ZipRecruiter

Log In

1

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 ...

next page

Showing results 1-20

People also search for

All JobsFinancial Service Representative Jobs

Financial Service Representative information

See salary details

$16

$22

$34

How much do financial service representative jobs pay per hour?

As of Jun 6, 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 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 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:
What job categories do people searching Financial Service Representative jobs look for? The top searched job categories for Financial Service Representative jobs are:
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 May 2026, with employment types broken down into 1% As Needed, 92% Full Time, 6% Part Time, and 1% Temporary. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $46,272 per year, or $22.2 per hour.
Financial Service Representative

Financial Service Representative

Cottingham & Butler

Dubuque, IA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Cottingham & Butler rating

8.6

Company rating: 8.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

73rd of 260 rated insurance

Job description

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 responsible for preparation and reconciliation of financial statements as well assisting in researching errors and issuing with accounts. We are looking for a numbers driven individual with great attention to detail to take on this task!

Full-Time Benefits - Most benefits start day 1

  • Medical, Dental, Vision Insurance
  • Flex Spending or HSA
  • 401(k) with company match
  • Profit-Sharing/Defined Contribution (1-year waiting period)
  • PTO/Paid Holidays
  • Company-paid ST and LT Disability
  • Maternity Leave/Parental Leave
  • Subsidized Parking
  • Company-paid Term Life/Accidental Death Insurance

About SISCO:

SISCO was established in 1980 as a boutique third-party administrator dedicated to the administration of unique, complex plan designs. Today, SISCO is recognized as a premier third-party administrator for employee benefits, serving 600+ employers and 1,000,000+ members from our headquarters in Dubuque, IA.

For the past decade, many Health Insurance Carriers and Payers have been quietly driving industry trends in the wrong direction. The result is a lower standard of prudent review and ever-increasing costs. Our strategy is to simply administer employer plans with the same care, diligence, and expertise we apply to our own benefit program. Learn more at www.siscobenefits.com

Want to learn more? Follow us on www.CottinghamButler.com | LinkedIn | Facebook

What Cottingham & Butler employees say

Workplace

Get the full story on Breakroom