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Broadview Federal Credit Union · 4 hours ago

Card Operations Associate 2

Albany, NY

Full-time

Onsite

Entry Level

$20.68/hr - $24.82/hr

1+ years exp

Broadview Federal Credit Union is a company that values its employees, members, and community. The Card Operations Associate 2 role involves providing high-level support related to debit and credit card operations, ensuring accuracy and confidentiality in processing, and addressing member service issues. The associate will also collaborate with other business units to maintain high member service standards.

CreditEducationFinanceFinancial Services

Responsibilities

Build internal customer loyalty utilizing courtesy and friendliness, resolve service issues in a prompt and professional manner, within established policies and procedures and utilizing knowledge of process and systems providing accurate and complete information

Respond to all inquiries from internal customers seeking assistance and provide general information regarding payoffs, payments/deposits, file research, etc

At all times maintain a high degree of processing accuracy and member information confidentiality

Adhere to all internal and external member service standards, providing effective member service to both internal and external customers

Receive and check in fraud cases daily, capturing case data to use in the review and analysis for emerging trends

Perform Debit card maintenance that includes but is not limited to: Opening/blocking cards, expediting cards, pulling and redirecting or destroying cards as needed in accordance to the particular card program and applicable procedures and guidelines

Provide and embrace ideas and suggestions for continuous improvement

Other duties as needed

Resolve service issues utilizing knowledge of the process and systems

Act as a back-up to perform other assigned tasks within the Account Operations, Deposit Operations or Card Operations areas as required and assigned

Verification of transactions on core system are properly updated to the network system; this includes cash advances, payments, and payment reversals

Complete monthly, quarterly, and annual statistical reports

Work with the Accounting Department to ensure proper booking of the entries for Daily on-line proofs, check and gift card proofs, on-line rec, and cash advances

Complete reconciliations on an ongoing basis and research and clear all outstanding items

Perform all Credit card account maintenance assuring all necessary documentation is complete and accurate according to the Credit Union’s lending policies

Manage Debit card reissues to limited issuance of cards that are dormant or with bad addresses

Perform Credit card maintenance that includes but is not limited to: Opening/closing accounts, adding joint owners/authorized users, ordering cards, address changes, blocking cards, limit changes, travel requests for credit and check cards, and new service requests as they are developed

Process various financial and non-financial transactions including credit balance refunds, cash advances, returned checks, credit limit increases and correction of un-posted or rejected transactions after assuring that transactions do not pose risk or liability to the credit union

Maintain procedures

Qualification

DebitCredit operationsAccounting knowledgeMicrosoft ExcelReconciliationsHigh technology proficiencyDecision making under pressureBilingualOrganizational skillsTime management