Financial Services Customer Representative

A student sitting at a computer

Financial Services Customer Representative

Technical Diploma

14 Credits | Less than 1 year

Career Cluster: Finance

In this program, you will learn the basic elements of financial money management with courses such as Financial Accounting, Personal Finance, Principles of Finance and more.

Program Overview

Topics studied will include credit cards, student loans, budgeting, saving, debt avoidance, debt reduction, negotiating deals, taxes, retirement, investing, buying a car, buying a house, planning or big purchases and insurance. Upon completion of the requirements of the program, you will have an understanding of where money goes and strategies for building financial security and wealth.

Program Outcomes

Financial Services Customer Representative graduates will be able to:

  • Create reports
  • Analyze financial data
A student looking at stocks on the computer

Learn by doing.

Finance students wearing their business clothes talking among each other and looking at a phone

Help others achieve financial goals.

An instructor explaining a finance concept to a student sitting at a computer

In-demand career. 


Academics

Financial Services Customer Representative is available at the Ashland, New Richmond, Rice Lake and Superior campuses through a blend of online and in-person classes. 

Small Class Sizes

Get one-on-one training from industry experts. The Financial Services instructors have years of professional experience in the subjects they teach.  Learn first-hand with small class sizes and flexible scheduling. 

Less than 1 year

In less than one year, you can obtain a rewarding career in the field of finance. This diploma will prepare you with the skills needed for entry-level positions in the industry. 

Career Pathway

Earn credentials each step of the way with Career Pathways. Start with this credential and continue your education to obtain the Finance associate degree. From there, you can take your education a step further with WITC's university transfer agreements. 


Curriculum

The program is comprised of courses that will prepare you for entry-level positions in the field of Finance. 

Explore the Curriculum

Featured Financial Services Customer Representative Courses

10114125
|
UGRD
| 3 CR
Personal Finance introduces students to money management, taxes, financial services, credit, real estate, insurance, stocks, bonds, mutual funds, retirement planning, and estate planning.
10114107
|
UGRD
| 3 CR
The Principles of Finance course concentrates its study on the financial management of business. Students analyze profitability, cash flow, long-term investment decisions, long-term financing decisions, short-term working capital management, mergers, acquisitions, and business failure.
10101101
|
UGRD
| 4 CR
Complete accounting cycle, special journals, payroll tax principles, special procedures, and financial statements. Accounting applications through practice set approach.

Financial Services Customer Representative is Part of a Career Pathway

As a Financial Services Customer Representative student at WITC, you can earn credentials each step of the way. 

Download the Career Pathways map

You could take this first and get a credential.

Technical Diploma
14 Credits / 1 Semester Full Time; Part Time Options Available
Potential Careers
Bank Teller, Customer Service Associate, Member Services Representative, Teller, Cashier, Sales Associate, Loan Analyst, Loan Processor
Range of Yearly Salary
$16,640-$22,381 Annually
Arrow pointing down

Obtain the associate degree.

Associate Degree
60 Credits / 2 Years Full Time; Part Time Options Available
Potential Careers
Business Manager or Owner, Loan Officer or Personal Banker, Sales or Sales Manager, Financial Analyst, Investment Advisor, Insurance Sales or Broker, Real Estate Sales or Broker, Stockbroker, Accountant / Bookkeeper
Range of Yearly Salary
$20,798-$45,000 Annually
Arrow pointing down

Continue your education to obtain your bachelor's degree. 


Admissions and Tuition

WITC has a simple admission process that can be completed in one visit. To start the process, simply fill out an application form along with a $30 application fee. After you’ve successfully submitted your application, your next step is to schedule an admissions meeting with a WITC counselor to discuss your goals and expectations. That’s it!

Tuition and Fees

WITC breaks down the cost of education, so you'll have a good idea of how much your education will cost.

Learn More About Paying for College

 

 

Estimated Total Program Costs*

Financial Services Customer Representative

14 Credits | Less than 1 year

$2,048

$722 for books (including tax)


*Tuition is an estimate and does not include any miscellaneous fees for various courses, tools, books, supplies or uniforms. Program book costs are in addition to tuition and fees and vary depending on course selection and where the books are purchased or rented. 


After the WITC Financial Services Customer Representative Program

Upon completion of the program, you will obtain a Financial Services Customer Representative technical diploma. 

Student studying at a computer

Transfer Options

Transfer your WITC credits to a four-year college in Wisconsin to obtain your bachelor's degree and beyond.

View Transfer Options

Career Outlooks

WITC's graduates experience success. Learn more about the types of careers you can get after graduation.

View Career Options

A student studying at a laptop

Apply online icon

Ready to join WITC's successful graduates? Easily apply today.

Apply

Students walking outside of campus

Get the WITC experience

Attend an event or schedule a campus tour/program shadow.

Visit Campus

Find a program icon

Finding the class you want to take has never been easier. 

Find a Class

Contact

Choose a campus to view contact information, or for general assistance, please contact us.

Rice Lake Admissions Contact

Sara Eckstein

Admissions Advisor

800.243.9482 ext. 5220

Contact

Ashland Admissions Contact

Jennifer Bednarik

Admissions Advisor

800.243.9482 ext. 3195

Contact

New Richmond Admissions Contact

Jodi Saliny

Admissions Advisor

800.243.9482 ext. 4339

Contact

Superior Admissions Contact

Cindy Miller

Admissions Advisor

800.243.9482 ext. 6243

Contact

TAKE the NEXT STEP

Are you ready to experience success? WITC staff are standing by to support you in reaching your educational and career goals, so do it. Take the leap.