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Financial Customer Service Representative Jobs (NOW HIRING)

National Finance Company

Customer Service Rep

Wilson, NC · On-site

$14 - $16/hr

Join Our Team at National Finance Company! Looking for a career with a terrific, family-owned ... Customer Service Representative Job Summary As a Customer Service Representative (CSR) , you will ...

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

As of Sep 13, 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.

Customer Service Representative (CSR 1)

Stockbridge, GA • On-site

Kinsmith Finance
See more jobs at Kinsmith Financeexternal

$1.3K/mo

Other

PTO

Re-posted 4 days ago

Job description

Description
Kinsmith Finance helps people in our communities solve financial challenges through responsible lending and personal service.
As a Customer Service Representative, you'll work directly with customers in the branch to process loan applications, accept payments, and assist in successfully managing their accounts.
What You'll Do
  • Greet and assist customers in person and by phone
  • Process loan applications and payments
  • Answer questions about accounts and loan options
  • Work with customers to find solutions if they become past due
  • Maintain accurate customer records
  • Work with your team to meet branch goals
What We're Looking For
  • Strong people and communication skills
  • Dependable and organized
  • Positive attitude and strong work ethic
  • Customer service or retail experience preferred
Why Work at Kinsmith
  • Monthly performance bonuses up to $1300
  • Paid training
  • Paid time off
  • Opportunities for promotion
Many of our managers started as Customer Service Representatives.
Qualified applicants should have:
  • Strong communication, organizational, and problem-solving skills.
  • Prior Finance, Retail, or Sales experience.
  • Ability to work beyond our standard weekday hours if necessary to meet business goals.
  • Basic Computer Proficiency
  • High school diploma or equivalent
  • Valid driver's license, reliable personal transportation

Apply