Hybrid Financial Client Counselor jobs in United States
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TEKsystems · 22 hours ago

Hybrid Financial Client Counselor

TEKsystems is a leading provider of business and technology services, and they are seeking an entry-level Hybrid Financial Client Counselor. This role involves contacting members with early-stage delinquent Consumer Loan or Credit Card accounts, providing financial counseling, and ensuring compliance with regulations.

Information Technology
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H1B Sponsor Likelynote

Responsibilities

Contact members with recently past-due Consumer Loan and Credit Card accounts in the early stages of delinquency
Provide clear and empathetic financial counseling to help members understand their options and bring accounts current
Document all interactions and actions accurately in accordance with credit union policies and procedures
Adhere to all applicable federal and state regulations, along with internal credit union guidelines
Collaborate with internal teams to resolve member concerns promptly and professionally
Assist in minimizing financial loss by identifying solutions early in the delinquency cycle

Qualification

Financial counselingCustomer serviceVerbal communicationWritten communicationOrganizational skillsBasic computer proficiencyInterest in financial servicesProblem-solving

Required

Strong verbal and written communication skills
Customer service experience is helpful but not required; full training is provided
Ability to remain organized and manage multiple accounts effectively
Comfortable conducting phone conversations and discussing financial matters
Basic computer proficiency
Interest in financial services, lending, or customer support

Benefits

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)

Company

TEKsystems

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At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,

H1B Sponsorship

TEKsystems has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (46)
2024 (52)
2023 (33)
2022 (22)
2021 (36)
2020 (53)

Funding

Current Stage
Late Stage

Leadership Team

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Ryan Skains
Vice President, TEKsystems Global Services
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Company data provided by crunchbase