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Financial Service Customer Service Representative Jobs

Catch USA

Customer Service Representative

Washington, DC

$18 - $24.75/hr

Customer Service Representative Responsibilities will include: * Onboard new clients and ensure a smooth transition to the product or service * Act as a primary point of contact for customers and ...

First National Bank Texas

Provide prompt, efficient and friendly service to all customers Explore customer financial needs to recommend services and products Conduct business development visits to promote the bank s services ...

PLS

Customer Service Representative

San Fernando, CA · On-site

$18.47 - $20.47/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 ...

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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

Customer Service Representative / CSR

South Jordan, UT • On-site

Amicis Global
See more jobs at Amicis Globalexternal

$22/hr

Contractor

Re-posted 2 days ago

Job description

Title: Customer Service Representative / CSR
Location: South Jordan, UT 84095
Duration: 12 Months
Pay Rate: $22.00/- on W2
 
 
Kindly share your most updated resume.
 
 
Roles and Responsibilities:
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
· Ability to contribute in a fast paced, team-oriented environment.
· Aptitude to multi-task and adjust quickly to change in a busy financial service center.
 
Preference for 1 of the following criteria:
• College Degree.
• Previous contact center experience.
 
 
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