Card Services Associate

Elements Financial; Indianapolis (IN); Hybrid; USD 23,000 - 35,000; Full time

Job summary

Elements Financial in Indianapolis, IN is seeking a Card Services Associate to join the Cards & Payments team in a hybrid role that combines on-site work with some remote tasks.

You will support front-line staff, answer routine inquiries, handle daily transaction exceptions, assist with third-party card vendors, document changes, and help improve card services processes while pursuing growth toward a Specialist role. A high school diploma and 1+ years in financial services are preferred.

Qualifications

• High school diploma or equivalent required.
• One or more years of financial institution, card services, or administrative/customer service experience preferred.
• Experience with Microsoft Office and Salesforce (or similar case management systems) preferred.
• Strong organizational, administrative, and follow-up skills with attention to detail.
• Strong collaboration and communication skills.
• Ability to leverage skills, knowledge, and experience to invest in our community.

Responsibilities

• Support front-line staff with basic cardholder questions and route complex issues to a Specialist.
• Speak with members to answer routine inquiries and provide status updates on card requests.
• Assist with posting daily transaction exceptions and other routine operational tasks.
• Provide administrative support to Card Services Specialists in their work with third-party card vendors.
• Help document procedural changes and keep reference materials current.
• Deliver quality member service on every routine interaction.
• Complete assigned tasks accurately and on time to support the member and employee experience.
• Offer suggestions and feedback to help improve card services processes.
• Assist with fraud and risk administrative tasks under the direction of a Specialist.
• Monitor and work assigned Salesforce cases and departmental work queues, escalating complex issues to a Specialist.
• Assist with maintaining and distributing routine Card Services reports.
• Securely store and manage returned card inventory.
• Assist Specialists with quality assurance reviews of card applications.
• Support special projects (implementation and testing) as new card products and services are introduced.

Skills

Strong organizational skills

Communication skills

Microsoft Office

Salesforce

Customer service experience

Administrative experience

Attention to detail

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Salesforce

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Card Services Associate

Indianapolis, IN, US

4 days ago Requisition ID: 1098

Salary Range: $16.92 To $25.37 Hourly

This is an exciting opportunity to join our high growth payments and card team; but first, here is a little bit about Elements Financial:

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.

Elements Financialis a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success . The Card Services Associate provides entry-level, task-oriented support for the Cards & Payments team. This position assists the team by completing routine card and payment activities accurately and on time, supporting front-line staff and members, and helping keep the department's day-to-day operations running smoothly.

You will learn how to be the expert to best serve our members:

• Support front-line staff with basic credit and debit cardholder questions and route more complex issues to a Specialist.
• Speak with members to answer routine inquiries and provide status updates on card requests.
• Assist with posting daily transaction exceptions and other routine operational tasks.
• Provide administrative support to Card Services Specialists in their work with third-party card vendors.
• Help document procedural changes and keep reference materials current.

You will make a difference as you live out our purpose:

• Deliver quality member service on every routine interaction.
• Complete assigned tasks accurately and on time to support the member and employee experience.
• Offer suggestions and feedback to help improve card services processes.

You will help grow the business:

• Assist with fraud and risk administrative tasks (CAMS, CUNA claims, documentation and follow-up) under the direction of a Specialist.
• Monitor and work assigned Salesforce cases and departmental work queues, escalating complex issues to a Specialist.
• Assist with maintaining and distributing routine Card Services reports.
• Securely store and manage returned card inventory.
• Assist Specialists with quality assurance reviews of card applications.
• Support special projects (implementation and testing) as new card products and services are introduced.

You will continue to grow professionally:

• Continue to develop knowledge of card services, payments operations, and industry practices.
• Participate in appropriate learning opportunities to build expertise and grow toward a Specialist role.
• High school diploma or equivalent required.
• One or more years of financial institution, card services, or administrative/customer service experience preferred.
• Experience with Microsoft Office and Salesforce (or similar case management systems) preferred.
• Strong organizational, administrative, and follow-up skills with attention to detail.
• Strong collaboration and communication skills.
• Ability to leverage skills, knowledge, and experience to invest in our community.
• Ability to foster an inclusive environment that promotes belonging.
• A focus on respect and excellent service to both external and internal (team) members.
• A proven track record of integrity with a demonstrated ability to build trust.

Additional bonus compensation is earned.