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Financial Services Representative Jobs in Kansas

HaysMed

Patient Financial Services Representative

Hays, KS · On-site

$16 - $17.25/hr

This position requires excellent customer services skills and an ability to be able to explain to ... ICD-9 Codes, Rev Codes, CPT Codes Financial Information/Insurance (information related to insurance ...

HaysMed

Patient Financial Services Representative

Hays, KS · On-site

$15 - $21/hr

This position requires excellent customer services skills and an ability to be able to explain to ... ICD-9 Codes, Rev Codes, CPT Codes Financial Information/Insurance (information related to insurance ...

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Financial Services Representative information

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$10

$22

$39

How much do financial services representative jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for financial services representative in Kansas is $22.50, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $25.72 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

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The top searched job categories for Financial Services Representative jobs in Kansas are:

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Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $46,807 per year, or $22.5 per hour.

Financial Services Representative

Olathe, KS • On-site

Enterprise Bank & Trust
Commercial Banking • 1 - 5K employees
Learn more about Enterprise Bank & Trustexternal

Full-time

Re-posted 5 days ago

Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Financial Services Representative
Job Description:
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
  • Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
  • Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
  • Serves as a team member to accomplish company objectives and lobby and personal goals.
  • Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
  • Actively participates in training programs to maintain and acquire additional job knowledge and skills
  • Assists in opening and closing the branch, following procedures set by corporate security.
  • Complies with all department and company policies, procedures, audit guidelines, and regulations.
  • Perform other miscellaneous duties as assigned.

Qualifications:
  • Strong math and problem solving skills.
  • Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
  • Must maintain confidentiality of client transactions and bank records.
  • Team-oriented, possess a positive attitude and work well with others.
  • Strong oral and written communication skills.
  • Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
  • Ability to prioritize; handle multiple tasks; and work independently.
  • Strong organizational skills and detail-oriented with a high degree of accuracy.
  • Thorough knowledge of bank operations, products, and services offered at the bank.
  • Knowledge of banking laws and regulations including the Bank Secrecy Act.

Supervisory Responsibilities:
  • None

Education and/or Experience:
  • High School diploma or equivalent
  • Associates degree in business related field or two years related experience or a combination of education and experience
  • Experience working in an environment with individual and team goals preferred
  • Customer service experience required

Computer and Software Skills:
  • Skilled in operation of a personal computer, including Microsoft Word and Excel.
  • Google Suite
  • IBS
  • Salesforce

Certificates, Licenses, and Registrations:
  • Notary License as needed by the branch

Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

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