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Financial Service Representative Jobs in Michigan

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$19

$30

How much do financial service representative jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for financial service representative in Michigan is $19.39, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $20.96 per hour, depending on experience, location, and employer.

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.

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 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.

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.

Is it easy to become a financial service representative?

Becoming a financial service representative typically requires a high school diploma or equivalent, and some employers prefer candidates with customer service experience or knowledge of financial products. Many positions do not require advanced degrees, but obtaining relevant certifications or licenses, such as the Series 6 or 63, can improve job prospects. The role often involves on-the-job training and developing strong communication skills.
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Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $40,330 per year, or $19.4 per hour.

Financial Services Representative

HARBORLIGHT CREDIT UNION

Whitehall, MI • On-site

$16.78 - $20.03/hr

Full-time

Posted 16 days ago

Job description

Description

POSITION

Financial Service Representative I (FSR)

REPORTS TO: Member Service Supervisor

SUPERVISES: N/A

CLASSIFICATION: Non-Exempt, Full-Time Hourly

TELECOMMUTE: N/A

POSITION SUMMARY

The primary focus for this position is to provide high-quality service and assistance to credit union members as the primary point of contact at our branch locations for members. Financial Service Representatives are responsible for providing a range of banking services including accurately processing financial transactions, performing general account maintenance, ensuring compliance with all operational policies and procedures, cross-promoting credit union products and services as appropriate to assist with member financial needs. As a Financial Service Representative, you will ensure a professional, efficient, and welcoming service experience.

ESSENTIAL FUNCTIONS AND DUTIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Meet management service standards and expectations.
  • Attend staff, department, leadership, and executive meetings as scheduled.
  • Promote credit union products and services.
  • Respond Promptly and courteously to member inquiries.
  • Keep work area clean and sensitive material properly secured.
  • Complete assigned training in a timely manner as required for compliance with regulations.
  • Resolve member issues and escalate problems to appropriate personnel/departments as needed.
  • Identify member needs and suggest appropriate solutions.
  • Greet and welcome members as they enter the credit union branch, providing a friendly and professional atmosphere.
  • Ensure all member information is collected and current.
  • Process a variety of financial transactions accurately, including deposits, withdrawals, loan payments, and transfers. 
  • Verify, validate, and issue checks and other financial instruments.
  • Balance cash drawer and maintain cash levels with established guidelines.
  • Ensure compliance with regulatory requirements and security protocols. 
  • Perform routine tasks such as filing, data entry, and documentation.
  • Assist with opening and closing procedures of the branch.
  • Uphold professionalism and confidentiality.
  • Maintain detailed records of all interactions with members and applicants and any actions taken on their behalf.
  • Work to meet performance metric individual and department goals. 
  • Stay up to date on credit union policy and procedures. Adhere to regulations.

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that may be required of an employee for the successful fulfillment of this position. Duties, responsibilities, and activities may change at any time with or without notice.

QUALIFICATIONS

Education/Certification:

  • High School Diploma or equivalent required.
  • Additional education or training is a plus. 

Required Knowledge and Experience:

  • Prior customer service experience. 
  • 1+ years teller/member service experience preferred.
  • Proficiency with computer systems and software applications.
  • Knowledge of Credit Union products, services, and philosophy preferred

Skills/Abilities:

  • Strong professional communication and interpersonal skills
  • Ability to handle multiple tasks efficiently and accurately
  • Basic computer skills. Familiarity with banking software and programs preferred. 
  • Attention to detail and accuracy. 
  • Strong organizational skills
  • Problem solving and analytical abilities
  • Team player 


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