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at TEKsystems in Spokane, Washington, United States
Financial Customer Service Representative
Career Insights for Financial Services Representative
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Scorecard
Based on Washington data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$77,770 / year median in Washington
-9% projected decline
Job Description
at TEKsystems in Spokane, Washington, United States Job Description Description Provide exceptional client service. Research and resolve problems and errors. Provide client and branch support for online and mobile banking and all other loan related transactions. Contribute to department service quality goal achievement. Proactively assessing client's service needs, resolving inquiries, providing account information, and performing a variety of transactions on the client's behalf. Actively expanding existing client relationships by cross-selling products and services, or referring clients to appropriate sales staff. Utilize computerized systems to gather information, troubleshoot and track calls. Comply with policies, procedures, security requirements, and government regulations. Skills Customer service, Financial, banking Top Skills Details Customer service Additional Skills & Qualifications Proven ability to provide professional, accurate, and responsive client service. Possess effective verbal and written communication skills, including proper phone and email etiquette. Experience in effective sales and referrals. Possess strong negotiation, customer service, and time management skills. Ability to handle multiple tasks simultaneously. Willingness to work in a busy team environment and handle changing priorities. Knowledge of federal and state laws and regulations relating to deposit accounts and operations. Proficient in Microsoft Office products with the ability to manage multiple computer applications simultaneously. Experience Level Intermediate Level Job Type & Location This is a Contract position based out of Spokane, WA. Pay and Benefits The pay range for this position is $21.00
- $21.00/hr. 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 Spokane,WA.