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Financial Service Rep Ii Jobs (NOW HIRING)

Mitchell & Mitchell Agency

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Financial Service Representative

Milton, FL · On-site

$30K - $100K/yr

The Financial Service Representative at The Mitchell Agency plays a key role in managing client portfolios, acquiring new business, and providing expert financial advice to protect clients' assets.

Mitchell & Mitchell Agency

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Financial Service Representative

Semmes, AL · On-site

$30K - $100K/yr

The Financial Service Representative at The Mitchell Agency plays a key role in managing client portfolios, acquiring new business, and providing expert financial advice to protect clients' assets.

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Financial Service Rep Ii information

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

As of Jun 9, 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 June 2026, with employment types broken down into 100% Full Time. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $46,272 per year, or $22.2 per hour.
Financial Service Representative

Financial Service Representative

Commonwealth Credit Union

Louisville, KY • On-site

Full-time

Posted 19 days ago

Job description

Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to 'bettering lives through our passion to serve' and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.
Our Financial Service Representatives play a crucial role in delivering extraordinary experiences to members -- both current and prospective -- across all communication and service channels, ensuring prompt and accurate responses while fostering strong, positive relationships.
This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance.
The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence.
As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction.
The duties of a Financial Service Representative include, but are not limited to:
  • Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service.
  • Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person.
  • Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge.
  • Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings.
  • Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success.
  • Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations.

SATURDAY HOURS ARE REQUIRED.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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