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Finance service representative vs associate customer service representative

The differences between finance service representatives and associate customer service representatives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a finance service representative, becoming an associate customer service representative takes usually requires 6-12 months. Additionally, a finance service representative has an average salary of $38,361, which is higher than the $35,215 average annual salary of an associate customer service representative.

The top three skills for a finance service representative include financial services, patients and team-oriented environment. The most important skills for an associate customer service representative are patients, outbound calls, and customer inquiries.

Finance service representative vs associate customer service representative overview

Finance Service RepresentativeAssociate Customer Service Representative
Yearly salary$38,361$35,215
Hourly rate$18.44$16.93
Growth rate10%-4%
Number of jobs220,519199,751
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 35%
Average age4340
Years of experience412

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.

What does an associate customer service representative do?

An associate customer service representative is responsible for providing high customer service by assisting customers on their inquiries and concerns, as well as resolving and escalating high-level complaints to the supervisor or tenured customer service representative. Associate customer service representatives also process orders and payments from the customers, replacing defective items, and issuing refunds as needed. They must have excellent communication and organizational skills, especially on handling data processing procedures to the database for reference to customer concerns.

Finance service representative vs associate customer service representative salary

Finance service representatives and associate customer service representatives have different pay scales, as shown below.

Finance Service RepresentativeAssociate Customer Service Representative
Average salary$38,361$35,215
Salary rangeBetween $25,000 And $58,000Between $26,000 And $46,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkMassachusetts
Best paying companyBloombergDeutsche Bank
Best paying industryGovernmentFinance

Differences between finance service representative and associate customer service representative education

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

Finance Service RepresentativeAssociate Customer Service Representative
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 35%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Finance service representative vs associate customer service representative demographics

Here are the differences between finance service representatives' and associate customer service representatives' demographics:

Finance Service RepresentativeAssociate Customer Service Representative
Average age4340
Gender ratioMale, 41.2% Female, 58.8%Male, 35.1% Female, 64.9%
Race ratioBlack 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%Black or African American, 12.2% Unknown, 5.5% Hispanic or Latino, 21.0% Asian, 6.4% White, 54.2% American Indian and Alaska Native, 0.8%
LGBT Percentage6%7%

Differences between finance service representative and associate customer service representative duties and responsibilities

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.
  • Show more

Associate customer service representative example responsibilities.

  • Lead and train a group of 3+ CSRs at a time, are responsible for making change and maintaining the till.
  • Assist as a cashier handling money, checks, and credit card transactions on company's POS system.
  • Operate POS cash register, maintain thorough knowledge of store merchandise and responsible for cross selling JC Penney credit card.
  • Audit CSRs final work for errors in the data entry portion so that billing information to providers & veterans are accurate.
  • Mail updated information to patients and providers regarding benefit changes.
  • Perform computer record searches; verify merchandise warranty and relay information to internal leadership.
  • Show more

Finance service representative vs associate customer service representative skills

Common finance service representative skills
  • Financial Services, 15%
  • Patients, 8%
  • Team-Oriented Environment, 7%
  • Mutual Funds, 4%
  • Financial Products, 4%
  • Customer Service, 3%
Common associate customer service representative skills
  • Patients, 16%
  • Outbound Calls, 14%
  • Customer Inquiries, 7%
  • Customer Complaints, 7%
  • Inbound Calls, 6%
  • Customer Service, 5%