Salary $53,600 – $80,400 a year job type full-time
Full job description
Position summary: the card services specialist i performs tasks, such as, managing card inventory/ordering process, handling check card/automated teller machine (atm) inquiries, and updating card informationThe incumbent ensures timely, balancing and reviewing of processing network reports and general ledgers, including the research and resolution of accounts that are out of balance.
The incumbent supports other service departments on member issues that require immediate resolutionThe incumbent may handle special projects and prepares reports and analyses as assigned to effectively meet member and technology credit union (tech cu) needs.
Responsibilities: essential duties
Researches, processes and administers to full resolution all card services inquiries from internal/external clients within established service level standards.
Processes lost/stolen card reports and orders replacement cards.
Helps process card fraud reports when necessary.
Posts, reconciles and researches exception transactions associated with account adjustments, atm and cash vault balancing.
Assists with auxiliary products/services inquiries from the branches and contact center, including digital wallets, card manager, fraud alerts etc.
Troubleshoots and resolves credit/debit card processing issues with emphasis on member experience.
Reviews checks accepted via various channels and assesses them for risk, places holds or rejects items as needed.
Provides backup assistance as needed and works with the team to ensure all departmental duties and goals are met.
Adheres to the debit/credit card brand guidelines.
Recommends changes to improve processes and resolve recurring variances.
Responds to management direction in the completion of requests, department needs, or scheduling while supporting established service standards.
Enters travel notifications when necessary.
Addresses various fraud systems alerts.
Communicates clearly and accurately while responding to member and internal requests regarding operating policies and procedures as needed.
Performs other duties and special requests as assigned.
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Work schedule*
Full-time: typically 40 hours/week
M-f, 8 hour shift within the 7:45am-6:30pm window
Occasional overtime
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Workplace essentials*
Support tech cu’s mission and vision and consistently demonstrates tech cu’s values (accelerate, collaborate, innovate, & cultivate).
Meet with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Comply with tech cu policies and procedures.
Uphold employee code of conduct and business ethics and ensures confidentiality of the workplace.
Comply with requirements imposed by federal, state and local regulatory agencies.
Adhere to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications: education: associate degree or equivalent experience.
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Experience: * 3+ years’ experience in financial institutions, including exposure credit/debit card related services.
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Knowledge/skills/abilities: *
Excellent communicator with strong written and verbal communication skills.
Proficient with microsoft word, excel, powerpoint, outlook and internet explorer.
Extremely detail-oriented “can do” attitude, with ability to challenge status-quo and drive innovation.
Strong service and ability to work independently with tech cu departments.
Basic knowledge of verafin, falcon/enfact, symitar, mastercard connect/visa online, dts or similar systems.
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Travel: * may be required to infrequently attend offsite training, meetings or events, typically with advance noticeOvernight travel unlikely.
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Typical working conditions: * office environment with direct and/or phone interaction with client.
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Equipment used: * routinely uses standard office equipment, including computer, phone, copier and other devices.
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Physical requirements: * this position requires:
Ability to sit 70% of the day.
Walk/travel outside of the facility 10 % of the time.
Speaking and listening to interact with clients and team in person or via phone.
Reading a computer screen and perform keyboarding tasks for up to 50% of the day.
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Equal employment opportunity*
Technology credit union is an equal opportunity employerAll qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basisThis policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
This is a grade 4 position, with a salary range from $53,600 to $80,400 with bonus potential of 7%The anticipated range for new hires is between the low-end and midpoint of the range, depending on experienceTech cu is a pay-for performance organization that benchmarks base pay to the 50th percentile of our market and we provide incentive-based compensation aligned with successful accomplishment of individual and corporate goalsThe salary mentioned above is based on working in san jose, caSalaries are based on the geographic location in which you live if working remotely.
Job type: full-time
Pay: $53,600.00 – $80,400.00 per year
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