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Financial Service Representative Jobs in Texas (NOW HIRING)

Producer Bank of Texas

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Financial Service Representative I

Powell, TX · On-site

Job Summary A Financial Service Representative I is responsible for providing excellent customer service while handling routine financial transactions such as deposits, withdrawals, payments, and ...

Producer Bank of Texas

Be Seen First

Financial Service Representative I

Powell, TX · On-site

Job Summary A Financial Service Representative I is responsible for providing excellent customer service while handling routine financial transactions such as deposits, withdrawals, payments, and ...

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Financial Service Representative information

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$15

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$32

How much do financial service representative jobs pay per hour?

As of Sep 6, 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 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 Texas as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $43,109 per year, or $20.7 per hour.

Financial Service Representative I

PRIMEWAY FEDERAL CREDIT UNION

Houston, TX • On-site

Full-time

Re-posted 5 days ago

Key responsibilities

  • Assist members with their financial transactions including deposits, withdrawals, loan payments, and merchandise sales.

  • Perform daily member services such as opening and closing accounts, updating member information, and completing requests for special services.

  • Identify members' financial needs, recommend appropriate solutions, and facilitate discussions to uncover additional needs.

Job description

Position Summary:

This position calls for individuals who are Compassionate, Accountable, bring Real Value, Integrity, New ideas and provide Guidance to our members as well as the team. These key elements define PrimeWays culture. Another key aspect of this financial service position is to identify members financial needs and recommend appropriate solutions. Additionally, the Financial Service Representative I will assist members with their financial transactions involving cash and other negotiable monetary instruments.

Financial Service Representative Responsibilities:

  • Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and by living by the core values that define the CARING culture
  • Greeting members with a friendly, welcoming smile as they enter the building
  • Receiving and processing member financial transactions including deposits, withdrawals, loan payments and merchandise sales
  • Performing daily member services, such as opening and closing accounts, and account research
  • Updating member information and records as requested according to standard operating procedures
  • Completing requests for special services, such as statements copies, check copies, stop payment orders and debit cards
  • Identifying, recording and reporting fraudulent activity to prevent potential losses
  • Observing PrimeWay guidelines, policies, and procedures in order to adhere to compliance, regulations and security standards
  • Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
  • Establishing positive and productive working relationships at all levels within the organization
  • Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services
  • Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution
  • Facilitating discussions with members to uncover needs beyond those initially presented.
  • Evaluating credit reports to present members with appropriate PrimeWay products and services
  • Making outbound phone calls to existing members
  • Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding
  • Demonstrating accountability of personal contributions toward all personal, team and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits and service
  • Submitting business partner referrals when appropriate

Knowledge and Skills

  • Ability to maintain significant levels of diplomacy and trust, in addition to normal courtesy and tact.
  • Excellent communication skills; ability to use applicable computer software
  • Ability to motivate or influence others

Education and Experience

  • High school education or GED 6 months 2 years relevant experience
  • Credit Union or Banking experience: 2 years

ADA Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.

Sign-On Bonus: This position is eligible for a $750.00 sign-on bonus, payable after the successful completion of 30 days of employment. The employee must be actively employed and in good standing at the time of payment.

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