ZipRecruiter

Log In

1

Customer Service Finance Jobs (NOW HIRING)

Security Finance

Customer Service Representative

Roosevelt, UT · On-site

$16.75 - $22.75/hr

No prior finance experience required - just bring your customer centric attitude and we'll teach you the rest! In this role, you can expect to: * Provide outstanding customer service both on the ...

Security Finance

Customer Service Representative

Sedalia, MO · On-site

$14.50 - $19.75/hr

No prior finance experience required - just bring your customer centric attitude and we'll teach you the rest! In this role, you can expect to: * Provide outstanding customer service both on the ...

Security Finance

Customer Service Representative

Athens, AL · On-site

$15.50 - $21/hr

No prior finance experience required - just bring your customer centric attitude and we'll teach you the rest! In this role, you can expect to: * Provide outstanding customer service both on the ...

Security Finance

Customer Service Representative

Norman, OK · On-site

$14 - $19/hr

No prior finance experience required - just bring your customer centric attitude and we'll teach you the rest! In this role, you can expect to: * Provide outstanding customer service both on the ...

Security Finance

Customer Service Representative

Oneonta, AL · On-site

$12.75 - $17.50/hr

No prior finance experience required - just bring your customer centric attitude and we'll teach you the rest! In this role, you can expect to: * Provide outstanding customer service both on the ...

next page

Showing results 1-20

All JobsCustomer Service Finance Jobs

Customer Service Finance information

See salary details

$9

$18

$26

How much do customer service finance jobs pay per hour?

As of Jun 30, 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 Customer Service Manager, Financial Services Supervisor, and Client Relations Director tend to have higher salaries, often due to increased responsibilities and specialized knowledge. These positions typically require strong communication skills, financial understanding, and leadership experience, with salaries varying based on industry and company size.

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 is considered a financial service job?

A financial service job involves providing assistance related to banking, investments, insurance, or other financial products. Roles such as customer service representatives in banks or financial institutions often handle client inquiries, process transactions, and support financial operations, typically requiring knowledge of financial regulations and tools like CRM software.

What is the role of a financial customer service representative?

A financial customer service representative assists clients with banking or financial transactions, resolves account issues, and provides information about products and services. They often use customer management software and require good communication skills to ensure customer satisfaction and compliance with financial regulations.

What is the highest paid finance job?

In finance, the highest paid 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, and often involve managing large teams or investment portfolios, with compensation often including high base salaries, bonuses, and profit sharing.

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 June 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Customer Service Representative - Rogers

Customer Service Representative - Rogers

First Western Bank

Rogers, AR • On-site

$13.50 - $18.25/hr

Full-time

Posted 6 days ago

Key responsibilities

  • Assist customers with their banking needs, including completing financial transactions.

  • Perform account maintenance for customers.

  • Open new accounts and services for new and existing customers.

Job description

First Western Bank is currently seeking a Customer Service Representative for our Rogers Pinnacle Location.

Customer Service Representatives are the face of our company, serving as the spirit of our branch lobbies. Individuals in this position are responsible for assisting customers with their banking needs: completing financial transactions, performing account maintenance, and opening new accounts / services for new and existing customers. This position has continuous customer contact which includes cultivating new business and maintaining customer relationships.

Qualified candidates should have strong customer service and cash handling experience.

First Western is a full-service financial company offering traditional banking, mortgage, insurance, and investments services. We offer a competitive salary and benefit package, based on qualifications and experience.

Applicants must pass a criminal background check, consumer credit check, as well as a drug screening. EOE


Job Posted by ApplicantPro