Account services representative vs finance service representative

The differences between account services representatives and finance service representatives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-12 months to become an account services representative, becoming a finance service representative takes usually requires 2-4 years. Additionally, a finance service representative has an average salary of $38,361, which is higher than the $32,467 average annual salary of an account services representative.

The top three skills for an account services representative include customer satisfaction, work ethic and technical support. The most important skills for a finance service representative are financial services, patients, and team-oriented environment.

Account services representative vs finance service representative overview

	Account Services Representative	Finance Service Representative
Yearly salary	$32,467	$38,361
Hourly rate	$15.61	$18.44
Growth rate	-4%	10%
Number of jobs	319,445	220,519
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 55%	Bachelor's Degree, 60%
Average age	40	43
Years of experience	12	4

What does an account services representative do?

An account services representative is responsible for responding to the customers' inquiries and concerns regarding their financial accounts and statements. Account services representatives also offer new products and services from the financial institution, handling customers' complaints, assist in developing marketing strategies and promotional offers, and identify business opportunities to generate more revenues and attract potential clients. An account services representative must have excellent communication and customer service skills, processing their financial transactions, and resolve billing discrepancies.

What does a finance service representative do?

A financial service representative typically works for a bank or a similar establishment. One of their primary responsibilities is to reach out to clients and offer financial advice, services, or products such as insurance and credit cards. They can also set appointments, meet with clients to discuss benefits, and even gather applications. Furthermore, a financial service representative needs to have extensive knowledge of the products and services and be equipped with communication skills to build a rapport that will be essential in securing trust and sales.

Account services representative vs finance service representative salary

Account services representatives and finance service representatives have different pay scales, as shown below.

	Account Services Representative	Finance Service Representative
Average salary	$32,467	$38,361
Salary range	Between $25,000 And $40,000	Between $25,000 And $58,000
Highest paying City	San Jose, CA	New York, NY
Highest paying state	Alaska	New York
Best paying company	Schneider Electric Industrial Services	Bloomberg
Best paying industry	Automotive	Government

Differences between account services representative and finance service representative education

There are a few differences between an account services representative and a finance service representative in terms of educational background:

	Account Services Representative	Finance Service Representative
Most common degree	Bachelor's Degree, 55%	Bachelor's Degree, 60%
Most common major	Business	Business
Most common college	-	University of Pennsylvania

Account services representative vs finance service representative demographics

Here are the differences between account services representatives' and finance service representatives' demographics:

	Account Services Representative	Finance Service Representative
Average age	40	43
Gender ratio	Male, 35.5% Female, 64.5%	Male, 41.2% Female, 58.8%
Race ratio	Black or African American, 12.5% Unknown, 5.3% Hispanic or Latino, 19.1% Asian, 6.7% White, 55.6% American Indian and Alaska Native, 0.7%	Black or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 10.1% White, 67.9% American Indian and Alaska Native, 0.2%
LGBT Percentage	7%	6%

Differences between account services representative and finance service representative duties and responsibilities

Account services representative example responsibilities.

Note: EDI is media loader design to automate conversion from p.c.
Manage participants in classroom and OJT training to ensure they are successful and any barriers to completion are immediately addressed.
Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
Coordinate services for new software clients to help ensure efficient implementation of EDI software.
Process HIPAA system configuration and implementation.
Review medical documentation and consult with healthcare providers when documentation are inadequate for coding purpose.

Finance service representative example responsibilities.

Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
Maintain cleanliness and presentation of member service area and marketing information.
Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
Count upon for accuracy and math skills.

Account services representative vs finance service representative skills

Common account services representative skills

Customer Satisfaction, 12%
Work Ethic, 11%
Technical Support, 10%
Customer Support, 7%
Account Services, 6%
Patients, 5%

Common finance service representative skills

Financial Services, 15%
Patients, 8%
Team-Oriented Environment, 7%
Mutual Funds, 4%
Financial Products, 4%
Customer Service, 3%

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Account Services Representative
Account Services Representative vs Finance Service Representative

Updated January 8, 2025

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