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MAX Credit Union · 1 day ago

Lead Card Specialist

Montgomery, AL

Full-time

Onsite

Senior Level

MAX Credit Union is committed to simplicity, integrity, and hospitality. The Card Services Lead is responsible for ensuring smooth and compliant card operations while guiding a team to deliver exceptional service and drive process improvements.

FinanceFinancial ServicesInsuranceLending

Growth Opportunities

Responsibilities

Serves as a knowledge leader by demonstrating full proficiency in all Card Services tasks

Maintains in-depth knowledge of MAX Credit Union card programs, ATM services, network rules, and processing protocols

Acts as the primary point of contact for complex card-related inquiries and escalates as needed to resolve issues thoroughly and accurately

Oversees and resolves card transaction disputes, limits, and exception handling with a focus on risk mitigation and member satisfaction

Monitors and manages open tickets, service requests, and interdepartmental escalations, ensuring timely resolution and documentation

Coordinates and verifies daily reconciliation, file transmission reports, and third-party system integrations, promptly identifying and reporting discrepancies

Manages inventory levels for card stock and insert materials; coordinates with vendors to forecast needs, place orders, and monitor delivery timelines

Tracks vendor performance and escalates service issues appropriately to maintain uninterrupted member service delivery

Maintains and assigns secure access credentials for credit union systems based on role permissions and audit readiness

Conducts audits and prepares required reports, identifying trends, anomalies, or control gaps for leadership review

Serves as backup to the supervisor or manager during absences or peak volume periods

Provides performance feedback and supports management in performance reviews

Approves timecards and time-off requests in coordination with management. Helps develop or adjust work schedules to meet operational needs

Trains new hires and existing team members on systems, procedures, compliance requirements, and best practices, ensuring consistent application of policies and procedures across the team

Leads or participates in departmental Continuous Improvement initiatives by identifying inefficiencies, documenting procedures, and implementing updated processes

Identifies and escalates risk or compliance concerns to appropriate leadership

Performs duties independently with minimal supervision while maintaining a high level of accountability

Promotes member-first mindset

Upholds core values and builds team member and customer relationships

Completes all training as required

Performs other duties as assigned

Qualification

Card Services expertiseRegulatory complianceProcess optimizationRisk mitigationVendor managementAudit preparationTrainingDevelopmentTeam leadershipPerformance feedbackMember-first mindset

Required

Demonstrates full proficiency in all Card Services tasks