Card Services Clerk

Description Role

To perform necessary card service functions of the credit union by serving members’ needs in handling credit and debit card inquiries.

• Process credit and debit card disputes/chargebacks.
• Reviews credit and debit card reports daily and takes needed action per policies and procedures.
• Researches and resolves member inquiries regarding account statements, disputes, and adjustments.
• Answers incoming phone calls to the card services department and provides members or staff with information and direction regarding credit and debit cards and related accounts.
• Performs supporting administrative tasks.
• Performs other related duties as assigned.

• High School Diploma or equivalent
• Must be 18 years of age or older
• Intermediate PC knowledge with basic Microsoft Office skills

• Up to one year of similar or related experience
• Familiar with operation of 10-key calculator
• Ability to work in a team environment
• Excellent communication skills while using a pleasant tone and common conversational courtesies
• Good interpersonal skills to include being courteous, diplomatic, and tactful
• Previous experience within card services environment, including knowledge of regulations and applicable laws
• Good organizational skills
• Ability to multitask when necessary

• Ability to sit for extended periods of time
• Return all messages within the same day received

This job description is not a complete statement of all duties and responsibilities comprising this position.

EOE, Including Disability/Vets

Board Approved June 19, 2018