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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

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

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Financial Service Representative information

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$15

$20

$32

How much do financial service representative jobs pay per hour?

As of Aug 8, 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.

How much does a financial service representative make?

The average salary for a financial service representative in Florida is approximately $40,000 to $45,000 per year, depending on experience, certifications, and the employer. Entry-level positions may start lower, while experienced representatives with specialized skills can earn higher wages and bonuses.

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 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.

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 August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $43,109 per year, or $20.7 per hour.

Financial Service Representative

First National Bank Texas

On-site

Part-time

Re-posted 11 days ago

Job description

* 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 and products
* Assist customers with banking/financial needs
* Remain knowledgeable about products, fees, policies and current offers to assist customers with product suggestions
* Cash handling and adherence to proper balancing procedures
* Accountable for the achievement of monthly targets as assigned
* Operate the cash vault according to established policy and procedures
* Balance the ATM and coin machine
* Assist customers through the commercial teller window
* Regular and predictable attendance and punctuality
* Other duties as assigned
Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Schedules are prepared based on business need and subject to change at any time.
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs
FNBT is an equal opportunity employer.
* At least 18 years of age
* High school diploma or equivalent
* Ability to communicate clearly and professionally in both Spanish and English
* 3-6 Months experience working in a customer service environment preferred
* 3-6 Months experience handling and balancing large sums of money preferred
* Strong desire and ability to build long term customer relationships through passion, commitment, listening and understanding.
* Ability to work a flexible schedule including evenings, weekends, and holidays.
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment

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