Card Services Specialist

Card Services Specialist

Provide clerical processing and customer service support for cards.

Support the mission, vision and philosophy of the Bank. Complies 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.

All job functions are performed daily at employee's workspace using various computer applications and printers.

Education: High School diploma or GED.

Experience: 1 year of banking experience preferred.

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.

Operational knowledge of cards and software associated with production and maintenance of them.

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).