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Customer Service Finance Jobs in Florida (NOW HIRING)

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 · 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

... 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 ...

Charles Schwab

Finance Customer Service

Saint Cloud, FL · On-site

$26.01/hr

... Financial Services Representative, you'll be the trusted voice on the other end of the line ... Previous customer service or client relationship experience. * Bachelor's degree or higher #Campus ...

Charles Schwab

Finance Customer Service

Orlando, FL · On-site

$26.01/hr

... Financial Services Representative, you'll be the trusted voice on the other end of the line ... Previous customer service or client relationship experience. * Bachelor's degree or higher #Campus ...

Charles Schwab

Finance Customer Service

Sorrento, FL · On-site

$26.01/hr

... Financial Services Representative, you'll be the trusted voice on the other end of the line ... Previous customer service or client relationship experience. * Bachelor's degree or higher #Campus ...

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Customer Service Finance information

See Florida salary details

$7

$14

$20

How much do customer service finance jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for customer service finance in Florida is $14.05, according to ZipRecruiter salary data. Most workers in this role earn between $11.49 and $15.62 per hour, depending on experience, location, and employer.

What is a customer service finance professional?

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.

What skills and qualifications are needed to thrive as a customer service finance professional?

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.

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 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.

What are popular job titles related to Customer Service Finance jobs in Florida?

For Customer Service Finance jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Customer Service Finance jobs in Florida look for?

The top searched job categories for Customer Service Finance jobs in Florida are:

Customer Service Finance jobs near you
Infographic showing various Customer Service Finance job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $29,217 per year, or $14 per hour.

Service Finance Underwriter I

Truist

Boca Raton, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Truist rating

8.0

Company rating: 8.0 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)Please review the following job description:The Service Finance Consumer Loan Underwriter is responsible for the overall evaluation of the loan application to determine an approval or denial.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Reviews and analyzes consumer credit reports
2. Ensures loans meet all program and product specifications
3. Ensures that documents are consistent and uphold to company and industry guidelines and uploaded for borrower signature
4. Communicates loan decisions and terms
5. Verifies accuracy of borrower's information on loan documents
6. Adheres to all loan funding operational policies that are consistent with overall policies and procedures and regulatory objectives of Service Finance
7. Acts as a liaison with dealer and other departments within Service Finance

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


1. 3 years minimum related experience
2. High school diploma or GED
3. Experience reading and understanding credit report
4. Proficiency with Microsoft Office Suite

Preferred Qualifications:
1. Knowledge of consumer finance
2. 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 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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About Truist

Sourced by ZipRecruiter

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019

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