Bookkeeping-Debit Card Rep

Better Banks; Chillicothe (IL); On-site; USD 21,000 - 32,000; Full time

Job summary

Better Banks in Illinois is seeking a Debit Card Representative to be the main contact for telephone customer service in the bookkeeping area and to assist the Cashier with debit card duties.

The role requires a minimum of 3 years in banking, strong communication and organizational skills, and proficiency with MS Office. Responsibilities include handling fraud cases, statement mailing, and routine support tasks while maintaining accuracy and professionalism.

Qualifications

• Strong written and verbal communication skills required.
• Developed interpersonal skills and attention to detail.
• Ability to organize, prioritize, and manage time effectively.

Responsibilities

• Be the primary point of contact for incoming calls to the bookkeeping department.
• Assist customers by phone with routine account-related requests; research and resolve inquiries promptly.
• Assist with debit card inquiries and fraud cases; review fraud claims for legitimacy.
• Cross-sell and market new and existing products and services to customers.
• Perform Cash Management daily file submission and verification callbacks.
• Assist with stuffing of statements and notices.
• Perform other duties as assigned.

Skills

Communication skills

Interpersonal skills

Time management

Organization

Tools

MS Office

Job description

Description

The Debit Card Representative is directly responsible for being the primary point of contact for providing telephone customer service support/assistance to the bookkeeping function regarding customer account related inquiries. In addition, this position administratively assists the Bank Card Operations & Fraud Specialist with debit card fraud duties. This position reports directly to the Cashier.

DUTIES & RESPONSIBILITIES

• Performs as the primary point of contact for incoming calls directed to the bookkeeping department


• Assists customers over the telephone with routine account-related requests; researches and resolves account service inquiries/issues; and responds to client inquiries promptly, effectively, and professionally, with a positive attitude


• Assist with debit card inquiries and fraud cases, including review of fraud claims to determine if transaction was actually fraudulent


• Utilizes marketing techniques to build relationships by actively cross selling and marketing new and existing products and services to current and potential customers


• Performs Cash Management daily file submission and verification callbacks


• Assists with stuffing of statements & notices


• Performs other duties as assigned

Requirements

EDUCATION &/OR WORK EXPERIENCE REQUIREMENTS

• A minimum of 3 years’ experience in banking – ex: bookkeeping, data entry, help desk, and/or operations functions

MENTAL & PHYSICAL REQUIREMENTS

• Ability to sit/stand/kneel/bend/for extended periods of time. Developed interpersonal skills, ability to work under high pressure while remaining composed. Strong communication skills – both oral and written, with attention to detail, is critical. Organization, prioritization, and time management skills are needed.

COMPETENCIES

• Jack Henry 20/20 Experience, Silverlake, proficiency in MS Office, problem solving/reasoning/analysis, familiarity with bookkeeping and banking, and a thorough knowledge of policies, procedures, & regulatory pertaining to debit & credit cards, proficiency in rules & regulations regarding Bank Secrecy Act, USA Patriot Act, & OFAC.