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Financial Center Client Service Representative Jobs

BOK Financial

Financial Center Leader

Sherman, TX · On-site

You will utilize the Client Experience (CX) playbook to achieve sales and service expectations and ... You will develop and maintain partnerships with representatives of other Bank lines of business.

BOK Financial

Financial Center Leader

Denver, CO

$70K - $95K/yr

You will utilize the Client Experience (CX) playbook to achieve sales and service expectations and ... You will develop and maintain partnerships with representatives of other Bank lines of business.

NVA

Client Service Representative

Westover, WV · On-site

$16.50 - $22.50/hr

More specifically, the Client Service Representative is responsible for greeting clients ... Financial * Provides cost estimates and prepares client invoices while informing clients of credit ...

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Financial Center Client Service Representative information

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

As of Aug 21, 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:

Financial Center Client Service Representative jobs near you

Client Service Representative

Jordan & Associates, Ltd.

Henderson, NC • On-site

$15 - $20.25/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Client Service Representative


Join a Team That Puts People and Pets First


West Hills Veterinary Centre is looking for an experienced Client Service Representative (CSR) to join our compassionate and hardworking team. If you have a passion for helping
people, love animals, and thrive in a fast-paced veterinary environment, we'd love to meet you!


As the first and last impression our clients have of the hospital, our Client Service Representatives play a vital role in creating a welcoming, organized, and positive experience for every client and patient who walks through our doors.


What We're Looking For


Required Qualifications

  • 1–2 years of experience working in a veterinary hospital is required.
  • Excellent customer service and communication skills.
  • Comfortable managing multiple phone lines and appointments.
  • Strong computer and organizational skills.
  • Ability to remain calm, professional, and compassionate during emotional situations.
  • Team-oriented attitude with a willingness to jump in wherever needed.
  • Reliable, dependable, and eager to learn.

Daily Responsibilities

  • Welcome clients and patients with exceptional customer service.
  • Answer multi-line phones and respond to client questions professionally.
  • Schedule appointments and surgical procedures efficiently.
  • Process payments and maintain accurate medical records.
  • Communicate clearly with doctors and technicians to ensure excellent patient care.
  • Educate clients on preventive care, medications, and hospital services.
  • Assist with maintaining a clean, organized reception area.
  • Support teammates throughout the hospital as needed.


Why West Hills Veterinary Centre?


At West Hills Veterinary Centre, we believe that great medicine starts with a great team. We are proud to provide high-quality veterinary care while fostering a supportive, family-oriented
workplace where every team member is valued.


As part of Legacy Veterinary Group, we're privately owned, not corporate, which means our focus is on supporting our teams, caring for our patients, and building lasting relationships with our clients.


We believe in:

  • Compassionate patient care
  • Outstanding client service
  • Teamwork and collaboration
  • Professional growth and continuing education
  • Work-life balance

Benefits


Eligible full-time employees enjoy a comprehensive benefits package that may include:

  • Competitive pay based on experience
  • Medical, dental, and vision stipend
  • Paid Time Off (PTO)
  • Paid holidays
  • 401(k) with company match
  • Employee pet discounts
  • Continuing education opportunities
  • Uniform allowance
  • Supportive leadership and opportunities for career growth

Ready to Join Our Team?


If you're an experienced veterinary Client Service Representative looking for a practice where your skills are appreciated and your career can grow, we'd love to hear from you.


Apply today and become part of the West Hills Veterinary Centre family!

Apply