Card Services Specialist II – Customer Care & Disputes

Financial Partners Credit Union; Downey (CA); In loco; USD 30.000 - 41.000; Tempo pieno

Descrizione del lavoro

Financial Partners Credit Union is seeking a Card Services Rep II in Costa Mesa, CA. The role focuses on providing exceptional support for credit and debit card products, resolving complex inquiries, and ensuring compliance with card services procedures.

You will serve as a liaison between customers and internal teams, while maintaining strong documentation and delivering accurate information about transactions, policies, and security features.

Competenze

• High school diploma or equivalent is required or preferred; an associate degree is an asset.
• Proven experience in financial services or card services is expected (2–3 years).
• Excellent verbal and written communication skills are essential.
• Familiarity with PCI DSS or related compliance standards is a plus.

Mansioni

• Respond to customer inquiries via phone, email, or chat about card accounts and services.
• Investigate and resolve card disputes, fraud, and billing errors per policy and regulatory requirements.
• Explain cardholder agreements, fees, rewards, and security features to customers.
• Collaborate with fraud prevention, collections, and tech support to resolve complex issues.
• Maintain accurate records of interactions and resolutions in the CRM system.

Conoscenze

Verbal & written communication

Customer service

Multitasking

Bilingual Spanish

Formazione

High school diploma or equivalent

Associates degree preferred

Strumenti

CRM software

Descrizione del lavoro

Financial Partners Credit Union is seeking a Card Services Rep II in Costa Mesa, CA. The role focuses on providing exceptional support for credit and debit card products, resolving complex inquiries, and ensuring compliance with card services procedures.

You will serve as a liaison between customers and internal teams, while maintaining strong documentation and delivering accurate information about transactions, policies, and security features.