Card Services Associate

This is an exciting opportunity to join our high growth payments and card team; but first, here is a little bit about Elements Financial:

WE MAKE MONDAYS MORE ENJOYABLE.

There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.

Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success . The Card Services Associate provides entry-level, task-oriented support for the Cards & Payments team. This position assists the team by completing routine card and payment activities accurately and on time, supporting front-line staff and members, and helping keep the department's day-to-day operations running smoothly.

You will learn how to be the expert to best serve our members:

• Support front-line staff with basic credit and debit cardholder questions and route more complex issues to a Specialist.
• Speak with members to answer routine inquiries and provide status updates on card requests.
• Assist with posting daily transaction exceptions and other routine operational tasks.
• Provide administrative support to Card Services Specialists in their work with third-party card vendors.
• Help document procedural changes and keep reference materials current.

You will make a difference as you live out our purpose:

• Deliver quality member service on every routine interaction.
• Complete assigned tasks accurately and on time to support the member and employee experience.
• Offer suggestions and feedback to help improve card services processes.

You will help grow the business:

• Assist with fraud and risk administrative tasks (CAMS, CUNA claims, documentation and follow-up) under the direction of a Specialist.
• Monitor and work assigned Salesforce cases and departmental work queues, escalating complex issues to a Specialist.
• Assist with maintaining and distributing routine Card Services reports.
• Securely store and manage returned card inventory.
• Assist Specialists with quality assurance reviews of card applications.
• Support special projects (implementation and testing) as new card products and services are introduced.

You will continue to grow professionally:

• Continue to develop knowledge of card services, payments operations, and industry practices.
• Participate in appropriate learning opportunities to build expertise and grow toward a Specialist role.

Minimum Requirements:

• High school diploma or equivalent required.
• One or more years of financial institution, card services, or administrative/customer service experience preferred.
• Experience with Microsoft Office and Salesforce (or similar case management systems) preferred.
• Strong organizational, administrative, and follow-up skills with attention to detail.
• Strong collaboration and communication skills.
• Ability to leverage skills, knowledge, and experience to invest in our community.
• Ability to foster an inclusive environment that promotes belonging.
• A focus on respect and excellent service to both external and internal (team) members.
• A proven track record of integrity with a demonstrated ability to build trust.

Additional bonus compensation is earned.