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Financial Service Representative Ii Jobs (NOW HIRING)

LTD Global

Financial Service Representative

San Jose, CA · On-site

$25 - $26/hr

We are seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service, sales, and operational support. This role is ...

LTD Global

Financial Service Representative

San Jose, CA · On-site

$25 - $26/hr

We are seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service, sales, and operational support. This role is ...

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

As of Jun 10, 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 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 are some typical challenges Financial Service Representative IIs face 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 Financial Service Representatives 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.
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What job categories do people searching Financial Service Representative Ii jobs look for? The top searched job categories for Financial Service Representative Ii jobs are:
Financial Service Representative Ii jobs near you
Infographic showing various Financial Service Representative Ii job openings in the United States as of June 2026, with employment types broken down into 47% Full Time, 43% Part Time, 5% Temporary, and 5% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.
Financial Service Representative II

Financial Service Representative II

Community 1st Credit Union

Chariton, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

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 Chariton 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? No problem. 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, PTO, Paid Volunteer Time, 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