About the job Plastic Card & ATM Representative ***W2 only***Position: Plastic Card & ATM RepresentativeWork Authorization: USC or GC Holder onlyLocation: On-site (Chicago, IL) Contract: Full timeWhat will your day look like?You will be responsible for all operational aspects of the plastic card portfolio and individual account support. Work involves routine difficulty in resolving issues regarding member accounts. Resources to do the job require reliance on knowledge of credit union policies and procedures. Immediate supervision is received from the Supervisor of Plastic Card Operations.ResponsibilitiesOperations (40%):
- Responsible for processing exceptions and expedition requests for new and replacement cards (Credit, Debit, & ATM)
- Process adjustments involving plastic cards
- Utilize COOP, VISA and Symitar systems to perform: new card setup, ordering, maintenance, and deletions
- Prepare journal entries as needed and maintain associated reports
- Work daily report for rejected payments
- Process card adjustments
- Assist other departments in the prompt and accurate resolution of member issues/questions
- Pull card exceptions and settlement adjustments
- Make appropriate corrections
- Verify and update address changes on card services platforms
- Sorts and reviews incoming and returned mail
- Assist in risk assessments and audits as necessary
- Projects as assigned by Supervisor/Manager
Member Service (40%):
- Includes timely answering of incoming calls from both internal and external customers related to servicing member accounts
- Ensures established Service Level Agreements are met and/or exceeded
- Researches statement requests from members and internal customers. Identifies and researches misapplied payments
- Responds to basic member and internal customer inquiries via multiple channels; email, telephone and written correspondence
- Oversees the ordering and delivery of members plastic cards
- Provides responsive resolutions to all plastic card related issues as they arise
Monetary Accounting (20%):
- Includes the completion, balancing and monetary adjustments as needed/required
- Introduction to daily settlement and various accounting general ledger reconciliations
- Operates a variety of office equipment such as fax, copier and personal computer
- Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act and Visa Regulations
- Ensures compliance with all applicable state and federal laws, company procedures and policies
- Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.QualificationsYou'll be a great fit if in addition to the completion of a High school Diploma (college degree preferred), and you have
- 1-2 years experience in customer service and/or credit card operations; or an equivalent combination of training and experience
- Previous financial institution experience preferred
- Must have excellent written and verbal communication skills
- Demonstrated ability to succeed in a fast-paced environment
- Must be proficient in Microsoft office products including Word and Excel