Credit Card Associate

Landmark Credit Union Talent Acquisition; Town of Brookfield (WI); On-site; USD 22,000 - 32,000; Full time

Job summary

Landmark Credit Union is seeking a Credit Card Associate to support underwriting, open and verify new credit card accounts, and handle card-related inquiries. You will assist with balance transfers, travel alerts, and credit line increases while maintaining member confidentiality.

Strong attention to detail, communication, and customer service abilities are essential as you process requests and participate in data gathering for collections and rewards maintenance.

Qualifications

• Must have graduated from high school or equivalent and at least 2 years of customer service experience.
• Must be able to gain proficiency in all programs and systems used for this job.
• Demonstrated ability to maintain confidentiality with sound judgement.
• Excellent verbal and written communication, problem solving, and organizational skills.
• Must understand and follow company policies and applicable laws and regulations.

Responsibilities

• Prepares credit card applications for underwriting within established guidelines.
• Sets up and verifies new credit card accounts.
• Processes card orders, balance transfers, travel alerts, and credit line increases.
• Remains active on the credit cards call queue to answer credit card related questions from members and Landmark employees.
• Resolves inquiries submitted through the ticketing system related to credit cards.
• Gathers data, including statement copies, for collections, legal and member requests.
• Reviews requests related to rewards maintenance.
• Approves digital wallet tokens.
• Performs other duties as assigned.

Skills

Customer service

Communication skills

Problem solving

Organizational skills

Confidentiality

Independence

Education

High school diploma or equivalent

Tools

CRM systems

Ticketing system

Job description

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.

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.

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.