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Card Services Expert Analyst

Position Summary

The primary responsibility of the Card Services Analyst is cardholder services including internal credit union support, credit management, relationship management with cardholders, vendors, risk and fraud management.

General Job Responsibilities

  • Completing daily tasks which could including any of the following:

      • Regular Emails.

      • Regular Phone Calls.

      • Data Load.

      • ACH & Wires Payments.

      • Airline Refunds.

      • Visa Waiver Insurance Form.

      • Suspect Audit.

      • Triage Back Up.

      • Credit Limit Increase.

      • Account Change Request.

      • Credit Card Declines.

      • Card Terminations.

      • Pcard Audit Doc Submission Notification.

      • Pcard Audit scope definition.

      • Pcard Audit work load distribution.

      • Pcard WorkOn Creation distribution.

      • WorkOn creation.

      • Pcard documentation Audit.

  • Work in a team environment, which involves collaboration and use of team-based methods and tools.

  • Participate in at least 2 CIP processes and propose innovation ideas within AP-Area.

  • Support migration process.

  • Identify issues on a timely manner and provide visibility to the management team when something is going to affect negatively the operation.

  • Follow up for a daily application and discrepancy management.

  • Participate to status meetings, both internally and with clients.

  • Attend and/or contribute on trainings (internal).

  • Perform other functions related to the position.

Requirements & Skills:

  • Advanced student in accounting or a related field (Accounting, Business Administration, Economics)

  • Strong computer skills including MS Office (Excel) and Adobe Reader.

  • Experience with ERP Systems (Oracle, JD Edwards, SAP, etc.)

  • Minimum of 2-3 years in accounts payable role, or accounting experience. Experience in a business service center preferred.

  • English level: B2

Competences:

Entrepreneurial Competence

Result Orientation

  • Understand his/her tasks and project delivery dates.

  • Takes responsibility of targets with energy, drive and need to finish.

  • Firmly follows goals and is not discouraged by resistance or setbacks.

  • May be a detail oriented and organized person.

  • Ability to capture information in a clear, concise manner and can adapt information for various audience.

Leadership Competence

Leading My Self

  • Learn about his/her personal strengths and applies them skillfully.

  • Reflects on his/her weaknesses and works on reducing them.

  • Constructively questions himself/herself, even in periods of success (to improve).

  • Looks out for opportunities of new learning experiences.

  • The associate deals with different situations that require more analysis to define further actions.

Interpersonal Competence

Cooperation

  • Appropriately addresses emotional topics or disputes.

  • Provides ideas for the search of possible action plans.

  • Help and support the team in daily task.

  • Be able to provide guidance and help when requested.

Communication

  • Listens actively in order to understand instructions and tasks to develop.

  • Demonstrates effective active listening skills (asking questions, paraphrasing).

  • Express clearly ideas and opinions both through oral and written communication

  • Is effective in a variety of communicational settings: one-to-one, peers and superiors (asking questions and proposing ideas) Is open to criticism and acts upon it.

  • Convincingly present ideas and concepts to different targets audiences.

Professional Competence

Depth of Knowledge

  • Strong knowledge of current process performing.

  • Demonstrated analytical and problem solving skills for typical issues or tasks.

  • Be a referent of best practices.

 

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Created by Alex Volkov