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Financial Service Customer Service Representative Jobs

Search Solution Group

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Financial Service Representative

Newport News, VA · On-site

$20 - $21/hr

Financial Services Representative Work Location: Fully Onsite Industry: Banking / Financial ... This position will work directly with customers to assist with their everyday banking needs ...

New

CFS

Financial service representative

Aurora, IL · On-site

Patient Financial Services Representative A respected healthcare organization is seeking a Patient ... customer service and are looking to join a team-focused organization, we'd love to hear from you.

Arkansas Federal Credit Union

AR · On-site

$25/hr

As a Financial Service Representative, you serve as an advocate and financial expert dedicated to ... Knowledgeable of financial industry models and products with a minimum of 2 years' related customer ...

Langley

Financial Service Representative

Virginia Beach, VA · On-site

$17.64 - $21.78/hr

Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative ... Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) ...

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Financial Service Customer Service Representative information

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

As of Sep 14, 2026, the average hourly pay for financial service customer service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What is a financial service customer service representative?

Financial Service Customer Service Representatives are professionals who assist customers with their banking, investment, or insurance needs. They handle inquiries, resolve issues, process transactions, and provide information about financial products and services. These representatives often work for banks, credit unions, investment firms, or insurance companies. Their role is essential in ensuring customer satisfaction and maintaining strong client relationships within the financial industry.

How does a financial service customer service representative typically handle complex client inquiries or issues?

Financial Service Customer Service Representatives often encounter complex client inquiries related to account discrepancies, product details, or regulatory requirements. In these situations, they are expected to use their knowledge of financial products and company procedures to investigate and resolve issues efficiently. They frequently collaborate with back-office teams, compliance departments, or technical specialists to ensure accurate and timely solutions. Effective communication and a customer-focused approach are essential, as representatives must clearly explain outcomes and next steps to clients while maintaining compliance with industry regulations.

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

To thrive as a Financial Service Customer Service Representative, you need strong knowledge of financial products, customer account management, and basic banking regulations, often supported by a high school diploma or relevant certifications. Familiarity with CRM systems, banking software, and secure data handling tools is typically required. Exceptional communication, active listening, and problem-solving skills help build trust and effectively resolve client issues. These competencies are vital for ensuring customer satisfaction, regulatory compliance, and the efficient operation of financial service institutions.

What is the difference between Financial Service Customer Service Representative vs Banking Customer Service Representative?

AspectFinancial Service Customer Service RepresentativeBanking Customer Service Representative
CredentialsTypically requires financial certifications or licenses, such as FINRA or state-specific licensesOften requires similar financial certifications, especially for handling accounts or loans
Work EnvironmentWorks in financial institutions, call centers, or online platforms handling various financial productsPrimarily based in bank branches or call centers assisting banking customers
Employer & IndustryFinancial service firms, investment companies, credit unionsBanks, credit unions, retail banking institutions
Search & Comparison IntentHigh overlap in customer support roles within finance, often compared for industry-specific customer service

Both roles involve assisting customers with financial products, but Banking Customer Service Representatives typically focus on banking services like accounts and loans within banks, while Financial Service Customer Service Representatives may handle a broader range of financial products across various financial institutions.

What cities are hiring for Financial Service Customer Service Representative jobs?

Cities with the most Financial Service Customer Service Representative job openings:

What states have the most Financial Service Customer Service Representative jobs?

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

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

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

Financial Service Customer Service Representative jobs near you

Financial Service Representative

Newport News, VA • On-site

Search Solution Group
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Search Solution Groupexternal

$20 - $21/hr

Full-time

Posted 3 days ago

New

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Job description

Financial Services Representative

Work Location: Fully Onsite
Industry: Banking / Financial Services

Experience Required: 2–3+ years of recent banking or financial services experience

Position Overview

We are seeking an experienced Financial Services Representative to join a growing banking team in a fully onsite capacity. This position will work directly with customers to assist with their everyday banking needs, provide exceptional customer service, and recommend financial products and services based on individual needs.


The ideal candidate will have at least 2–3 years of recent experience working within a bank, credit union, or similar financial institution and be comfortable handling customer transactions, opening accounts, discussing banking products, and identifying opportunities to strengthen customer relationships.


Key Responsibilities

  • Provide exceptional in-person customer service and assist customers with their banking needs.
  • Open and maintain checking, savings, and other deposit accounts.
  • Process deposits, withdrawals, transfers, payments, and other banking transactions.
  • Educate customers on available banking products and services.
  • Identify customer needs and recommend appropriate financial products and solutions.
  • Assist with consumer banking products such as credit cards, personal loans, auto loans, and other lending products as applicable.
  • Resolve customer questions, account concerns, and service issues professionally and efficiently.
  • Maintain accurate customer and account information while following banking policies and procedures.
  • Follow all applicable banking regulations, compliance requirements, and security procedures.
  • Build strong customer relationships and contribute to branch sales and service goals.


Qualifications

  • 2–3+ years of recent banking, credit union, or financial services experience required.
  • Previous experience as a Financial Services Representative, Personal Banker, Universal Banker, Relationship Banker, Member Service Representative, or similar role strongly preferred.
  • Strong customer service and relationship-building skills.
  • Previous sales or consultative selling experience preferred.
  • Comfortable discussing and recommending financial products and services.
  • Strong communication and interpersonal skills.
  • Ability to accurately handle financial transactions and confidential customer information.
  • Detail-oriented with strong problem-solving skills.
  • Must be comfortable working fully onsite.
  • Ability to work within standard banking/branch hours, including Saturdays if required.