Financial Customer Service Representative

TEKsystems; Richland (WA); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability insurance

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

PTO / Vacation

Job summary

TEKsystems is seeking a Contract-to-Hire Customer Service Associate in Richland, WA, onsite at our Richland office. You will respond to member inquiries by phone and email, maintain accounts, and promote positive relationships with members.

Responsibilities include resolving issues under supervision, meeting key metrics, and contributing to team goals. A high school diploma (with some college preferred) and 1+ year of call center experience are desired.

Qualifications

• High school diploma; some college coursework preferred.
• 1+ year of call center customer service experience.
• Bilingual Spanish is a nice-to-have.

Responsibilities

• Provide outstanding service to promote member relationships via phone or email.
• Answer inquiries and perform account maintenance.
• Resolve problems under supervision with urgency and follow up.

Skills

Customer service

Communication skills

Teamwork

Multitasking

Call center experience

Spanish (bilingual)

Microsoft Office

Problem solving

Education

High school diploma; some college coursework preferred

Tools

Call center software

Online systems

Job description

Description

• Provides outstanding service to promote deep and lasting member relationships.
• Answers general inquiries and performs account maintenance via phone or email channels.
• Meets/exceeds key critical metrics.
• Researches and resolves problems under the mentorship of the Supervisor or Lead with a sense of urgency.
• Takes ownership of member concerns, sets the expectations, and provides timely follow-up/resolution.
• Sees opportunities to offer additional credit union products, promotions, and services to members and generates referrals that deepen relationships.
• Maintains knowledge of credit union policies, procedures, and regulations.
• Performs other duties as assigned.

Skills & Qualifications

• Bilingual Spanish (nice to have)
• Ability to organize and prioritize multiple tasks.
• Resolves requests with a sense of urgency and escalates timely.
• Promotes and participates in a cohesive team environment.
• Effectively communicates ideas and information, both verbally and in writing.
• Takes ownership and acts proactively to solve member concerns.
• Utilizes tools and resources to solve sophisticated inquiries.
• Creatively thinks in an unexpected way to resolve member concerns while adhering to policies and regulations.
• Analyzes information and recommends achievable operational improvements.
• Excellent customer service and communication skills.
• Member-centric with a friendly, professional demeanor.
• Minimum of a high school diploma; some college course work preferred; degree highly desirable.
• 1+ year experience in call center customer service
• Courtesy, tact, and diplomacy with current and potential members, peers, and staff.
• Proficient with Microsoft Office software and standard office equipment; proficiency with call center programs desired.
• Familiarity and comfort with online systems and other technology.

Job Type & Location

This is a Contract to Hire position based out of Richland, WA.

Pay and Benefits

The pay range for this position is $20.00 - $21.50/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Richland,WA.

Application Deadline

This position is anticipated to close on Sep 4, 2026.

Regulatory Statements

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.