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Associate Financial Services Representative Jobs

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Associate Financial Services Representative information

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$13

$31

$67

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

As of Jun 8, 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 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 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:
Financial Services Representative

Financial Services Representative

Scott Credit Union

Waterloo, IL • On-site

$18.22 - $22.78/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Job description

Financial Service Representative — Branch Network Department; Waterloo Branch

Banking • Full-Time • Branch Network

Scott Credit Union is hiring a Financial Service Representative in Waterloo, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.

Schedule: Full-time | Monday–Saturday, Saturday rotation as scheduled

Work Location Status: Fully on-site at the Waterloo Branch

About the Role

Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.

Why Join Scott Credit Union?

Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.

Benefits include:
  • 11 paid holidays and competitive PTO
  • 401(k) with employer match
  • Medical, dental, vision, and life insurance
  • Short-Term Disability, including maternity leave
  • Tuition reimbursement program
  • “Dress for your day” policy
  • Career advancement opportunities
  • Supportive, team-oriented culture
What You’ll Do
  • Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
  • Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
  • Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
  • Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
  • Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
  • Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
What You Bring
  • High school diploma or equivalent
  • Minimum one year of customer service experience
  • Personal computer experience to include Microsoft Office products
Is This You?
  • You’re energized by creating meaningful connections and delivering strategic solutions
  • You stay focused under pressure and prioritize precision in your work
  • You take initiative, own your projects, and consistently aim for high-quality results
  • You’re looking to build a long-term career where your skills can grow and evolve
Our Commitment

At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.


Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.

universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;