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Financial Service Representative Ii Jobs (NOW HIRING)

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Financial Service Representative Ii information

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$12

$25

$43

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

As of Aug 15, 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 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 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 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.
More about Financial Service Representative Ii jobs
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, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.

$15.25 - $21.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago


Heights Finance rating

6.6

Company rating: 6.6 out of 10

Based on 12 frontline employees who took The Breakroom Quiz


Job description

Overview

If you're seeking more than just a job, join Heights Finance and kickstart your career!

Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.

Be part of a dynamic team that is shaping the future of consumer finance. Apply today!

Stories of Success

"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within.  Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."

~ Ashley S., District Manager - Alabama

"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions.   Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career.   As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."

~ Jessica W., Operations Trainer - United States

Responsibilities

As a Financial Service Representative, you will work alongside the Branch Manager, supporting their efforts to lead the team and deliver exceptional service to both new and existing customers, guiding them through securing the financial solutions they need.

  • Foster Branch Growth: Implement marketing strategies, nurture business relationships, and support daily operations to achieve goals.
  • Guide Loan Processes: Assist with new and refinanced loans, ensuring compliance while delivering excellent customer service.
  • Support Delinquency Management: Address delinquent accounts with care, working to find solutions that benefit both the branch and customers.
  • Lead by Example: Set a positive standard for customer service and sales, addressing customer concerns with empathy and professionalism.
  • Inspire the Team: Provide coaching, training, and ongoing support to help the team reach their full potential.
  • Continue to Evolve: Engage in ongoing training and development, set personal goals, and aim to be a key part of the company's succession plan.
Qualifications
  • Community Impact: Demonstrated ability to make a positive difference in the community by assisting others, whether through customer service, project management, or team support.
  • Leadership and Influence: Proven skills in influencing and leading others, with a focus on personal and organizational growth.
  • Career Development: Commitment to career advancement, with a history of taking on new challenges and continuous learning.
  • Customer Guidance: Experience in guiding clients or stakeholders through various processes, providing support and advice.
  • Team Support: Ability to support and contribute to the growth of team members, fostering a collaborative and inclusive environment.
  • Educational Background: High School diploma or equivalent; associate or bachelor's degree is a plus.
  • Industry Experience: 1-2 year(s) in the consumer finance, lending, or banking industries preferred.

Work Location: 1651 St Mary St, Thibodaux, LA 70301

Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons 

Hourly: $15.25 - $21.75

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average.  The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. 

All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. 

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

This employer participates in E-Verify for US-based hires. 

#LI-Onsite 

#HeightsFinance

#HFCLP

Key Words: Customer Service, Loans, Financial Services, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership

EEO Statement

Attain Finance Supports Equal Employment Opportunity. Attain Finance (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca. 

Employment Type: FULL_TIME

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