Credit Card Operations Clerk, Sr. jobs in Medford, OR

Description

Pacific Crest Federal Credit Union is hiring for a Card Specialist at our Washburn branch located in Klamath Falls, OR. 

As a member of the Transaction Services Team, the Card Specialist will perform card specialist functions and deliver direct member service.  Provide support as a Card Disputes Subject Matter Expert by listening, thinking, and taking action to meet needs and provide solutions for internal and external members. Fulfill Pacific Crest’s mission of providing our members and communities with the opportunity to prosper; both by directly assisting members and fellow team members with account and card dispute services support.

Who We Are...

At Pacific Crest, we believe in the kind of service that comes only through a local institution, where every person we serve is a member — not a number. Our staff have roots here in the Klamath Basin and beyond.  We care about the people we work with, both as members of our credit union, and as members of our community.

We listen with purpose.  We bring creativity to challenges. We demonstrate integrity.  We deliver a structure of financial products and services that goes beyond fulfilling basic banking needs by helping our members explore the scope of what is possible.

Essential Job Functions:

• Process, post, and reconcile daily card posting files.
• Process internal ATM claims and general ledger reconciliations.
• Process daily internal and external card dispute related postings and general ledger reconciliations.  
• Maintain understanding of card related insurance requirements and perform monthly claim process to minimize credit union loss.
• Complete daily and monthly required reporting.
• Act as second tier support for staff to research card dispute related issues.
• Ensure card related procedures are accurate and up to date.
• Track and oversee card related fraud claims.  Work with Fraud Mitigation Specialist to review trends and develop protocols to respond to evolving fraud trends.
•  Provide second tier support for staff on account/transaction related issues.
•  Support fellow team members, ensuring the department’s purpose and responsibilities are fulfilled.

Qualifications

Education and Experience:

• 1-2 years of financial services or related experience preferred.
• Basic working knowledge of Word and Excel.
• 1-2 years of exceptional customer service experience preferred.

Knowledge, Skills and Abilities:

• Strong analytical, decision making and complex problem-solving skills.
• Strong written and verbal communication skills.
• Excellent technical skills.
• Self-motivated to learn and grow within the position.
• Proven attention to detail.

Physical Considerations:

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
• Ability to lift and/or carry up to 25 pounds.
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required.
• Sitting – 80%; standing and walking - 20%.
• Hearing, visual, and verbal ability required.

Pacific Crest Federal Credit Union is an Equal Opportunity Employer.