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Kaufman Dolowich LLP
Philadelphia, PA | Full Time
$59k-78k (estimate)
1 Week Ago
WSFS Bank
Philadelphia, PA | Full Time
$44k-59k (estimate)
3 Days Ago
WSFS Bank
Philadelphia, PA | Full Time
$44k-59k (estimate)
3 Days Ago
Credit specialist
WSFS Bank Philadelphia, PA
$44k-59k (estimate)
Full Time | Securities 3 Days Ago
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WSFS Bank is Hiring a Credit specialist Near Philadelphia, PA

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive

Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more

We are the region's locally headquartered bank and wealth management company

We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve

We Stand For Service® is more than part of our name, it’s our mission and our purpose

The Credit Card Specialist will provide stellar customer support for all new and existing Small Business and Commercial credit card accounts

Also, they will onboard Commercial / Small Business credit card applications and create a seamless onboarding experience for new customers

The incumbent will provide direct customer service to Customers, Bank Relationship Managers, and Retail Associates

Job Responsibilities : Provide stellar technical and operational support to customers and sales staff relative to all credit card products and their ongoing support

Respond expediently and accurately to Customer and internal Associate calls and inquiries; maintaining established SLAs

Review bankcard applications and approvals to ensure documentation is sufficient and complete

Perform EZ Business training for business credit card customers and assist customers with setup

Follow up with clients after implementation to ensure that all products and services are working properly

Complete production tasks (work queue fulfillment; cardholder maintenance, travel notifications, etc.) adhering to established departmental SLA's, controls, policies and procedures for credit as well as debit as needed

Serve as a subject matter expert for Associates to provide support to branches / Call Center, including Managers with credit or debit related questions and issues

Act as liaison to the card processor (FIS) to facilitate problem resolution

Stay abreast on current VISA rules and regulations

Escalate anomalies, issues and problems, such as fraudulent activity, to the department Team Lead, Payment Manager and / or Operational Risk

Perform other duties and / or special projects as required

Collaboration with Team Lead to maintain and document departmental procedures to ensure processing efficiency, risk mitigation and operational controls

Minimum Requirements : A Bachelors' degree is preferred

A minimum of 1 year of experience or banking or financial customer service

A minimum of 1 year of credit card operations experience in a high-volume, deadline-oriented service environment

Must have a comprehensive knowledge of credit and debit card operations including proficient knowledge of payment networks;

VISA operating guidelines and applicable government regulations

Must possess a strong background in customer service or technical support

Must have experience making quick, high quality decisions on complex issues

Must have excellent oral and written communication skills

Must have strong organizational and prioritizing skills

Must have the ability to handle a variety of tasks simultaneously

Must have the ability to handle confidential information in a mature and professional manner

Must have the ability to be adaptable and flexible while responding to deadlines on assignments and workflow fluctuations Must have competent skills using Windows and Microsoft software products and internet-based applications

WSFS Bank is inclusive and supportive of individual needs

If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

careers@wsfsbank.com

WSFS is an equal opportunity employer

We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive

We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company

Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region

As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration

WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management

Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments

Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

Last updated : 2024-06-23

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$44k-59k (estimate)

POST DATE

06/24/2024

EXPIRATION DATE

09/22/2024

WEBSITE

christianabankandtrust.com

HEADQUARTERS

Wilmington, DE

SIZE

<25

INDUSTRY

Securities

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The job skills required for Credit specialist include Customer Service, Written Communication, Credit Card, Financial Services, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Credit specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Credit specialist. Select any job title you are interested in and start to search job requirements.

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If you are interested in becoming a Credit Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Credit Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Credit Specialist job description and responsibilities

Credit specialists perform comprehensive analyses of clients' financial histories to ascertain whether such entities qualify for loans or lines of credit.

03/27/2022: Vallejo, CA

The credit specialist should gather all pertinent applications and supporting documentation, review clients' financial histories, and then proceed to decide whether to extend financial support.

02/13/2022: Hartford, CT

They also perform reviews on customer accounts and processes pending orders within the policies of the credit department.

05/03/2022: Columbus, MS

Credit specialists protects the privacy of their clients.

04/18/2022: San Francisco, CA

Credit specialists will evaluate the client’s credit payment history, assets, liabilities, and earnings history to determine their suitability for credit terms.

04/11/2022: Benton Harbor, MI

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Credit Specialist jobs

Candidates can further their career prospects and potential by earning CCRA certification from the National Association of Credit Management.

04/19/2022: Waco, TX

There is no specific professional or licensing needed to be a credit specialists.

03/25/2022: Rochester, MN

Credit specialists should be aware of their state’s credit laws and bond requirements for credit organizations and debt collectors.

02/09/2022: Richmond, VA

Credit specialists must be comfortable with common financial software, such as Microsoft Excel, which they may use on a daily basis.

02/16/2022: Jacksonville, FL

Study and obtain understanding of commercial credit; loan documentation, loan agreements, financial spreads, financial statements, etc.

03/04/2022: Florence, SC

Step 3: View the best colleges and universities for Credit Specialist.

Florida Southern College
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University of Notre Dame
Western Washington University
Canisius College
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