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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 ...

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

As of Jul 3, 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 2% As Needed, 85% Full Time, 9% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 72% Physical, 1% Hybrid, and 27% 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

South Carolina Federal Credit Union

Charleston, SC • On-site

Full-time

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

Job description

Description
South Carolina Federal Credit Union is currently seeking a Financial Service Representative II/Senior Teller to join our team of outstanding professionals at our James Island Financial Center in James Island, SC.
Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Service Representative II, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Service Representative II, a typical day might look like this:
  • Participate in a morning huddle brainstorming with team members about ways to meet referral goals.
  • Talk with a customer about the payoff amount for their auto loan.
  • Review and deposit a check into a customer's account.
  • Cash a large payroll check.
  • Meet with a service leader to review your current performance.
  • Balance your drawer before heading home.

This job might be for you if:
  • You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength.
  • You connect well with others and you're comfortable talking to people. You are not bothered by offering financial products and services to customers.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends.
  • You are awesome at consistently following policies and procedures.
  • You are cool under pressure. You don't get flustered or take it personally when you have to deal with an irate customer.
  • You volunteer for new challenges without being asked.

The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
  • A chance to build lasting relationships with not only your team, but our customers as well.
  • Opportunities to make a difference by volunteering and getting involved in the community.
  • A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
  • Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

To land this role, you need to have a high school diploma (or equivalent), at least one year of direct Senior Teller experience in a financial service environment, and a positive attitude.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
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