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Essential Duties and Responsibilities:
*Ensures credit card applications, limit increases and decreases, name/address changes and anything associated with changes to a member's credit card is completed accurately and in a timely manner.
*Responsible for supporting various card services campaigns to increase use and attract new Membership.
*Monitors daily card file transmissions to ensure all processes are functional and potential issues are identified in a timely manner.
*Responsible for the daily review and balancing of checks deposited into TDECU ATMs, while working to proactively identify and communicate potential fraud to the Security team.
*Performs timely research, balancing and corrections in alignment with the general ledger or operational processes.
*Performs various routine clerical duties including copying, balancing accounts, verifying information, preparing routine reports, preparing and mailing correspondence, faxing.
*Provide support and administration of the Debit Card Instant Issue application - including (but not limited to); ordering supplies/card stock for Branch's, administration of users/devices and providing reports as requested/required.
*Supports processes related to card reissues, ATM/Debit Card disputes and compromised cards.
*Professionally responds to telephone, email and help ticket inquiries from members and employees, ensuring timely resolution to any issues or concerns regarding card products - including Debit, Credit and ATM Cards - as well as ATM services.
*Maintains the Credit Union's tradition of excellence by taking ownership of member issues, being accountable, seeking solutions first, and providing accurate processing and dissemination of information.
*Contributes to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by adhering to TDECU service standards within all interactions.
*Collaborate with the area Knowledge and Process Improvement Analyst and Process Improvement Manager to support any organizational and department projects as needed, including but not limited to; mergers, system testing or changes, new product rollout or updates, and operational process improvements.
*Consistently engages in opportunities to expand knowledge and skillset by maintaining a thorough working knowledge of applicable credit and debit card products, procedures and regulations.
*Actively engages in opportunities to contribute ideas for new products and services, or improvements to current processes with a focus on creating efficient and cost effective workflows that will provide the best Member experience.
*Act as role model by assisting with team questions, being a positive influence and advocating TDECU service standards.
*Work effectively with vendors for purchase orders, invoices, and coordination of service requests/needs - with support of Project Analyst as needed.
*Monitors expenses and report monthly on any budget variances - with support of Project Analyst as needed.
*Responsible for providing analytics and ad hoc reports on operational processes on a regularly scheduled basis or as requested by management or Sr. leadership
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TDECU
Mar 31, 2026