Patelco Credit Union
Senior Card Operations Specialist
Patelco Credit Union, Merced, California, United States, 95343
About Patelco Credit Union
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.
We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you.
Overview
The primary function of the Senior Card Operations Specialist is to provide back-office and claims management support for various card product processes and services. This individual must ensure uninterrupted service and maintain open communication both internally and externally when assisting members, as well as when working with processors, merchants, and vendors. The ideal candidate possesses the ability to manage assigned back-office responsibilities and to research and resolve claim inquiries and escalations in a timely manner. Prior experience in card processing and/or claims management is required. The candidate must also be able to collaborate effectively within the department and across other areas of the business. Additionally, this role involves direct interaction with members, merchants, processors, and other financial institutions, as applicable.
Responsibilities
Process various daily work queues and reports including, but not limited to, Hot Card report, Falcon Report, Travel Notices, Card expedite requestes, dormant account report, and credit balance review report in a timely and accurate manner. Process daily posting exception reports in a timely and accurate manner Manage card claims process, claims exceptations, and member/vendor communication Process block, reissue, and order new cards Process returned plastic card mail Handle complex member escalations. May make recommendations is resolving issues relating to member' account Review and reconcile outstanding general ledger suspense account to ensure proper processing of all member transactions. Protects the confidentiality of all financial data relating to Card Operations and Credit Union operations and its members Utilizes multiple systems and critical applications necessary to properly manintain Member accounts Comply with federal regulations such as Regulation E and Regulation Z in performing day to day operations Works to acheive department adn credit union goals Independently identified problems and communicates issues to management Strong commitment to attendance and punctuality Responsible for writing department procedures and keeping them up to date Perform other duties and responsibilites Qualifications
Excellent oral/written communication and strong interpersonal skills Ability to handle complex member escalations Ability to work well and collaboratively in a team environment Ability to adapt quickly and master software platforms easily Demonstrated proficiency in Excel, Word and Outlook Knowledge of network and settlement reconciliation procedures Ability to learn and apply new information Abillity to analyze and solve problems Ability to effectively prioritize and adjust heavy workload for maximum efficiency Target Base Pay
$22 / hr
Compensation at Patelco
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer
Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance benefits Rewards for completing wellness related activities Financial Health:
Competitive compensation packages with bonus opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition reimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Personal Development:
On-the-job training and skills development Internal transfer opportunities for career growth Volunteer work
Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans
IND123
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.
We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you.
Overview
The primary function of the Senior Card Operations Specialist is to provide back-office and claims management support for various card product processes and services. This individual must ensure uninterrupted service and maintain open communication both internally and externally when assisting members, as well as when working with processors, merchants, and vendors. The ideal candidate possesses the ability to manage assigned back-office responsibilities and to research and resolve claim inquiries and escalations in a timely manner. Prior experience in card processing and/or claims management is required. The candidate must also be able to collaborate effectively within the department and across other areas of the business. Additionally, this role involves direct interaction with members, merchants, processors, and other financial institutions, as applicable.
Responsibilities
Process various daily work queues and reports including, but not limited to, Hot Card report, Falcon Report, Travel Notices, Card expedite requestes, dormant account report, and credit balance review report in a timely and accurate manner. Process daily posting exception reports in a timely and accurate manner Manage card claims process, claims exceptations, and member/vendor communication Process block, reissue, and order new cards Process returned plastic card mail Handle complex member escalations. May make recommendations is resolving issues relating to member' account Review and reconcile outstanding general ledger suspense account to ensure proper processing of all member transactions. Protects the confidentiality of all financial data relating to Card Operations and Credit Union operations and its members Utilizes multiple systems and critical applications necessary to properly manintain Member accounts Comply with federal regulations such as Regulation E and Regulation Z in performing day to day operations Works to acheive department adn credit union goals Independently identified problems and communicates issues to management Strong commitment to attendance and punctuality Responsible for writing department procedures and keeping them up to date Perform other duties and responsibilites Qualifications
Excellent oral/written communication and strong interpersonal skills Ability to handle complex member escalations Ability to work well and collaboratively in a team environment Ability to adapt quickly and master software platforms easily Demonstrated proficiency in Excel, Word and Outlook Knowledge of network and settlement reconciliation procedures Ability to learn and apply new information Abillity to analyze and solve problems Ability to effectively prioritize and adjust heavy workload for maximum efficiency Target Base Pay
$22 / hr
Compensation at Patelco
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer
Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance benefits Rewards for completing wellness related activities Financial Health:
Competitive compensation packages with bonus opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition reimbursement Emotional Health:
Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Personal Development:
On-the-job training and skills development Internal transfer opportunities for career growth Volunteer work
Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans
IND123