Escalation Specialist- Financial Services
TEKsystems
Position Overview:
Team members in this role will be part of the Complaints Department, responsible for managing escalated complaints across various banking products and services. Complaints are initially received and assessed by a dedicated intake team, which conducts preliminary discovery and gathers relevant information. Once a complaint is placed into the work queue, team members will take ownership and manage the case through to resolution, ensuring it meets all criteria for completion.
This specific team focuses on complaints related to credit cards, checking accounts, and business banking services.
Typical Day-to-Day Responsibilities:
+ Review and manage a caseload of 5–10 active complaints.
+ Communicate directly with customers to understand and resolve their concerns.
+ Conduct thorough research and collaborate with internal departments to address issues.
+ Document all actions and findings using a web-based case management system.
+ Place complaints on hold when necessary (e.g., pending customer response or internal follow-up).
+ Ensure timely resolution while maintaining compliance with company policies and regulatory standards.
Key Responsibilities:
+ Provide support to internal and external customers regarding financial products and services.
+ Investigate complaints, determine appropriate actions, and process complex transactions.
+ Perform advanced administrative and customer service tasks.
+ Identify and classify regulatory and non-regulatory risks in the case management system.
+ Independently respond to high-level escalated complaints.
+ Collaborate with the Escalations team to oversee daily operations and ensure service excellence.
Required Skills:
+ Complaint handling and resolution
+ Experience with escalation calls
+ Strong customer service experience in banking or financial services
+ Proficiency in MS Office Suite
Preferred Qualifications:
+ Excellent verbal communication skills, especially in de-escalating high-stress situations (expect 5+ high-level escalation calls daily).
+ Strong written communication skills for email correspondence.
+ Ability to follow established policies and procedures with consistency.
+ Effective time and pipeline management across multiple complaint statuses.
+ Tech-savvy with the ability to navigate multiple systems and screens; must be comfortable setting up and using equipment while working remotely.
Disqualifiers:
+ Inconsistent or short-term call center experience
+ Experience limited to medical customer service
+ Lack of professional office experience
Experience Level:
Intermediate
#priorityeast
Pay and Benefits
The pay range for this position is $25.00 - $25.00/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 hybrid position in Chandler,AZ.
Application Deadline
This position is anticipated to close on Sep 10, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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