Card Services Associate
About The Position
This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role. Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success. The Card Services Associate provides entry-level, task-oriented support for the Cards & Payments team. This position assists the team by completing routine card and payment activities accurately and on time, supporting front-line staff and members, and helping keep the department's day-to-day operations running smoothly.
Requirements
- High school diploma or equivalent required.
- One or more years of financial institution, card services, or administrative/customer service experience preferred.
- Experience with Microsoft Office and Salesforce (or similar case management systems) preferred.
- Strong organizational, administrative, and follow-up skills with attention to detail.
- Strong collaboration and communication skills.
- Ability to leverage skills, knowledge, and experience to invest in our community.
- Ability to foster an inclusive environment that promotes belonging.
- A focus on respect and excellent service to both external and internal (team) members.
- A proven track record of integrity with a demonstrated ability to build trust.
Responsibilities
- Support front-line staff with basic credit and debit cardholder questions and route more complex issues to a Specialist.
- Speak with members to answer routine inquiries and provide status updates on card requests.
- Assist with posting daily transaction exceptions and other routine operational tasks.
- Provide administrative support to Card Services Specialists in their work with third-party card vendors.
- Help document procedural changes and keep reference materials current.
- Deliver quality member service on every routine interaction.
- Complete assigned tasks accurately and on time to support the member and employee experience.
- Offer suggestions and feedback to help improve card services processes.
- Assist with fraud and risk administrative tasks (CAMS, CUNA claims, documentation and follow-up) under the direction of a Specialist.
- Monitor and work assigned Salesforce cases and departmental work queues, escalating complex issues to a Specialist.
- Assist with maintaining and distributing routine Card Services reports.
- Securely store and manage returned card inventory.
- Assist Specialists with quality assurance reviews of card applications.
- Support special projects (implementation and testing) as new card products and services are introduced.
- Continue to develop knowledge of card services, payments operations, and industry practices.
- Participate in appropriate learning opportunities to build expertise and grow toward a Specialist role.
Benefits
- Additional bonus compensation is earned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
