Together Credit Union

Compensation

Full Description

Job Title: Card Portfolio and Project Coordinator Reports To: Manager, Card Services Positions Supervised: N/A FLSA Status: Non-Exempt Job Summary The Portfolio and Project Coordinator will represent the company by providing members and business clients with merchant/credit card services which meet their needs and provide a profitable return. Perform necessary maintenance and/or functions to establish and maintain credit, debit, ATM and Online Bill Pay accounts and services and assist the Card Services Manager in controlling and monitoring the credit and debit card portfolios. Responsible for accounting entries of products as needed. Explain and promote all customer products and services. This is a Hybrid/St. Louis position Job Responsibilities The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities, duties, and skills. Team members may be directed to perform job-related tasks others than those specifically stated in this description. • Assists the Card Services Manager with projects related to the department, coordination of new technologies with applicable internal departments and researching escalated issues for resolution. • Monitors incoming reports and performs file maintenance to ensure accuracy of card portfolio data including posting cash back rebates, limit changes, unposted non-monetary changes, rejected instant issue and mailed cards, unposted payments and/or adjustments. • Monitors department performance including opportunity queues, emails, incoming call volume to ensure accurate and timely response times and helps recommend ways for the department to improve on service to both internal and external members. • Administers the control of user profiles for the debit/credit card system as well as other programs administered by the Card Services Department. • Assists with cards training materials and acts as a liaison between the branches (Retail Operations) for training needs and knowledge gaps. • Creates department monthly, quarterly, and annual reports for management as needed. • Assists Card Services Manager as needed with product and department audits. Responsible for keeping department procedures up-to-date. • Subject matter expertise in core applications and enhancements related to cards • Provides backup support to internal partners in processing reports, assisting with cardholder inquiries, and completing tasks as assigned and/or needed. • Monitors plastic stock and insert levels and is responsible for placing orders when low thresholds are met. • Promotes a positive relationship between the members (internal and external) and the Credit Union and understands that service delivery to members is the number one priority of the Credit Union. • Regular and consistent attendance is required. Required Qualifications An equivalent combination of education, training, and experience will be considered. • 2 years of similar or related experience in a banking environment • A high school degree or equivalent • Strong understanding of debit card and credit card products and functionalities is required Preferred Qualifications • 3 - 5 years of similar or related experience in a banking environment Knowledge, Skills, and Abilities (KSA's) A representation of the knowledge, skills, and abilities necessary to perform this job competently. • Ability to manage multiple tasks in a fast-paced, deadline-driven environment. • Strong written and interpersonal skills. • Effective organizational skills and attention to detail. • Analytical and problem-solving skills. • Proficiency in Microsoft Office Suite (especially Excel, PowerPoint, and Teams). • Courtesy and tact are essential elements of the job. Work involves personal contact with others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussion Work Environment Environmental or atmospheric conditions commonly associated with the performance of this job's functions. • Hybrid remote and in-office setting based on business needs. Physical Abilities The physical demands described below are representative of those that must be met by an employee to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Ability to work at a computer in a stationary manner up to 8 hours daily. Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal, state, and local laws and provides equal employment opportunities without regard to race, color, religion, gender, age, sexual orientation, gender identity or expression, national origin, military or veteran status, disability (including pregnancy), genetic information, or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free work environment.