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Financial Service Representative Jobs (NOW HIRING)

SISCO

Financial Service Representative

Dubuque, IA

Financial Service Representative It's an exciting time at SISCO (Self Insured Services Company)! We are currently adding a Financial Service Representative to our team. This role is primarily ...

Langley

Financial Service Representative

Hampton, VA · On-site

The Financial Service Representative provides members and potential members of Langley with in-person, impeccable service throughout our branch network. Financial Service Representative utilizes ...

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Financial Service Representative information

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$16

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$34

How much do financial service representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for financial service representative in the United States is $22.25, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $24.04 per hour, depending on experience, location, and employer.

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.

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 does a financial services rep do?

A financial services representative assists clients with banking, investment, and insurance products, providing financial advice and solutions. They often handle account management, process transactions, and maintain client relationships, requiring strong communication skills and knowledge of financial regulations.

What does a finance representative do?

A financial service representative assists clients with banking, investment, and financial products by providing information, processing transactions, and offering advice. They often work in banks or financial institutions, using tools like customer management software, and may need relevant certifications or licenses. Their goal is to help clients meet their financial needs efficiently and accurately.

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.

How much do financial service representatives make?

Financial Service Representatives in Texas typically earn an average annual salary of around $40,000 to $50,000, depending on experience, certifications, and the employer. Salaries can vary based on location, responsibilities, and whether they work in retail banking, insurance, or investment services.

What jobs pay 2000 a day?

Financial Service Representatives typically do not earn $2,000 per day in standard roles; such high daily earnings are usually associated with highly specialized or high-level positions like investment bankers, hedge fund managers, or top-tier financial advisors. These roles often require extensive experience, certifications, and a strong client base, and earnings can vary significantly based on performance and commissions.

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.

More about Financial Service Representative jobs
What cities are hiring for Financial Service Representative jobs? Cities with the most Financial Service Representative job openings:
Who are the top companies hiring for Financial Service Representative jobs? The top employers for Financial Service Representative jobs are:
What states have the most Financial Service Representative jobs? States with the most job openings for Financial Service Representative jobs include:
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What are popular job titles related to Financial Service Representative jobs? For Financial Service Representative jobs, the most frequently searched job titles are:
Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in the United States as of June 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $46,272 per year, or $22.2 per hour.
Financial Service Representative

Financial Service Representative

World Acceptance Corporation

The Colony, TX • On-site

$15 - $16/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $16
What you'll do:
  • Guide customers toward upward credit mobility through good financial choices.
  • Provide top-tier customer service, assisting customers with questions, concerns, and products.
  • Process and prepare loan applications.
  • Take and process payments.
  • Prepare loan documents and execute loan closing on current renewal loans.
  • Balance assigned cash drawer daily.
  • Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
  • Maintain strong customer relationships and build community within your branch.
  • Other duties include but are not limited to:
    • Call approved and unmade applications to close loans daily.
    • Help build tax clientele and provide tax services.
    • Send complete and accurate credit denial letters within 30 days from the date of application.
    • Pay branch expenses as instructed by Branch Manager.

Experience (and Requirements) that will WOW us!
  • Must be able to demonstrate self-confidence and organizational skills.
  • A history of choosing kindness, showing compassion, and helping others.
  • The willingness to seek quality-driven solutions and embrace new ideas.
  • Absolute team player - pitching in when needed and accepting help, too.
  • To perform this job successfully, an employee must have basic computer skills.
  • A valid driver's license & access to a dependable vehicle.
  • Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.

Why World?
  • We hire from within: we want to see you grow and climb in this company.
    • Each year, we promote 80% of Financial Services Reps to management.
    • 75% of World's Operations Executives moved up from a similar role.
  • We pay you to give back: employees get paid volunteer hours each year.
  • Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
  • Paid holidays, vacation time, and a 401(k) plan (including company match).
  • Be part of a team with clear values, strong community, and a sense of belonging.
  • We'll get you home for dinner: your life outside of work is priority #1
  • You'll make a positive impact on the lives of the customers you serve.

Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

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