Card Services Member Service Representative
Patelco Credit Union - Pleasanton, CA

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Primary Duties and Responsibilities:
Perform a variety of clerical and operational duties related to the operation of the Electronic Funds Transfer department related to Debit/Credit cards. This includes ATM, Shared Branching, and FSCC. Must ensure uninterrupted service to members, work within regulatory timeframes and meet compliance requirements. Provide exceptional service and open communication internally and externally when assisting members and working with processors/merchants. Candidate possess the ability to collaborate within the department and the organization. Additionally, he/she will interact directly with members and merchants, and other financial institutions, when applicable.

  • Review new card order report and perform changes, and adjustments as required by processor/internal departments
  • Prepare and file dispute and fraud claims
  • Process Lost/Stolen Card Report and other reports related to processor
  • Share responsibilities in processing FSCC, National, and Accounting adjustments
  • Balance and post daily settlements and handle exception items as needed
  • Large deposit checks review and process request from internal/credit union service centers
  • Perform other duties and responsibilities as assigned
Qualifications - Candidates must:
  • Must have high school diploma or equivalent
  • Credit/Debit card processing knowledge a plus
  • Possess excellent communication skills and follow operational policies/procedures
  • Strong interpersonal skills, and have the ability to deal effectively with members and individuals both in and outside of the credit union
  • Must be well organized, detail oriented, and able to multi-task and work well under pressure
  • Must be a team player, motivated and flexible with working hours, and able to work with little or no supervision
  • Prior experience in operations and/or customer service preferred
  • Must have 10-key skills
  • Must be proficient on PC, MS Office, Outlook
We are proud to be an EEO/AA employer M/F/D/V.

Patelco Credit Union - 20 months ago - save job - copy to clipboard - block
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About this company
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Just as communication from afar has progressed from smoke signals and carrier pigeons to today's telephone, Patelco Credit Union...