Card Services Representative

In 1908, State Bank of Cross Plains opened our doors with one goal in mind: to make our vision of helping others achieve their dreams a reality. Since we believe that anything is possible with the right people by your side, we aim to be a knowledgeable financial partner who helps the Dane County community and surrounding area accomplish their goals—and then set new ones. With our unique community bank culture, competitive wages and benefits and opportunities for growth, we offer our employees the ability to make a difference for our customers in helping them reach their financial dreams.

We are seeking an energetic and self-motivated professional to join our corporate office in Cross Plains as a Card Services Representative! This position represents our VISA card services department and ensures that all customer expectations are met. This includes providing high quality customer service as well as promoting other bank products and services that will meet our customers’ needs. In addition, this position will be responsible for accurately and efficiently completing daily operational tasks.

• Handle external and internal customer inquiries. This includes providing assistance, answering questions, problem solving, researching and resolving issues that come up all while maintaining positive relationships with all who seek guidance.
• Respond promptly to merchant inquires. This includes providing assistance to our merchant partners by answering questions, problem solving, researching and resolving issues that come up.
• Provide technical expertise for customer’s using digital wallet, instant issue, CardValet, OAM, and UChoose.
• Balance Settlement Reports and Daily Activity Journal daily. Review other internal department reports (i.e. bill day reports, occurrence reports, etc.) on a daily basis.
• Prepare general ledger entries for settlement, adjustment, corrections, etc.
• Set up and/or verify new account data for ATM, debit and credit cards.
• Perform file maintenance changes to card accounts.
• Balance terminal totals for each ATM we own to transaction totals processed by office and maintain history file of ATM transaction by terminal
• Balance ITM G/L daily and process totals on TMS.
• Assist Personal Bankers with Instant Issue card orders as needed.Monitor and distribute Instant Issue card stock to SBCP locations as needed.
• Review suspect transaction reports and contact customers as needed to confirm customer card transaction activity. Follow fraud procedures as needed in order to keep customers secured.

Ideal candidates will be relationship focused with the drive for success. In addition, successful candidates must also possess:

• High School Diploma or equivalent
• One to two years of office/general clerical experience and/or previous call center/phone experience or customer services experience
• Excellent interpersonal and communication skills including verbal/written communication and listening skills.
• Demonstrated problem solving skills with the ability to make good decisions
• Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment.
• Basic math competency with the understanding of general accounting practices.

This position is a full time position with hours of 8am – 5pm Monday-Friday. 

The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us.