ZipRecruiter

Log In

1

Financial Service Representative Jobs in Minnesota

next page

Showing results 1-20

All JobsFinancial Service Representative JobsFinancial Service Representative Jobs in Minnesota

Financial Service Representative information

See Minnesota salary details

$15

$21

$34

How much do financial service representative jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for financial service representative in Minnesota is $21.79, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $23.56 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.
More about Financial Service Representative jobs

What are popular job titles related to Financial Service Representative jobs in Minnesota?

For Financial Service Representative jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Financial Service Representative jobs in Minnesota look for?

The top searched job categories for Financial Service Representative jobs in Minnesota are:

What cities in Minnesota are hiring for Financial Service Representative jobs?

Cities in Minnesota with the most Financial Service Representative job openings:

What are popular job titles related to Financial Service Representative jobs in MN?

For Financial Service Representative jobs in MN, the most frequently searched job titles are:

Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 3% Contract, and 1% Nights. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $45,319 per year, or $21.8 per hour.

Customer Service Representative - Financial Services

Minneapolis, MN • On-site

Minnesota Jobs
See more jobs at Minnesota Jobsexternal

$16.75 - $22.75/hr

Other

Retirement

Posted 14 days ago

Job description

Customer Service Representative

A leading Financial Services organization in Minneapolis is seeking Customer Service Representatives to support Financial Advisors and Financial Professionals across the country. This is a 12-month contract opportunity with strong potential for permanent hire based on attendance, performance, and overall contribution to the team.

This role is ideal for individuals who enjoy helping others, solving problems, and building a long-term career in financial services.

Key Responsibilities
  • Handle approximately 60-70 inbound calls per day from Financial Professionals seeking guidance on company policies and procedures.
  • Research policy information and provide accurate, timely support regarding:
    • Annuity products
    • Life insurance products
    • Policyholder benefits
    • Claims processing
  • Assist users with account registration and website navigation.
  • Communicate policy guidelines clearly and professionally.
  • Follow up with Financial Professionals as needed to ensure issue resolution.
  • Maintain detailed documentation and provide exceptional customer service on every interaction.
  • Support service level agreements (SLAs) by delivering efficient and accurate customer support.
Training & Development

The organization offers a comprehensive training program designed to set employees up for long-term success:

  • 6 weeks of classroom training
  • 3 months of phone-based training
  • 3-month Capstone period featuring continued coaching and support

Important: Attendance during training is critical. Time off is only permitted for pre-approved, planned absences.

Performance Measurements

  • Call quality
  • Accuracy of information provided
  • Efficiency and productivity
  • Customer service skills
  • Attendance and punctuality

Employees receive:

  • Weekly coaching during the Capstone period
  • Monthly one-on-one performance reviews after training
  • Ongoing quality evaluations and development opportunities
Required Qualifications
  • High School Diploma or GED
  • Minimum of 2 years of customer service experience in a professional environment
  • Strong communication and problem-solving skills
  • Comfortable working in a structured, metrics-driven environment
  • Reliable attendance and punctuality
  • Internet speeds of at least:
    • 50 Mbps download
    • 10 Mbps upload
Preferred Qualifications
  • Previous call center experience
  • Insurance, pension plan, benefits, or financial services knowledge
  • Associate's or Bachelor's degree
  • Experience supporting customers in a professional services environment
Schedule & Work Environment
  • Training Hours:
    • Monday-Friday
    • 8:00 AM – 4:30 PM CST
  • Regular Operating Hours:
    • 7:00 AM – 6:00 PM CST
    • Shift start times are staggered throughout the day.
    • Most contractors are assigned:
      • 9:00 AM – 5:30 PM CST
      • 9:30 AM – 6:00 PM CST
  • Additional Information:
    • Friday business hours end at 5:00 PM CST
    • Shift bids occur twice per year and are based on performance
    • Professional office environment with strong team support and coaching
Why Join This Team?
  • Opportunity to gain experience with a respected financial services organization
  • Extensive training and career development resources
  • Strong internal mobility and promotion opportunities
  • Collaborative team environment focused on employee growth
  • Potential for permanent employment after successful contract completion

Apply today to start a rewarding career supporting financial professionals while building valuable experience in the financial services industry.

Apply