The Role
Prepares credit card applications for underwriting, establishes and verifies new accounts, processes card orders, balance transfers, travel alerts, credit line increases, and rewards requests. Answers member and employee inquiries through the call queue, resolves ticketed issues, gathers documentation for collections and legal requests, and approves digital wallet tokens while maintaining confidentiality and regulatory compliance.
Summary Generated by Built In
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE
This position reports to the Manager, Credit Cards. The Credit Card Associate will prepare and establish new credit card accounts for underwriting, processes responses and performs routine account maintenance. Responsible for assisting in problem resolutions and acting on requests for information relating to credit card accounts.
This position reports to the Manager, Credit Cards. The Credit Card Associate will prepare and establish new credit card accounts for underwriting, processes responses and performs routine account maintenance. Responsible for assisting in problem resolutions and acting on requests for information relating to credit card accounts.
REQUIREMENTS
1. Must have graduated from high school or equivalent, and a minimum two years of customer service experience. Equivalent combination of education and experience will be considered.
2. Must have experience or ability to gain proficiency in all programs and systems used for this job.
3. Demonstrated ability to use sound judgement and discretion in various situations while maintaining a high degree of confidentiality.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and all job-related state and federal laws and regulations.
1. Must have graduated from high school or equivalent, and a minimum two years of customer service experience. Equivalent combination of education and experience will be considered.
2. Must have experience or ability to gain proficiency in all programs and systems used for this job.
3. Demonstrated ability to use sound judgement and discretion in various situations while maintaining a high degree of confidentiality.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and all job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES
1. Prepares credit card applications for underwriting within established guidelines.
2. Sets up and verifies new credit card accounts.
3. Processes card orders, balance transfers, travel alerts, and credit line increases.
4. Remains active on the credit cards call queue to answer credit card related questions from members and Landmark employees.
5. Resolves inquiries submitted through ticketing system related to credit cards.
6. Gathers data, including statement copies, for collections, legal and member requests.
7. Reviews requests related to rewards maintenance.
8. Approves digital wallet tokens.
9. Performs other duties as assigned.
1. Prepares credit card applications for underwriting within established guidelines.
2. Sets up and verifies new credit card accounts.
3. Processes card orders, balance transfers, travel alerts, and credit line increases.
4. Remains active on the credit cards call queue to answer credit card related questions from members and Landmark employees.
5. Resolves inquiries submitted through ticketing system related to credit cards.
6. Gathers data, including statement copies, for collections, legal and member requests.
7. Reviews requests related to rewards maintenance.
8. Approves digital wallet tokens.
9. Performs other duties as assigned.
EEO/Veterans/Disabled
Skills Required
- High school diploma or equivalent
- At least two years of customer service experience, or an equivalent combination of education and experience
- Experience with, or ability to become proficient in, all programs and systems used for the job
- Sound judgment and discretion while maintaining confidentiality
- Excellent verbal and written communication skills
- Problem-solving and organizational skills
- Ability to work independently
- Ability to understand and comply with company policies, procedures, and applicable state and federal laws and regulations
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The Company
What We Do
Landmark Credit Union is a not-for-profit financial cooperative focused on serving its members by delivering great rates and low fees, providing personal service, and investing in improved member experiences.
