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Title

Card Services Representative 

Description

Job Title: Card Services Representative Job Code: Grade 5

 

Reports To: Card Services Supervisor

 

Role Accountability

 

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position is responsible for performing essential card related tasks timely and accurately to drive card utilization.

 

Nature and Scope

 

The employee will respond to staff inquiries and complete maintenance requests related to debit and credit cards for business and consumer products. This position will work closely with other team members to ensure that all daily responsibilities are completed in a timely manner ensuring compliance with procedures and regulations to deliver exceptional service and support.

Specific Accountabilities

 

  • Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external members that is in alignment with our Brand Culture.
  • Meet or exceed established service goals.
  • Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.
  • Support all card related inquiries for consumer and business debit and credit cards.
  • Assist Card Service Dispute Specialists with fraud and non-fraud dispute related inquiries for debit and credit cards.
  • Perform general tasks with a high degree of accuracy including, but not limited to:
    • Card orders
    • Card maintenance and replacement
    • Account maintenance
    • Process daily debit and credit limit changes
    • Perform Balance Transfers
    • Travel notifications on card processing systems
    • Reward points redemption
  • Review exception reports and process in a timely manner.
  • Process credit card program switch requests, skip pay requests and credit balance refunds.
  • Process member tokenization notifications.
  • Monitor and support Instant Issue Services.
  • Process all returned cards for updated addresses and notate accounts accordingly; maintain and update returned card spreadsheet to assist front line staff.
  • Manually establish new credit card accounts for instant issuance.
  • Manage and monitor VIP services.
  • Work closely with other Card Services personnel to ensure that tasks are completed effectively and efficiently maintaining set SLAs.
  • Proactively identify opportunities that drive process or product efficiencies.
  • Perform other duties as assigned.

 

 
Position Requirements

 

Knowledge, Skills and Abilities

 

  • Ability to conduct business in a professional manner, exercising personal discretion and independent judgment.
  • Ability to handle multiple tasks simultaneously.
  • Strong communication and problem solving skills.
  • Ability to learn new skills sets efficiently.
  • Ability to work in a team environment with all levels of management, employees and members.
  • Willingness to adjust schedule, including overtime, to ensure that all team tasks are completed within SLA’s.
  • Proficient knowledge of Microsoft products, Word and Excel with the ability to create, manage, and modify spreadsheets.

 

Education and Experience

 

  • One to two years of customer service/operations experience.
  • Knowledge of VISA Regulations, preferred.
  • Financial Institution or Credit Union experience preferred.

 

 
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location 023 - Allegacy - Headquarters/Westbrook  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade


This position is currently not accepting applications.

To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com



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