Contact Center Representative

TEKsystems • Troy, NY

4d • Hybrid

About The Position

We are seeking customer-focused professionals to join a growing Contact Center team supporting financial service members across digital and phone channels. This is a fast-paced, team-oriented environment where you will deliver exceptional service while identifying opportunities to deepen customer relationships. Multiple levels are available depending on experience, ranging from entry-level representatives to senior advisors.

Requirements

• High School Diploma or GED
• 6–12 months of customer service or call center experience (entry-level roles)
• 2–5+ years of experience for senior-level candidates
• Strong verbal and written communication skills
• Proven ability to handle difficult customer interactions with professionalism and tact
• Ability to multitask across multiple systems and platforms
• Basic proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail and organizational skills
• Ability to build trust and credibility with customers

Nice To Haves

• Background in financial services, banking, or credit unions
• Experience with inbound/outbound calls, email, and live chat support
• Exposure to consultative or relationship-based sales
• Experience with upselling or recommending solutions to customers
• Familiarity with Video Teller Machines (VTM) or similar digital banking tools
• Customer-first mindset with strong interpersonal skills
• Ability to balance service and sales in a consultative manner
• Strong problem-solving and critical thinking abilities
• Team players who thrive in a collaborative environment
• Individuals who can manage time effectively in a salaried role
• Experience beyond transactional call centers (relationship-building is key)
• Comfortable with both service and sales responsibilities
• Demonstrates initiative, accountability, and adaptability
• Interested in long-term growth within financial services

Responsibilities

• Provide exceptional service via phone, email, and digital platforms
• Respond to member questions, concerns, and account inquiries promptly
• Process transactions, update account information, and document interactions accurately
• Identify opportunities to recommend relevant financial products and services (upselling expected)
• Collaborate with internal departments to resolve complex issues
• Maintain compliance with all applicable regulations and company policies
• Support daily operations such as reporting, scanning, and administrative tasks

Benefits

• Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
• Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
• Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
• Health Insurance Coverage: Multiple low deductible medical plan options, as well as dental and vision coverage.
• Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
• Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
• Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
• Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution.
• Employee Assistance Program (EAP): Confidential support services for personal and professional challenges

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED