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Financial Services Customer Service Representative Career Diploma

Diploma education options for prospective financial customer service representatives are available as banking and finance programs. These programs provide fundamental knowledge in accounting, banking, and lending systems.

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Essential Information

In banking and finance programs, students learn various professional skills, including the ability to handle large sums of money, and to communicate clearly and concisely with bank customers. They also learn how to close and open customer accounts, handle money orders and make withdrawals for customers with checking accounts. Students also explore general procedures that are vital to career success by studying disciplines related to banking and finance, such as economics, computer technology and business law. Many programs also include workplace training or internships. Banking and finance diploma programs require applicants to have a high school diploma or its equivalent.


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  • Administrative Assistant or Secretary
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Diploma Program in Banking and Finance

The curriculum for the banking and finance diploma programs is composed of both theoretical and hands-on instruction. In addition to instruction, students may have to complete hands-on training and other elective courses. Course topics may include:

  • Personal financial planning
  • Money and banking
  • Financial accounting
  • Business regulations

Employment Outlook and Salary Info

The U.S. Bureau of Labor Statistics (BLS) projected that the demand for customer service representatives in general will increase faster than average, by 10%, during the 2014-2024 decade. The annual mean wage for customer service representatives working in depository credit intermediation (banks) was $34,880 in May 2015 (www.bls.gov).

Continuing Education

Students who wish to advance beyond entry-level customer service positions may consider pursuing an associate's degree in banking, finance or a related field. Students may also aspire to advanced careers in areas such as mortgages, lending and securities. Certifications are available through associations for graduates interested in lending careers, including the Bank Administration Institute and the Mortgage Bankers Association.

Those interested in pursuing careers as financial services representative may want to seek a diploma in banking and finance. These programs teach fundamental skills in finances, accounting, and business.

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