Financial Member Support Specialist

TEKsystems; Lynnwood (WA); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)/Roth

Life Insurance (employee and dependets

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Vacation/Sick Leave

Job summary

TEKsystems is hiring for a contract-to-hire Customer Service/Member Support role in Lynnwood, WA. You will handle inquiries, maintain accounts, and work to meet performance metrics while promoting credit union products and services to members.

The position requires excellent communication and problem-solving abilities, with a focus on urgency and ownership. This onsite posting emphasizes member-centric service and teamwork.

Qualifications

• Minimum of a high school diploma; some college coursework preferred; degree highly desirable.
• 1+ year experience in call center customer service.
• Proficiency with Microsoft Office and standard office equipment.
• Familiarity with online systems and other technology.
• Excellent customer service and communication skills.
• Courtesy, tact, and diplomacy with members, peers, and staff.

Responsibilities

• Provide outstanding service to promote deep and lasting member relationships.
• Answer general inquiries and perform account maintenance via phone or email.
• Meet/exceed key critical metrics.
• Researches and resolves problems under the mentorship of the Supervisor or Lead with a sense of urgency.
• Take 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

Bilingual Spanish

Organizational skills

Time management

Customer service excellence

Effective communication

Microsoft Office proficiency

Call center software familiarity

Problem solving with urgency

Team oriented

Prioritization of tasks

Education

High school diploma or equivalent

Some college coursework preferred

Bachelor's degree desirable

Job description

TEKsystems is hiring for a contract-to-hire Customer Service/Member Support role in Lynnwood, WA. You will handle inquiries, maintain accounts, and work to meet performance metrics while promoting credit union products and services to members.

The position requires excellent communication and problem-solving abilities, with a focus on urgency and ownership. This onsite posting emphasizes member-centric service and teamwork.