Financial Customer Service Representative Degrees: Diploma, Associate & Online Class Info

About this article
Do you wish to become a bank teller, personal banker, or financial services advisor? Earn a Diploma as a Financial Customer Service Representative and complete useful coursework in financial planning, bank systems, insurance products, and investment products. Continue reading to learn more about this diploma program.
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Why Earn a Financial Customer Service Representative Diploma?

As with many other occupations these days, those who hire financial customer service representatives prefer to consider applicants with at least some postsecondary education. Financial products and technology have advanced to the point where some formal training is often necessary to get a job. A Financial Customer Service Representative Diploma will provide the student with the training to effectively assist all customers in choosing the right financial products.

Career Possibilities

Occupational Outlook and Demand for Financial Customer Service Representatives

The Bureau of Labor Statistics predicts that job growth for bank tellers and insurance sales agents will be relatively slow compared to other occupations, while financial services agents will experience an average rate of job growth.

Salary Information for Financial Customer Service Representatives

According to Salary.com, students who earn a Financial Customer Service Representative Diploma may expect to earn the following average yearly salaries for each of these respective occupations:

  • Teller: $22,243
  • Financial Counselor, Healthcare: $31,097
  • Risk Analyst: $42,578

Degree Specifics

Financial Customer Service Representative Coursework Requirements

Earning a Financial Customer Service Representative Diploma requires coursework that will help the student understand various financial products and banking procedures. Possible course requirements include:

  • Financial Markets
  • Risk Management
  • Financial Products
  • Securities
  • Personal Finance
  • Credit for Consumers

Financial Customer Service Representative Skills Learned

Students will learn customer service skills along with financial and business abilities. After graduating from a Financial Customer Service Representative Diploma program, the student should be equipped with the following skills:

  • Ability to evaluate customers' needs and recommend appropriate financial products
  • Determine the level of financial risk of certain customers
  • Provide investment advice to clients

Popular Schools

  • Online Programs Available
    1. Kaplan University

    Program Options

    Associate's
      • AASBA in Customer Service
      • Associate: Business Admin.
  • Campus and Online Programs
    2. South College

    Program Options

    Associate's
      • Associate of Science in Business Administration
  • Tempe, AZ

    Rio Salado College

  • Online Programs Available
    4. Saint Leo University

    Program Options

    Associate's
      • AA: Business Administration
  • Online Programs Available
    5. Colorado Christian University

    Program Options

    Associate's
      • Business Administration, A.S.
  • Lansing, MI

    Lansing Community College

  • Kalamazoo, MI

    Kalamazoo Valley Community College

  • Spokane, WA

    Spokane Community College

Featured Schools

Kaplan University

  • AASBA in Customer Service
  • Associate: Business Admin.

Which subject are you interested in?

South College

  • Associate of Science in Business Administration

What is your highest level of education completed?

Rio Salado College

Saint Leo University

  • AA: Business Administration

What is your highest level of education completed?

Colorado Christian University

  • Business Administration, A.S.

What is your highest level of education completed?

Lansing Community College

Kalamazoo Valley Community College

Spokane Community College