Bank Card CSR

Bank Card CSR

Job Summary: Responsible for providing customer service to bankers and cardholders via various contact methods, including phone, email, and mail. Hours of operation are 8:00 a.m. until 5:00 p.m., Monday through Friday, in a normal office environment.

Duties:

• Answer incoming calls or emails from cardholders and banks with inquiries on accounts.
• Responsible for maintenance on customer requests such as activation of cards, credit limit increases, deceased and divorce notifications, address changes, name changes and addition of cardholders.
• Recommends improvements and automation of processes to increase efficiency and accuracy.
• Promote strong teamwork with regular communication within the Bank Card team, BBOK teammates, and service partners, using appropriate methods depending on audience.
• Ensure compliance and audit requirements are met on all responsibilities assigned by adhering to payment network regulations, as well as federal rules and regulations. These regulations include but are not limited to the Truth in Lending Act, Electronic Funds Transfers Act and Gramm-Leach-Bliley Act (Financial Privacy and Safeguard Rules), Identity Theft/Red Flag Rules and Bank Secrecy Act.
• Other Duties as assigned.

Qualifications and Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skill/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• High school diploma or equivalent
• Excellent customer service skills with ability to act in a positive and professional manner
• Excellent written and verbal communication skills, with ability to clearly communicate detailed information to customers, coworkers, and management
• Ability to follow detailed procedures within defined service level timeframes
• Strong knowledge of Microsoft Excel and Microsoft Word
• Mathematical and analytical skills
• Ability to use basic office equipment and tools, such as the telephone, computer, calculator, fax machine, and copy machine
• Ability to maintain confidentiality
• Willingness to take on projects as needed while completing daily and monthly duties
• Team oriented