What are the responsibilities and job description for the Card Services Specialist position at Industrial Federal Credit Union?
Role:
Assists members with their card accounts; controls issuing, blocking, or renewing credit cards/ATM cards/debit cards.
Business Hours:
Monday - Thursday 9:00am - 5:00pm, Friday 9:00am - 6:00pm, and Saturdays 9:00am - 12:00pm
Essential Functions & Responsibilities:
- Processes approved credit, debit, and ATM card applications; orders cards and sets up member accounts in the system; verifies the accuracy of cards issued and sends cards to members.
- Answers phone inquiries and processes financial transactions courteously and efficiently. Assists members in opening new plastic card accounts.
- Provides members with information and direction regarding their account status, requests, payments, and rights and obligations associated with the account. Researches and resolves member inquiries regarding account statements, disputes, and monetary adjustments.
- Processes file maintenance requests such as name and address changes, replacement cards, and requests to close accounts.
- Maintains related files and control records.
- Processes PIN requests.
- Assists members with credit, debit, and ATM card recovery after theft or loss.
- Identifies opportunities to cross-sell products or services to members.
- Performs other job-related duties as assigned.
Knowledge & Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED is required.
Interpersonal Skills: Effective communication with contacts inside and outside the organization is essential. Fostering relationships with other entities (companies and individuals) is necessary and often requires the ability to influence and sell ideas or services to members or others. The role requires a significant level of emotional intelligence.
Other Skills: General office equipment such as calculators, computers, photocopiers, and scanners. Maintains confidentiality related to credit union operations and work-related information. Proficient in Microsoft Office software.
Physical Requirements:
Frequently stands or sits in a stationary position.
This Job Description is not a complete statement of all the position’s duties and responsibilities.
