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Finance specialist vs finance service representative

The differences between finance specialists and finance service representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance specialist has an average salary of $61,666, which is higher than the $38,361 average annual salary of a finance service representative.

The top three skills for a finance specialist include customer service, phone calls and cash handling. The most important skills for a finance service representative are financial services, patients, and team-oriented environment.

Finance specialist vs finance service representative overview

Finance SpecialistFinance Service Representative
Yearly salary$61,666$38,361
Hourly rate$29.65$18.44
Growth rate10%10%
Number of jobs97,216220,519
Job satisfaction--
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 60%
Average age4343
Years of experience-4

What does a finance specialist do?

A financial or finance specialist is the person who sells products and services at financial institutions. Finance specialists are financial professionals who use knowledge of accounting, tax laws, and finance for financial assistance. They may assist clients with corporate or personal finances. The primary skills they must have include interpersonal skills, formal accounting, excellent communication skills, management experience, and financial reporting. They should be equipped with vital customer service and analytical skills.

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.

Finance specialist vs finance service representative salary

Finance specialists and finance service representatives have different pay scales, as shown below.

Finance SpecialistFinance Service Representative
Average salary$61,666$38,361
Salary rangeBetween $37,000 And $100,000Between $25,000 And $58,000
Highest paying CityWashington, DCNew York, NY
Highest paying stateConnecticutNew York
Best paying companyGoogleBloomberg
Best paying industryFinanceGovernment

Differences between finance specialist and finance service representative education

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

Finance SpecialistFinance Service Representative
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 60%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance specialist vs finance service representative demographics

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

Finance SpecialistFinance Service Representative
Average age4343
Gender ratioMale, 42.1% Female, 57.9%Male, 41.2% Female, 58.8%
Race ratioBlack or African American, 8.6% Unknown, 3.9% Hispanic or Latino, 9.6% Asian, 10.0% White, 67.6% American Indian and Alaska Native, 0.3%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 Percentage4%6%

Differences between finance specialist and finance service representative duties and responsibilities

Finance specialist example responsibilities.

  • Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
  • Compare the closed month and calendar month reports in Hyperion.
  • Prepare work papers for annual audit and tax filings and coordinate with external CPA.
  • Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
  • Show more

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

Finance specialist vs finance service representative skills

Common finance specialist skills
  • Customer Service, 23%
  • Phone Calls, 16%
  • Cash Handling, 10%
  • Customer Inquiries, 9%
  • Patients, 6%
  • Financial Reports, 6%
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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