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Financial Service Customer Service Representative Jobs in Iowa

SISCO

Financial Service Representative

Dubuque, IA · On-site

It's an exciting time at SISCO (Self Insured Services Company), and we're looking for a detail-oriented Financial Service Representative to join our growing team. In this role, you'll play a key part ...

Access Dubuque

Customer Service Representative

Dubuque, IA · On-site

$15 - $20.50/hr

Customer Service Representative Fidelity Bank & Trust 1 Positions ID: 537214144 Posted On 08/28 ... We're more than financial services, we're building relationships and creating opportunities that ...

Pernini Legal

Customer Service Representative

Waterloo, IA · On-site

$18 - $20/hr

Customer Service Representative Location: Waterloo, IA Salary: $18-20/hour Job Summary of the Customer Service Representative: The Customer Service Representative is responsible for providing support ...

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All JobsFinancial Service Customer Service Representative JobsFinancial Service Customer Service Representative Jobs in Iowa

Financial Service Customer Service Representative information

See Iowa salary details

$8

$22

$42

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 Iowa is $22.30, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $27.60 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.

Financial Service Customer Service Representative jobs near you

Financial Service Representative

Dubuque, IA

Cottingham & Butler
See more jobs at Cottingham & Butlerexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Cottingham & Butler rating

8.6

Company rating: 8.6 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Join the SISCO Team!

It's an exciting time at SISCO (Self Insured Services Company), and we're looking for a detail-oriented Financial Service Representative to join our growing team. In this role, you'll play a key part in supporting our financial operations, ensuring the accuracy of client accounts, and helping deliver exceptional service to our clients.

What You'll Do:

  • Work through bank reconciliations on various accounts
  • Assist in researching errors and issues with accounts
  • Work with clients to manage their health claims funding accounts

If you enjoy working with numbers, have a strong analytical mindset, and take pride in accuracy and problem-solving, we'd love to hear from you.

Full-Time Benefits - Most benefits start day 1

  • Medical, Dental, Vision Insurance
  • Flex Spending or HSA
  • 401(k) with company match
  • Profit-Sharing/Defined Contribution (1-year waiting period)
  • PTO/Paid Holidays
  • Company-paid ST and LT Disability
  • Maternity Leave/Parental Leave
  • Subsidized Parking
  • Company-paid Term Life/Accidental Death Insurance

About SISCO:

SISCO was established in 1980 as a boutique third-party administrator dedicated to the administration of unique, complex plan designs. Today, SISCO is recognized as a premier third-party administrator for employee benefits, serving 600+ employers and 1,000,000+ members from our headquarters in Dubuque, IA.

For the past decade, many Health Insurance Carriers and Payers have been quietly driving industry trends in the wrong direction. The result is a lower standard of prudent review and ever-increasing costs. Our strategy is to simply administer employer plans with the same care, diligence, and expertise we apply to our own benefit program. Learn more at www.siscobenefits.com

Want to learn more? Follow us on www.CottinghamButler.com | LinkedIn | Facebook

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