Card Services Representative jobs in United States
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Waukesha State Bank ยท 4 months ago

Card Services Representative

Waukesha State Bank is looking for a customer-focused and detail-oriented Card Services Specialist to join our team. In this role, you'll provide over-the-phone support to both internal and external customers, assisting with debit card applications, account maintenance, and transaction inquiries. You'll also monitor for potentially fraudulent activity and resolve errors with transactions while ensuring compliance with regulatory requirements.

BankingFinancial ServicesInsurance

Responsibilities

Provide over-the-phone support to both internal and external customers
Assist with debit card applications
Assist with account maintenance
Assist with transaction inquiries
Review instant issue documents
Evaluate new card requests
Balance general ledger and ATM/Mastercard reports
Complete daily and monthly reporting tasks to ensure accuracy and efficiency
Monitor for potentially fraudulent activity
Contact cardholders as needed
Assist with disputes or fraud concerns while following regulatory requirements like Reg E
Help resolve errors with transactions
Review customer limits for large-dollar purchases
Use internal controls to safeguard accounts

Qualification

Customer serviceFraud monitoringRegulatory complianceProblem-solvingAttention to detail

Required

Customer-focused and detail-oriented
Provide over-the-phone support to both internal and external customers
Assist with debit card applications, account maintenance, and transaction inquiries
Review instant issue documents
Evaluate new card requests
Balance general ledger and ATM/Mastercard reports
Complete daily and monthly reporting tasks to ensure accuracy and efficiency
Monitor for potentially fraudulent activity
Contact cardholders as needed
Assist with disputes or fraud concerns while following regulatory requirements like Reg E
Resolve errors with transactions
Review customer limits for large-dollar purchases
Use internal controls to safeguard accounts
Enjoy problem-solving, supporting customers, and working with precision in a fast-paced environment
Successful completion of a criminal background check and drug screen

Company

Waukesha State Bank

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Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin

Funding

Current Stage
Growth Stage

Leadership Team

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Ann Pascavis
Chief Financial Officer
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Tina Neis
Senior Vice President - Chief Credit Officer
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Recent News

Company data provided by crunchbase