1

Financial Service Customer Service Representative Jobs in Indiana

Customer Service Representative

East Chicago, IN · On-site

$15.50 - $21/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

next page

Showing results 1-20

Financial Service Customer Service Representative information

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 in Indiana are hiring for Financial Service Customer Service Representative jobs?

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

Financial Service Representative

Griffith, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago


Job description

Overview

If you're seeking more than just a job, join Heights Finance and kickstart your career!

Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.

Be part of a dynamic team that is shaping the future of consumer finance. Apply today!

Stories of Success

"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within.  Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."

~ Ashley S., District Manager - Alabama

"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions.   Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career.   As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."

~ Jessica W., Operations Trainer - United States

Responsibilities

As a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!

  • Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
  • Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
  • Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
  • Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
  • Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
  • Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.

Qualifications

We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.

  • Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
  • Sales Mindset: Confidence in promoting products and services that meet customer needs.
  • Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
  • Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
  • Adaptability: Willingness to learn new systems and processes in a dynamic environment.
  • Team Player: A collaborative spirit with a desire to contribute to team success.
  • Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
  • Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!

Work Location: 1815 West Glen Park Avenue, Griffith, IN 46319

Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons 

Hourly: $16.25 - $22.75

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average.  The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. 

All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. 

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

This employer participates in E-Verify for US-based hires. 

#LI-Onsite 

#HeightsFinance

#HFCLP

Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections

EEO Statement

Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com,  @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca. 

Employment Type: FULL_TIME