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Financial Service Rep Ii Jobs (NOW HIRING)

LTD Global

Financial Service Representative

San Jose, CA · On-site

$25 - $26/hr

We are seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service, sales, and operational support. This role is ...

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How much do financial service rep ii jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for financial service rep ii in the United States is $22.25, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $24.04 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Service Representative II, and why are they important?

To thrive as a Financial Service Representative II, you need strong knowledge of financial products, customer service experience, and typically a background in finance or business. Familiarity with banking software, CRM systems, and relevant certifications such as FINRA Series 6 or 63 are often required. Excellent communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills ensure accurate financial transactions, regulatory compliance, and positive client relationships, which are critical for success in financial services.

What are some common challenges Financial Service Rep II professionals face when balancing customer service with compliance requirements?

Financial Service Rep II professionals often encounter the challenge of delivering excellent customer service while strictly adhering to regulatory and internal compliance policies. Balancing the need to assist clients efficiently with the responsibility to follow detailed procedures (such as identity verification and anti-money laundering processes) can sometimes slow down service interactions and require careful communication. Successful reps learn to set client expectations, stay updated on compliance changes, and use strong organizational skills to ensure accuracy without sacrificing the customer experience. Ongoing training and collaboration with compliance teams are key to managing these challenges effectively.

What is the difference between Financial Service Rep Ii vs Customer Service Representative?

AspectFinancial Service Rep IiCustomer Service Representative
CredentialsHigh school diploma; FINRA Series 6/7 (often required)High school diploma or equivalent; sometimes certifications in specific industries
Work EnvironmentFinancial institutions, banks, investment firmsRetail stores, call centers, service centers
Industry UsageFinance, banking, investment sectorsVarious industries including retail, telecom, and banking
Search IntentFinancial services, investment support, banking rolesGeneral customer support, service inquiries

The Financial Service Rep II typically works within financial institutions, handling investment and banking products, often requiring industry-specific certifications. Customer Service Representatives have a broader role across various industries, focusing on general customer support. While both roles involve client interaction, the Financial Service Rep II specializes in financial products and services, making it more technical and finance-oriented.

What are Financial Service Rep II positions?

A Financial Service Rep II is a customer-facing professional in banks or financial institutions who assists clients with a variety of financial products and services. This role typically involves handling transactions, providing account information, resolving customer inquiries, and offering guidance on products such as loans, credit cards, or investment services. The 'II' designation usually indicates a higher level of experience or responsibility compared to entry-level representatives, often requiring more in-depth knowledge of financial regulations and complex transactions. Financial Service Rep II professionals are crucial in ensuring excellent customer service and compliance with banking policies.
More about Financial Service Rep Ii jobs
What job categories do people searching Financial Service Rep Ii jobs look for? The top searched job categories for Financial Service Rep Ii jobs are:
Financial Service Rep Ii jobs near you
Infographic showing various Financial Service Rep Ii job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $46,272 per year, or $22.2 per hour.
Financial Service Representative II

Financial Service Representative II

South Carolina Federal Credit Union

Charleston, SC • On-site

Full-time

Posted 19 days ago

Job description

Description
South Carolina Federal Credit Union is currently seeking a Financial Service Representative II/Senior Teller to join our team of outstanding professionals at our James Island Financial Center in Charleston, SC.
Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Service Representative II, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Service Representative II, a typical day might look like this:
  • Participate in a morning huddle brainstorming with team members about ways to meet referral goals.
  • Talk with a customer about the payoff amount for their auto loan.
  • Review and deposit a check into a customer's account.
  • Cash a large payroll check.
  • Meet with a service leader to review your current performance.
  • Balance your drawer before heading home.

This job might be for you if:
  • You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength.
  • You connect well with others and you're comfortable talking to people. You are not bothered by offering financial products and services to customers.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends.
  • You are awesome at consistently following policies and procedures.
  • You are cool under pressure. You don't get flustered or take it personally when you have to deal with an irate customer.
  • You volunteer for new challenges without being asked.

The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
  • A chance to build lasting relationships with not only your team, but our customers as well.
  • Opportunities to make a difference by volunteering and getting involved in the community.
  • A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
  • Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

To land this role, you need to have a high school diploma (or equivalent), at least one year of direct Senior Teller experience in a financial service environment, and a positive attitude.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
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