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Card Services Specialist
Patelco
Merced, CA, United States
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Overview
The primary function of the Card Services Specialist is to provide back office support for various card product processes and services. The individual must ensure uninterrupted service to members, work within regulatory timeframes and meet compliance requirements. Provide exceptional service and open communication internally and externally when assisting members. Candidate must possess the ability to research and resolve member inquiries in a timely manner. Must be able to collaborate within the department and other areas of the business. Additionally, they will interact directly with members, merchants, processors and other financial institutions, when applicable.
Responsibilities
• Process various daily work queues and reports including, but not limited to, Hot Card report, Falcon Report, Travel Notices, Card expedite requests, dormant account report, and credit balance review report in a timely and accurate manner.
• Process daily posting exception reports in a timely and accurate manner.
• Process block, reissue and order new cards.
• Process retuned plastic card mail.
• Protects the confidentiality of all financial data relating to Card Operations and Credit Union operations and its members.
• Utilizes multiple systems and critical applications necessary to properly maintain Member accounts.
• Comply with federal regulations such as Regulation E and Regulation Z in performing day to day operations.
• Handles member and employee calls and inquiries including making outbound calls to members regarding member’s card activities. May make recommendations in resolving issues relating to members account.
• Works to achieve department and credit union goals.
• Independently identifies problems and communicates issues to management.
• Strong commitment to good attendance and punctuality.
• Perform other duties and responsibilities as assigned
Qualifications
• Bachelor’s degree preferred, but not required
• One to two years in prior financial services experience is required, Credit Unions preferred
• Prior experience in credit/debit card programs preferred, but not required
• Knowledge of basic accounting procedures, good arithmetic skills, and back office experience.
• Excellent oral/written communication and strong interpersonal skills
• Ability to work well and collaboratively in a team environment
• Ability to adapt quickly and master software platforms easily
• Demonstrated proficiency in Excel, Word and Outlook
• Knowledge of network and settlement reconciliation procedures
• Ability to learn and apply new information
• Ability to analyze and solve problems
• Ability to effectively prioritize and adjust heavy workload for maximum efficiency
• Exceptional quality and accuracy standards
***This role will be located at Patelco's Call Center in Merced.
Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability
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