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Financial Service Representative Jobs in Houston, TX

PLS

Customer Service Representative

Cypress, TX · On-site

$13.75 - $18.75/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Customer Service Representative

Humble, TX · On-site

$13.50 - $18.25/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Customer Service Representative

Pasadena, TX · On-site

$13.75 - $18.75/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Overnight Customer Service Representative

Cypress, TX · On-site

$13.75 - $18.75/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Customer Service Representative

Houston, TX · On-site

$15.25 - $20.75/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

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Financial Service Representative information

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$13

$18

$29

How much do financial service representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for financial service representative in Houston, TX is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $20.34 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 Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $39,104 per year, or $18.8 per hour.

Financial Service Representative

SHELL FEDERAL CREDIT UNION

Katy, TX • On-site

Full-time

Re-posted 17 days ago

Job description

The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request.
Essential Job Duties and Responsibilities
  • Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
  • Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
  • Required to complete annual training sessions as instructed or scheduled.
  • Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance.
  • Provide friendly, professional, and personal service to all members.
  • Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed.
  • Must be able and willing to work 40 hours per week plus overtime, as needed.
  • Must be able to work the rotating opening, closing and Saturday schedule, as needed.
  • May assist management with covering the greeter desk and performing greeter responsibilities as needed.
  • Must be well versed in all Credit Union products and services.
  • Assist members with their service needs related to, including but not limited to:
  • Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box.
  • Notary services, assistance with Bill Pay, Digital Banking.
  • Process disputes, wires, stop payments, check copies, address changes, check orders and statement requests.
  • Must be able to maintain confidentiality of member information.
  • All member and Credit Union information must be kept secure at all times.
  • Cross-sell Credit Union products and services based on member needs.
  • Answer and greet all incoming Credit Union calls in a professional and courteous manner.
  • May assist in training new FSR's as needed.
  • Interview, originate, and processes all member loan applications, including but not limited to:
    • Provide member appropriate follow up of their application as well as the final loan decision.
    • Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters.
  • Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
  • Meet/exceed personal and branch goals.
  • Assist the team with daily responsibilities as needed, including but not limited to:
    • Following opening and closing procedures.
    • Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault.
    • Wiling to assist the team at other branch locations, if needed.
  • Performs additional duties as assigned.

Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge and Skills
Experience:
Three years of direct Credit Union/Banking or retail experience is preferred.
Education / Training:
High school diploma or general education degree (GED).
Job Requirements:
  • Possess the desire to accept additional responsibilities within branch operations.
  • Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned.
  • Proficient computer skills, including working knowledge of the MS Office Suite.
  • Accuracy with numbers and attention to detail are needed.
  • Must possess professional verbal and written communication skills.
  • Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions.
  • Ability to work in an open-concept workspace/environment.

Physical Demands:
While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds.
Working Conditions
Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This organization uses E-Verify® in its hiring practices to achieve a lawful workforce.

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