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Financial Service Representative Ii Jobs (NOW HIRING)

Mitchell & Mitchell Agency

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Financial Service Representative

Milton, FL · On-site

$30K - $100K/yr

The Financial Service Representative at The Mitchell Agency plays a key role in managing client portfolios, acquiring new business, and providing expert financial advice to protect clients' assets.

Mitchell & Mitchell Agency

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Financial Service Representative

Semmes, AL · On-site

$30K - $100K/yr

The Financial Service Representative at The Mitchell Agency plays a key role in managing client portfolios, acquiring new business, and providing expert financial advice to protect clients' assets.

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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 Jun 9, 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

Financial Service Representative

Commonwealth Credit Union

Louisville, KY • On-site

Full-time

Posted 20 days ago

Job description

Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to 'bettering lives through our passion to serve' and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.
Our Financial Service Representatives play a crucial role in delivering extraordinary experiences to members -- both current and prospective -- across all communication and service channels, ensuring prompt and accurate responses while fostering strong, positive relationships.
This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance.
The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence.
As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction.
The duties of a Financial Service Representative include, but are not limited to:
  • Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service.
  • Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person.
  • Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge.
  • Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings.
  • Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success.
  • Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations.

SATURDAY HOURS ARE REQUIRED.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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