily at employee’s workspace using various computer applications and printers.
• Primarily sedentary work performed in an office environment.
• Ability to sit for extended periods of time while working at a computer.
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment.
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person.
• Visual acuity sufficient to read computer screens, printed documents, and financial data.
• Occasional standing, walking, bending, or reaching.
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies).

Skills

• Ability to communicate complicated ideas simply - in writing or verbally.
• Proficient problem-solving skills.
• Maintains appropriate risk exposure for Bank.
• Working knowledge of Excel, Outlook, and Word.
• Self-motivated, dependable, detail-oriented, and eagerness to learn.
• Specialized operational knowledge of cards and software associated with production and maintenance of them.

Benefits

• 401(K) with a company match of up to 6%.
• ESOP employer match.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Cancer/Disease insurance.
• Accident insurance.
• Flexible Spending Accounts.
• Flexible Savings Accounts.
• Health Savings Accounts.
• Bank paid Life/AD&D insurance.
• Voluntary Life/AD&D insurance.
• Bank paid Short-Term