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$15

$21

$33

How much do financial service representative jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for financial service representative in Miami, FL is $21.28, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $22.98 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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Cities near Miami, FL with the most Financial Service Representative job openings:

Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Miami, FL 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 $44,256 per year, or $21.3 per hour.

Financial Service Representative

Money Mart

Pompano Beach, FL • On-site

Full-time

Posted 17 days ago

Job description

Branch Location: 333 West Atlantic Blvd

GENERAL FUNCTION 

Financial Service Representatives support Money Mart customers by understanding their financial needs and connecting them with suitable products and services. In this role, Team Members interview customers for personal lending products, review application and financial information, recommend appropriate solutions, sell related financial products and services, complete transactions, maintain accurate records, and support payment arrangements for existing accounts. 

This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company policies, regulatory requirements, and responsible lending practices. 

Retail Team Members generally perform their duties within a secured work area protected by bullet-resistant glass and a controlled-access mantrap. Once hired, all retail Team Members will complete an internal multi-week Ready to Work Alone (RTWA) certification before working independently. 

DUTIES/RESPONSIBILITIES 

  • Provide friendly, professional, and accurate customer service by assessing customer needs, completing transactions, answering questions, and identifying opportunities to promote and cross-sell products and services. 
  • Promote, recommend, and process loans, credit cards, check cashing, money transfers, money orders, bill payments, and other related products and services based on the customer's needs, financial circumstances, and applicable company policies and regulatory requirements. 
  • Consistently identify cross-selling and referral opportunities during every customer interaction to increase product awareness, meet customer needs, and achieve individual and branch sales goals. 
  • Clearly explain product and service features, benefits, fees, repayment terms, payment options, renewals, refinancing options, and other important information using approved marketing materials. 
  • Collect, review, verify, and document required customer identification, financial, application, and supporting information to process products and services, ensuring all applications/transactions are complete, compliant, and accurately recorded. 
  • Monitor and maintain complete and accurate customer information and records in all required systems. 
  • Contact customers with past-due accounts to discuss and negotiate payment arrangements within authorized guidelines. 
  • Follow all company policies and regulatory requirements, including Know Your Customer (KYC), Anti-Money Laundering and Anti-Terrorist Financing (AML/ATF), privacy, Recordable Transactions, fraud prevention, and all relevant procedures. 
  • Accurately process cash, POS transactions, and financial service transactions.  
  • Reconcile the cash drawer at the end of each shift, and follow all cash handling, safety, and security procedures. 
  • Work with the branch team to maintain the branch appearance, cleanliness, and customer-ready environment.  
  • Support branch opening and closing procedures, including completing all required paperwork accurately. 
  • Complete all other job-related duties as directed by Management. 
  • Maintain availability to work flexible shifts, including evenings and weekends. 

EDUCATION: 

  • High School diploma or equivalent 

WORK EXPERIENCE 

  • One or more years of experience as a Retail Sales Associate, Sales Representative or similar role. 
  • One or more years of experience in customer service and cash handling. 
  • Hands-on experience with POS transactions. 
  • Track record of achieving sales goals preferred. 

SKILLS 

  • Customer service-focused mindset with the ability to build rapport, deliver exceptional service, and create a positive customer experience. 
  • Sales-focused approach with the ability to identify customer needs, recommend appropriate products and services, and achieve sales objectives through cross-selling opportunities. 
  • Ability to perform effectively in a fast-paced environment, manage competing priorities, and perform well under pressure. 
  • Strong problem-solving skills with the ability to identify customer needs, resolve concerns, and provide effective solutions in a professional and timely manner. 
  • Proficiency in reading, writing, and speaking English with strong communication and interpersonal skills. 
  • Basic knowledge and experience with Microsoft Office software (Excel, Word, and Outlook). 

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