Credit Card Associate

Landmark Credit Union; Town of Brookfield (WI); Presencial; USD 38.000 - 52.000; Jornada completa

Descripción de la vacante

Landmark Credit Union is seeking a Credit Card Associate in Wisconsin to handle new account setup for underwriting, processing, and maintenance. You will assist in resolving inquiries and ensure accurate data handling for members and staff.

The role requires strong customer service, communication, and problem-solving skills, with strict confidentiality and adherence to policies. This is a full-time on-site position with opportunities to grow within the Credit Card team.

Formación

• High school diploma or equivalent with at least two years of customer service experience.
• Ability to use all programs and systems used for this job.
• Demonstrated sound judgement and discretion with confidentiality.
• Excellent verbal and written communication, problem solving, and organizational skills.
• Understand and follow company policies, procedures, and applicable laws.

Responsabilidades

• Prepare and establish new credit card accounts for underwriting.
• Set up and verify new credit card accounts and process card orders.
• Handle balance transfers, travel alerts, and credit line increases.
• Respond to credit card related questions from members and employees.
• Resolve inquiries submitted through the ticketing system.

Conocimientos

Customer service experience

Verbal and written communication

Problem solving

Discretion and confidentiality

Organizational skills

Independent work ability

Educación

High school diploma or equivalent

Descripción del empleo

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

• 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.
• Must have experience or ability to gain proficiency in all programs and systems used for this job.
• Demonstrated ability to use sound judgement and discretion in various situations while maintaining a high degree of confidentiality.
• Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
• 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

• 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 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.

EEO/Veterans/Disabled