Coastline Federal Credit Union
Jacksonville, Florida
Card Disputes & Discrepancies Rep At Coastline, we embody the mindset of "people helping people." Every day, we strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as a Card Disputes & Discrepancies Representative. We foster a work environment where Excellence, Fun, Unity, and Respect come together. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable. Your responsibilities as a Card Disputes & Discrepancies Representative: Manage credit/debit card disputes & discrepancies, ensuring all issues are resolved efficiently and accurately. Review member-submitted disputes, assess liability (including an understanding of Regulation E), and input details into applicable systems. Analyze and correct card reports when they are out of balance, escalating issues to PSCU or other applicable systems as necessary. Balance accounts with an understanding of general ledger basics, which includes managing debits and credits. Utilize Excel proficiently for data management and analysis. Work independently & collaboratively to manage tasks and shifting priorities throughout the day. Communicate effectively with members to gather necessary information when investigating issues. What You Bring: Experience: A high school diploma or equivalent is required, one (1) year of experience in credit/debit card disputes/discrepancies, balancing accounts & general ledger functions, preferably in a financial institution. Passion for Service: Support our credit union's mission, vision, and values with your dedication to delivering exceptional service to our members. Analytical Skills: Demonstrate strong critical thinking and decision-making abilities, with a keen eye for detail and the ability to identify trends and discrepancies. Why Coastline? Purpose-driven Culture: Be part of a team that believes in the power of community and making a difference in the lives of our members. Career Growth: We're committed to your professional development and provide opportunities for advancement. Comprehensive Benefits: Enjoy a range of benefits including Medical, Dental, and Vision Insurance, Paid Time Off, 401k with Company Match, paid holidays (13), and exclusive discounts on entertainment, theme parks & more. The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision, and abide by our core values. Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws . PI6c3a4b791f62-6214
Card Disputes & Discrepancies Rep At Coastline, we embody the mindset of "people helping people." Every day, we strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as a Card Disputes & Discrepancies Representative. We foster a work environment where Excellence, Fun, Unity, and Respect come together. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable. Your responsibilities as a Card Disputes & Discrepancies Representative: Manage credit/debit card disputes & discrepancies, ensuring all issues are resolved efficiently and accurately. Review member-submitted disputes, assess liability (including an understanding of Regulation E), and input details into applicable systems. Analyze and correct card reports when they are out of balance, escalating issues to PSCU or other applicable systems as necessary. Balance accounts with an understanding of general ledger basics, which includes managing debits and credits. Utilize Excel proficiently for data management and analysis. Work independently & collaboratively to manage tasks and shifting priorities throughout the day. Communicate effectively with members to gather necessary information when investigating issues. What You Bring: Experience: A high school diploma or equivalent is required, one (1) year of experience in credit/debit card disputes/discrepancies, balancing accounts & general ledger functions, preferably in a financial institution. Passion for Service: Support our credit union's mission, vision, and values with your dedication to delivering exceptional service to our members. Analytical Skills: Demonstrate strong critical thinking and decision-making abilities, with a keen eye for detail and the ability to identify trends and discrepancies. Why Coastline? Purpose-driven Culture: Be part of a team that believes in the power of community and making a difference in the lives of our members. Career Growth: We're committed to your professional development and provide opportunities for advancement. Comprehensive Benefits: Enjoy a range of benefits including Medical, Dental, and Vision Insurance, Paid Time Off, 401k with Company Match, paid holidays (13), and exclusive discounts on entertainment, theme parks & more. The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision, and abide by our core values. Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws . PI6c3a4b791f62-6214
Coastline Federal Credit Union
Jacksonville, Florida
Call Center Agent This is an on-site position At Coastline, we embody the mindset of "people helping people." Every day, we strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as a Call Center Agent. We foster a work environment where Excellence, Fun, Unity, and Respect come together. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable. Essential Duties include: Deliver exceptional service through phone, chat, video, and co-browsing, assisting members with account inquiries, transactions, and digital banking support Guide and educate members on self-service tools and digital platforms to enhance their online experience Identify member needs and recommend tailored financial solutions, including loans, deposit products, and credit cards Cross-sell products aligned with member goals and organizational priorities Ensure accurate, compliant processing of all transactions and requests (e.g. BSA, OFAC, CIP) Stay informed on industry trends and contribute to innovation in service delivery Actively engage in virtual team initiatives and continuous improvement efforts Uphold compliance with all regulatory standards while promoting our core values: excellence, fun, respect, and unity Required skills: Proficiency in PC skills and Microsoft office applications, digital communication tools, including chat, video, and screen-sharing technologies is essential. The ability to navigate between multiple applications simultaneously in a fast-paced virtual environment Maintain strong productivity, accuracy, and adherence to quality standards in a metrics-driven digital service environment Education and Experience: At least one year experience in customer service or sales in a call center environment required; experience in financial services is preferred. High school diploma or equivalency required. Some of our Benefits include: Medical, Dental and Vision Insurance Paid Time Off Paid Holidays (13) 401k & Company Match Life Insurance, Short-Term and Long-Term Disability Insurance Incentive Plan Discount savings on movie tickets, theme parks and more The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision and abide by our core values. Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws . PI70ad1980e9d5-1037
Call Center Agent This is an on-site position At Coastline, we embody the mindset of "people helping people." Every day, we strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as a Call Center Agent. We foster a work environment where Excellence, Fun, Unity, and Respect come together. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable. Essential Duties include: Deliver exceptional service through phone, chat, video, and co-browsing, assisting members with account inquiries, transactions, and digital banking support Guide and educate members on self-service tools and digital platforms to enhance their online experience Identify member needs and recommend tailored financial solutions, including loans, deposit products, and credit cards Cross-sell products aligned with member goals and organizational priorities Ensure accurate, compliant processing of all transactions and requests (e.g. BSA, OFAC, CIP) Stay informed on industry trends and contribute to innovation in service delivery Actively engage in virtual team initiatives and continuous improvement efforts Uphold compliance with all regulatory standards while promoting our core values: excellence, fun, respect, and unity Required skills: Proficiency in PC skills and Microsoft office applications, digital communication tools, including chat, video, and screen-sharing technologies is essential. The ability to navigate between multiple applications simultaneously in a fast-paced virtual environment Maintain strong productivity, accuracy, and adherence to quality standards in a metrics-driven digital service environment Education and Experience: At least one year experience in customer service or sales in a call center environment required; experience in financial services is preferred. High school diploma or equivalency required. Some of our Benefits include: Medical, Dental and Vision Insurance Paid Time Off Paid Holidays (13) 401k & Company Match Life Insurance, Short-Term and Long-Term Disability Insurance Incentive Plan Discount savings on movie tickets, theme parks and more The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision and abide by our core values. Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws . PI70ad1980e9d5-1037