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Customer Service Finance Jobs (NOW HIRING)

Local Finance

Customer Service Rep.

Opelika, AL

$13.75 - $18.75/hr

Company Description Local Finance strives to create an environment with its customers based on service, privacy, and trust. Recognizing that our customers often utilize our services for smaller ...

Truist

Service Finance Underwriter I

Boca Raton, FL · On-site

... Customer service experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 ...

Truist

Service Finance Underwriter I

Boca Raton, FL · On-site

... Customer service experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 ...

Truist

Service Finance Account Manager

Boca Raton, FL · On-site

... customer service. • Provide dealers with friendly, courteous and accurate verbal and written ... finance volume, and previously used lenders. • Utilize company sales training, scripts, and ...

Truist

Service Finance Account Manager

Boca Raton, FL

... Service Finance dealer relationship by managing their daily pipeline and providing education on ... Maintain dealer relationships by providing a high level of customer service. Provide dealers with ...

Truist

Service Finance Account Manager

Boca Raton, FL · On-site

... Service Finance dealer relationship by managing their daily pipeline and providing education on ... Maintain dealer relationships by providing a high level of customer service. Provide dealers with ...

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Customer Service Finance information

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How much do customer service finance jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for customer service finance in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What are the highest paying customer service roles?

In customer service finance, roles such as financial customer service managers, senior account managers, and specialized financial support representatives tend to have higher salaries. These positions often require advanced financial knowledge, certifications, and leadership skills, and they typically offer higher compensation compared to entry-level customer service roles.

What is the difference between Customer Service Finance vs Customer Service Representative?

AspectCustomer Service FinanceCustomer Service Representative
Required CredentialsFinancial certifications (e.g., CFP, CPA), finance-related trainingHigh school diploma or equivalent, basic customer service training
Work EnvironmentFinance departments, banking, insurance companiesRetail stores, call centers, service desks
Employer & Industry UsageFinancial institutions, insurance firms, corporate financeRetail, telecommunications, hospitality
Common Search & ComparisonFinance roles, financial customer service, banking supportCustomer support, service jobs, call center roles

Customer Service Finance focuses on handling financial transactions, advising on financial products, and supporting clients with financial issues, often requiring finance-specific certifications. Customer Service Representative roles are broader, dealing with general customer inquiries across various industries, with minimal financial credentials needed. While both roles involve customer interaction, Customer Service Finance is specialized in financial services, whereas Customer Service Representatives serve diverse sectors.

How does a Customer Service Finance professional typically collaborate with other departments to resolve client issues?

Customer Service Finance professionals often work closely with teams such as accounting, sales, and IT to address and resolve client inquiries related to billing, payments, and financial discrepancies. Effective communication and cross-departmental coordination are essential, as many customer concerns require input from multiple areas of the business. These professionals regularly participate in meetings, share case details, and follow up to ensure timely resolution. This collaborative environment not only enhances problem-solving but also provides opportunities to learn about various business functions.

What jobs fall under financial services?

Customer Service Finance roles typically include positions such as financial customer service representatives, banking support agents, and financial advisors. These jobs involve assisting clients with banking transactions, account management, and financial product inquiries, often requiring knowledge of financial software and good communication skills.

What is the highest paying finance job?

In finance, the highest paying roles are typically executive positions such as Chief Financial Officer (CFO) and private equity or hedge fund managers. These roles require extensive experience, advanced skills in financial analysis and leadership, and often involve managing large teams or investment portfolios.

What is financial customer service?

Financial customer service involves assisting clients with banking, investment, or financial product inquiries, resolving issues, and providing guidance on financial services. Customer service representatives in finance often use tools like CRM software and require knowledge of financial regulations and products to ensure accurate support.

What are the key skills and qualifications needed to thrive as a Customer Service Finance professional, and why are they important?

To thrive as a Customer Service Finance professional, you need a solid understanding of financial products, account management, and basic accounting principles, often supported by a degree in finance or related fields. Familiarity with CRM systems, financial software (such as QuickBooks or SAP), and regulatory compliance tools is typically required. Strong communication, problem-solving abilities, and patience are key soft skills that help manage client inquiries and resolve issues effectively. These skills ensure accurate financial transactions, regulatory compliance, and high-quality customer interactions that build trust and loyalty.

What is a Customer Service Finance representative?

A Customer Service Finance representative is a professional who assists customers with financial products and services, such as banking, loans, credit cards, and billing inquiries. They handle customer questions, resolve issues related to accounts or transactions, and help explain financial policies and procedures. This role often requires strong communication skills, attention to detail, and a solid understanding of financial products to provide accurate information and support. Customer Service Finance representatives may work in banks, credit unions, financial institutions, or corporate finance departments.
More about Customer Service Finance jobs
What cities are hiring for Customer Service Finance jobs? Cities with the most Customer Service Finance job openings:
What states have the most Customer Service Finance jobs? States with the most job openings for Customer Service Finance jobs include:
What job categories do people searching Customer Service Finance jobs look for? The top searched job categories for Customer Service Finance jobs are:
Customer Service Finance jobs near you
Infographic showing various Customer Service Finance job openings in the United States as of July 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Business Intelligence Engineer, Worldwide Customer Service Finance

Business Intelligence Engineer, Worldwide Customer Service Finance

Amazon

Seattle, WA

Full-time

Posted 4 hours ago

Amazon rating

7.4

Company rating: 7.4 out of 10

Based on 6,974 frontline employees who took The Breakroom Quiz

6th of 39 rated national retailers

Job description

As a Business Intelligence Engineer with Worldwide Customer Services Finance team, you will help identify opportunities and implement solutions to improve Finance facing systems and tools. You will be responsible for functional and technical design of BI solutions for the team, including user interfaces, data architecture and data processing. Further, you will drive automation of processes through self-service deep-dive tools, and dashboards to deliver insights to the business teams.

While onboarding new functionalities you'll ensure the solution implemented will fulfill business needs in an efficient scalable way.
Everything we do at Amazon is focused on being "Earth's Most Customer-Centric Company". At the core of this customer centricity is the Amazon Customer Service organization.

We are currently looking for a highly analytical, creative and forward-thinking Business Intelligence Engineer to join our Customer Service Finance team.
This role has flexibility to be located in Bangalore or Hyderabad.
Key job responsibilities
You will partner with Engineering, Operations Finance and Capacity Planning teams around the world to standardize our processes, improve front-end reporting, and create mechanisms to scale tools to accommodate rapidly changing business needs. You will be responsible for building and maintaining efficient near real-time data pipelines that bring together important operations and finance data from disparate data sources.

What Amazon employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Amazon

Sourced by ZipRecruiter

Amazon.com, Inc., commonly known as Amazon, is an American multinational technology company. It was founded by Jeff Bezos in 1994 and initially started as an online marketplace for books. Since then, Amazon has expanded its operations and become one of the largest e-commerce companies in the world. Amazon's primary business is its online retail platform, where customers can purchase a vast array of products, including electronics, clothing, books, home goods, and much more. The company offers a convenient and user-friendly shopping experience, with features such as fast shipping, customer reviews, and personalized recommendations. In addition to its e-commerce platform, Amazon has diversified its business into various other areas. One of its notable ventures is Amazon Web Services (AWS), a comprehensive cloud computing platform that provides services such as storage, compute power, and database management to individuals and businesses. AWS has become a leader in the cloud computing industry, powering many websites and applications worldwide. Amazon has also developed its own consumer electronics, including the popular Amazon Kindle e-reader, Fire tablets, Fire TV streaming devices, and the Alexa-powered Echo smart speakers. The Alexa voice assistant, integrated into these devices, allows users to interact with their devices using voice commands, perform tasks, and access information. Furthermore, Amazon has expanded into media and entertainment. It operates Prime Video, a streaming service that offers a wide range of movies, TV shows, and original content. Amazon Music provides a platform for streaming and purchasing digital music, while Audible offers audiobooks and other audio content. The company's commitment to customer satisfaction and convenience is demonstrated by its membership program, Amazon Prime. Prime members receive various benefits, including free two-day shipping, access to streaming services, exclusive deals, and more.

Industry

It services, book publishers, retail, real estate and computer and electronic product manufacturing

Company size

10,000+ Employees

Headquarters location

Seattle, WA, US

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