Card Operations Associate
True Link Financial
We are a profitable, mission-driven fintech company that provides quality financial services for people whose needs go unmet by traditional institutions. It is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives, whether it’s our True Link Visa Card saving a retiree from losing thousands of dollars to scams or our True Link investment advisory platform helping a young woman with a disability plan for her future while protecting her medical benefits.
The Card Operations Associate plays an important role in managing core operational responsibilities that keep our card business running smoothly. As a Card Operations Associate, you’ll work collaboratively to support our customers through great operations management, and to ensure True Link continues to deliver world-class financial services.
What You’ll Do
Manage and execute a wide range of recurring operational processes related to our customers’ card accounts, including funds transfers, card ordering, ACH return handling, fraud prevention and investigations, account closings, and more
Process weekday card funding on Pacific time zone, which includes reviewing customer account details and daily card funding requests, and accurately and successfully submit all funding files
Analyze daily reporting and use True Link and third party tools to conduct transaction monitoring and investigate other flagged activity, and determine required next steps
Collaborate with team members across our customer support, operations, and account management teams, and with external vendors
Identify and help implement enhancements to internal processes, striving for increased operational effectiveness and efficiency
Execute ad hoc special projects and initiatives, such as troubleshooting direct deposit delays, tracking funding transfers, preparing special reporting requests, and generating bulk funding templates
Build expertise and cultivate good judgment within multiple areas of True Link’s card operations
This is a 40-hour per week role, Monday through Friday, with the day typically ending around 5:30pm Pacific and periodically ending at 7pm Pacific
Who You Are
At least 2 years of experience in financial services operations at a fintech company, technology startup, bank, and/or credit union
High conscientiousness and detail orientation in all facets of work
Organized, dependable, and thrives in a fast-paced environment with a high level of independence
Interested in or has experience with process improvement for back-office operations, ideally in a financial services environment
Excellent written and verbal communication skills for interfacing with customers, vendors, and internal teams
Strong judgment and structured decision-making skills
Very comfortable using Microsoft Office and/or Google Workplace, and adept at learning and using new software tools
Great team player and motivated to have an impact on True Link’s customers
You must be authorized to work in the United States and available to work Pacific Time hours
Why You’ll Love Us
We’ve got the energy and passion of a startup combined with the professionalism of a financial services firm and the compassion of a mission-driven organization that truly cares about each other and the people we serve.
With fifty million Americans in our addressable market, we are catering to tons of people who need our products and services across the country - and we’ve got the potential to reach many more.
Our customers are not only grateful for our services but are the absolute best. We have the privilege of providing financial protection for vulnerable members of society and partnering with expert service providers to do so. Our customers and partners love us, and we love them back. You can sleep soundly every night knowing you are doing a really wonderful thing by getting our services into more hands.
We treat one another like we treat our customers: with respect and dignity. Diversity, equity, and inclusion are cultural values we take very seriously, and we welcome and recruit team members of all backgrounds and identities.
We offer competitive wages, health, dental & vision coverage, paid parental leave, 12 paid holidays, your own professional development budget, and an awesome vacation package.
We like to have fun together! The majority of us work from home from all across the US, and we enjoy connecting virtually for laughs with teammates, and appearances of kiddos and furry friends over Zoom. We also meet up in-person: we have small offices in SF and Kingston NY, and we also love our in-person team get-togethers around the country.
If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our team.