Card Services Specialist

MAX Credit UnionMontgomery, AL
11d

About The Position

Role: The Card Services Specialist plays a key role in supporting members with all aspects of their card services including issuing, maintenance, security, and resolution of ATM, debit, and credit card-related matters. This position requires a high degree of technical accuracy, process adherence, and member service excellence, supporting both internal operations and external inquiries with a solutions-oriented, detail-focused approach. Essential Functions & Responsibilities:  Manages the full lifecycle of card ordersu2014including issuance, blocking, renewal, and replacementu2014ensuring accuracy and compliance with internal procedures and processor requirements.  Processes and verifies special shipping and handling requests for ATM and debit cards, including monitoring status and confirming deliveries.  Reviews and takes action on card processor reports (e.g., card status, PIN blocked) by contacting members via secure methods (letters, calls, texts) and maintaining updated records.  Accurately posts financial transactions and departmental accounting journal vouchers (JVs) across multiple systems, maintaining strict adherence to financial controls.  Handles incoming and outgoing department mail daily; creates and processes returned card cases according to policy, including remailing or secure vault storage, with regular status reviews.  Monitors and replenishes department supplies on a bi-weekly basis and places orders as needed to ensure uninterrupted service.  Responds to member and team inquiries related to card transactions, account statuses, and disputes with professionalism and precision across various channels (email, phone, case management systems).  Manages and completes service tickets across multiple internal systems with efficiency and accuracy.  Actively cross-trains in other departmental functions to serve as a knowledgeable backup during staff absences or increased workload.  Participates in internal process improvement initiatives, offering feedback and solutions to enhance member experience and operational efficiency.  Maintains a member first mindset.  Upholds core values and builds team member and customer relationships.  Completes all training as required.  Performs other duties as assigned.

Responsibilities

  • Manages the full lifecycle of card ordersu2014including issuance, blocking, renewal, and replacementu2014ensuring accuracy and compliance with internal procedures and processor requirements.
  • Processes and verifies special shipping and handling requests for ATM and debit cards, including monitoring status and confirming deliveries.
  • Reviews and takes action on card processor reports (e.g., card status, PIN blocked) by contacting members via secure methods (letters, calls, texts) and maintaining updated records.
  • Accurately posts financial transactions and departmental accounting journal vouchers (JVs) across multiple systems, maintaining strict adherence to financial controls.
  • Handles incoming and outgoing department mail daily; creates and processes returned card cases according to policy, including remailing or secure vault storage, with regular status reviews.
  • Monitors and replenishes department supplies on a bi-weekly basis and places orders as needed to ensure uninterrupted service.
  • Responds to member and team inquiries related to card transactions, account statuses, and disputes with professionalism and precision across various channels (email, phone, case management systems).
  • Manages and completes service tickets across multiple internal systems with efficiency and accuracy.
  • Actively cross-trains in other departmental functions to serve as a knowledgeable backup during staff absences or increased workload.
  • Participates in internal process improvement initiatives, offering feedback and solutions to enhance member experience and operational efficiency.
  • Maintains a member first mindset.
  • Upholds core values and builds team member and customer relationships.
  • Completes all training as required.
  • Performs other duties as assigned.
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