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Customer Service Finance Jobs (NOW HIRING)

Security Finance

Customer Service Representative

Tomah, WI

$15 - $20.25/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 ...

Security Finance

Customer Service Representative

Monroe, WI · On-site

$15 - $20.50/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 ...

iShare Inc

Finance - Benefits CSR

Miami, FL · Remote

Familiarity with banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments). * Excellent customer service skills with the ability to manage multiple ...

Security Finance

Customer Service Representative

Tomah, WI · On-site

$15 - $20.25/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

Athens, AL

$13.50 - $18.25/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

Florence, SC · 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 ...

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Customer Service Finance information

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$9

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How much do customer service finance jobs pay per hour?

As of Jul 25, 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.
Customer Service Representative

Customer Service Representative

Security Finance

Vidalia, LA

$13.50 - $18.50/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 7 days ago

Security Finance rating

7.3

Company rating: 7.3 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

126th of 150 rated financial services

Job description

Description

  • Do you thrive on making a positive, lasting impact on people?
  • Do you have customer service experience?
  • Are you looking for an opportunity to learn a new industry, with paid on the job training?
  • Do you want multiple opportunities to advance your career?
  • Do you want to work in an open, office environment?

You’re the first face customers see and the most important memory, because you’ll be the one who helps them, over the phone and in-person, when they have a financial need. 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 phone and in-person.
  • Market for new and continued customer business.
  • Prepare and process loans and income tax returns.

We offer:   

  • TOP-of-the-line training, with pay increase incentives, which includes hands-on and online training. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
  • An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
  • Monthly Bonus Potential – You have the ability to earn a monthly bonus when your team meets your branch goals!
  • Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions, and more.
  • Growth Potential – We believe in fostering our employees’ talents and providing a pathway for their individual career story.

We are a leader in the financial services industry since 1955, and proudly provide easy and safe installment loans and income tax preparation to the communities where we operate. Thanks to our conveniently located branches, we are honored to provide personal service from people our customers know they can trust. At Security Finance, it is about being good members of our community, helping neighbors in times of need, and treating customers with the respect they deserve.

Come Begin Your Story! Apply today!

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