Trust Clerk jobs in Oregon

Summary

This position is responsible for delivering quality service to customers seeking a bankcard from Pioneer Trust Bank by performing the following duties. 

We are proud to offer a competitive salary and compensation package that includes Medical, Dental and Vision Insurance, 401(k), Life and Long-Term Disability Insurance, Profit Sharing, Health & Dependent Care Reimbursement Accounts, Employee Assistance & Wellness Program, Vacation & Sick Leave, up to 11 Paid Holidays, Tuition Reimbursement, and Banking Privileges.

Essential Duties

1. Handles the day-to-day operations of the Bank’s Credit Card Program and the Bank’s Merchant Bankcard Program.

2. Provides customer service to potential and current customers of the Bank.

3. Assists as backup for the Bank’s ATM/Debit Card Program.

Job Duties

Day-to Day Operations of Credit Card Program

• Prints and reviews daily settlement reports.
• Balances settlement accounts.
• Processes settlement transactions.
• Reviews fraud notifications (Falcon), daily/monthly reports for suspect activity, and past-due accounts.
• Assists as back-up for charge-off losses and reporting to Independent Community Bankers Association         Fraud Loss program.
• Accepts new Credit Card account applications and assists in the application process.
• Assists in working up applications (pull bank account information, credit reports).
• Assists in approving applications and credit limits.
• Assists in account set-up on FIS.
• Performs new account call-back for co-workers.
• Performs account maintenance including updates to customer addresses, credit limit changes,                  cardholder changes, card reorders, obituary reviews, notes maintenance, etc.
• Fields phone calls, emails and in-person customer inquiries and requests for the Banks Credit Card             Program and ATM/Credit Card Program.
• Refers customers to the proper FIS Global desk, if appropriate (fraud, disputes, etc).
• Assists as back-up for posting payments.
• Assists in daily compliance Visa and regulatory issues.
• Meets with prospective Merchants for product review and submits requests for pricing quote.
• Assists and accepts new Merchant account applications and submits applications to BASYS for approval.
• Submits address and account changes to BASYS.
• Assists with Department Product Deployment and Special Projects.

Day-to-day Operations of Merchant Bankcard Program

• Meets with prospective Merchants for product review and submits requests for pricing quote.
• Assists and accepts new Merchant account applications and submits applications to BASYS for approval.
• Submits address and account changes to BASYS.
• Assists with Department Product Deployment and Special Projects.

Back up Day-to-Day Operations of the ATM/Debit Card Program

• Prints and reviews daily settlement reports.
• Balances settlement account and processes settlement transactions.
• Monitors fraud/loss, primarily EnFact case.
• Handles customer dispute resolution and Regulation E-reporting.
• Initiates, monitors, and settles chargebacks.
• Processes new Debit card account applications, approvals, and account set-up.
• Performs new account call-back for co-workers.
• Processes account maintenance, including address changes and closed accounts.
• Performs account maintenance call-back for co-workers.
• Reviews obituary.
• Other duties as assigned.
• Maintains punctual, regular, and predictable attendance.
• Respectfully takes direction from Supervisor.

Physical Requirements:

• Ability to sit/stand at a computer monitor for extended periods of time
• Ability to perform repetitive finger, hand and arm movements
• Ability to lift up to 20 lbs.
• Ability to reach, squat, bend and manually manipulate standard office equipment
• Ability to clearly speak, hear, see, and communicate with customers and co-workers of all levels

Education and Experience

High school diploma or GED with one to three years related experience and/or training or equivalent combination of education and experience working in financial institution or bankcard processing.

Disclaimer:

Pioneer Trust Bank, N.A. is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce.  Qualified applicant will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability.  All offers are contingent upon the candidate successfully passing a credit check, criminal background, and pre-employment drug screening, which includes screening for marijuana.  Pioneer Trust Bank, N.A. is a federally regulated banking institution.  At the federal level, marijuana is an illegal Schedule I drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.