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

As of Aug 6, 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 rep 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.

Are financial service representatives in demand?

Financial Service Representatives are in steady demand due to the ongoing need for financial advice, customer service, and account management in banks and financial institutions. Employment growth for these roles is expected to be around average or slightly above average, with opportunities increasing as financial services expand and technology enhances customer interactions. Strong communication skills and familiarity with banking software can improve job prospects.

What is a financial service rep ii?

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 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $46,272 per year, or $22.2 per hour.

Financial Service Representative II

Community 1st Credit Union

Ottumwa, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 hours ago

Job description

Are you ready to dive into the world of finance with a dynamic and a member-centric team at Community 1st Credit Union? As a Financial Service Representative II at our Ottumwa/Venture location, you'll be at the forefront of providing top-notch service to our members. Imagine the thrill of assisting our members with their financial needs and being the go-to person for all their inquiries. No banking experience needed. We are looking for candidates with strong customer service experience, a positive attitude, and a willingness to learn. Our team will provide the training need to build a successful career with C1st.

Benefits package includes: Medical, Vision, Dental, Flexible Spending Account, Education Reimbursement, Life Insurance, Paid Volunteer Time, Vacation & Sick Time, and an amazing 401K plan (10% company contribution). C1st is proud to consistently be rated as a Top Workplace in Iowa.

a day in the life

As a Financial Service Representative II at Community 1st Credit Union, your day-to-day will be filled with engaging tasks. You will greet members with a friendly smile, handle financial transactions accurately, and assist with account inquiries. Your role will involve promoting our various financial products and services, ensuring that our members' needs are met promptly and efficiently.

You'll have the opportunity to learn and grow as you shadow experienced team members, gaining valuable insights into the world of banking. Your enthusiasm for helping others and your commitment to excellence will be key in providing top-notch service every day.

skills/experience to be a success

To excel as a Financial Service Representative II, you'll need a combination of key skills and knowledge. Proficiency in using Credit Union software and tools is essential for handling transactions accurately and efficiently. Strong communication skills are a must-have as you interact with members daily, addressing their inquiries and providing exceptional service.

Attention to detail is crucial for processing financial transactions with precision and ensuring accuracy in all documentation. The ability to work effectively in a fast-paced environment and collaborate with team members will help you thrive in this role. A passion for learning and adapting to new technologies in the financial industry will set you apart as a valuable member of our team.

APPLY NOW

At C1st, employees are not only encouraged to get involved in their communities - but they are also actively supported, as C1st offers paid volunteer time for all employees. If you're looking to join a team that makes a difference both at work and in the community, C1st is the place for you.

Join us in making a difference in our members' financial journeys. Apply now for this exciting opportunity.

Apply