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Financial Service Representative Jobs in Ohio (NOW HIRING)

Hired by Matrix

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Customer Service Representative

Columbus, OH · On-site

$19.17/hr

Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Customer Service Representative. Position Type: * Contract * On-site Required: * Preference ...

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Financial Service Representative information

See Ohio salary details

$15

$21

$33

How much do financial service representative jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial service representative in Ohio is $21.15, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $22.84 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.

What does a financial services rep do?

A financial services representative helps clients with banking, investment, and insurance products by providing financial advice, processing transactions, and explaining service options. They often work in banks or financial institutions and may require licensing or certifications depending on the services offered.

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 representative?

A financial service representative is a professional who helps clients manage their financial needs by providing advice on investments, insurance, and banking products. They often work in banks, insurance companies, or financial firms and may require licensing or certifications such as FINRA Series exams. Strong communication and financial knowledge are essential for success in this role.

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 is the highest paying job in financial services?

In financial services, roles such as chief financial officer (CFO), investment bank executive, and private equity partner tend to be the highest paying positions, often earning six or more figures annually. These roles typically require extensive experience, advanced degrees, and strong leadership skills, with compensation including base salary, bonuses, and profit sharing.

What skills do financial service reps need?

Financial Service Representatives need strong communication and interpersonal skills to interact effectively with clients. They should have a good understanding of financial products, basic math skills, and proficiency with computer software such as customer relationship management (CRM) systems. Attention to detail, problem-solving abilities, and the ability to work under pressure are also important for success in this role.
More about Financial Service Representative jobs
What are popular job titles related to Financial Service Representative jobs in Ohio? For Financial Service Representative jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Financial Service Representative jobs in Ohio look for? The top searched job categories for Financial Service Representative jobs in Ohio are:
What are popular job titles related to Financial Service Representative jobs in OH? For Financial Service Representative jobs in OH, the most frequently searched job titles are:
Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $43,990 per year, or $21.1 per hour.
Financial Service Representative

Financial Service Representative

Firefighters Community Credit Union

Cleveland, OH • On-site

$20 - $22/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago

Job description

Firefighters Community Credit Union of Cleveland, OH is seeking a Financial Service Representative (Float) to join our team. Are you a self-starter with banking experience who is interested in building a rewarding career in the financial industry with an established credit union? Do you share in the credit union philosophy of "people helping people"? If so, please read on!

Our Financial Service Representative (Float) earn a competitive wage, depending on experience. We also offer a robust benefits package including medical, dental, vision, a 401(k) plan with company match, life insurance, short-term disability, and long-term disability. If this sounds like the financial industry service opportunity that you've been looking for, apply now!

Responsibilities

As a Financial Service Representative (Float) you will float between all six of our branches (Willoughby, Cleveland-Downtown, Cleveland-West Side, Parma, N. Ridgeville, and Wellington) And our Member Contact Center on an as needed basis. Your day is spent helping our members in the various branches with higher end financial needs. You thrive in a variable paced environment. As one of the voices of our credit union, you make sure that your warm smile and helpful attitude comes through in every phone and digital interaction.

You'll assist members with:

  • Advanced banking needs including opening and closing accounts, helping our members through the loan process, and facilitating fraud complaints
  • Education on products and services that we offer including share certificates, IRAs, electronic funds transfer and online banking
  • Uncovering needs and cross-selling financial products

QUALIFICATIONS FOR A FINANCIAL SERVICE REPRESENTATIVE

  • Two years or more of similar or related experience
  • Proficiency with technology including computers, tablets, and general office equipment
  • Cash handling abilities
  • Fantastic customer service skills
  • Dependable transportation to all our branches (Willoughby, St. Clair Avenue, Emerald Parkway, Parma, N. Ridgeville, and Wellington)
  • Previous sales experience is preferred
  • Please be advised that credit, criminal, employment, and education background checks are conducted on potential candidates.

WORK SCHEDULE

This position must be available during all hours that our branches are open. Availability must include Monday, Tuesday, Wednesday, and Friday 7:45am to 5:15pm, Thursday from 7:45am to 5:15pm, and Saturdays from 8:15am to 1:15pm.

ARE YOU READY TO JOIN OUR TEAM?

If you feel that you would be right for this Financial Service Representative position, please apply at the link provided!


Job Posted by ApplicantPro