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Financial Service Professional Jobs in Ohio (NOW HIRING)

Emerald Credit Union

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Financial Service Representative

Cleveland, OH · On-site

$38K - $45K/yr

The Financial Service Representative is responsible for soliciting, accepting, processing ... To provide friendly, professional and accurate service and support to all members and associates.

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Financial Service Analyst

Whitehall, OH · On-site

$89K/yr

To qualify for a Financial Service Analyst, your resume and supporting documentation must support ... professional, philanthropic, religious, spiritual, community, student, social). Volunteer work ...

Charles Schwab

Client Service Professional - 401K

Richfield, OH · On-site

$14 - $17.75/hr

At Schwab, our service team is at the heart of helping participants own their financial futures. As ... You don't need a finance background; what sets you apart is your commitment to serving others and ...

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Financial Service Professional information

See Ohio salary details

$36.6K

$90.8K

$138.8K

How much do financial service professional jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial service professional in Ohio is $90,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $105,500.00 per year, depending on experience, location, and employer.

What is a financial service professional?

Financial Service Professionals are experts who help individuals and businesses manage their finances, plan for the future, and achieve financial goals. They may provide services such as investment advice, retirement planning, insurance solutions, tax strategies, and estate planning. These professionals can work for banks, investment firms, insurance companies, or as independent advisors. Their goal is to help clients make informed decisions about their money and financial security.

What are the key skills and qualifications needed to thrive as a financial service professional?

To thrive as a Financial Service Professional, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or business and relevant industry licenses. Familiarity with financial planning software, CRM systems, and tools like Bloomberg Terminal or Morningstar is typically required. Strong interpersonal skills, integrity, and effective communication set top performers apart in building trust and maintaining client relationships. These skills are crucial for providing sound financial advice, ensuring regulatory adherence, and fostering long-term client satisfaction.

What are some common challenges financial service professionals face when building a client base, and how can they overcome them?

Financial Service Professionals often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining consistent referrals. Overcoming these hurdles typically involves proactive networking, leveraging professional certifications, and providing personalized financial advice tailored to each client's goals. Building long-term relationships through transparent communication and ongoing education can also help establish credibility and foster client loyalty in this dynamic field.

What is the difference between Financial Service Professional vs Financial Advisor?

AspectFinancial Service ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial servicesMore specific to personal financial planning
Common Search & ComparisonOften compared for licensing and rolesCompared for client advisory services

The main difference is that a Financial Service Professional is a broad term covering various roles in financial services, often with different licenses, while a Financial Advisor specifically provides personalized financial planning and advice, usually with advanced certifications like CFP. Both roles work within the financial industry but focus on different aspects of client service and expertise.

What are the most commonly searched types of Financial Service jobs in Ohio?

The most popular types of Financial Service jobs in Ohio are:

Financial Service Professional jobs near you
Infographic showing various Financial Service Professional job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $90,796 per year, or $43.7 per hour.

Financial Service Representative

Cleveland, OH • On-site

Emerald Credit Union
1 - 10 employees
Learn more about Emerald Credit Unionexternal

$38K - $45K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

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Key responsibilities

  • Solicit, accept, process, analyze, and review loan applications, including inputting applications into the loan system.

  • Disburse loan funds upon approval, explain loan disclosures, and develop or present loan counteroffers when appropriate.

  • Assist members with opening new accounts, account products, and related services, while supporting cross-selling and member service goals.

Job description

Job Description Summary:

The Financial Service Representative is responsible for soliciting, accepting, processing (inputting the loan application on the loan system), analyzing and reviewing loan applications.  Upon approval from the Underwriting Dept., disburse loan funds and fully explain loan disclosures.  Encourage member payment protection participation and other lending-related add-ons, such as GAP and Warranty.  Develop and present loan counteroffers when appropriate.  Build and maintain loan files and documents.  Provide guidance to members with respect to their credit and borrowing needs.  Assist in opening new share accounts as well as assisting members with all related account products including online banking and debit cards.  Enthusiastically support the credit union’s focus on member sales and service.  Participate in the credit union’s strategic goals to help increase market share by cross-selling other products and services to meet member needs, creating a positive experience.  Promote and strive to create a world class experience for members. 

Major Duties and Responsibilities: 

  • Face-to-face, telephone and online accepting, disbursing and documenting all loan applications.
  • Cross-sell other credit union loan and deposit products.
  • Open new accounts and assist members with account discrepancies
  • When needed, maintain a balanced cash drawer, and be held accountable for its care, custody and control
  • Perform such duties as may be assigned by his/her supervisor which are commensurate with the position.

Expectations:

  • To provide applicants with information regarding the loan application process.
  • To analyze applicants’ credit reports to determine where potential business from other financial institutions can be captured.
  • To be proficient in and follow the federal regulations and credit union policies and procedures that affect job duties, including but not limited to Reg. Z.
  • To complete monthly incentive reports to be given to management.
  • To complete all assignments and training in the required time frame.
  • To provide friendly, professional and accurate service and support to all members and associates.
  • Must maintain notary and NMLS status.

Knowledge and Skills:

  • Experience: Two years to five years of similar or related experience
  • Education:  Two years of higher education or trade school experience.
  • Interpersonal Skills: Must demonstrate high level of diplomacy and trust; along with having excellent verbal and written communication skills.  Have the ability to work with staff to resolve issues.  Obtaining cooperation internally and externally is an important part of the job.
  • Other Skills:  Proficiency in Microsoft Excel, Word and Power Point.  Typing and 10 key experience are also required.

Schedule:

  • This position requires working every Saturday. The branch is closed on Wednesdays, providing a consistent weekday off.