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Financial Service Representative Jobs in Atlanta, GA

World Finance

Assistant Branch Manager

Conyers, GA

$23/hr

The Assistant Manager performs the same core functions as our Financial Services Representative role, with an added focus on building the leadership skills needed to advance into branch management:

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Financial Service Representative information

See Atlanta, GA salary details

$15

$21

$33

How much do financial service representative jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial service representative in Atlanta, GA is $21.39, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $23.12 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 Atlanta, GA are:

Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $44,497 per year, or $21.4 per hour.

Customer Service Representative

TRC Talent Solutions

Johns Creek, GA • On-site

$21.50/hr

Full-time

Re-posted 2 days ago

Job description

TRC Talent Solutions is Hiring Customer Service Representatives in Alpharetta, Ga

Looking to build a long-term career with a leading financial services organization? TRC Talent Solutions is hiring Customer Service Representatives to join a growing team in Alpharetta, GA. This is an excellent opportunity to develop your customer service career while gaining experience across multiple business areas, including Customer Service, Collections, Recovery Support, and Dealer Services.

Job Details

  • Location: Alpharetta, GA | Fully On-Site

  • Pay: $20/Hour for Non-Bilingual | $21.50/hour for Bilingual Candidates Spanish/English

  • Schedule: MondayFriday | Open availability required between 8:00 AM9:00 PM | Occasional Saturday shifts based on business needs

What Youll Be Doing

  • Handle a high volume of inbound and outbound customer calls

  • Assist customers with account inquiries, service requests, and issue resolution

  • Accurately document customer interactions and update account information

  • Navigate multiple computer systems while speaking with customers

  • Utilize dual monitors and various internal applications to manage customer accounts

  • Meet department performance, quality, and productivity goals

  • Maintain confidentiality of customer and financial information

  • Provide professional and positive customer experiences on every interaction

  • Adapt to changing business needs and support various departments through cross-training opportunities

What Were Looking For

  • Bachelor's degree required

  • Previous customer service experience required

  • Experience in retail, hospitality, restaurant, banking, healthcare, automotive, financial services, call center, or other customer-facing environments

  • Excellent problem-solving and active listening abilities

  • Strong computer skills with the ability to quickly learn multiple systems

  • Ability to multitask while speaking with customers and accurately entering information

  • Strong attention to detail and data entry accuracy

  • Ability to thrive in a fast-paced, metrics-driven environment

  • Flexibility to work rotating schedules based on business needs

Why Youll Like This Opportunity

  • Long-term contract-to-hire opportunity with strong conversion potential

  • Career growth through cross-training and internal advancement opportunities

  • Stable, well-established financial services organization

  • Professional office environment with a business casual dress code

  • Build experience across multiple customer service and financial operations teams

If you have strong customer service skills, enjoy helping others, and are looking for a long-term opportunity with room for growth, we encourage you to apply today!

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.