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Financial Service Representative Jobs in Virginia

Banking

Customer Service Representative

Roanoke, VA · On-site

$21 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Services Representative Pay range: $21/hr to $23/hr (Hybrid- 1 Week Onsite/1 Week Remote after Training) In this role, you will: * Support internal and external customers with inquiries and ...

TEKsystems

Member Service Representative

Virginia Beach, VA · Remote

$21.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

IRAs and other financial products * Research and resolve member concerns using multiple systems and applications * Educate members on additional products and services that may benefit them * Maintain ...

TalentRemedy

Client Services Representative

Alexandria, VA · On-site

$17 - $23.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

This role is central to delivering exceptional client service while supporting senior advisers and ... Prepare financial planning documents and client meeting materials * Maintain and update CRM systems ...

TalentRemedy

Client Services Representative

Alexandria, VA · On-site

$17 - $23.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

This role is central to delivering exceptional client service while supporting senior advisers and ... financial planning documents and client meeting materials Maintain and update CRM systems (Redtail ...

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Financial Service Representative information

See Virginia salary details

$15

$22

$34

How much do financial service representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial service representative in Virginia is $22.06, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $23.85 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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The top searched job categories for Financial Service Representative jobs in Virginia are:

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Cities in Virginia with the most Financial Service Representative job openings:

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For Financial Service Representative jobs in VA, the most frequently searched job titles are:

Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $45,875 per year, or $22.1 per hour.

Customer Service Representative

Banking

Roanoke, VA • On-site

$21 - $23/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Financial Services Representative

Pay range: $21/hr to $23/hr (Hybrid- 1 Week Onsite/1 Week Remote after Training)

In this role, you will:

  • Support internal and external customers with inquiries and complaints regarding financial products and services.
  • Seek ways to determine appropriate courses of action, conduct investigative steps to identify the issues, and process complex transactions online
  • Perform moderately complex research to resolve client issues and review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards.
  • Receive direction from supervisors and escalate non-routine client concerns to more experienced individuals.
  • Interact with internal and external customers to respond to the concerns raised, as well as determine appropriate course of action.
  • Serve as an intermediary between parties to resolve disputed matters, negotiate, and enact settlements accordingly.

Required Skills

  • 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)

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