What does a service officer do?
A service officer or client services officer is an individual who is a part of a financial management team that delivers services to customers. Service officers provide client support services by maintaining a high level of professionalism and competence in client interactions. They analyze and resolve customer service issues but inform management when they are faced with complex issues to discuss resolutions. Service officers are also required to attend educational training and workshops for their personal growth.
Service officer responsibilities
Here are examples of responsibilities from real service officer resumes:
- Manage routine closing procedures, correspond extensively with problematic patrons and provide assistance with ATM's.
- Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
- Prepare and present PowerPoint presentations for briefings and training.
- Utilize benefits calculator to assist low income ASC staff to determine eligibility for supplemental programs.
- Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
- Perform intake duties to determine diagnostic and financial eligibility for those with intellectual and developmental disabilities with Medicaid.
- Process and maintain residential/day monitoring database, investigating, and coordinating Medicaid eligibility and consultation with community case managers.
- Protect member privacy and confidentiality by consistently maintaining full compliance with all HIPPA regulations.
- Ensure the highest level of security-confidentiality of all medical information in accordance to federal guidelines as mandated by HIPPA.
Service officer skills and personality traits
We calculated that 22% of Service Officers are proficient in Customer Service, Financial Services, and Patrol. They’re also known for soft skills such as Communication skills, Computer skills, and Interpersonal skills.
We break down the percentage of Service Officers that have these skills listed on their resume here:
- Customer Service, 22%
Provided effective and efficient customer service support for telephone and copier equipment to various government offices throughout the National Capitol region.
- Financial Services, 7%
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- Patrol, 6%
Safeguarded area perimeters, control access points of authorized personnel and safeguard government assets conducting sentry patrol.
- Veterans, 5%
Provided assistance, information, and referrals regarding eligibility for services and service related benefits to military veterans and their family.
- Public Safety, 4%
Provided assistance to other federal agencies in identifying individuals who pose a threat to national security/public safety.
- Client Service, 3%
Mentored junior Client Service officers regarding Regulatory requirements, complex issues and difficult clients expediting their abilities to resolve issues.
Most service officers use their skills in "customer service," "financial services," and "patrol" to do their jobs. You can find more detail on essential service officer responsibilities here:
Communication skills. To carry out their duties, the most important skill for a service officer to have is communication skills. Their role and responsibilities require that "customer service representatives must be able to provide clear information in writing, by phone, or in person." Service officers often use communication skills in their day-to-day job, as shown by this real resume: "maintained communication and coordination with other law enforcement agencies regarding the location of wanted persons and service of their warrants. "
Interpersonal skills. service officers are also known for interpersonal skills, which are critical to their duties. You can see how this skill relates to service officer responsibilities, because "representatives should be able to create positive interactions with customers." A service officer resume example shows how interpersonal skills is used in the workplace: "demonstrated excellent interpersonal skills by communicating effectively with clients from diverse background and ethnicity. "
Listening skills. A big part of what service officers do relies on "listening skills." You can see how essential it is to service officer responsibilities because "representatives must listen carefully to ensure that they understand customers in order to assist them." Here's an example of how this skill is used from a resume that represents typical service officer tasks: "provide first line service through listening to members, anticipating their needs, and recommending financial services. "
Patience. A commonly-found skill in service officer job descriptions, "patience" is essential to what service officers do. Service officer responsibilities rely on this skill because "representatives should be patient and polite, especially when interacting with dissatisfied customers." You can also see how service officer duties rely on patience in this resume example: "exercise patience and control when dealing with escalated calls.assist force-load with attendance, incoming calls and manager callbacks. "
Problem-solving skills. Another skill commonly found on service officer job descriptions is "problem-solving skills." It can come up quite often in service officer duties, since "representatives must determine solutions to customers’ problems." Here's an example from a resume of how this skill fits into day-to-day service officer responsibilities: "resolved clients issues related to loan payments. "
The three companies that hire the most service officers are:
- Morgan Stanley57 service officers jobs
- Ascend Federal Credit Union37 service officers jobs
- Citi28 service officers jobs
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Compare different service officers
Service officer vs. Customer service consultant
A customer service consultant is responsible for addressing the customers' inquiries and concerns regarding the company's services and resolving complaints to provide the best customer service and satisfaction. Customer service consultants also sell new goods and products to the customers, demonstrating features and benefits before proceeding with the orders, payment, and delivery details. They develop excellent sales pitches to attract customer to purchase items which would generate more revenue resources and profits for the business.
While similarities exist, there are also some differences between service officers and customer service consultant. For instance, service officer responsibilities require skills such as "financial services," "patrol," "veterans," and "public safety." Whereas a customer service consultant is skilled in "strong customer service," "strong problem-solving," "customer calls," and "troubleshoot." This is part of what separates the two careers.
Customer service consultants tend to make the most money working in the technology industry, where they earn an average salary of $42,679. In contrast, service officers make the biggest average salary, $65,804, in the finance industry.The education levels that customer service consultants earn slightly differ from service officers. In particular, customer service consultants are 6.4% less likely to graduate with a Master's Degree than a service officer. Additionally, they're 1.2% less likely to earn a Doctoral Degree.Service officer vs. Customer service representative
Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.
Each career also uses different skills, according to real service officer resumes. While service officer responsibilities can utilize skills like "financial services," "patrol," "veterans," and "public safety," customer service representatives use skills like "cleanliness," "pos," "data entry," and "sales floor."
Customer service representatives may earn a lower salary than service officers, but customer service representatives earn the most pay in the insurance industry with an average salary of $34,074. On the other hand, service officers receive higher pay in the finance industry, where they earn an average salary of $65,804.Average education levels between the two professions vary. Customer service representatives tend to reach lower levels of education than service officers. In fact, they're 8.6% less likely to graduate with a Master's Degree and 1.2% less likely to earn a Doctoral Degree.Service officer vs. Finance service representative
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.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a service officer is likely to be skilled in "patrol," "veterans," "public safety," and "client service," while a typical finance service representative is skilled in "patients," "team-oriented environment," "mutual funds," and "fsr."
Finance service representatives make a very good living in the government industry with an average annual salary of $40,163. On the other hand, service officers are paid the highest salary in the finance industry, with average annual pay of $65,804.finance service representatives typically earn lower educational levels compared to service officers. Specifically, they're 5.3% less likely to graduate with a Master's Degree, and 1.1% less likely to earn a Doctoral Degree.Service officer vs. Member service specialist
A member service representative is responsible for providing service and support to customers of membership-based organizations. You will be responding to inquiries, requests, and complaints, investigating and resolving customer complaints and concerns, and providing information and ongoing education to members about company benefits, and policies, and procedures. Additionally, you will be responsible for processing and auditing transactions, including purchases, deposits, withdrawals, and payments. You are also expected to cross-sell products or services to meet the needs of other members.
Types of service officer
Updated January 8, 2025
