Banking Customer Service

Banking Customer Service

The Banking Customer Service role is dedicated to providing outstanding service, fostering deep and lasting member relationships. The position involves answering general inquiries and performing account maintenance through phone or email channels, ensuring all interactions meet or exceed key critical metrics. The role also involves researching and resolving problems with guidance, taking ownership of member concerns, and offering timely follow-up and resolution. Additionally, you will identify opportunities to promote credit union products, services, and promotions, generating referrals to enhance member relationships.

Responsibilities

Provide exceptional customer service to promote deep member relationships.

• Answer inquiries and perform account maintenance via phone or email.
• Meet or exceed key critical metrics.
• Research and resolve problems with guidance.
• Take ownership of member concerns and provide timely follow-up and resolution.
• Identify opportunities to promote additional credit union products and services.
• Maintain knowledge of credit union policies, procedures, and regulations.
• Perform other duties as assigned.

Essential Skills

1+ year experience in call center customer service.

Excellent customer service and communication skills.

Proficient with Microsoft Office software and standard office equipment.

Proficiency with call center programs is desired.

Familiarity and comfort with online systems and other technology.

Additional Skills & Qualifications

Bilingual Spanish is preferred.

Ability to organize and prioritize multiple tasks.

Strong problem-solving skills with a sense of urgency.

Ability to promote and participate in a cohesive team environment.

Effective verbal and written communication skills.

High school diploma required; some college coursework preferred; degree highly desirable.

Why Work Here?

Join a thriving environment with ample opportunities for growth and development. Benefit from competitive pay, comprehensive medical, dental, vision, and life insurance coverage, as well as a 401(k) match. Enjoy the flexibility of paid time off, including 10 paid holidays, and an incentive program. Take advantage of tuition assistance and student loan repayment options, commuter benefits, and product discounts. Be part of an engaging work environment with rewards and recognition programs.

Work Environment

You will work in a call center environment within the credit union. The role involves an initial 6-week training period, including 4 weeks of training and 2 weeks of nesting. The position requires 8-hour shifts during normal banking hours (9-6), with a rotating Saturday shift after training. After 90 days, team members may apply to work from home based on quality and KPIs. You can also explore internal advancement opportunities after one year in the role.

Job Type & Location

This is a Contract to Hire position based out of Lynnwood, Washington.

Pay and Benefits

The pay range for this position is $21.50/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)

Application Deadline

This position is anticipated to close on Aug 26, 2025.