Operations & Settlements Representative- Bankcards

Bankers' Bank•Madison, WI

37d•Onsite

About The Position

Bankers' Bank is a fast-growing financial institution with over 1.5 billion in assets, dedicated to assisting community banks with their payment and financial service needs for 40 years. They specialize in correspondent banking products and services, including bank holding company loans, commercial loans, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH, and Indianapolis, IN. This position is for an Operations & Settlement Representative - Bankcards, located in Madison, WI. The Bankcards department focuses on providing exceptional customer service to community banks, resolving service issues related to card issuing, and assisting with customer bank settlements and general ledger reconciliation.

Requirements

1-3 years of experience in customer service (via phone preferred)
Proficient in computer skills and applications (Microsoft Office Suite, etc.)
High school diploma or general equivalency diploma

Nice To Haves

Associate degree in business-related field (accounting, administrative support, etc.)
One or more years of experience in card processing

Responsibilities

Answer phone calls and respond to email and mail correspondence, managing a large volume of incoming and outgoing requests.
Greet customers warmly and ensure each interaction is handled courteously and professionally.
Log customer interactions in appropriate recordkeeping systems.
Complete necessary requests, provide consistent follow-up, and accurately enter information into appropriate recordkeeping systems.
Proactively discuss customer needs in order to fulfill requests accurately on a timely and consistent basis.
Build, maintain, and expand customer and team relationships.
Proposition recommended strategies in an amicable way and properly documentation of discussions.
Conduct virtual and/or onsite visits for implementation, training, etc.
Complete assigned project(s) work including regular status updates.
Support system or process enhancements by providing subject-matter expertise during testing, documentation, and training efforts.
Identify and implement process improvements within credit operations to enhance efficiency, accuracy, and customer experience.
Perform daily, monthly and quarterly customer bank settlements.
Reconcile general ledgers.
Assist customers with balancing questions or issues.