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First Tech Federal Credit Jobs (NOW HIRING)

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How much do first tech federal credit jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for first tech federal credit in the United States is $20.43, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $22.36 per hour, depending on experience, location, and employer.

What is First Tech Federal Credit Union and what services does it offer?

First Tech Federal Credit Union is a member-owned financial institution that provides a wide range of banking products and services, including checking and savings accounts, loans, credit cards, mortgages, and investment options. It primarily serves employees in the technology industry and their families, offering competitive rates and personalized service. Members can access online and mobile banking, as well as in-person support at branch locations. The credit union is known for its commitment to community involvement and financial education.

What are the key skills and qualifications needed to thrive as a First Tech Federal Credit Union employee, and why are they important?

To thrive as an employee at First Tech Federal Credit Union, you typically need a background in finance, banking, or customer service, often supported by relevant degrees or certifications. Familiarity with banking software, CRM systems, and digital financial tools is commonly required. Strong interpersonal skills, problem-solving abilities, and a commitment to member service help individuals stand out in these roles. These skills and qualities are essential for delivering excellent financial solutions and building lasting member relationships in a competitive banking environment.

What are some typical daily responsibilities for a Member Service Representative at First Tech Federal Credit Union?

As a Member Service Representative at First Tech Federal Credit Union, your daily responsibilities typically include assisting members with account inquiries, processing transactions, opening new accounts, and providing guidance on credit union products and services. You'll also handle problem resolution, ensure compliance with financial regulations, and collaborate with other team members to deliver excellent member experiences. The role often involves direct interaction with members both in person and over the phone, requiring strong communication and customer service skills.

What is the difference between First Tech Federal Credit and First Tech Federal Credit?

AspectFirst Tech Federal CreditFirst Tech Federal Credit
Job RoleFinancial AdvisorFinancial Advisor
Required CredentialsFINRA Series 6/7, 63, 65/66, CFP (preferred)FINRA Series 6/7, 63, 65/66, CFP (preferred)
Work EnvironmentBank branches, financial planning officesBank branches, financial planning offices
Industry UsageFinancial services, bankingFinancial services, banking

Both roles involve providing financial advice and require similar certifications. The main difference lies in specific job responsibilities and client interaction, but generally, they are comparable in work environment and industry usage.

More about First Tech Federal Credit jobs
What job categories do people searching First Tech Federal Credit jobs look for? The top searched job categories for First Tech Federal Credit jobs are:
Infographic showing various First Tech Federal Credit job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $42,501 per year, or $20.4 per hour.
Client Services Specialist

Client Services Specialist

First Tech Federal Credit Union

Bellevue, WA โ€ข On-site

$96K - $102K/yr

Other

Medical, Dental, Vision, Retirement, PTO

This job post hasย expired 1 day ago.ย Applications are no longer accepted.


Job description

Description
Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a wellestablished Financial Advisor Team with a longstanding, highquality book of business.
This role is ideal for a detailoriented, clientfocused professional who thrives in a fastpaced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, wellrespected investment program.You will act as a key partner to the Financial Advisor, helping manage client relationships, workflows, and operational excellence across the full client lifecycle.
Client Service & Relationship Support
  • Coordinate and oversee the client onboarding process, including more complex, highnetworth relationships, while adhering to all compliance standards
  • Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
  • Communicate regularly with clients via phone, email, mail, and digital channels to support review meetings, events, educational outreach, and client engagement initiatives
Investment & Planning Support
  • Prepare materials, reports, and presentations for client meetings
  • Input and maintain client data within financial planning software, including goals, asset allocation, budgeting, savings strategies, and longterm planning assumptions
  • Facilitate trade execution and investment transactions per advisor direction and firm policy
  • Discuss investment products and strategies in alignment with advisor recommendations, client risk tolerance, and stated objectives
Operational Excellence & Compliance
  • Maintain organized, compliant client records consistent with FINRA, OSJ, and Insurance Agency requirements
  • Utilize workflows and task management tools to coordinate service activities and ensure deadlines are met
  • Generate and manage client experience plans and touchpoint tracking
  • Execute administrative and operational duties that support the overall success of the advisory practice
Business Development & Team Support
  • Track and follow up on new leads from referrals, educational events, and outreach efforts
  • Support appreciation and educational events for clients and credit union partners
  • Provide occasional mentorship, training, or onboarding support to new or lessexperienced associates
Experience & Skills:
  • Minimum 3 years' experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company
  • Strong understanding of investment products, advisory workflows, and client service best practices
  • Advanced experience with CRM platforms and financial planning software preferred
  • Exceptional attention to detail, organization, and followthrough
  • Ability to manage multiple priorities, meet deadlines, and exercise sound judgment independently
  • Professional communication skills with the discretion required for sensitive financial matters
  • Expert proficiency with Microsoft Office Suite
Licensing & Education:
  • FINRASeries 7 + Series 63 or 66 (or equivalent) required
  • Associate's level degree or equivalent relevant work experience required
Location:
  • Ridgepointe Experience Center |Bellevue WA 98007
Compensation:
  • Target Compensation in Washington:$96,000 to $102,000
  • This range reflects:
    • Annual base salary: $80,168
    • Annual incentive plan: $16,000 to $22,000, based on current production
Benefits:
  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Clickhereto learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
Registered Address: 555 108thAve NE Suite 110 Bellevue WA 98004
Financial Advisors offer securities throughRaymond James Financial Services, Inc.MemberFINRA/SIPCand securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc
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