Card Services Specialist

Job Title: Card Services Specialist I

FLSA Status: Non-Exempt

Department: Card Services

Hours of Operation: 40 Hours per Week

General

Job Summary:

Provide clerical processing and customer service support for cards.

• Support the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
• Support all functions that maintain compliance with regulatory agencies.

• Answer incoming phone calls from internal and external clients
• Monitor email inboxes, respond to requests via Outlook and phone
• Setup new accounts, perform maintenance, produce and mail plastics - utilizing software and equipment for instant issuance of cards
• Maintain and monitor card stock
• Process credit card payments
• Balance and reconcile General Ledger accounts
• Audit fraud disputes and track Bank losses
• Research and analyze card functionality for clients - address concerns and articulate issues/solutions
• Other Functions (as needed):
• Maintain procedural updates related to Cards (as needed)
• Special projects as required

All job functions are performed daily at employee's workspace using various computer applications and printers.

Education: High School diploma or GED

Experience: 1 year of banking experience preferred

• Ability to communicate complicated ideas simply - in writing or verbally
• Proficient problem-solving skills
• Maintains appropriate risk exposure for Bank
• Working knowledge of Excel, Outlook, and Word
• Self-motivated, dependable, detail-oriented, and eagerness to learn

Operational knowledge of cards and software associated with production and maintenance of them

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)