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How much do associate financial services representative jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for associate financial services representative in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What does an associate financial representative do?

An associate financial services representative assists clients with financial products and services, such as investments, insurance, and banking solutions. They often gather client information, provide basic financial guidance, and support senior representatives, typically working in a retail or office environment and requiring strong communication skills.

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 is the lowest position at a bank?

The lowest position at a bank often is a bank teller or customer service representative, roles that typically require basic skills and minimal prior experience. These entry-level positions serve as starting points for careers in banking and may lead to higher roles with experience and additional training.

What does a financial service associate do?

A financial service associate assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, process transactions, and may help with account management using banking software. Strong communication skills and knowledge of financial regulations are important for this role.

What is the highest paying job in financial services?

In financial services, roles such as chief financial officer (CFO), private equity executive, and hedge fund manager tend to be among the highest paying positions, often earning high six- or seven-figure salaries. These roles typically require extensive experience, advanced degrees, and strong analytical and leadership skills.
What cities are hiring for Associate Financial Services Representative jobs? Cities with the most Associate Financial Services Representative job openings:
What are the most commonly searched types of Financial Services Representative jobs? The most popular types of Financial Services Representative jobs are:
What states have the most Associate Financial Services Representative jobs? States with the most job openings for Associate Financial Services Representative jobs include:
Associate Financial Services Representative jobs near you
Financial Services Representative

Financial Services Representative

First National Bank of America

East Lansing, MI

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

First National Bank of America is seeking a proactive and adaptable Financial Services Representative to join the East Lansing Branch team. This role is the starting point of every great customer relationship at our branch. The Financial Services Representative blends the precision of teller operations with the interpersonal skills of a banker, giving hands-on experience across two of the most important functions in branch banking. It is the ideal entry point for someone who is service-oriented, detail-driven, and ready to build a career in financial services. From day one, this role helps build the skills needed to advance into the Personal Banker track and beyond.

Responsibilities:

  • Process customer transactions accurately and efficiently - including deposits, withdrawals, transfers, loan payments, and cash handling - while balancing daily activity to operational standards.
  • Deliver a welcoming, professional experience to every customer who visits the branch, resolving routine inquiries with confidence and care.
  • Identify basic customer financial needs through everyday interactions and refer customers to the appropriate banking products, services, or team members.
  • Educate customers on digital banking tools and self-service options to improve their convenience and long-term banking experience.
  • Support branch sales activity through referrals, appointment setting, and participation in outbound calling efforts.
  • Maintain strict compliance with all operational, security, risk, and regulatory policies in every transaction and customer interaction.

What We Are Looking For:

  • A positive, customer-first attitude with strong communication and interpersonal skills.
  • High attention to detail and comfort working accurately with cash and financial transactions.
  • Eagerness to learn both the operational and relationship sides of branch banking.
  • Reliability, professionalism, and a team-oriented work ethic.
  • Prior cash handling, customer service, or retail experience is a plus but not required.

Career Path:

This role is designed as the entry point into our branch banking career ladder. High-performing Financial Services Representatives are well-positioned to advance into the Personal Banker role as they develop their sales, service, and relationship management skills.

Employee benefits

  • Medical - Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
  • Dental - Premiums as low as $0.00
  • Vision - Low premium Plan
  • Discounted childcare
  • Pet Insurance
  • Paid Time Off (PTO)
  • 401k with employer match

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