ZipRecruiter

Log In

1

Customer Service Financial Jobs in Texas (NOW HIRING)

Customer Service | Full-Time

Customer Service Agent

Killeen, TX · On-site

$13.75 - $18.50/hr

... financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs. At MCI we are ...

next page

Showing results 1-20

All JobsCustomer Service Financial JobsCustomer Service Financial Jobs in Texas

Customer Service Financial information

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

AspectCustomer Service FinancialCustomer Service Representative
Required CredentialsFinancial certifications (e.g., FINRA, CFP), relevant financial licensesHigh school diploma or equivalent, customer service training
Work EnvironmentBank branches, financial institutions, call centersRetail stores, call centers, corporate offices
Employer & IndustryFinancial services, banking, investment firmsRetail, telecommunications, service industries
Common Search & ComparisonFinancial customer support, banking customer serviceCustomer support, client service roles

Customer Service Financial roles focus on assisting clients with banking, investments, and financial products, often requiring financial licenses. Customer Service Representatives handle general customer inquiries across various industries, with less emphasis on financial credentials. Both roles involve communication skills but differ in industry-specific knowledge and certifications.

What are some common challenges faced by customer service financial representatives and how can they be managed?

Customer Service Financial representatives often encounter challenges such as handling complex financial inquiries, managing customer frustration, and staying updated with regulatory changes. To manage these, it’s important to maintain clear communication, practice active listening, and utilize available knowledge bases or support tools. Many teams provide ongoing training and foster collaboration among colleagues, which helps representatives resolve issues efficiently and maintain compliance.

What are the key skills and qualifications needed to thrive as a customer service financial representative?

To thrive as a Customer Service Financial representative, you need a solid understanding of financial products, problem-solving abilities, and typically a background in finance or business. Familiarity with customer relationship management (CRM) software, banking systems, and relevant compliance certifications is often required. Excellent communication, patience, and conflict resolution skills help build trust and effectively address client concerns. These competencies ensure accurate service delivery, regulatory compliance, and high customer satisfaction in a regulated financial environment.

What is a customer service financial?

Customer Service Financial professionals are individuals who assist clients with financial products and services, such as banking, loans, credit cards, and investment accounts. They handle inquiries, resolve issues, and provide guidance related to financial transactions and account management. Their goal is to ensure customer satisfaction while adhering to financial regulations and company policies. These professionals often work in banks, credit unions, or financial service call centers, and require strong communication and problem-solving skills.
What are popular job titles related to Customer Service Financial jobs in Texas? For Customer Service Financial jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Customer Service Financial jobs in Texas look for? The top searched job categories for Customer Service Financial jobs in Texas are:
What cities in Texas are hiring for Customer Service Financial jobs? Cities in Texas with the most Customer Service Financial job openings:
Customer Service Financial jobs near you
Infographic showing various Customer Service Financial job openings in Texas as of August 2026, with employment types broken down into 80% Full Time, and 20% Temporary. Highlights an 100% In-person job distribution.

Customer Service and Financial Services

One Ten Inc

Irving, TX • On-site

$15.25 - $21/hr

Other

Re-posted 4 days ago

Job description

Job Number: 2339
External Description:
Position: Customer Service & Financial Services Representative
Location: Irving, TX (25-35 mile radius considered)
Language: Bilingual candidates preferred
Job Summary:
Wells Fargo is seeking customer-focused professionals to join its financial services team. This role is ideal for individuals with experience in customer service, sales, or client-facing environments who are looking to grow a career in financial services. You will engage directly with customers, identify financial needs, and provide tailored banking solutions while delivering exceptional service.
Preferred Backgrounds (Transferable Skills):
  • Retail sales or hospitality
  • Commercial or contact center sales
  • Real estate, insurance, or mortgage lending
  • Automotive or telecommunications sales
  • B2B sales or small business management
  • Accounting or financial administration
Education Qualifications:
  • High School Diploma or GED required
  • Associate's Degree preferred

Job Number: PR - Wells Fargo Pipeline
Community / Marketing Title: Customer Service and Financial Services
Location_formattedLocationLong: Irving, TX, Texas US

Apply