ZipRecruiter

Log In

1

Financial Service Representative Jobs in Texas (NOW HIRING)

First National Bank Texas

Explore customer financial needs to recommend services and products * Conduct business development visits to promote the bank s services and products * Assist customers with banking/financial needs

First National Bank Texas

Provide prompt, efficient and friendly service to all customers Explore customer financial needs to recommend services and products Conduct business development visits to promote the bank s services ...

First National Bank Texas

Explore customer financial needs to recommend services and products * Conduct business development visits to promote the bank s services and products * Assist customers with banking/financial needs

First National Bank Texas

Explore customer financial needs to recommend services and products * Conduct business development visits to promote the bank s services and products * Assist customers with banking/financial needs

First National Bank Texas

Provide prompt, efficient and friendly service to all customers Explore customer financial needs to recommend services and products Conduct business development visits to promote the bank s services ...

next page

Showing results 1-20

All JobsFinancial Service Representative JobsFinancial Service Representative Jobs in Texas

Financial Service Representative information

See Texas salary details

$15

$20

$32

How much do financial service representative jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for financial service representative in Texas is $20.73, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $22.40 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 Texas? For Financial Service Representative jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Financial Service Representative jobs in Texas look for? The top searched job categories for Financial Service Representative jobs in Texas are:
What cities in Texas are hiring for Financial Service Representative jobs? Cities in Texas with the most Financial Service Representative job openings:
What are popular job titles related to Financial Service Representative jobs in TX? For Financial Service Representative jobs in TX, the most frequently searched job titles are:
Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Texas as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $43,109 per year, or $20.7 per hour.

Financial Service Representative

World Acceptance Corporation

The Colony, TX • On-site

$15 - $16/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $16
What you'll do:
  • Guide customers toward upward credit mobility through good financial choices.
  • Provide top-tier customer service, assisting customers with questions, concerns, and products.
  • Process and prepare loan applications.
  • Take and process payments.
  • Prepare loan documents and execute loan closing on current renewal loans.
  • Balance assigned cash drawer daily.
  • Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
  • Maintain strong customer relationships and build community within your branch.
  • Other duties include but are not limited to:
    • Call approved and unmade applications to close loans daily.
    • Help build tax clientele and provide tax services.
    • Send complete and accurate credit denial letters within 30 days from the date of application.
    • Pay branch expenses as instructed by Branch Manager.

Experience (and Requirements) that will WOW us!
  • Must be able to demonstrate self-confidence and organizational skills.
  • A history of choosing kindness, showing compassion, and helping others.
  • The willingness to seek quality-driven solutions and embrace new ideas.
  • Absolute team player - pitching in when needed and accepting help, too.
  • To perform this job successfully, an employee must have basic computer skills.
  • A valid driver's license & access to a dependable vehicle.
  • Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.

Why World?
  • We hire from within: we want to see you grow and climb in this company.
    • Each year, we promote 80% of Financial Services Reps to management.
    • 75% of World's Operations Executives moved up from a similar role.
  • We pay you to give back: employees get paid volunteer hours each year.
  • Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
  • Paid holidays, vacation time, and a 401(k) plan (including company match).
  • Be part of a team with clear values, strong community, and a sense of belonging.
  • We'll get you home for dinner: your life outside of work is priority #1
  • You'll make a positive impact on the lives of the customers you serve.

Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Apply