Posted 3mo ago

Card Services - Card Services Specialist

@ Metro Credit Union
Chelsea, Massachusetts, United States
$52k-$71k/yrHybridFull Time
Responsibilities:Be Expert, Support processing, Investigate disputes
Requirements Summary:Minimum 2 years banking/card ops; high school diploma; experience with debit/credit card systems; strong regulatory knowledge.
Technical Tools Mentioned:COCC Insight, Fiserv Card Services processing, dispute processing systems, card processing platforms
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Job Description

Company Overview:

 

Metro Credit Union is the largest state-chartered credit union in Massachusetts, with $3.2 billion in assets. Metro provides a full range of financial products to more than 200,000 members in Barnstable, Bristol, Essex, Franklin, Hampden, Hampshire, Middlesex, Norfolk, Plymouth, Suffolk, and Worcester counties in Massachusetts, and Cheshire, Hillsborough, Merrimack, Rockingham, and Strafford counties in New Hampshire. Metro is the credit union of choice for employees at over 1,200 companies through its Metro@work program.

 

Founded in 1926, Metro currently operates branch offices in Boston, Burlington, Chelsea, Dorchester, Framingham, Lawrence, Lynn, Medford, Melrose, Newton, Peabody, Reading, Salem, Tewksbury, and West Roxbury. Metro is also a Juntos Avanzamos (“Together We Advance”) designated credit union, an honor given to financial institutions for their commitment to serving and empowering Hispanic and immigrant consumers. Metro was recently named among the most charitable companies in Massachusetts by the Boston Business Journal; voted Top Credit Union in Banker & Tradesman’s Best of 2025 awards; and recognized as one of America’s Best Regional Banks and Credit Unions in 2025 by Newsweek. Learn more at MetroCU.org.

 
Position Summary: 
The Card Services Specialist plays a critical role in delivering a seamless, accurate, and secure experience for members across all credit, debit, and ATM/ITM operations. This position serves as a trusted problem-solver, process expert, and key partner to both members and internal teams. The ideal candidate thrives in a fast-paced environment, demonstrates strong investigative skills, and is committed to exceptional service. Responsibilities include operational processing, card dispute management, regulatory compliance, system troubleshooting, fraud monitoring, and ongoing collaboration across the organization. 

What You’ll Do:

Be the Go-To Expert

  • Act as a subject matter expert for branch teams and internal partners needing assistance with card, terminal, and transaction-related inquiries.
  • Provide clear, timely, and accurate support for escalated member and employee issues.
  • Support troubleshooting for plastics, terminals, phone queue escalations, and member outreach needs. 

Card Operations & Daily Processing

  • Review and process daily and monthly card operations reports including card issuance, unposted transactions, returned plastics, returned credit card payments, address changes, regulatory compliance items, and other processor reports.
  • Perform daily ATM settlement balancing and submit reconciled reports and adjustments to Accounting.
  • Monitor ATM/ITM deposits for red flags or suspicious activity and collaborate promptly with the Fraud team.
  • Process and execute required tasks to support debit/credit card lifecycle management.
  • Investigate & Resolve Member Issues & Disputes
  • Work directly with the card processor to initiate, research, troubleshoot, and resolve card and ATM transaction disputes. 
  • Open and manage cases with the card processor, ensuring accurate updates and system corrections. 
  • Ensure compliance with Card Act, Visa regulations, Reg E, Reg Z, and internal policies.
  • Complete all components of the dispute workflow, including: 
    • Interview and intake 
    • Transaction research 
    • Chargeback processing 
    • Merchant responses 
    • Applicable monetary credit posting 
    • Member communication 
    • Troubleshooting and documentation 

Cross-Functional Communication & Workflow Management 

  • Monitor and complete incoming contact events, ATM eForms, and emails from internal departments throughout the day.
  • Collaborate with colleagues enterprise-wide to ensure timely and accurate resolution of member-impacting issues.
  • Provide clear and professional written and verbal communication.
  • Support Team Success & Continuous Improvement
  • Participate in special projects and additional duties as assigned by management.
  • Demonstrate adaptability as processes, technologies, and member needs evolve.
  • Maintain awareness of operational risks and contribute to process improvement efforts. 

What You Bring:

Education & Experience

  • High school diploma or equivalent required (strongly preferred).
  • Minimum 2 years of banking, card operations, or financial services experience strongly preferred.
  • Experience with debit and credit card processing systems and operating platforms required. 

Skills & Competencies 

  • Strong attention to detail with a focus on accuracy and risk awareness.
  • Solid understanding of banking regulations including Reg E, Reg Z, and the Card Act.
  • Ability to learn and maintain knowledge of lending and compliance regulations.
  • Excellent verbal and written communication skills.
  • Strong problem-solving mindset with curiosity and initiative.
  • Ability to prioritize tasks, manage workload, and remain focused under pressure.
  • High comfort level with technology and frequent computer use.
  • Cards system experience — COCC Insight, Fiserv Card Services processing, and dispute processing systems.
  • Demonstrated adaptability, dependability, teamwork, and service excellence. 

Work Environment

  • Primarily office-based; hybrid eligible after onboarding.
  • Highly stationary role with extensive computer use.

Hybrid Policy:

  • Minimum 3 days in office per week
  • 30 days in-office required for onboarding

Why Join our Team:

  • Comprehensive Benefits
    • Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays and provides 100% coverage on prescription copays.
    • All staff eligible for annual bonus and annual (vesting) retention bonus
    • 3 weeks paid vacation per year; 11 paid holidays
    • 401(k) with matching plan and Safe Harbor Plan – Metro contributes 3% regardless of your contribution
    • Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses
    • Discounts on Pet Insurance
  • Strong growth opportunities – attain your long-term career goals at Metro
    • Individual Development Plans
    • Position-related or job-related tuition assistance (1 year eligibility)
    • Superb in-house training programs
  • Growing, dynamic environment with a strong culture and exceptional team of co-workers

Compensation Disclosure:

$52,000 to $71,000

The salary range listed gives a general idea of what we expect to offer. We consider your experience, unique strengths, and the impact you’re likely to make in the role. On top of that, we offer a competitive benefits package and other perks that round out the total compensation

 
About Metro Credit Union: Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 18 branches, 220,000 Members and $3.4B in assets. Our focus has always been helping local people, businesses and non-profit organizations reach their goals. Our perspective is unique because it is local and hyper-focused on the specific needs of our local communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our Members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.