Financial Customer Service Representative

TEKsystems; Shoreview (MN); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Paid time off

Job summary

TEKsystems is seeking a Customer Service Representative to support a financial services client in Shoreview, MN. You will handle high-volume calls, resolve account-related concerns, and provide updates to customers while documenting interactions accurately.

The ideal candidate has 3+ years of customer-facing experience in financial services, strong verbal and written communication, and the ability to navigate multiple systems. This is a hybrid role with a training period and weekday hours.

Qualifications

• 3+ years of customer-facing experience
• Experience in financial services, banking, lending, insurance, or related industry
• Strong verbal and written communication skills
• Ability to navigate multiple systems while speaking with customers
• Reliable attendance and strong accountability

Responsibilities

• Make outbound calls to customers regarding account-related matters
• Research and resolve customer inquiries and escalated concerns
• Update account information and document customer interactions accurately
• Gather necessary information to support case resolution
• Review customer situations and determine next steps
• Process corrective account actions when necessary
• Collaborate with internal teams to ensure timely resolution of customer issues
• Maintain detailed records and ensure compliance with company policies and procedures
• Manage multiple cases while meeting quality and productivity expectations

Skills

Customer-facing experience

Strong communication

Systems navigation

Education

High School Diploma or GED

Job description

Customer Service Representative - Financial Services

Location: Shoreview, MN

Schedule: Monday-Friday, 8:00 AM-5:00 PM (overtime opportunities available)

Work Arrangement: Hybrid after training period

Pay: $19.21-$20.00/hour

Contract Length: 12+ Months with potential for extension and long-term opportunities

About the Role

We are seeking Customer Service Representatives to support a large financial services organization. In this role, you will work directly with customers to resolve account-related concerns, provide updates, gather information, and ensure a positive customer experience.

This position is ideal for candidates who enjoy helping others, have strong communication skills, and are comfortable handling high-volume phone interactions in a professional environment.

Responsibilities

• Make outbound calls to customers regarding account-related matters
• Research and resolve customer inquiries and escalated concerns
• Update account information and document customer interactions accurately
• Gather necessary information to support case resolution
• Review customer situations and determine appropriate next steps
• Process corrective account actions when necessary
• Collaborate with internal teams to ensure timely resolution of customer issues
• Maintain detailed records and ensure compliance with company policies and procedures
• Manage multiple cases while meeting quality and productivity expectations

Qualifications

Required:

• High School Diploma or GED
• 3+ years of customer-facing experience
• Experience working within financial services, banking, lending, insurance, or a related industry
• Strong verbal and written communication skills
• Ability to navigate multiple systems while speaking with customers
• Reliable attendance and strong accountability

Preferred:

• Call center or contact center experience
• Banking, mortgage, lending, or financial operations experience
• Experience handling escalated customer concerns
• Experience de-escalating challenging customer situations
• Background in underwriting, quality assurance, compliance, or financial operations

Ideal Candidate

• Customer-focused and solution-oriented
• Strong problem-solving abilities
• Comfortable overcoming objections and difficult conversations
• Effective at multitasking in a fast-paced environment
• Collaborative team player who communicates well with colleagues
• Organized and detail-oriented

What We Offer

• Long-term contract opportunity with potential for extension
• Hybrid work schedule after training
• Consistent weekday hours
• Professional business environment
• Opportunity to gain valuable experience within a leading financial services organization
• Career growth potential for strong performers

Job Type & Location

This is a Contract position based out of Shoreview, MN.

Pay and Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan
• Pre-tax and Roth post-tax contributions availableLife 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 hybrid position in Shoreview,MN.

Application Deadline

This position is anticipated to close on Oct 16, 2026.

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 regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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.