What are the responsibilities and job description for the Card Services Specialist position at Fulton Montgomery Regional Chamber of Commerce?
Summary Of Position Responsibilities
Perform all operations related to debit and credit card services, rewards programs and remote delivery services with direction from management as needed. This position ensures efficient, effective, professional service to our members. This role is responsible for meeting expectations and metrics of the credit union’s credit and debit card portfolios, rewards programs, and various remote service technologies.
Essential Duties And Responsibilities
Debit, Credit & Rewards Program Responsibilities
Develops, implements and maintains procedures and trainings for debit, credit and rewards programs.
Performs credit and debit card functions such as ordering plastic, maintaining account information, address changes, blocks, adjustments, processing transactions, travel requests, disputes, rewards redemptions.
Implements card program changes including statement messages, statement inserts, product parameter changes, credit, debit and ATM card reissues, merchant IDs, and monitoring/ordering of card stock
Daily maintenance of card issuance and reissuance including instant issue services
Researches and resolves special card related issues, concerns, requests, problems, and complaints received from members
Implements special projects such as new account acquisitions, card activation and usage, balance transfers, and changes to terms and conditions
Reviews data breaches and works to limit exposure to members who may be affected
Processes disputes and monitors fraud losses. Reviews and provides information to management on card fraud loss data.
Recommends strategies to proactively minimize future exposures and losses to identify or prevent card and ATM fraud.
Prepares reports for management and other departments regarding relevant issues
Ensure compliance with rules and regulations governing plastic cards.
Member Service Responsibilities
Provides members a trusting experience to build long term relationship and offer excellent service. Cross-sells credit union products and services based on member needs and explains various account and ownership options. Provides need based recommendations to members to meet and exceed their financial expectations.
Performs routine front line transactions, including opening and maintaining existing accounts, processing deposits, withdrawals, loan payments, transfers, and check cashing. Open and close accounts, verify accounts, accept loan applications, process various member transactions, and respond to member inquiries. Accurately and efficiently process transactions at the credit union and through remote delivery services.
Assists members in a pleasant, professional and efficient manner in person, on-line, by telephone and/or written correspondence. Responds to members in a timely and professional manner using the appropriate communication channels. Monitors and responds to remote delivery service channels daily including but not limited to call center notifications, online banking inquiries, secure messages, voicemails and email.
Assists in coordination and daily processing of all digital and remote products and services offered by the credit union.
Provides prompt and efficient internal and external service regarding all digital service.
Any other duties assigned by management
Skills, Abilities And Qualities
Friendly, accurate, detail oriented, knowledgeable, hardworking, honest and dependable. Associates degree preferred plus three to five years of progressively responsible experience in a financial institution or an acceptable combination of education and experience necessary to gain the background knowledge to transact business effectively with members and co-workers.
Job Type: Full-time
Pay: $17.13 - $24.58 per hour
Benefits
Perform all operations related to debit and credit card services, rewards programs and remote delivery services with direction from management as needed. This position ensures efficient, effective, professional service to our members. This role is responsible for meeting expectations and metrics of the credit union’s credit and debit card portfolios, rewards programs, and various remote service technologies.
Essential Duties And Responsibilities
Debit, Credit & Rewards Program Responsibilities
Develops, implements and maintains procedures and trainings for debit, credit and rewards programs.
Performs credit and debit card functions such as ordering plastic, maintaining account information, address changes, blocks, adjustments, processing transactions, travel requests, disputes, rewards redemptions.
Implements card program changes including statement messages, statement inserts, product parameter changes, credit, debit and ATM card reissues, merchant IDs, and monitoring/ordering of card stock
Daily maintenance of card issuance and reissuance including instant issue services
Researches and resolves special card related issues, concerns, requests, problems, and complaints received from members
Implements special projects such as new account acquisitions, card activation and usage, balance transfers, and changes to terms and conditions
Reviews data breaches and works to limit exposure to members who may be affected
Processes disputes and monitors fraud losses. Reviews and provides information to management on card fraud loss data.
Recommends strategies to proactively minimize future exposures and losses to identify or prevent card and ATM fraud.
Prepares reports for management and other departments regarding relevant issues
Ensure compliance with rules and regulations governing plastic cards.
Member Service Responsibilities
Provides members a trusting experience to build long term relationship and offer excellent service. Cross-sells credit union products and services based on member needs and explains various account and ownership options. Provides need based recommendations to members to meet and exceed their financial expectations.
Performs routine front line transactions, including opening and maintaining existing accounts, processing deposits, withdrawals, loan payments, transfers, and check cashing. Open and close accounts, verify accounts, accept loan applications, process various member transactions, and respond to member inquiries. Accurately and efficiently process transactions at the credit union and through remote delivery services.
Assists members in a pleasant, professional and efficient manner in person, on-line, by telephone and/or written correspondence. Responds to members in a timely and professional manner using the appropriate communication channels. Monitors and responds to remote delivery service channels daily including but not limited to call center notifications, online banking inquiries, secure messages, voicemails and email.
Assists in coordination and daily processing of all digital and remote products and services offered by the credit union.
Provides prompt and efficient internal and external service regarding all digital service.
Any other duties assigned by management
Skills, Abilities And Qualities
Friendly, accurate, detail oriented, knowledgeable, hardworking, honest and dependable. Associates degree preferred plus three to five years of progressively responsible experience in a financial institution or an acceptable combination of education and experience necessary to gain the background knowledge to transact business effectively with members and co-workers.
Job Type: Full-time
Pay: $17.13 - $24.58 per hour
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Salary : $17 - $25