Bankcard Operations Assistant

4 weeks ago

Rancho Cucamonga, United States Citizens Business Bank Full time

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Summary

The Bankcard Operations Assistant is responsible for providing sales support and pricing analysis to the Centers for existing and prospective merchants, opening and maintaining new accounts, identifying sales opportunities, and assisting management to ensure retention of existing relationships and growth of new relationships.

Essential Duties & Responsibilities

  • Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  • Opens new Merchant Bankcard Accounts and maintains existing accounts according to the established policies and procedures of the department.
  • Provides sales support and pricing analysis to the Centers for existing and prospective merchants.
  • Consults with existing and potential merchants to identify products that will meet their bankcard needs.
  • Ensures proper documentation requirements are met for accounts maintained by the department.
  • Assists with the management of the department sales and service efforts to ensure retention of existing relationships and growth of new relationships.
  • Telemarket existing and potential merchants for additional sales opportunities.
  • Pursues the appropriate follow-up for existing and potential relationships.
  • Demonstrates a thorough working knowledge of Bank's established policies and procedures.
  • Commitment to teamwork and a focus on delivering Extra Dimension Service Plus (EDS+).
  • Technical Support to Merchant Customers
  • Transaction Research and Analysis
  • Analysis of Exception Transactions, working with Customer and Bankcard Operations Manager to evaluate exposure to the bank
  • Provide, present and promote The Citizens Experience to all external and internal customers.
  • Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

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.

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have excellent computer skills with a working knowledge of Word, Excel, Navigator and Access software.

Other Skills and Abilities

Excellent verbal and written customer service skills.

Certificates, Licenses, Registrations

Current driver's license.

Other Qualifications

Must be able to travel 10% of the time.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Salary Range:$20.00 To $24.08 Hourly

40 hours per week.

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