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Associate Financial Services Representative Jobs in California

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Associate Financial Services Representative information

What is the difference between Associate Financial Services Representative vs Customer Service Representative?

AspectAssociate Financial Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; no financial licenses typically required
Work EnvironmentBank branches, financial institutions, client meetingsCall centers, retail stores, customer support centers
Employer & Industry UsageFinancial services, bankingRetail, telecommunications, service industries
Common Search & Comparison IntentUnderstanding financial roles, career progressionCustomer support, service skills, job duties

The Associate Financial Services Representative typically requires financial licenses and works within banking or financial institutions, focusing on financial products and client advising. In contrast, a Customer Service Representative handles general customer inquiries across various industries without specialized financial credentials. The roles differ mainly in industry focus and required certifications, with the Associate Financial Services Representative being more specialized in finance-related services.

What does an associate financial services representative do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, process transactions, and may help identify client needs, often using banking software and following regulatory guidelines.

What cities in California are hiring for Associate Financial Services Representative jobs?

Cities in California with the most Associate Financial Services Representative job openings:

Associate Financial Services Representative jobs near you
Infographic showing various Associate Financial Services Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Services Representative

CommonWealth Central Credit Union

San Jose, CA

$27.25 - $34.05/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health – one member at a time. In addition to a competitive base salary, our compensation package includes:
  • 13 paid holidays
  • 17 days of Paid Time Off (PTO) during first year of employment
  • Up to 2% discounts on loans--including first mortgages*
  • 401(k) Plan with Company Match
  • Medical, dental, vision insurance
  • Long-term disability insurance
  • Life insurance
  • Voluntary insurance
  • Employee assistance program
  • Financial Wellness benefits and resources
  • Tuition reimbursement and more
We are currently accepting applications for a full-time Financial Services Representative at our San Jose Branch.
As a Financial Services Representative, your major responsibilities will include:
  • Ensure fulfillment of members' financial needs through discussions of financial wellness.
  • Assist member with all transactions, including opening memberships, accounts and loans.
  • Assist members with online banking inquiries.
  • Interview and process member's loans. Effectively cross sell payment protection products.
  • Performa outreach activities as part of the credit union's new member onboarding process.
  • Consistently provide exceptional member service through financial wellness discussions and support to internal and external members.
This position requires registration with the National Mortgage Licensing System (NMLS). Individuals in this position must satisfy all of the requirements under the category of Mortgage Loan Officer (MLO) and satisfactorily complete and supply all of the required information. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union’s State of California’s Credit Insurance Business Entity License. These requirements remain a condition of employment in this position.
Our ideal candidate will have at least six months to two years of similar or related experience and previous experience with processing loans. Exceptional customer service skills are required, as well as excellent verbal and written communication skills. A professional appearance and demeanor are required. Prior experience working in a credit union or bank strongly preferred.
Pay Range: $27.25/hour - $34.05/hour; based on skills and experience.
For immediate consideration, apply today!
CommonWealth is an Equal Opportunity Employer

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