ZipRecruiter

Log In

1

Area Financial Services Jobs (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsArea Financial Services Jobs

Area Financial Services information

See salary details

$25K

$65.2K

$132K

How much do area financial services jobs pay per year?

As of Aug 7, 2026, the average yearly pay for area financial services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in area financial services, and how can they be addressed?

Professionals in Area Financial Services often encounter challenges such as managing diverse client portfolios, staying updated with evolving financial regulations, and balancing risk with profitability. Navigating these complexities requires strong analytical skills, effective communication, and continuous professional development. Collaborating closely with compliance teams and attending industry training sessions can help address these challenges and ensure high-quality client service.

What are area financial services?

Area Financial Services refers to a division or department within a larger organization that manages financial operations and services for a specific geographic area or region. This can include budgeting, financial reporting, forecasting, and providing guidance to local branches or offices. Professionals in Area Financial Services help ensure that financial practices comply with organizational policies and regulations, support local decision-making, and optimize financial performance within their assigned area. Their work is crucial for aligning regional operations with the overall financial goals of the organization.

What is the difference between Area Financial Services vs Area Financial Advisor?

AspectArea Financial ServicesArea Financial Advisor
CredentialsCertifications like CFP, CFA, or CPA often requiredTypically holds CFP, CFA, or similar certifications
Work EnvironmentCorporate offices, financial institutions, or client sitesClient-facing, often in offices or client homes
Employer & Industry UsageFinancial firms, banks, investment companiesFinancial planning firms, banks, independent advisors
Search & Comparison IntentUnderstanding financial services roles in a regionComparing financial advisory careers or services

Area Financial Services refers to the broader industry or sector providing financial products and services in a region. In contrast, an Area Financial Advisor is a professional offering personalized financial advice to clients within that area. While both roles require similar certifications and work in related environments, the former focuses on the industry as a whole, and the latter on individual client guidance.

What are the key skills and qualifications needed to thrive as an area financial services manager?

To excel as an Area Financial Services Manager, you typically need a solid background in finance, accounting, and business administration, often backed by a relevant degree and experience in financial services. Familiarity with financial analysis software, CRM systems, and regulatory compliance tools is essential. Strong leadership, analytical thinking, and effective communication skills help manage teams and build client relationships. These skills are crucial for driving financial performance, ensuring compliance, and maintaining high client satisfaction across multiple locations.
More about Area Financial Services jobs
What states have the most Area Financial Services jobs? States with the most job openings for Area Financial Services jobs include:
What job categories do people searching Area Financial Services jobs look for? The top searched job categories for Area Financial Services jobs are:
Area Financial Services jobs near you
Infographic showing various Area Financial Services job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Services Representative

SAN MATEO CREDIT UNION

Redwood City, CA • On-site

$20 - $22/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

  • Do you possess a broad knowledge of financial products and services?
  • Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?
  • Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?

If so, we'd love to talk with you about Monterra Credit Union's full-time Financial Services Representative Position!
Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you.
SALARY & BENEFITS
Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:
  • Starting pay of $20.00 - $22.00 per hour depending on experience
  • Bilingual pay incentives (English/Spanish or English/Tagalog)
  • Semi-annual bonuses for meeting key financial and operational goals
  • Medical, Dental, Vision, Life, and Long-Term Disability insurances
  • 401(k) including generous matching contributions
  • Discounts on financial products and services, including mortgage and auto loans
  • Paid time off, tuition reimbursement, and much more!

POSITION SUMMARY
Performs assigned cash handling duties associated with the processing of member transactions and inquiries. Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. Serves as a primary source to handle member inquires, requests or processing of new transactions, including new membership accounts. Knowledgeable of all Credit Union products and services with the ability to discuss features and benefits with members.
PRIMARY RESPONSIBILITIES
  • Provides members with a variety of member transactions. Renders prompt, courteous and friendly member service.
  • Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with Credit Union policy.
  • Maintains control of assigned keys, and assists with dual custody controls as needed
  • Provides general information and instruction to the membership regarding credit union products, services and policies. Cross-services all products and services.
  • May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
  • Performs other related duties as assigned by the immediate supervisor.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.
  • Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services and education tailored to help our members, employees, and communities achieve their financial goals.

PHYSICAL DEMANDS
The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
  • Employee must occasionally lift and/or move up to 5 pounds.
  • Employee may occasionally work overtime.
  • These activities are not necessarily performed to the same degree and combination every day.

Apply Now for Consideration!
Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status.
  • Some cash handling experience is required.
  • Minimum six months experience as a teller or one-year experience in financial institution is preferred.
  • Excellent member service skills are mandatory.
  • Basic knowledge of financial products and services is required.
  • Possess strong organization, analytical, interpersonal, and communication skills.
  • Possess strong cross-servicing skills.
  • Provide high levels of thoroughness and accuracy.
  • Must be proficient in the use of a PC with Windows-based programs.
  • Ability to speak fluently in Spanish and English is highly preferred.

Apply