What are the responsibilities and job description for the Credit Card Specialist position at OC Federal Credit Union?
Job Summary: Process plastic card applications for approval; provide service and resolution on all plastic card product inquiries; and develop goals and processes for card programs.
Essential Functions and Responsibilities:
- Act as point of contact for all matters involving the third party card processor.
- Manage project tickets. Lead activity between CU staff and card processor.
- Review and make decisions regarding user requests for all card processor applications.
- Communicate directly with members and staff.
- Analyze claims and decide on which to open cases with the card processor.
- Determine if denied claims qualify for write off under CU policy.
- Order new and deactivate aged gift cards. Manage users on gift card system.
- Train staff on card processes and procedures.
- Card ordering instructions are maintained and communicated. Make final decisions regarding early replacement and waiver of fees.
- Card closure instructions are maintained.
- Month end close responsibilities.
- Determine and complete fraud write offs.
- Review and approve Credit Card vendor invoices.
- Balance general ledger accounts related to Credit Card activity.
- Accounting and Reporting.
- Manage loan participation analysis and reporting.
- Complete daily general ledger entries for card activity.
- All other duties assigned.
- This job description is subject to change at any time.
Job Requirements:
- 1 – 3 years of experience in a plastic's card financial environment, preferably in a lead or supervisory role.
- Exemplary follow through.
- Superb customer service techniques including a proficient command of the English language both verbally and in writing.
- Demonstrated knowledge of plastic product rules and regulations.
- Proficient using Microsoft Word and Excel.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) 5% Match
- 401(k) matching
- AD&D insurance
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Physical Setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
- Holiday pay
Work Location: In person
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