Department: Card Services
Reports to: Supervisor, Manager
Supervises: None
Skill Levels: N/A
Position Purpose
The primary responsibility of this position is to support the credit union's Credit and Debit Card
portfolios, while incorporating ACU's Mission: To offer members financial products that fulfill
their needs, service that exceeds their expectations, and relationships that inspire their trust.
In addition, this position requires incorporating ACU's Values with each member interaction.
The Card Services Support position is responsible for assisting members with a high level of
commitment, and to ensure the team's success by helping members and each other create a consistent,
exceptional card payment experience. The individual will possess extensive knowledge of our card's
processes and procedures, and take the initiative to create consistency and efficiencies for the
member and/or team.
Essential Functions & Core Duties
• Assist members with inbound and outbound calls regarding their credit and debit cards.
• Proactively identify member's needs by attentively listening in order to ensure a seamless card
and member experience.
• Process account verifications, limit increases, travel requests, new card/account orders,
Scorecard Rewards, and Digital Wallets.
• Assist with credit and debit card transactional declines, and research.
• Maintain professionalism and provide next level service to members, the team, and all levels
within ACU.
• Ability and flexibility to adapt to constant changes to the payments space and systems
enhancements.
• Maintain up-to-date knowledge of ACU and departmental policies, procedures, and products.
• Assist with daily, weekly, and assigned back-office job functions.
• Participate in team meetings and/or huddles to support ACU's long-term Member Experience
Strategic initiative.
• Collaborate and communicate with Card Services' management regarding problems and issues that
arise for timely resolution.
• Other duties as assigned by Card Services Supervisor or Manager of Card Services.
Qualifications
• One-year minimum of Credit Union or financial industry experience.
• High school diploma or equivalent.
• Strong research and analytical skills.
• Exceptional oral and written communication abilities.
• Excellent organizational, time management, and member service skills.
• Strong knowledge of organizational and project management skills, financial processes and
procedures preferred.
• Intermediate or Advanced computer capabilities, including Word, Excel, and Outlook.
• Ability to work flexible hours and Saturdays as needed.
• Bi-Lingual in English/Spanish is ideal.
Performance Metrics
• Consistency and thoroughness assisting members.
• Ability to independently perform job functions and responsibilities with minimal oversight.
• Ability to proactively complete tasks, problem solve, identify and improve processes, and enhance
products and services.
• Participation and collaboration in team projects, department initiatives, and assisting with
implementing new technologies to improve the member and team experience.
This job description is not intended to provide an all-inclusive listing of related job activities.
Management may request the incumbent to perform other related activities in place of or in addition
to those representative activities noted in this job description.