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

As of Aug 6, 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?

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?

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 the 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:
First Tech Federal Credit jobs near you
Infographic showing various First Tech Federal Credit job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $42,501 per year, or $20.4 per hour.

Client Services Specialist

First Technology Federal Credit Union

Bellevue, WA • On-site

$96K - $102K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 hours ago

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 well‑established Financial Advisor Team with a long‑standing, high‑quality book of business.

This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected 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.

Here’s what you can expect from the job and what you need to be successful:

What You'll Do: 

Client Service & Relationship Support 

  • Coordinate and oversee the client onboarding process, including more complex, high‑net‑worth 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 long‑term 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 less‑experienced associates 

Essential 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 follow‑through
  • 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: 

  • FINRA Series 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

Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.

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