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Financial Center Client Service Representative Jobs

Old Fort Banking Co

Client Service Representative

Dayton, OH · On-site

$15.50 - $21.25/hr

As a CSR, you report to the Financial Center Manager and are the initial contact for our clients. You are client focused, ensuring all visitors feel welcome the moment they walk in the door by ...

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Financial Center Client Service Representative information

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$10

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$31

How much do financial center client service representative jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for financial center client service representative in the United States is $21.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.00 per hour, depending on experience, location, and employer.

What is a financial center client service representative?

Financial Center Client Service Representatives are frontline employees at banks or financial institutions who assist clients with their banking needs. They handle a variety of customer service tasks, including account inquiries, deposits, withdrawals, and resolving issues related to accounts or transactions. These professionals are responsible for ensuring a positive client experience, providing information about banking products, and often helping clients with digital banking services. Strong communication skills, attention to detail, and a customer-focused attitude are essential in this role.

How does a financial center client service representative typically collaborate with other team members to meet client needs?

As a Financial Center Client Service Representative, you work closely with bankers, relationship managers, and other branch staff to ensure clients receive efficient, personalized service. Collaboration involves sharing information about client requests, coordinating follow-ups, and assisting with account openings or problem resolution. Regular team meetings and communication help align everyone’s efforts, creating a supportive environment where you can learn from colleagues and contribute to overall branch goals. This teamwork not only enhances client satisfaction but also provides valuable exposure to different roles within the financial center.

What are the key skills and qualifications needed to thrive as a financial center client service representative, and why are they important?

To thrive as a Financial Center Client Service Representative, you need strong customer service skills, attention to detail, and a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and, in some cases, basic knowledge of financial regulations is typically required. Excellent communication, problem-solving, and teamwork abilities set top performers apart in this role. These skills and qualities are crucial for ensuring accurate transactions, building client trust, and maintaining efficient branch operations.

What is the difference between Financial Center Client Service Representative vs Personal Banker?

AspectFinancial Center Client Service RepresentativePersonal Banker
CredentialsBasic financial certifications, customer service experienceAdditional banking certifications, sales training
Work EnvironmentBranch customer service, transactional supportClient consultations, financial product sales
Employer & Industry UsageBank branches, financial institutionsBank branches, retail banking
Search & Comparison IntentCustomer service roles, entry-level bankingFinancial advising, sales-focused banking

The main difference is that a Financial Center Client Service Representative primarily handles customer service and transactional support, while a Personal Banker focuses more on client consultations and selling financial products. Both roles are essential in retail banking, but Personal Bankers typically have additional sales responsibilities and certifications.

What states have the most Financial Center Client Service Representative jobs?

States with the most job openings for Financial Center Client Service Representative jobs include:

What are popular job titles related to Financial Center Client Service Representative jobs?

For Financial Center Client Service Representative jobs, the most frequently searched job titles are:

Financial Center Client Service Representative jobs near you

PT Financial Center Service Representative

Elmwood Park, NJ • On-site

Spencer Savings Bank
Commercial Banking • 51 - 200 employees
Learn more about Spencer Savings Bankexternal

$16.15 - $18/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description


BASIC FUNCTION

Financial Center Service Representative (FCSR)  is responsible for processing a variety of financial transactions including check cashing, withdrawals, deposits and loan payments.  This position is responsible for managing and balancing a cash drawer and preparing daily paperwork according to branch procedures.  The FCSR  is responsible for engaging clients during their transaction to identify any customer needs and refer them over to the platform for fulfillment.   The FCSR  is responsible for providing an extraordinary customer experience by executing Spencer’s customer service behaviors with every client interaction.  They also assist the Assistant Financial Center Manager with teller line and end of day proof functions. Works under general supervision.

 MAJOR RESPONSIBILITIES

  • Operates a teller window to process all types of banking transactions including deposits, withdrawals, payments, buy/sell cash and cashier’s checks   
  • Responsible for providing a consistent extraordinary client experience by executing on Spencer’s customer service behaviors
  • Researches and resolves all transaction errors that occur and engages management support when needed   
  • Executes the internal sales process by engaging the customer in conversation during the customer transaction to identify needs and refers them to the platform 
  • Operates within the confines of the bank’s compliance and operational policy and procedures
  • Diligently completes all necessary paperwork such as CTRs, SARs etc… accurately and in a timely manner  
  • Assists Assistant Financial Center Manager with end-of-day branch proof tasks including ATM and Vault 
  • Participates in internal and external branch events as well as local community events 
  • Must be able to work a flexible hourly schedule as requested 
  • May be asked to travel & work at other branches in the network 
  • Presents a professional image 
  • Provides access to safe deposit boxes 
  • Opens and/or closes branch with management 
  • Perform other duties as required

 

JOB REQUIREMENTS

Education:

High school diploma or GED

Experience:

  • 6 months - 2 years in a retail sales/service environment preferred

Benefits

  • Holidays
  • Vacation
  • Health/Dental
  • Vision Service Plan
  • Short Term Disability
  • Long Term Disability
  • Life Insurance
  • Flexible Spending Accounts
  • 401k Savings Plan
  • Tuition Reimbursement
  • Employee Assistance Program
  • Free Employee Checking Account