Card Services Representative
About The Position
The Card Services Representative is responsible for providing accurate, timely and professional card assistance to members and branches. The individual in the position must have knowledge of all card service functions within the Credit Union. The Card Services Representative reports to the Cards Services Manager but will also take directions from the Team Lead. This position has no direct supervisory responsibility. The position is responsible for the card service functions of the Credit Union and requires knowledge of current card service trends and programs. The incumbent will ensure members and branch employees are receiving timely, accurate, and professional assistance with their debit and/or credit card needs.
Requirements
- Knowledge of all card service functions within the Credit Union
- Knowledge of current card service trends and programs
Responsibilities
- Set up new debit and/or credit cards
- Review and process debit card reissues
- Process credit card balance transfers and limit increases
- Research problems that occur with payments and make appropriate adjustments
- Process debit and/or credit card daily reports
- Respond to email and phone calls from members and Branches
- Review and process card rejects report
- Balance credits and debits and audit new card set up from the monthly new accounts report
- Process or assist with gift and travel cards
- Process cash advance receipts for accounting purposes
- Assist with instant issue questions
- Help ensure proper inventory for debit and credit cards, along with gift/travel cards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
