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Financial Service Representative II information

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

As of Aug 28, 2026, the average hourly pay for financial service representative ii in the United States is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.85 per hour, depending on experience, location, and employer.

What is a financial service representative II?

Financial Service Representatives II are professionals who assist clients with a variety of banking and financial needs, such as opening accounts, processing transactions, providing product information, and offering guidance on financial services. They typically work in banks, credit unions, or other financial institutions and may handle more complex customer inquiries or transactions than entry-level representatives. Their responsibilities often include cross-selling financial products, resolving client issues, and ensuring compliance with banking regulations. Strong communication and customer service skills are essential for this role.

What are some typical challenges a financial service representative II faces when assisting clients with complex financial needs?

Financial Service Representative IIs often encounter challenges when helping clients with multifaceted financial situations, such as consolidating accounts, navigating loan applications, or understanding investment options. Balancing thorough compliance with regulations while providing personalized service requires strong attention to detail and excellent communication skills. Building trust with clients and addressing their unique concerns can also be demanding, especially in a fast-paced environment where accuracy and confidentiality are paramount. Ongoing training and collaboration with team members and specialists help FSR IIs stay current and deliver effective solutions.

What are the key skills and qualifications needed to thrive as a financial service representative II, and why are they important?

A Financial Service Representative II should have strong knowledge of banking products, financial regulations, and customer service, typically supported by experience in finance or a related field. Familiarity with CRM software, core banking systems, and relevant certifications such as NMLS or Series 6/63 is often important. Exceptional interpersonal skills, problem-solving abilities, and attention to detail help build trust and deliver tailored solutions. These competencies ensure accurate transactions, regulatory compliance, and excellent client experiences in a competitive financial environment.

What does a financial service representative do?

A Financial Service Representative II assists clients with banking transactions, provides information about financial products, and offers account support. They often work in bank branches, use customer management systems, and require strong communication and customer service skills.
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What job categories do people searching Financial Service Representative Ii jobs look for?

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Financial Service Representative II jobs near you
Infographic showing various Financial Service Representative Ii job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.

Financial Service Representative II

PRIMEWAY FEDERAL CREDIT UNION

Houston, TX

Full-time

Re-posted 26 days ago

Job description

Title: Financial Service Representative (FSR) II
Department:    Retail Operations            Reports To: Retail Center Manager
Employment Status: Full-Time            Classification: Non-Exempt

Position Summary:
This position calls for individuals who are Compassionate, Accountable, bring Real Value, Integrity, New ideas and provide Guidance to our members as well as the team. These key elements define PrimeWay’s culture. Another key aspect of this financial service position is to identify members’ financial needs and recommend appropriate solutions. Additionally, the Financial Service Representative II will assist members with their financial transactions involving cash and other negotiable monetary instruments.

Financial Service Representative Responsibilities:
•    Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and living by the core values that define the CARING culture
•    Greeting members with a friendly, welcoming smile as they enter the building
•    Receiving and processing member financial transactions, including deposits, withdrawals, loan payments, and merchandise sales
•    Performing daily member services, such as opening and closing accounts and account research 
•    Updating member information and records as requested according to standard operating procedures
•    Completing requests for special services, such as statement copies, check copies, stop payment orders, and debit cards 
•    Identifying, recording, and reporting fraudulent activity to prevent potential losses 
•    Observing PrimeWay guidelines, policies, and procedures to adhere to compliance, regulations, and security standards 
•    Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act 
•    Establishing positive and productive working relationships at all levels within the organization
•    Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services
•    Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution

•    Facilitating discussions with members to uncover needs beyond those initially presented.
•    Evaluating credit reports to present members with appropriate PrimeWay products and services 
•    Making outbound phone calls to existing members
•    Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding
•    Demonstrating accountability of personal contributions toward all personal, team, and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits, and service
•    Submitting business partner referrals when appropriate

•    Maintaining an expert level of product knowledge
•    Identifying and originating real estate loans and referrals
•    Opening and maintaining IRA accounts with accuracy
•    Collecting and presenting data to the team regarding progress toward goals

Knowledge and Skills
•    Ability to maintain significant levels of diplomacy, trust, and normal courtesy and tact.  
•    Excellent communication skills; ability to use applicable computer software 
•    Ability to motivate or influence others 
•    Bilingual preferred (Spanish)

Education and Experience
•    High school education or GED 6 months – 2 years relevant experience 
•    Credit Union or Banking experience: 2 years

ADA Requirements
•    Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
 

Sign-On Bonus: This position is eligible for a $750.00 sign-on bonus, payable after the successful completion of 30 days of employment. The employee must be actively employed and in good standing at the time of payment.

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