Bookkeeping-Debit Card Rep

Description GENERAL DESCRIPTION The Debit Card Representative is directly responsible for being the primary point of contact for providing telephone customer service support/assistance to the bookkeeping function regarding customer account related inquiries. In addition, this position administratively assists the Bank Card Operations & Fraud Specialist with debit card fraud duties.

This position reports directly to the Cashier. DUTIES & RESPONSIBILITIES Performs as the primary point of contact for incoming calls directed to the bookkeeping department Assists customers over the telephone with routine account-related requests; researches and resolves account service inquiries/issues; and responds to client inquiries promptly, effectively, and professionally, with a positive attitude Assist with debit card inquiries and fraud cases, including review of fraud claims to determine if transaction was actually fraudulent Utilizes marketing techniques to build relationships by actively cross selling and marketing new and existing products and services to current and potential customers Performs Cash Management daily file submission and verification callbacks Assists with stuffing of statements & notices Performs other duties as assigned Requirements EDUCATION &/OR WORK EXPERIENCE REQUIREMENTS A minimum of 3 years’ experience in banking – ex: bookkeeping, data entry, help desk, and/or operations functions MENTAL & PHYSICAL REQUIREMENTS Ability to sit/stand/kneel/bend/for extended periods of time.

Developed interpersonal skills, ability to work under high pressure while remaining composed. Strong communication skills – both oral and written, with attention to detail, is critical. Organization, prioritization, and time management skills are needed. COMPETENCIES Jack Henry 20/20 Experience, Silverlake, proficiency in MS Office, problem solving/reasoning/analysis, familiarity with bookkeeping and banking, and a thorough knowledge of policies, procedures, & regulatory pertaining to debit & credit cards, proficiency in rules & regulations regarding Bank Secrecy Act, USA Patriot Act, & OFAC.