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Financial Call Center Jobs (NOW HIRING)

Call Center Agent

Rockville, MD ยท On-site

$15.25 - $20.25/hr

... financial domain knowledge This is an inbound call center. Our Support Center is open Monday-Friday 8AM to 8PM EST with different shifts. You will be computer bound; expected to be in a call queue ...

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Coordinator, Call Center

Denver, CO ยท On-site

$23.98 - $33.57/hr

Responsible for assisting Call Center Leadership in training and monitoring of Call Center ... financial, guarantor, insurance and patient information for new and existing patients within the ...

Call Center Representative (CSR) Location: Winterville, NC 28590 | Onsite COMPENSATION & SCHEDULE ... financial assessments โ€ข Meet daily performance metrics including call volume, contact rates, and ...

Coordinator, Call Center

Denver, CO ยท On-site

$23.98 - $33.57/hr

Responsible for assisting Call Center Leadership in training and monitoring of Call Center ... financial, guarantor, insurance and patient information for new and existing patients within the ...

Call Center Agent

Fresno, CA ยท On-site

$22/hr

Overall knowledge of the financial programs, registration and insurance verification * Registering ... Knowledge in scheduling or call center environment preferred Skills: * Bi-Lingual (English/Spanish ...

Call Center Representative

Golden, CO ยท On-site

$17 - $19/hr

Administrative and financial records (electronic and manual) * Ensure compliance with call center performance standards, scripts, quality objectives, and VA policies . * Assist with handling and ...

Call Center Representative

Golden, CO ยท On-site

$17 - $19/hr

Administrative and financial records (electronic and manual) * Ensure compliance with call center performance standards, scripts, quality objectives, and VA policies . * Assist with handling and ...

Call Center Representative

Salisbury, NC ยท On-site

$17 - $20/hr

With units specializing in Accounting and Finance, Administrative, Engineering, Marketing, Technology, Supply Chain, Revenue Cycle, Call Center, Human Resources and Executive Search, LaSalle offers ...

... call center footprint and operations that extend across multiple countries. We deliver Customer ... and financial services. Our contact centers are powered by both on-site and remote agents ...

Supervisor, Call Center

Honolulu, HI ยท On-site

$70K - $88K/yr

The Supervisor, Call Center role is responsible for overseeing daily operations by providing direct ... Shop, Cashiers, Finance, Accounting, Regulatory, and Client Services-to ensure efficient ...

Call Center Representative

Dallas, TX ยท On-site

$15.75 - $19.75/hr

... call center footprint and operations that extend across multiple countries. We deliver Customer ... and financial services. Our contact centers are powered by both on-site and remote agents ...

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Showing results 1-20

Financial Call Center information

See salary details

$30.5K

$85.9K

$118K

How much do financial call center jobs pay per year?

As of Jul 21, 2026, the average yearly pay for financial call center in the United States is $85,941.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is the highest paying job in financial services?

In financial call centers, high-paying roles often include senior management positions such as Director of Finance or Vice President of Finance, which require extensive experience and advanced certifications like CPA or CFA. These roles typically offer higher salaries due to increased responsibilities and expertise in financial analysis, strategic planning, and leadership.

What are some typical challenges faced by employees in a Financial Call Center position?

Working in a Financial Call Center often involves handling a high volume of calls from customers with a range of financial concerns, from account inquiries to complex problem resolution. Employees may encounter upset or anxious clients and must remain composed while providing clear, accurate information under time pressure. Additionally, navigating frequently changing regulations and financial products can require ongoing learning. However, these challenges are balanced by strong team support, structured training programs, and opportunities to develop specialized expertise that can lead to career advancement within the financial sector.

How can I make 2000 a week working from home?

A financial call center representative can earn $2000 a week by working full-time, often requiring strong communication skills, experience in customer service, and familiarity with call center software. Achieving this income may involve handling high call volumes, upselling, or working overtime, depending on the company's pay structure and commission opportunities.

What are the key skills and qualifications needed to thrive in the Financial Call Center position, and why are they important?

To thrive in a Financial Call Center role, you need strong communication skills, a good understanding of financial products or services, and often a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, phone systems, and sometimes basic banking or securities certifications is beneficial. Patience, active listening, and problem-solving abilities are critical soft skills that set top performers apart. These skills ensure effective handling of customer inquiries, foster trust, and contribute to the smooth operation of financial services.

What is a Financial Call Center job?

A Financial Call Center job involves assisting customers with financial products and services over the phone. Representatives handle inquiries about bank accounts, loans, credit cards, fraud prevention, and other financial matters. They may also process transactions, resolve disputes, and provide guidance on financial solutions. Strong communication, problem-solving skills, and knowledge of financial regulations are essential for the role.

What skills do financial service reps need?

Financial service representatives in a call center need strong communication and interpersonal skills to explain financial products and resolve customer issues effectively. They should have good problem-solving abilities, attention to detail, and familiarity with financial software or CRM tools. Basic knowledge of financial concepts and the ability to work under pressure are also important.

What is the highest paying call center job?

In a financial call center, roles such as senior financial advisor or team lead typically offer the highest salaries, often supplemented by performance bonuses and commissions. These positions require extensive industry knowledge, strong communication skills, and sometimes relevant certifications, and they usually pay more than entry-level customer service roles.
More about Financial Call Center jobs
What cities are hiring for Financial Call Center jobs? Cities with the most Financial Call Center job openings:
What states have the most Financial Call Center jobs? States with the most job openings for Financial Call Center jobs include:
Infographic showing various Financial Call Center job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 79% Full Time, 13% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $85,941 per year, or $41.3 per hour.
Call Center Manager

Call Center Manager

Long Island Select Healthcare Inc.

Hauppauge, NY โ€ข On-site

Full-time

Re-posted 16 days ago


Job description

  1. General Purpose of the Job

Under general supervision, the Call Center Manager acts as supervision for all call center employees, and provides customer service for incoming calls from patients to schedule or cancel appointments during high call volume. In addition to performing the functions of a call center representative, they will investigate and resolve escalated or difficult customer service complaints and calls. They will also train new call center representatives, oversee the break/lunch schedule and manage scheduling conflicts.

  1. Essential Duties & Responsibilities
  1. Responsible for the onboarding and training of Call Center representatives.
  1. Management of diffusing situations prior to being escalated to administration
  1. Serve as Lead to the external call center team for any inquiries or questions
  2. Oversight of implemented break/lunch schedules
  1. Responsible for managing scheduling conflicts of internal staff/coverage
  2. Provide flexible coverage of front-desk and/or call center when staffing needs require.
  3. Works cohesively within the Patient Services Department.
  4. Maintains confidentiality of patients, administrative, and financial functions
  5. Provides patient-focused service and presents positive impression of Long Island Select Healthcare to both internal and external customers.
  6. Manage high-volume amount of inbound and outbound calls in a timely manner.
  1. Answers phone promptly; in a polite and professional manner
  2. Documents all incoming & outgoing phone calls within the EMR
  3. Meet or exceed Quality Assurance Requirements and other key performance metrics.
  4. Maintains minimum 80 answered calls and 90% call answer rate daily
  1. Schedules appointments for patients:
    1. Obtains & Enters accurate demographic information into the EMR
    2. Identifies client needs, clarifies information, researches issues and provides solutions.
    3. Identifies appropriate insurance as needed and re-verifies accordingly
    4. Schedules appointments correctly, clearly documenting the reason for the appointment, verifies entered data coincides with appointments
    5. Reviews appointment details with caller prior to hanging up
    6. Updates patient registration/demographic info with new/terminated insurance policies, copay information
    7. Makes reminder phone calls as requested
    8. Reschedules appointments when necessary
  2. Acts as liaison between patient and Health Center Staff
    1. Directs calls to other departments/individuals when needed
    2. Resolves problems and fulfills requests by clarifying desired information; researches and explores alternative solutions; implements solutions; escalates unresolved problems.
    3. Understands when to escalate calls to management
  3. Processes new patient registration forms, HIPAA, privacy notice, and demographic change forms.
  4. Communicates Sliding Scale policy to patients, requests documentation.
  5. Complete side-by-side evaluations with employees to help with training and development
  6. Complete call-monitoring to ensure quality and training throughout the call center regularly
  7. Administer coaching to employees as needed and provide clear communication regarding KPIโ€™s for the department
  8. Enforce policies and procedures within the call center department on behalf of leadership.
  9. All other duties as assigned by the Patient Services Manager.
  1. Supervisory Responsibilities

None.

  1. Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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. Education and/or Experience

High school diploma, General Education Diploma (GED), or High School Equivalency Diploma (HSE); College degree preferred. 2 years of supervision in a Call Center environment required.

  1. Necessary Skills & Abilities

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.


Mathematical Skills

Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.

Reasoning Ability

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.


Computer Skills

To perform this job successfully, an individual should have basic to intermediate knowledge of Microsoft Office software (Outlook, Excel, Word), as well as Practice Management and Electronic Medical Record software.

Other Skills and Abilities

  1. Strong Communication and People skills both verbal and written
  2. Strong problem solving skills
  3. Experience with clerical procedures
  1. Well organized and able to handle multiple priorities
  2. Understanding and application of telephone etiquette
  1. Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

  1. Travel

This position may require traveling to different clinic locations depending upon scheduling needs.

  1. Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Blood Borne Pathogen Classification: Limited exposure risk to Bloodborne Pathogens (Category III).