Card Services Representative II

Job Description

Job Description

Seeking 2-3 years minimum Card Services experience (Credit cards, Debit Cards, and ATM) with a credit union, bank, or related financial institution. Do you enjoy speaking with members (customers) AND performing back-office card service operations tasks? If yes, then apply today!

Title: Card Services Representative II

Position Status – Full Time non-exempt (Hourly)

Reports To: Card Services Manager

Pay information: $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.

We believe great work is to be rewarded with great benefits ! Our benefits include, but aren’t limited to, 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, and company paid holidays.

Purpose : 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. They will be assigned to handle moderate to complex service and dispute issues related to credit card, debit card, and ATM card transactions including various administrative, support, or operational tasks. Depending on their assignment, the Card Services Representative from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time.

Essential Duties and Responsibilities: Other duties may be assigned.

1. Adhere to and deliver on Center Parc’s core values:
   1. Serve Exceptionally
   2. Commit to Better
   3. Find the Fun
   4. Invest in Integrity
   5. Follow the Numbers
   6. Go Forth and Conquer
   7. Protect with Passion
2. Promote and maintain good member relations. Promote the benefits and services of the credit union to members and others eligible for membership.
3. Create opportunities for serving credit union members by identifying areas to improve operational effectiveness and delivery of card services to members.
4. 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.
5. 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.
6. Receive member service calls, letters or email and take steps to fulfill member’s requests or resolve problems.
7. 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.
8. Scan and index documentation.
9. Perform research and fulfillment of documents such as statements and check copies as requested by members or subpoena.
10. 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.
11. Receive member service calls, diagnose and resolve problems with non-working cards. Order replacement cards and PINs as necessary.
12. Process and scan new card applications.
13. Close card accounts as necessary. Place captured card status on card record.
14. Assist other credit union employees with card services related issues.
15. Assist other departmental staff as required.
16. Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.

Supervisory Responsibilities: No direct reports.

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

REQUIRED Education and/or Experience:

• 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
• 10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software

PREFFERED Education and/or Experience:

• A bachelor’s degree in business management, Business Administration, or related field of study
• 2 years specific card services member facing and card services operational work experiences within a Credit Union
• Thorough knowledge of credit, debit, and ATM card operations and generally accepted processing methodologies

Physical Job Requirements:

Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds.

Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.

Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.