Bankcard Operations Assistant

Citizens Business BankRancho Cucamonga, CA
33d$20 - $24

About The Position

The Bankcard Operations Assistant is responsible for providing sales support and pricing analysis to the Centers for existing and prospective merchants, opening and maintaining new accounts, identifying sales opportunities, and assisting management to ensure retention of existing relationships and growth of new relationships.

Requirements

  • Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to apply concepts of basic algebra and geometry.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to deal with problems involving several concrete variables in standardized situations.
  • Excellent computer skills with a working knowledge of Word, Excel, Navigator and Access software.
  • Excellent verbal and written customer service skills.
  • Current driver's license.
  • Must be able to travel 10% of the time.

Responsibilities

  • Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  • Opens new Merchant Bankcard Accounts and maintains existing accounts according to the established policies and procedures of the department.
  • Provides sales support and pricing analysis to the Centers for existing and prospective merchants.
  • Consults with existing and potential merchants to identify products that will meet their bankcard needs.
  • Ensures proper documentation requirements are met for accounts maintained by the department.
  • Assists with the management of the department sales and service efforts to ensure retention of existing relationships and growth of new relationships.
  • Telemarket existing and potential merchants for additional sales opportunities.
  • Pursues the appropriate follow-up for existing and potential relationships.
  • Demonstrates a thorough working knowledge of Bank's established policies and procedures.
  • Commitment to teamwork and a focus on delivering Extra Dimension Service Plus (EDS+).
  • Technical Support to Merchant Customers
  • Transaction Research and Analysis
  • Analysis of Exception Transactions, working with Customer and Bankcard Operations Manager to evaluate exposure to the bank
  • Provide, present and promote The Citizens Experience to all external and internal customers.
  • Other duties as assigned.
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