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Become A Finance Service Representative

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Working As A Finance Service Representative

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $58,750

    Average Salary

What Does A Finance Service Representative Do At ADT Security Services, Inc.

* __
* Respond to customer questions, resolve issues within scope of responsibility, utilize the dispute management system to log and distribute service or other related issues that are causing payment to be withheld, and cannot be resolved in Account Services.
* Answer general billing related questions, resolve billing issues, assist and direct customer to appropriate
* Area within ADT if issue is not within the scope of account services.
* Meet pre-determined departmental standards for productivity and quality measures.
* Initiate outbound calls to correct credit card payment errors, determine appropriate account number to post unidentified payments, Update account information, determine if service issues have been addressed.
* Participate on internal quality/continuous improvement teams on a rotational basis.
* Interface with SSO on billing service related issues.
* other duties as assigned

What Does A Finance Service Representative Do At Bank of America

* Accurately processing financial transactions including stock, money market, and mutual fund trades, loans, withdrawals, and option exercises
* Offering world-class customer service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detail
* Assisting clients with inquiries about their accounts and retirement goals
* Demonstrating a cooperative and professional work attitude and displaying the ability to work effectively in ateam environment
* Client-facing for over four million participants in Retirement and Benefit Plans

What Does A Finance Service Representative Do At Johns Hopkins Medicine

* This position is responsible for helping the hospital achieve goals to improve: Cash Collections, Accounts Receivable Aging, Days in Outstanding Accounts Receivable.
* Will work with specific accounts that are assigned each week.
* Collector will follow up on accounts receivable, calling payers, employers and patients to expedite payment of claims.
* Will take positive steps to account resolution.
* Will file appeals on claims after all other attempts to get claim paid have been exhausted.
* St.
* Petersburg, FL

What Does A Finance Service Representative Do At Ascension Health

* Prepares and transmits patient claims in the appropriate claim format according to guidelines.
* Coordinates and validates claims transmitted to ensure edit criteria is met.
* Takes appropriate action to follow up when claims fail edits.
* Maintains detailed documentation in the patient account record of all billing activities.
* Maintains documentation of claims processed as part of the daily claims reconciliation process.
* Consults with appropriate personnel to resolve unbilled claims.
* Reviews recent accounts for proper billing practices and reimbursement

What Does A Finance Service Representative Do At Michigan First Credit Union

* Responsible for educating existing and potential members around any and all opportunities to meet their needs.
* Interview members through listening for opportunities and using probing questions to obtain personal and financial data and complete applications for credit card and other loans, cross-sells credit union products and services like mortgages, insurance, IRA’s, credit cards, auto loans, etc.
* Meets and/or exceeds individual monthly goals.
* Assists in the development and implementation of the branch promotional calendar.
* Takes responsibility for developing an ongoing positive relationship with the store manager and joint promotional opportunities.
* Makes loan recommendations that result in completed loan notes.
* Exceeds all member service standards of the Credit Union and is an advocate of our culture.
* Conducts promotions using various delivery channels in the store (in aisles, teams, etc.) by employing various systems (phone, email, coupons, etc.), as well as in the community and all branches.
* Represents the Credit Union in a courteous and professional manner

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How To Become A Finance Service Representative

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Finance Service Representative jobs

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Real Finance Service Representative Salaries

Job Title Company Location Start Date Salary
Financial Information Services Representative-MU Bloomberg, LP New York, NY May 01, 2012 $130,730
Financial Information Services Representative Bloomberg, LP New York, NY Nov 28, 2011 $130,000
Financial Information Services Representative Bloomberg, LP New York, NY Jun 20, 2011 $120,000
Financial Information Services Representative Bloomberg, LP New York, NY Oct 01, 2011 $117,500
Financial Information Services Representative Bloomberg, LP New York, NY Nov 14, 2011 $115,000
Financial Information Services Representative Bloomberg, LP New York, NY Oct 01, 2015 $110,000
Financial Information Services Representative Bloomberg, LP San Francisco, CA Aug 01, 2013 $105,000
Financial Information Services Representative Bloomberg, LP New York, NY Oct 01, 2012 $102,000
Financial Information Services Representative Bloomberg, LP San Francisco, CA Sep 01, 2012 $100,000
Financial Information Services Representative Bloomberg, LP New York, NY Jan 01, 2010 $95,000

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Top Skills for A Finance Service Representative


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Top Finance Service Representative Skills

  1. Financial Services
  2. Financial Products
  3. Outstanding Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Promoted from Financial Services Representative based upon exceeding yearly quota by 20% in 1993.
  • Process account inquiries and requests and provide information about financial products best suited for customer objectives and goals.
  • Provided outstanding customer service and utilized great listening skills
  • Reviewed loan applications, promissory notes and supporting documentation for data accuracy completing any missing information prior to processing.
  • Identify customer needs and actively sell deposit products and services; gather pertinent customer information to open new accounts.

Top Finance Service Representative Employers

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