Electronic Services Specialist - Card

About the role

The main purpose of this job is to support Commercial Contract clients in a variety of ways, including assisting with the underwriting of new applications and contracts, account setup, maintenance, product changes, contract modifications, pricing changes, validations, and other account changes.

Responsibilities

• Complete both credit support and onboarding tasks listed below
• Affirm compliance of all risk and regulatory guidelines, including but not limited to SOX controls, Reg B, CIP, PATRIOT Act, Beneficial Ownership, CRA etc.
• Notify clients within regulatory timeframe regarding account status: approval, decline, and counteroffer
• Board and verify all new and existing accounts via manual entry or excel macros with high degree of accuracy to mitigate risk of financial liability
• Validate the accuracy of data for contract clients to the system of record to ensure proper setup and accurate revenue share payments
• Research, build and verify additional card requests to client specifications
• Provide high touch customer service that reflects empathy and a positive attitude when responding to questions and requests via phone/email
• Work independently to research and address complex tasks and issues through the utilization of industry knowledge and experience

Requirements

• Clear understanding of the complexities of the card products and systems
• Strong understanding of regulatory and compliance requirements
• Ability to analyze multiple and diverse sources of information before moving to a solution; exercise sound judgement when making decisions
• Show good judgement in maintaining priorities that are related to both the Credit Support and Onboarding responsibilities
• Exercise sound judgement when making decisions
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Motivated and organized self-starter with strong attention to detail and ability to manage multiple priorities
• Able to remain adaptable and resilient to situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Advanced ability to navigate computer systems effectively
• Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook

Qualifications

• Associate’s degree or equivalent combination of education and experience preferred
• 2+ years related banking and/or card industry experience required

Skills & Abilities

• Knowledge of regulatory and compliance requirements
• Ability to analyze and make decisions based on information
• Good judgment in managing priorities
• Excellent written, verbal, and interpersonal communication skills
• Adaptable and resilient to changing situations
• Advanced computer system navigation skills
• Proficiency with Microsoft Office tools

Benefits

• Employer-sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time

Pay

Compensation Range: Hourly: $21.40 - $27.65 (Amount based on relevant experience, skills, and competencies.)

Schedule

Hybrid Schedule: Minimum of 2 days/week on site (Monday/Tuesday)