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Card Services Rep II

As one of the leading credit unions in California, we are looking to continue our growth and leadership in member service. We have an open position for a Card Services Rep II and we are looking for a strong team player to join the company and provide optimum member service. You will answer card services inquiries such as: current balance, statement information, dispute inquiries, payment information, available credit, annual fee, late and finance charge inquiries, and other such requests. In this role, you will set up new accounts (debit and credit cards), distribute 3rd party daily reports and process 3rd party Closed Accounts report. You will also be processing the Lost/Stolen report for ATM, debit and credit cards.





  • Respond to both internal and external members inquires in a timely manner.
  • Knows and uses well the fundamental concepts, practices and procedures of card servicing.
  • Provide back up for any card servicing function.
  • Provide training to others in the department
  • Operates with considerable latitude for un-reviewed action or decision
  • Able to lead projects and delegate assignments and responsibilities
  • Able to motivate and lead the card services team to accomplish business results
  • Able to develop and implement operational improvements


  • Can sell insurance products, E-Banking, automatic drafting of payments.
  • Knows credit union products and services
  • Able to cross-sell credit union products and services


  • Recommend changes to increase efficiencies
  • Knows critical deadlines of the card servicing area


  • Consistently able to produce high quality and quantity of tasks
  • Able to recognize errors and implement corrections
  • Able to reason though processes
  • Comprehensive knowledge of all loan-servicing functions



  • Ability to train, develop and mentor others.
  • Demonstrate positive role modeling and leadership


Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

Comprehensive understanding of Federal Regulations E, J, CC, D and Z


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