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Financial Customer Service Representative Jobs (NOW HIRING)

JOB SUMMARY The CSR plays a very important part in the operation of a consumer finance office. The duties of a CSR are to wait on the customers, take applications, investigate credit, take payments ...

Previous experience in customer service, collections, or the finance industry a plus. JOB SUMMARYThe CSR plays a very important part in the operation of a consumer finance office. The duties of a CSR ...

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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:

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 Specialist

Englewood, CO • On-site

TEKsystems
IT Services • 1 - 5K employees

$23 - $26/hr

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago


Key responsibilities

  • Answer incoming phone calls and make outbound calls to borrowers, dealers, and credit unions in accordance with company policies.

  • Identify customer needs, offer solutions, and follow up on unresolved transactions to ensure issue resolution.

  • Manage communication with internal and external contacts professionally and build positive relationships with dealerships and credit unions.


Job description

Job Description

  • Answers all incoming phone calls in a timely manner preventing excessive hold times.
  • Make outbound calls to borrowers, dealers and credit unions in accordance with company policies and procedures.
  • Identify needs, offer solutions, and follow up on unresolved transactions.
  • Hold meaningful conversations with dealers, credit unions, members and internal contacts in person, over the phone, or through written communication.
  • Build and maintain positive relationships with dealerships and credit unions.
  • Provide exemplary customer service to internal and external partners.
  • Communicate and educate dealers and credit union staff on systems and program standards.
  • Direct efforts toward efficiently maximizing remediation of issues to achieve funding.
  • Manage assigned queues within SLAs
  • Perform processing and held ordering functions in support of resolving customer support inquiries.
  • Ensure all communication (internal, external, oral, written) is handled in a professional manor.

Qualifications

  • Previous financial services or banking background
  • 2 - 4 years of call center experience
Job Type & Location

This is a Contract to Hire position based out of Englewood, CO.

Pay and Benefits

The pay range for this position is $23.00 - $26.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Englewood,CO.

Application Deadline

This position is anticipated to close on Aug 29, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.


TEKsystems logo

About TEKsystems

Sourced by ZipRecruiter

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

Industry

It services

Company size

1,001 - 5,000 Employees

Headquarters location

Hanover, MD, US