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Financial Service Customer Service Representative Jobs

PLS

Customer Service Representative

Cypress, TX · On-site

$13.75 - $18.75/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 ...

PLS

Customer Service Representative

Vernon, 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 ...

PLS

Customer Service Representative

East Boston, MA · On-site

$15 - $17/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 ...

PLS

Customer Service Representative

Irving, TX · On-site

$15.25 - $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 ...

PLS

Customer Service Representative

Boston, MA · On-site

$15 - $17/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

eTeam

Customer Service Rep

$16.50 - $22.25/hr

Job Title: Merchant Terminal Support Customer Service Representative (CSR) Location: (Remote ... Previous banking, financial services, or technical customer support experience. * Customer service ...

QCHI

Customer Service Representative

Racine, WI · On-site

$16/hr

This Customer Service Representative position is a full-time entry-level position that has great ... Operating in the specialty finance industry, QCHI provides services through a network of ...

QCHI

Customer Service Representative

Blue Springs, MO · On-site

$15 - $20.50/hr

The Customer Service Representative opportunity is a full time entry-level retail sales position ... Operating in the specialty finance industry, QCHI provides services through a network of ...

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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

Cypress, TX • On-site

PLS
Professional, Scientific, and Technical Services • 201 - 500 employees
Learn more about PLSexternal

$13.75 - $18.75/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Customer Service Representative

This position is located at 20503 FM 529 Rd., Suite 400, Cypress, TX 77433

PLS Overview: Why PLS? Because You Deserve Better! PLS — which stands for People – Location – Service — is a leading retail provider of financial services. The "P" comes first, because our customers are at the center of everything we do, and we recognize that it's our exceptional team members who go above and beyond every day. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently more affordable than available traditional alternatives. PLS was founded in 1997 by Bob and Dan Wolfberg, who serve as Co-Presidents.

Position Overview

Customer Service Representatives (CSRs) are the primary point of contact with our customers. They are the "face" of PLS. As such, they are accountable for delivering superior customer service. They also educate customers on our company products and services. The CSR is accountable for maintaining company quality standards and complying with all policies and procedures.

Job Responsibilities
  • Providing outstanding customer service to ensure repeat business
  • Educating our customers on our products and services
  • Ensuring all transactions are completed in compliance with federal, state, and local regulations
  • Following company policies and procedures
  • Maintaining a balanced cash drawer
  • Completing all transactions accurately, including cash handling
  • Using our point-of-sale system to access information and process transactions
  • Resolving customer complaints or referring complaints to the Store Manager for resolution
  • Helping to maintain a neat and clean store environment for our customers and team members
  • Performing other duties as instructed by management
Job Requirements
  • Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred
  • Ability, willingness, and comfort to engage with customers
  • Strong verbal communication
  • Ability to offer products and services to customers based on their needs
  • Exceptional attention to detail and ability to multi-task
  • Professional appearance and demeanor
  • Must be honest and have integrity
  • Able to work flexible hours, including early morning, evenings, weekends, and holidays
  • English fluency is required
  • English/Spanish bilingual is a plus
Physical Requirements
  • Must be able to stand for extended periods
  • Ability to lift up to 15 lbs. with little assistance
  • Must be able to work in restrictive spaces and maintain concentration in a busy environment with moderate to high noise levels
Benefits

Benefits for eligible team members include medical/dental/vision, 401(k), vacation, opportunities for advancement, and ongoing training.

PLS is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. PLS is a drug-free workplace. PLS provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify your Recruiter or a member of our Human Resources team at talentacquisition@pls247.com to make arrangements. The decision on granting accommodation will be made on a case-by-case basis.

For jobs located in the City of Los Angeles, consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance, qualified applicants with criminal histories will be considered for employment

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About PLS

Sourced by ZipRecruiter

Industry

Professional, scientific, and technical services

Company size

201 - 500 Employees

Headquarters location

Houston, TX, US

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