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Financial Customer Service Representative Jobs (NOW HIRING)

Local Finance

Customer Service Rep.

Opelika, AL · On-site

$13.75 - $18.75/hr

Local Finance, is seeking a Customer Service Representative. The qualified Customer Service ... Representative will complete a 12 to 18 month training program at which time the candidate will be ...

Local Finance

Customer Service Rep.

Opelika, AL · On-site

$13.75 - $18.75/hr

Local Finance, is seeking a Customer Service Representative. The qualified Customer Service ... Representative will complete a 12 to 18 month training program at which time the candidate will be ...

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Financial Customer Service Representative information

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How much do financial customer service representative jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial customer 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 customer service representative?

Financial Customer Service Representatives are professionals who assist clients with their banking, investment, or financial service needs. They handle inquiries about accounts, process transactions, resolve issues, and provide guidance on financial products and services. These representatives may work in banks, credit unions, investment firms, or other financial institutions, ensuring customers receive accurate information and support. Excellent communication skills and knowledge of financial regulations are essential for this role.

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

To thrive as a Financial Customer Service Representative, you need strong knowledge of financial products, customer account management, and often a background in finance or business. Familiarity with CRM software, banking systems, and sometimes certifications like FINRA Series 6 or 7 may be required. Outstanding communication, active listening, and problem-solving skills help you excel in assisting clients and resolving issues. These competencies are crucial for building trust, ensuring regulatory compliance, and delivering a positive customer experience.

What are some common challenges financial customer service representatives face when handling client inquiries, and how can they effectively address them?

Financial Customer Service Representatives often encounter challenges such as managing complex account issues, addressing sensitive financial concerns, and explaining intricate banking products to customers. To effectively address these situations, representatives must maintain strong communication skills, exercise patience, and stay updated on the latest financial regulations and company policies. Building rapport and actively listening to clients help in understanding their needs, while collaboration with other departments ensures swift resolution of more involved issues. Continuous training and support from the team are also vital for overcoming these challenges and delivering excellent service.

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

AspectFinancial Customer Service RepresentativeLoan Officer
CredentialsHigh school diploma or equivalent; sometimes relevant certificationsHigh school diploma; often requires licensing or certification depending on the loan type
Work EnvironmentCall centers, bank branches, or onlineBank branches, lending offices, or online
Employer & IndustryBanks, credit unions, financial institutionsMortgage companies, banks, credit unions
Primary FocusAssisting customers with account inquiries, transactions, and product infoAssessing loan applications, advising clients on loan options

While both roles work within financial institutions, a Financial Customer Service Representative primarily handles customer inquiries and account support, whereas a Loan Officer focuses on evaluating and processing loan applications. Both roles require strong communication skills and financial knowledge, but their daily tasks and responsibilities differ significantly.

What cities are hiring for Financial Customer Service Representative jobs?

Cities with the most Financial Customer Service Representative job openings:

What states have the most Financial Customer Service Representative jobs?

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

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

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

Financial Customer Service Representative jobs near you
Infographic showing various Financial Customer Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

Financial Customer Service Representative

Omaha, NE • Hybrid

Pacificlife
See more jobs at Pacificlifeexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Key responsibilities

  • Handle 50-60 inbound calls daily from policyholders and financial professionals

  • Provide guidance on policy transactions, account activity, and product details

  • Research and resolve service requests with accuracy and professionalism

Job description

Job Description:

Want to break into financial services? Pacific Life will pay you to get there.

We're gearing up to hire Financial Customer Service Representatives in Omaha who don't yet have their FINRA registrations - and sponsoring them through the entire process. You'll earn your Securities Industry Essentials (SIE) and Series 6 within your first 8 weeks, with paid training, dedicated study time, and full support on our dime. After that, you move to our hybrid schedule and our registered pay scale.

If you're great with people, eager to build a career in financial services, and interested in a career with Pacific Life - we want to hear from you.

Your first 8 weeks will be onsite and are a fully paid. It entails a self-paced online program, with opportunities to collaborate with your peers. You'll work towards earning SIE and FINRA Series 6 registration with dedicated study time and structured support. After obtaining designated registrations, you transition to a hybrid schedule with just one in-office day per week.

At Pacific Life, Financial Customer Service Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they're often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it matters most.

This is a high-volume phone role, handling approximately 40-60 inbound calls per day from policyholders, contract owners, and financial professionals. Pacific Life provides paid training, dedicated study time, and support to earn required FINRA - Securities Industry Essentials (SIE) plus Series 6 - within 8 weeks of hire. Many employees begin their careers in this role and grow into advanced service, operations, or leadership positions across the organization.

Apply now to be considered for one of our future start classes in early 2027!

What You'll Do

  • Handle 50-60 inbound calls daily from policyholders and financial professionals
  • Provide guidance on policy transactions, account activity, and product details
  • Research and resolve service requests with accuracy and professionalism
  • Process requests and document interactions in internal systems
  • Navigate multiple systems while assisting customers in real time
  • Partner with internal teams to ensure timely resolution

What Makes Someone Successful in This Role

  • Enjoy helping people and solving problems
  • Communicate clearly and professionally with customers
  • Are comfortable in a high-volume call environment
  • Learn new concepts quickly and adapt to change
  • Stay organized while managing multiple tasks and systems

What You Bring

  • 1-2 years of customer-facing experience (call center, banking, retail, hospitality, or similar)
  • Strong communication and problem-solving skills
  • Comfort using multiple computer systems
  • Ability to work in a structured, fast-paced environment

What Makes you Stand Out

  • Bachelor's degree or equivalent experience
  • Experience in financial services or insurance
  • FINRA registrations (SIE, Series 6, or Series 7)

Our Recruiting Process

  • Resume review Phone screen with a Talent Acquisition Partner Hiring Team Interview

Compensation:

  • Starting hourly rate will be based on your experience and location

  • Omaha, NE range is between $26 - $28 per hour plus an annual bonus.After earning your FINRA SIE and Series 6 registrations, you'll be automatically promoted and be considered for an increase in compensation to our registered pay scale.

  • The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

#LI-RB1

#LI-Hybrid

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

  • Paid Parental Leave as well as an Adoption Assistance Program

  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Apply