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Financial Service Rep Ii Jobs (NOW HIRING)

Langley

Financial Service Representative

Hampton, VA · On-site

The Financial Service Representative provides members and potential members of Langley with in-person, impeccable service throughout our branch network. Financial Service Representative utilizes ...

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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 13, 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 jobs pay $2000 a day?

In the financial services industry, roles such as senior financial advisors, investment bankers, and hedge fund managers can earn $2,000 or more per day through commissions, bonuses, and high-value client portfolios. These positions typically require extensive experience, professional certifications, and a strong understanding of financial markets and client management.

What does a financial service rep do?

A Financial Service Representative II assists clients with banking transactions, provides financial advice, and promotes banking products and services. They often handle account inquiries, process transactions, and may use banking software to support customer needs in a retail banking environment.

What is the highest paying job in financial services?

In financial services, roles such as Chief Financial Officer (CFO), private equity executive, and hedge fund manager tend to be among the highest paying positions, often earning multi-million dollar compensation packages. These roles typically require extensive experience, advanced degrees, and strong leadership skills, and they often involve managing large teams or investment portfolios.

What is a financial services representative II?

A Financial Service Representative II is a professional who provides financial advice, manages client accounts, and offers banking or investment services. They typically have experience in financial products, customer service skills, and may hold relevant certifications such as FINRA licenses. This role often involves working in banking or financial institutions and may require adherence to regulatory standards.

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

Attain Finance

Madison, WI

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Overview

Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! 

If you're seeking more than just a job, join Heights Finance and kickstart your career!

Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.

Be part of a dynamic team that is shaping the future of consumer finance. Apply today!

Stories of Success

"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within.  Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."

~ Ashley S., District Manager - Alabama

"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions.   Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career.   As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."

~ Jessica W., Operations Trainer - United States

Responsibilities

As a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!

  • Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
  • Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
  • Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
  • Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
  • Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
  • Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.

Qualifications

We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.

  • Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
  • Sales Mindset: Confidence in promoting products and services that meet customer needs.
  • Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
  • Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
  • Adaptability: Willingness to learn new systems and processes in a dynamic environment.
  • Team Player: A collaborative spirit with a desire to contribute to team success.
  • Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
  • Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!

Work Location: 1613 Thierer Road, Madison, WI 53704

Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons 

Hourly: $16.75 - $23.25

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average.  The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. 

All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. 

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

This employer participates in E-Verify for US-based hires. 

#LI-Onsite 

#HeightsFinance

#HFCLP

Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections

EEO Statement

Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com,  @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca. 

Employment Type: FULL_TIME

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