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Financial Service Representative Jobs in Ohio (NOW HIRING)

Emerald Credit Union

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Financial Service Representative

Cleveland, OH · On-site

$38K - $45K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Financial Service Representative is responsible for soliciting, accepting, processing (inputting the loan application on the loan system), analyzing and reviewing loan applications. Upon approval ...

Hired by Matrix

Customer Service Representative

Columbus, OH · On-site

$15 - $20.25/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: * 1 year of ...

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Financial Service Representative information

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$15

$21

$33

How much do financial service representative jobs pay per hour?

As of Aug 19, 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 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 Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $43,990 per year, or $21.1 per hour.

Financial Service Representative

Firefighters Community Credit Union

Cleveland, OH • On-site

$20 - $22/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

Firefighters Community Credit Union of Cleveland, OH is seeking a Financial Service Representative (Float) to join our team.Pay: $20.00-$22.00 Per HourSchedule: Full TimeLocation: 2300 St Clair Ave NE, Cleveland, OH 44114Are 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!ResponsibilitiesAs 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 complaintsEducation on products and services that we offer including share certificates, IRAs, electronic funds transfer and online bankingUncovering needs and cross-selling financial productsQUALIFICATIONS FOR A FINANCIAL SERVICE REPRESENTATIVETwo years or more of similar or related experienceProficiency with technology including computers, tablets, and general office equipmentCash handling abilitiesFantastic customer service skillsDependable transportation to all our branches (Willoughby, St. Clair Avenue, Emerald Parkway, Parma, N. Ridgeville, and Wellington)Previous sales experience is preferredWORK SCHEDULEThis 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