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Customer Service Finance Jobs (NOW HIRING)

Security Finance

Customer Service Representative

Norman, OK

$12.75 - $17.25/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

Ennis, TX

$14.75 - $20/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 ...

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How much do customer service finance jobs pay per hour?

As of Jun 9, 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 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 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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Customer Service Representative (CSR 1)

Kinsmith Finance

Summerville, SC • On-site

$12 - $15/hr

Full-time

PTO

Posted 12 days ago

Job description

Description
Kinsmith Finance helps people in our communities solve financial challenges through responsible lending and personal service.
As a Customer Service Representative, you'll work directly with customers in the branch to process loan applications, accept payments, and assist in successfully managing their accounts.
What You'll Do
  • Greet and assist customers in person and by phone
  • Process loan applications and payments
  • Answer questions about accounts and loan options
  • Work with customers to find solutions if they become past due
  • Maintain accurate customer records
  • Work with your team to meet branch goals

What We're Looking For
  • Strong people and communication skills
  • Dependable and organized
  • Positive attitude and strong work ethic
  • Customer service or retail experience preferred

Why Work at Kinsmith
  • Monthly performance bonuses up to $1300
  • Paid training
  • Paid time off
  • Opportunities for promotion

Many of our managers started as Customer Service Representatives.
Qualified applicants should have:
  • Strong communication, organizational, and problem-solving skills.
  • Prior Finance, Retail, or Sales experience.
  • Ability to work beyond our standard weekday hours if necessary to meet business goals.
  • Basic Computer Proficiency
  • High school diploma or equivalent
  • Valid driver's license, reliable personal transportation

Apply