Card Services Representative
About The Position
Waukesha State Bank is looking for a customer-focused and detail-oriented Card Services Specialist to join our team. In this role, you'll provide over-the-phone support to both internal and external customers, assisting with debit card applications, account maintenance, and transaction inquiries. You'll play an important role in reviewing instant issue documents, evaluating new card requests, balancing general ledger and ATM/Mastercard reports, and completing daily and monthly reporting tasks to ensure accuracy and efficiency. This position also provides the opportunity to protect our customers by monitoring for potentially fraudulent activity, contacting cardholders as needed, and assisting with disputes or fraud concerns while following regulatory requirements like Reg E. You'll help resolve errors with transactions, review customer limits for large-dollar purchases, and use internal controls to safeguard accounts. If you enjoy problem-solving, supporting customers, and working with precision in a fast-paced environment, this role offers a chance to make a real impact. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen. EOE Disability/Vet
Requirements
- Customer-focused
- Detail-oriented
- Problem-solving skills
- Precision in a fast-paced environment
Responsibilities
- Provide over-the-phone support to both internal and external customers
- Assist with debit card applications, account maintenance, and transaction inquiries
- Review instant issue documents
- Evaluate new card requests
- Balance general ledger and ATM/Mastercard reports
- Complete daily and monthly reporting tasks
- Monitor for potentially fraudulent activity
- Contact cardholders as needed
- Assist with disputes or fraud concerns while following regulatory requirements like Reg E
- Resolve errors with transactions
- Review customer limits for large-dollar purchases
- Use internal controls to safeguard accounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
