CREDIT CARD CSR

Posted 4 Days Ago
Be an Early Applicant
North Shore, CA, USA
In-Office
Entry level
Financial Services
The Role
Handle customer phone and email inquiries related to credit cards, perform card maintenance (add cards, post payments, send denials), assist with online questions, prepare underwriting applications, support collections and other operations tasks as assigned.
Summary Generated by Built In
GENERAL SUMMARY:
Assists with customer service phone and email requests from branches and processor call center.  Performs various credit card duties.
 
RESPONSIBILITIES AND DUTIES:
  1. Researches customer requests.
  2. Answers phone and email inquiries. 
  3. Perform credit card duties such as adding new cards to system, sending out denials, post payments to account, maintain customer files, assist with online questions, prepare applications for underwriting, and collections. 
  4. May assist in various other areas of operations. 
  5. Performs other duties as assigned by management. 
  6. Regular and reliable attendance.

 KNOWLEDGE, SKILLS, AND ABILITIES:
  • Knowledge of Fiserv preferred.
  • Must be able to operate a PC with keyboard accuracy and speed. 
  • Must have good customer service skills, in person, on the phone, and through email.
  • Must have a general knowledge of accounting principles and procedures
  • Must have the ability to work under pressure and have constant interruptions while doing assigned responsibilities. 
  • Must have strong mathematical and organizational skills.

 EDUCATION AND EXPERIENCE:
  • High school graduate or equivalent with previous banking experience or equivalent work experience.  
  • Bank operations experience is preferred.
 
PHYSICAL REQUIREMENTS:

Seeing:  75-100%
Must be able to read reports, see computer screen
 
Hearing:  25-49%
Must be able to communicate with co-workers
 
Standing/Walking:  25-49%
Must be able to run errands for the bank, make large quantities of copies.
 
Climbing/Stooping/Kneeling:  25-49%
Must be able to obtain files.
 
Lifting/Pulling/Pushing:  50-74%
Must be able to lift and put away supplies.
 
Fingering/Grasping/Feeling:  75-100%
Must be able to use computer, write separate reports
 
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
 
NOTE:   The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.

More details
Monday through Friday 8am-5pm
About
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.We also offer personal banking services, including accounts, mortgages, personal loans and technology products.We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines.  Other Full-Time benefits include:8 paid holidays*17 PTO days each year for the first five years of employment.* After five years, 22 PTO days each year.*After ten years, 27 PTO days each year.* Employees must also complete the 90-day introductory period prior to accruing PTO.*New employees will receive 16 hours of paid sick time upon their hire date.*Health, dental, prescription drug card, vision, and voluntary life insurance plansHealth Savings Account with employer contributionsFlexible medical and dependent care spending plansParental Leave after one year of full-time employment401K plan after 3 months and start of next quarter with employer contributions and profit sharing Free checking account and basic printed checksFree safe deposit box$50,000 group term life insuranceLong term disability insuranceEmployee Assistance ProgramEducational Assistance*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].

Skills Required

  • High school diploma or equivalent
  • Ability to operate a PC with keyboard accuracy and speed
  • Good customer service skills (in-person, phone, email)
  • General knowledge of accounting principles and procedures
  • Ability to work under pressure and handle constant interruptions
  • Strong mathematical and organizational skills
  • Previous banking or bank operations experience
  • Knowledge of Fiserv
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The Company
HQ: Elberton, GA
750 Employees
Year Founded: 1938

What We Do

Pinnacle Bank is a family-owned community bank offering savings accounts, loans, and other banking products and services for both personal and business clients.

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