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Financial Service Representative Jobs (NOW HIRING)

Attain Finance

Assistant Manager

Baker, LA

Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance ...

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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

Attain Finance

Cordova, TN

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 hours ago

Job description

Overview

If you're seeking more than just a job, join Heights Finance and kickstart your career!

Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.

Be part of a dynamic team that is shaping the future of consumer finance. Apply today!

Stories of Success

"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within.  Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."

~ Ashley S., District Manager - Alabama

"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions.   Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career.   As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."

~ Jessica W., Operations Trainer - United States

Responsibilities

As a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!

  • Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
  • Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
  • Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
  • Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
  • Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
  • Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.

Qualifications

We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.

  • Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
  • Sales Mindset: Confidence in promoting products and services that meet customer needs.
  • Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
  • Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
  • Adaptability: Willingness to learn new systems and processes in a dynamic environment.
  • Team Player: A collaborative spirit with a desire to contribute to team success.
  • Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
  • Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!

Work Location: 763 Walnut Knoll Lane, Ste 6, Cordova, TN 38018

Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons 

Hourly: $16.25 - $22.75

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average.  The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. 

All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. 

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

This employer participates in E-Verify for US-based hires. 

#LI-Onsite 

#HeightsFinance

#HFCLP

Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections

EEO Statement

Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com,  @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca. 

Employment Type: FULL_TIME

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