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Service representative vs finance service representative

The differences between service 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 a service 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 $33,692 average annual salary of a service representative.

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

Service representative vs finance service representative overview

Service RepresentativeFinance Service Representative
Yearly salary$33,692$38,361
Hourly rate$16.20$18.44
Growth rate-4%10%
Number of jobs210,671220,519
Job satisfaction5-
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 60%
Average age4043
Years of experience124

What does a service representative do?

Service representatives handle customer inquiries, requests, complaints, and other general feedback. They are usually the first point of contact with the company's customers. Service representatives are expected to be familiar with all of the company's products so that they can answer all inquiries made by the customers. They should also be familiar with company policies and guidelines on sales and customer handling so that they can address concerns and feedback. They are usually the ones who try to resolve customer complaints by sending issues to applicable departments and ensuring that customers are satisfied with the company's products and services.

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.

Service representative vs finance service representative salary

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

Service RepresentativeFinance Service Representative
Average salary$33,692$38,361
Salary rangeBetween $24,000 And $45,000Between $25,000 And $58,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyNorthern TrustBloomberg
Best paying industryGovernmentGovernment

Differences between service representative and finance service representative education

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

Service RepresentativeFinance Service Representative
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 60%
Most common majorBusinessBusiness
Most common college-University of Pennsylvania

Service representative vs finance service representative demographics

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

Service RepresentativeFinance Service Representative
Average age4043
Gender ratioMale, 39.6% Female, 60.4%Male, 41.2% Female, 58.8%
Race ratioBlack or African American, 11.0% Unknown, 5.3% Hispanic or Latino, 20.6% Asian, 6.8% White, 55.7% 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 Percentage7%6%

Differences between service representative and finance service representative duties and responsibilities

Service representative example responsibilities.

  • Utilize QuickBooks to manage patient's payment for hearing aids and various equipment.
  • Join online marketplace specializing in local deals to manage customer engagements while providing industry-best service.
  • Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
  • Involve great interpersonal skills and upselling.
  • Provide excellent customer service via ZenDesk e-mail platform.
  • Counsele individuals who are applying for or receiving TANF.
  • 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

Service representative vs finance service representative skills

Common service representative skills
  • Customer Service, 9%
  • Client Service, 8%
  • Patients, 7%
  • PET, 5%
  • Front Desk, 5%
  • Veterans, 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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