Description
POSITION SUMMARY
The SettleMINT Account Executive is a product expert for plastics (credit cards, debit cards and ATM cards) and bill pay related processes. They are a liaison between the credit unions, the vendors (switches, networks and group providers), CU*Answers' programming staff and CU*Answers' client service department using their expertise to coordinate the many details required to manage EFT and bill pay projects such as conversions and platform changes.
ESSENTIAL JOB FUNCTIONS
Attend all meetings related to EFT and bill pay projects including vendor conference calls, internal team meetings, and conversion and training meetings.
Develop and maintain project lists to track outstanding and upcoming EFT and bill pay related projects. This documentation should be available through the intranet for all staff to view.
Be a product expert for client service questions and problem resolution. Assist with research and tracking problems, engaging programmer support when needed.
Work directly with credit union staff regarding EFT and bill pay projects --- primarily conversions or platform changes.
Review Support Specialist incidents for high resolution time and provide input for a solution.
Monitor EFT and Bill Pay mailboxes and ensure client requests are processed in order to provide quality client service.
Keep documentation up to date, author new documents when needed and maintain content for SettleMINT Team intranet page.
Assist with testing and verification of programming changes as it relates to EFT and bill pay projects.
Prepare and submit information to the team lead for the CU*Answers board reports. Determine pertinent information regarding EFT and bill pay projects.
All other duties as assigned by Management.
JOB QUALIFICATIONS
Experience and comfort working with computer software; ability to learn and explore new software independently. Experience with the CU*Answers CU*BASE system preferred.
Experience with working effectively with technical personnel, including programming, systems, client services and quality control.
Two to four years practical, hands- on experience required.
Familiarity with financial institution operations, regulation and procedures, accounting and balancing functions preferred.
Excellent verbal and written communications skills.
Thoroughness, excellent attention to detail, and good problem solving skills.
Ability to work independently and initiate several projects at once with minimal supervision.
Ability to use discretion when dealing with sensitive or confidential data.
CU*Answers is an Equal Employment Opportunity employer that supports the unique perspectives and experiences from all employees and supports a collaborative community spirit. All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any status or condition protected by appliable federal, state or local laws.
CU*Answers maintains a strong policy of equal employment opportunities for all employees and applicants for employment. We strive to be consistent in hiring, training, promoting, and compensating employees on the basis of personal competence and potential for advancement without regard for race, color, religion, sex, national origin, age, sexual orientation, transgendered status, marital status, pregnancy, disability, citizenship, genetic information, veteran or military status, height, weight, as well as other classifications protected by applicable federal, state and local laws. Our equal employment opportunity philosophy applies to all aspects of employment with CU*Answers, including recruiting, hiring, training, assignment, transfer, promotion, job benefits, pay, demotion, dismissal, and educational assistance.