Banking Customer Service Representative

TEKsystems · Lynnwood, WA

On site
Contract
$44,720 / year
Lynnwood, WA

Job highlights

Serve members via phone and email, building lasting relationships.
Handle inquiries and account maintenance with efficiency.
Resolve issues proactively and meet performance metrics.
Promote credit union services and generate referrals.
Maintain knowledge of policies and regulations.

About the role

Banking Customer Service Representative

TEKsystems is seeking a dedicated Banking Customer Service Representative to join their team. This role focuses on providing outstanding service to promote deep and lasting member relationships. You will be responsible for answering general inquiries and performing account maintenance via phone or email channels, while consistently meeting or exceeding key critical metrics.

Responsibilities

Answer general inquiries and perform account maintenance via phone or email.
Meet and exceed critical performance metrics.
Research and resolve member issues under guidance, with a sense of urgency.
Take ownership of member concerns, set expectations, and provide timely resolutions.
Identify opportunities to offer additional credit union products, promotions, and services, generating referrals.
Maintain up-to-date knowledge of credit union policies, procedures, and regulations.
Perform other duties as assigned.

Skills and Qualifications

Bilingual Spanish is preferred.
Ability to organize and prioritize multiple tasks effectively.
Demonstrated ability to resolve requests with urgency and escalate issues appropriately.
Strong team player, promoting a cohesive team environment.
Excellent verbal and written communication skills.
Proactive problem-solver who takes ownership of member concerns.
Proficiency in utilizing tools and resources to solve complex inquiries.
Creative problem-solving skills while adhering to policies and regulations.
Analytical skills to recommend operational improvements.
Excellent customer service and communication skills.
Member-centric approach with a friendly, professional demeanor.
Minimum of a high school diploma; some college coursework preferred; degree highly desirable.
1+ year of experience in call center customer service.
Courtesy, tact, and diplomacy in all interactions.
Proficient with Microsoft Office software and standard office equipment.
Familiarity and comfort with online systems and technology.

Workplace Type and Location

This is a fully onsite, contract-to-hire position based in Lynnwood, WA.

Pay and Benefits

The pay range for this position is $20.00 - $21.50 per hour. Eligibility requirements apply to some benefits, which may include medical, dental, vision, 401(k), life insurance, disability, spending accounts, transportation benefits, employee assistance program, and time off/leave.

Key skills/competency

Banking Customer Service
Call Center Operations
Member Relationship Management
Account Maintenance
Problem Resolution
Customer Support
Communication Skills
Bilingual Spanish
Microsoft Office Proficiency
Credit Union Policies

Skills & topics

Banking Customer Service Representative
Customer Service
Call Center
Banking
Member Service
Account Maintenance
Referral Generation
Problem Resolution
Lynnwood
Washington

How to get hired

Tailor your resume: Highlight customer service experience, call center skills, and any bilingual Spanish proficiency. Quantify achievements whenever possible.
Craft a compelling cover letter: Emphasize your member-centric approach, problem-solving abilities, and understanding of banking services.
Prepare for behavioral questions: Be ready to discuss scenarios involving customer issue resolution, teamwork, and handling difficult situations, referencing the job description's required skills.
Demonstrate technical proficiency: Be comfortable discussing your experience with Microsoft Office, online systems, and call center technology during the interview.
Research TEKsystems: Understand their role as a technology services provider and their commitment to client partnerships.

Technical preparation

Practice typing speed and accuracy for data entry.,Review common Microsoft Office functions.,Familiarize yourself with online banking systems.,Prepare to discuss call center software experience.

Behavioral questions

Describe a time you resolved a complex customer issue.,How do you handle multiple customer inquiries simultaneously?,Share an example of deepening a customer relationship.,How do you stay updated on company policies?

Frequently asked questions

What are the primary responsibilities of a Banking Customer Service Representative at TEKsystems?: The primary responsibilities include providing outstanding service to members, answering inquiries, performing account maintenance via phone or email, resolving issues, and identifying opportunities to offer additional products and services to deepen member relationships. You'll also maintain knowledge of credit union policies and regulations.
What qualifications are essential for the Banking Customer Service Representative role at TEKsystems?: Essential qualifications include excellent customer service and communication skills, the ability to organize and prioritize tasks, proactive problem-solving, proficiency with Microsoft Office, and at least one year of call center customer service experience. A high school diploma is required, with some college coursework preferred.
Is bilingual Spanish proficiency required for this Banking Customer Service Representative position?: Bilingual Spanish proficiency is preferred for this role, indicating it would be a significant advantage for candidates. While not strictly required, it can enhance your application.
What is the work arrangement and location for this Banking Customer Service Representative job?: This is a fully onsite, contract-to-hire position located in Lynnwood, WA. You will be expected to work from the office daily.
What is the hourly pay range for the Banking Customer Service Representative position?: The hourly pay range for this position is $20.00 to $21.50 per hour, commensurate with experience and qualifications.
What kind of benefits might be available for this temporary role at TEKsystems?: If eligible, benefits for this temporary role may include medical, dental, vision, 401(k)/Roth, various insurances, disability coverage, spending accounts, transportation benefits, an employee assistance program, and paid time off.
How does TEKsystems use AI in its hiring process for roles like Banking Customer Service Representative?: TEKsystems may use AI to assist in sourcing, screening, and evaluating candidates for the Banking Customer Service Representative role. AI tools help assess applications and qualifications, but final hiring decisions are made by the human hiring team.
What is the application deadline for the Banking Customer Service Representative role?: The application deadline for this position is anticipated to be June 12, 2026.

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About the role

Banking Customer Service Representative

Responsibilities

Answer general inquiries and perform account maintenance via phone or email.
Meet and exceed critical performance metrics.
Research and resolve member issues under guidance, with a sense of urgency.
Take ownership of member concerns, set expectations, and provide timely resolutions.
Identify opportunities to offer additional credit union products, promotions, and services, generating referrals.
Maintain up-to-date knowledge of credit union policies, procedures, and regulations.
Perform other duties as assigned.

Skills and Qualifications

Bilingual Spanish is preferred.
Ability to organize and prioritize multiple tasks effectively.
Demonstrated ability to resolve requests with urgency and escalate issues appropriately.
Strong team player, promoting a cohesive team environment.
Excellent verbal and written communication skills.
Proactive problem-solver who takes ownership of member concerns.
Proficiency in utilizing tools and resources to solve complex inquiries.
Creative problem-solving skills while adhering to policies and regulations.
Analytical skills to recommend operational improvements.
Excellent customer service and communication skills.
Member-centric approach with a friendly, professional demeanor.
Minimum of a high school diploma; some college coursework preferred; degree highly desirable.
1+ year of experience in call center customer service.
Courtesy, tact, and diplomacy in all interactions.
Proficient with Microsoft Office software and standard office equipment.
Familiarity and comfort with online systems and technology.

Workplace Type and Location

This is a fully onsite, contract-to-hire position based in Lynnwood, WA.

Pay and Benefits

Key skills/competency

Banking Customer Service
Call Center Operations
Member Relationship Management
Account Maintenance
Problem Resolution
Customer Support
Communication Skills
Bilingual Spanish
Microsoft Office Proficiency
Credit Union Policies

How to get hired

Tailor your resume: Highlight customer service experience, call center skills, and any bilingual Spanish proficiency. Quantify achievements whenever possible.
Craft a compelling cover letter: Emphasize your member-centric approach, problem-solving abilities, and understanding of banking services.
Prepare for behavioral questions: Be ready to discuss scenarios involving customer issue resolution, teamwork, and handling difficult situations, referencing the job description's required skills.
Demonstrate technical proficiency: Be comfortable discussing your experience with Microsoft Office, online systems, and call center technology during the interview.
Research TEKsystems: Understand their role as a technology services provider and their commitment to client partnerships.

Frequently asked questions

What are the primary responsibilities of a Banking Customer Service Representative at TEKsystems?

The primary responsibilities include providing outstanding service to members, answering inquiries, performing account maintenance via phone or email, resolving issues, and identifying opportunities to offer additional products and services to deepen member relationships. You'll also maintain knowledge of credit union policies and regulations.

What qualifications are essential for the Banking Customer Service Representative role at TEKsystems?

Essential qualifications include excellent customer service and communication skills, the ability to organize and prioritize tasks, proactive problem-solving, proficiency with Microsoft Office, and at least one year of call center customer service experience. A high school diploma is required, with some college coursework preferred.

Is bilingual Spanish proficiency required for this Banking Customer Service Representative position?

Bilingual Spanish proficiency is preferred for this role, indicating it would be a significant advantage for candidates. While not strictly required, it can enhance your application.

What is the work arrangement and location for this Banking Customer Service Representative job?

This is a fully onsite, contract-to-hire position located in Lynnwood, WA. You will be expected to work from the office daily.

What is the hourly pay range for the Banking Customer Service Representative position?

The hourly pay range for this position is $20.00 to $21.50 per hour, commensurate with experience and qualifications.

What kind of benefits might be available for this temporary role at TEKsystems?

If eligible, benefits for this temporary role may include medical, dental, vision, 401(k)/Roth, various insurances, disability coverage, spending accounts, transportation benefits, an employee assistance program, and paid time off.

How does TEKsystems use AI in its hiring process for roles like Banking Customer Service Representative?

TEKsystems may use AI to assist in sourcing, screening, and evaluating candidates for the Banking Customer Service Representative role. AI tools help assess applications and qualifications, but final hiring decisions are made by the human hiring team.

What is the application deadline for the Banking Customer Service Representative role?

The application deadline for this position is anticipated to be June 12, 2026.