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Financial Service Representative Jobs in Colorado

TEKsystems

Financial Services Representative

Denver, CO · On-site

$21/hr

Customer Service Associate (Financial Services): Onsite in Denver, CO 🕒 Full-Time |Monday-Friday Looking to launch a long-term career in financial services? Join a nationally recognized investment ...

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Financial Service Representative information

See Colorado salary details

$16

$23

$36

How much do financial service representative jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for financial service representative in Colorado is $23.39, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.29 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Representative vs Customer Service Representative?

AspectFinancial Service RepresentativeCustomer Service Representative
CredentialsTypically requires FINRA licenses, financial certifications, or relevant experienceNo specific financial credentials required
Work EnvironmentBank branches, financial institutions, investment firmsRetail stores, call centers, service desks
Employer & IndustryFinancial services, banking, investment companiesRetail, telecommunications, service industries
Primary FocusProviding financial advice, selling financial products, account managementHandling customer inquiries, resolving issues, providing product info

Financial Service Representatives focus on financial products and services, often requiring specific licenses and working within financial institutions. Customer Service Representatives handle general customer inquiries across various industries. While both roles involve client interaction, their responsibilities and required credentials differ significantly.

What are some typical challenges financial service representatives face when working with clients, and how can they overcome them?

Financial Service Representatives often encounter challenges such as explaining complex financial products to clients with varying levels of financial literacy, meeting sales or service targets, and managing multiple client relationships simultaneously. Overcoming these challenges involves developing strong communication skills, staying updated on financial products and regulations, and using organizational tools to manage workloads efficiently. Proactively building trust with clients and seeking mentorship from experienced colleagues can also help representatives navigate difficult situations and achieve their goals.

How much does a financial service representative make?

The average salary for a financial service representative in Florida is approximately $40,000 to $45,000 per year, depending on experience, certifications, and the employer. Entry-level positions may start lower, while experienced representatives with specialized skills can earn higher wages and bonuses.

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

To thrive as a Financial Service Representative, you need a solid understanding of financial products, customer service, and basic accounting or banking principles, typically supported by a relevant degree or banking experience. Proficiency with financial software systems, customer relationship management (CRM) tools, and sometimes licensing such as FINRA Series 6 or 63 may be required. Strong interpersonal skills, active listening, and problem-solving abilities are crucial for building trust with clients and addressing their financial needs. These competencies ensure you can effectively serve customers, comply with regulations, and contribute to the organization's reputation and growth.

What is a financial service representative?

A Financial Service Representative (FSR) is a banking or financial professional who assists clients with a variety of financial products and services, such as opening accounts, processing transactions, offering advice on investments, and resolving customer inquiries. They often work in banks, credit unions, or other financial institutions and serve as the primary point of contact for customers seeking assistance with their finances. FSRs need strong communication skills, attention to detail, and a thorough understanding of financial products and regulations. Their goal is to help clients manage their financial needs efficiently and securely.

What is a financial service representative?

A financial service representative is a person that works for an investment bank or other financial institution. As a financial service representative, your duties revolve around selling a wide variety of financial products and services. Some of these financial products include lines of credit, credit cards, bank accounts, and investment services. You must have significant customer service experience and a good combination of sales skills and financial knowledge in order to be able to match financial products and services with each customer’s needs. Many financial service representatives work on commission.

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Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $48,655 per year, or $23.4 per hour.

Financial Services Representative

Adams Bank & Trust

Colorado Springs, CO • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!


Hiring now for a Full-Time Financial Services Representative (Universal Banker) for the InterQuest Colorado Springs Branch

signing bonus may apply

Adams Bank & Trust is a family-owned, regional bank with branches in Nebraska, Colorado, Kansas, and Arizona. We offer Commercial, Ag, and Retail products that allow our customers to utilize services both personally and and for their business. We are currently looking for a full time Financial Services Representative (Universal Banker) for our InterQuest Colorado Springs branch. We offer a competitive benefits package; including paid time off, 401k match, and health insurance.

About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.

What You'll Do:

Greet customers and process transactions quickly and accurately

Balance and maintain your cash drawer daily

Open and close accounts (checking, savings, CDs, NOW accounts, etc.)

Provide exceptional customer service and build long-term relationships

Cross-sell banking products and services based on customer needs

Perform basic loan administration as needed

Follow all policies, procedures, and regulations

What We're Looking For:

Cash handling experience

Strong customer service & communication skills

Ability to multitask and pay close attention to detail

Professional appearance and demeanor

Sales experience preferred (but not required)

College degree may be substituted for experience - we'll train the right person

Perks & Benefits:

Competitive pay

Health, dental, and vision insurance

401(k) with employer match after one year

Paid time off & holidays

Ongoing training and career growth opportunities

Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!

Apply