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Financial Service Representative Jobs (NOW HIRING)

SISCO

Financial Service Representative

Dubuque, IA

Financial Service Representative It's an exciting time at SISCO (Self Insured Services Company)! We are currently adding a Financial Service Representative to our team. This role is primarily ...

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Financial Service Representative

Crossville, TN · On-site

$16/hr

Financial Service Representative (Bank teller) Schedule: Full-time Mon-Fri Hours may vary based on branch needs A local credit union is seeking a professional and customer-focused financial service ...

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Financial Service Representative information

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How much do financial service representative jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for financial service representative 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 is the difference between Financial Service Representative vs Customer Service Representative?

AspectFinancial Service RepresentativeCustomer Service Representative
CredentialsTypically requires FINRA licenses, financial certifications, or relevant experienceNo specific financial credentials required
Work EnvironmentBank branches, financial institutions, investment firmsRetail stores, call centers, service desks
Employer & IndustryFinancial services, banking, investment companiesRetail, telecommunications, service industries
Primary FocusProviding financial advice, selling financial products, account managementHandling customer inquiries, resolving issues, providing product info

Financial Service Representatives focus on financial products and services, often requiring specific licenses and working within financial institutions. Customer Service Representatives handle general customer inquiries across various industries. While both roles involve client interaction, their responsibilities and required credentials differ significantly.

What are some typical challenges Financial Service Representatives face when working with clients, and how can they overcome them?

Financial Service Representatives often encounter challenges such as explaining complex financial products to clients with varying levels of financial literacy, meeting sales or service targets, and managing multiple client relationships simultaneously. Overcoming these challenges involves developing strong communication skills, staying updated on financial products and regulations, and using organizational tools to manage workloads efficiently. Proactively building trust with clients and seeking mentorship from experienced colleagues can also help representatives navigate difficult situations and achieve their goals.

What does a financial services rep do?

A financial services representative helps clients with banking, investment, and insurance products by providing financial advice, processing transactions, and explaining service options. They often work in banks or financial institutions and may require licensing or certifications depending on the services offered.

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

To thrive as a Financial Service Representative, you need a solid understanding of financial products, customer service, and basic accounting or banking principles, typically supported by a relevant degree or banking experience. Proficiency with financial software systems, customer relationship management (CRM) tools, and sometimes licensing such as FINRA Series 6 or 63 may be required. Strong interpersonal skills, active listening, and problem-solving abilities are crucial for building trust with clients and addressing their financial needs. These competencies ensure you can effectively serve customers, comply with regulations, and contribute to the organization's reputation and growth.

What is a financial representative?

A financial service representative is a professional who helps clients manage their financial needs by providing advice on investments, insurance, and banking products. They often work in banks, insurance companies, or financial firms and may require licensing or certifications such as FINRA Series exams. Strong communication and financial knowledge are essential for success in this role.

What is a Financial Service Representative?

A Financial Service Representative (FSR) is a banking or financial professional who assists clients with a variety of financial products and services, such as opening accounts, processing transactions, offering advice on investments, and resolving customer inquiries. They often work in banks, credit unions, or other financial institutions and serve as the primary point of contact for customers seeking assistance with their finances. FSRs need strong communication skills, attention to detail, and a thorough understanding of financial products and regulations. Their goal is to help clients manage their financial needs efficiently and securely.

What Is a Financial Service Representative?

A financial service representative is a person that works for an investment bank or other financial institution. As a financial service representative, your duties revolve around selling a wide variety of financial products and services. Some of these financial products include lines of credit, credit cards, bank accounts, and investment services. You must have significant customer service experience and a good combination of sales skills and financial knowledge in order to be able to match financial products and services with each customer’s needs. Many financial service representatives work on commission.

What is the highest paying job in financial services?

In financial services, roles such as chief financial officer (CFO), investment bank executive, and private equity partner tend to be the highest paying positions, often earning six or more figures annually. These roles typically require extensive experience, advanced degrees, and strong leadership skills, with compensation including base salary, bonuses, and profit sharing.

What skills do financial service reps need?

Financial Service Representatives need strong communication and interpersonal skills to interact effectively with clients. They should have a good understanding of financial products, basic math skills, and proficiency with computer software such as customer relationship management (CRM) systems. Attention to detail, problem-solving abilities, and the ability to work under pressure are also important for success in this role.
More about Financial Service Representative jobs
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Financial Service Representative jobs near you
Infographic showing various Financial Service Representative 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

Financial Service Representative

The Mitchells Agency

Saraland, AL • On-site

$70K/yr

Full-time

PTO

Re-posted 26 days ago

Job description

Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career.
The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management.
The financial services representative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.
To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.
What We Offer
  • $50k- $150k+ 1st year potential
  • $70k Plus 1st year potential (with management experience)
  • WEEKLY BONUSES
  • WEEKLY PAY
  • Competitive sales and management bonuses
  • Industry leading incentives, up to 4 company sponsored vacation trips per year
  • Hands on training in classroom and out in the field with an experienced top manager
  • Accelerated growth potential: sales rep to team leader within 30 days
  • Lifetime vesting in renewals where you are paid for past performance

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