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Account Services Representative Jobs (NOW HIRING)

ASCENSUS

Account Services Representative

Dresher, PA · Remote

$18.75 - $19/hr

Assists Client Service Managers in providing best of class service to our clients. Selects vested ... This base salary range represents the low and high end of the salary range for this position.

ASCENSUS

Account Services Representative

Charlotte, NC · Remote

$18.75 - $19/hr

Assists Client Service Managers in providing best of class service to our clients. Selects vested ... This base salary range represents the low and high end of the salary range for this position.

ASCENSUS

Account Services Representative

Tampa, FL · Remote

$18.75 - $19/hr

Assists Client Service Managers in providing best of class service to our clients. Selects vested ... This base salary range represents the low and high end of the salary range for this position.

ASCENSUS

Account Services Representative

Dallas, TX · Remote

$18.75 - $19/hr

Assists Client Service Managers in providing best of class service to our clients. Selects vested ... This base salary range represents the low and high end of the salary range for this position.

ASCENSUS

Account Services Representative

Boston, MA · Remote

$18.75 - $19/hr

Assists Client Service Managers in providing best of class service to our clients. Selects vested ... This base salary range represents the low and high end of the salary range for this position.

Baybank

Account Service Representative

Gladstone, MI

Account Services Representative Location: Gladstone, MI Reports To: BSA & Operations Officer Position Summary: The Account Services Representative plays a critical role in maintaining the financial ...

Baybank

Account Service Representative

Gladstone, MI · On-site

Account Services Representative Location: Gladstone, MI Reports To: BSA & Operations Officer Position Summary: The Account Services Representative plays a critical role in maintaining the financial ...

U.S. Bank

Elan Account Services Rep

Brookfield, WI · On-site

Hours: Monday through Friday 9:30 AM to 6 PM CT schedule varies Account Services Rep Position Highlights: * Establishes and maintains great working relationships with assigned business accounts ...

US Bank

Elan Account Services Rep

Brookfield, WI · Hybrid

Hours: Monday through Friday 9:30 AM to 6 PM CT schedule varies Account Services Rep Position Highlights: * Establishes and maintains great working relationships with assigned business accounts ...

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Account Services Representative information

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How much do account services representative jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for account services representative in the United States is $22.67, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $25.48 per hour, depending on experience, location, and employer.

How does an Account Services Representative typically collaborate with other departments to resolve client issues?

Account Services Representatives regularly coordinate with teams such as sales, billing, and customer support to address and resolve client concerns efficiently. They act as a liaison, ensuring clear communication and prompt follow-up on client requests or problems. This collaboration often involves tracking issues through internal systems, participating in cross-functional meetings, and updating clients on progress, which helps deliver a seamless customer experience and fosters strong client relationships.

What job makes $10,000 a month without a degree?

An Account Services Representative typically does not earn $10,000 a month without significant experience or advanced skills. High earnings in this role usually require strong communication, sales ability, and industry knowledge, but such income levels are uncommon without specialized training or a proven track record. Most roles with this income level are in sales, entrepreneurship, or specialized technical fields that may not require a degree but do demand expertise and experience.

What is the difference between Account Services Representative vs Customer Service Representative?

AspectAccount Services RepresentativeCustomer Service Representative
CredentialsHigh school diploma; some roles may require relevant certificationsHigh school diploma; customer service training often provided
Work EnvironmentFinancial institutions, insurance companies, telecom providersRetail, call centers, service industries
Employer & Industry UsageFinancial and service sectorsBroadly across retail, hospitality, and service sectors
Common Search & ComparisonOften compared for client account management rolesCompared for general customer support roles

The main difference is that Account Services Representatives focus on managing client accounts, processing transactions, and maintaining account information within financial or service industries. Customer Service Representatives handle general customer inquiries, support, and issue resolution across various sectors. While both roles require strong communication skills, Account Services Representatives typically need industry-specific knowledge and may handle more complex account-related tasks.

What are the duties of an account representative?

An account services representative manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process orders, resolve issues, and maintain strong client relationships, typically using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.

What does an account services representative do?

An account services representative manages client accounts by providing support, addressing inquiries, and resolving issues to ensure customer satisfaction. They often communicate via phone, email, or chat and use customer relationship management (CRM) tools to track interactions and account details.

What are the key skills and qualifications needed to thrive as an Account Services Representative, and why are they important?

To excel as an Account Services Representative, you need strong customer service abilities, organizational skills, and typically a background in business, finance, or a related field. Familiarity with customer relationship management (CRM) software, order processing systems, and basic office applications is important. Exceptional communication, problem-solving, and multitasking skills help you build rapport and efficiently resolve client issues. These competencies are essential to ensure client satisfaction, timely service delivery, and the retention of key accounts.

Is CSR a good entry level position?

A Customer Service Representative (CSR) role is often considered a good entry-level position because it requires minimal prior experience and helps develop communication, problem-solving, and customer management skills. It can serve as a stepping stone to higher roles in sales, account management, or other customer-focused positions, often involving training on company-specific tools and procedures.
What states have the most Account Services Representative jobs? States with the most job openings for Account Services Representative jobs include:
What job categories do people searching Account Services Representative jobs look for? The top searched job categories for Account Services Representative jobs are:
What are popular job titles related to Account Services Representative jobs? For Account Services Representative jobs, the most frequently searched job titles are:
Account Services Representative jobs near you
Infographic showing various Account Services Representative job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,152 per year, or $22.7 per hour.
Account Services Representative III

Account Services Representative III

American Heritage Credit Union

Philadelphia, PA • On-site

Full-time

Medical, Retirement, PTO

Posted 21 days ago

Job description

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Account Services Representative III. This position serves as subject matter expert in all areas of Account Services including but not limited to American Heritage Credit Union's deposit-based product and service offerings, member accounts, IRA administration, fiduciary accounts, etc. Engage with members/non-members through needs-based/consultative actions and assist members via remote, video-based experience.
RESPONSIBILITIES INCLUDE:
  • Serve as subject matter expert (SME) in the following areas: All American Heritage deposit-based products and services; Electronic/mobile offerings including but not limited to Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.; All Account Services processes which includes but is not limited to decedent accounts, IRA's, powers of attorney (POA's), trusts, fiduciary accounts, inheritance tax filing, garnishments, CP-2100 processing, etc.
  • Engage with members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs.
  • Fulfill lead generation requests submitted via the customer relationship management (CRM) system, Better Lobby, etc.
  • Open new accounts, certificates of deposit, money market accounts, IRA's, club accounts, and sharedraft accounts; Complete necessary documentation for ACH and payroll deductions, and cross-sell products and services to meet member financial needs/goals.
  • Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc.
  • Assist with and resolve complex/specialized account matters such as IRA corrections, decedent account processing, Trust/IRA offerings, etc.
  • Assist members in utilizing self-service technology (i.e.: PAT, Online/Mobile Teller, Bill Pay, etc.).
  • Utilize sales tracking systems, member data warehouse programs, and other tools/systems (i.e.: Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate them in areas of low engagement.
  • Perform member transactions through a variety of channels which includes but is not limited to video, phone, mail, fax, etc.
  • Prepare/assist with report compilations.
  • Perform/assist with quality control duties with include but are not limited to new accounts, decedent accounts, POA's, etc.
  • Assist management with departmental quarterly SOP procedure review and submit corrections and recommendations as deemed fit.
  • Perform annual required minimum distribution (RMD) review; Manage and resolve member RMD correspondence as requests are received.
  • Effectively describe features and benefits of American Heritage products and services so members may realize how their financial goals can be met.
  • Interview loan applicants, process logs, and prepare loan applications using the automated loan approval system and distribute to loan officers for their approval.
  • DocuSign, mail, or fax applications and/or other pertinent account information to members and prospective members.
  • Gather background information on members through obtaining credit bureau reports and offering alternative cost saving financial solutions to members while enhancing relationships and providing ultimate member service.
  • Assure quality member service by enthusiastically acknowledging members and ensuring they are promptly and professionally assisted.
  • Complete all date of death figures for inheritance tax filing.
  • Provide assistance and backup to all Account Services positions and access all programs needed to assist the membership effectively.

QUALIFICATIONS:
  • Three to five years of similar or related experience.
  • Work requires exceptional knowledge of, deposit products, electronic services, and specialty processes completed in Account Services.
  • Knowledge of interviewing skills and conversational techniques required.
  • Must have the ability to apply broader aspects of established practices to situations which go beyond clear, concise guidelines.
  • Work requires intermediate working knowledge of Word and Excel and advanced knowledge of Better Lobby, Data Verity, Meridian Link (XA) and Symitar.

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.

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