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Financial Services Representative Jobs in Oregon

Apprisen

Financial Services Specialist

OR · On-site

  • Dental

  • Vision

  • PTO

Join Our Team as a Financial Services Specialist!At Apprisen, we're revolutionizing financial well ... Represent Apprisen in local communities, providing invaluable financial education to groups and ...

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All JobsFinancial Services Representative JobsFinancial Services Representative Jobs in Oregon

Financial Services Representative information

See Oregon salary details

$12

$26

$46

How much do financial services representative jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for financial services representative in Oregon is $26.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.04 and $30.48 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 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.

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.
More about Financial Services Representative jobs

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For Financial Services Representative jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Financial Services Representative jobs in Oregon look for?

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

What cities in Oregon are hiring for Financial Services Representative jobs?

Cities in Oregon with the most Financial Services Representative job openings:

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For Financial Services Representative jobs in OR, the most frequently searched job titles are:

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Oregon as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $55,490 per year, or $26.7 per hour.

Financial Services Representative

Fibre Federal Credit Union

Newport, OR • On-site

$18.82 - $29.41/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

FT Financial Services Representative (Teller)
Located at our Newport, OR office

TLC Credit Union, a Division of Fibre Federal Credit Union, offers a vibrant, exciting, and challenging workplace in the fast-paced financial industry in the Lower Columbia region and along the Oregon coast.  Join our team and see what it means to be people helping people.
TLC Credit Union is seeking a Full-Time (40 hours/week) Financial Services Representative who will contribute to our vision of impacting the way our members achieve their financial goals through exceptional relationships, services and products.

Starting Pay: $20.50
Wage Range: $18.82 - $28.74

Position is located in Newport, OR with the need at times to support our locations in Lincoln City, OR. This is not a remote position.

BENEFITS:
  • Competitive Salary.
  • Benefits Package including: 100% employer paid health, dental, vision, life, and disability insurance for the employee.
  • Paid Vacation Time.
  • Paid Volunteer Hours.
  • 6% 401(k) Plan Contribution.
  • 10 Paid Holidays.
  • 2 Floating Holidays.
  • Opportunities for growth within the company.

PRIMARY FUNCTION:
  • Provide members with service for a variety of paying and receiving transactions. Provide prompt, courteous, and friendly service. Able to answer basic member questions related to all phases of the Credit Union. May perform vault duties at some service center locations.
  • Perform paying and receiving transactions including deposits, withdrawals, loan payments, and miscellaneous transactions.
  • Assist members with payroll transactions, stop payments, address changes, statement copies, wire transfers, and removing and/or adding flags.
  • Cross sell Credit Union services as opportunities arise.
  • Balance assigned teller cash daily according to policy.
  • Cross train in other areas of the teller department where needed.
  • Assist members with online banking needs including manual registration, password reset, unlock users, and add/remove linked accounts.
  • Submit loan application information for members to Consumer Lending.
  • Process skip payment requests.
  • Perform IRA withdrawals.
  • Open new share accounts including sub accounts, certificates, and checking accounts.
  • Instant issue cards to members.
  • Complete tickets in Member Services queue.
  • Establish membership for new members.
  • Remove signers from personal accounts.
  • Complete name changes on accounts.

POSITION QUALIFICATIONS:
  • Provide exceptional member service in a friendly and efficient manner.
  • Outstanding communication skills.
  • Bilingual abilities are preferred but not required.
  • Recent cash handling skills preferred.
  • Physical Requirements - Ability to lift 20 pounds and carry a cash drawer. Ability to stand for extended periods as required.

APPLICANT REQUIREMENTS:
  • Possess high school diploma or equivalent.
  • Always maintain professionalism.
  • Be reliable and dependable.
  • Be bondable.

Learn more about Fibre Federal Credit Union and TLC Credit Union at our website: www.fibrecu.com

All offers for employment with Fibre Federal Credit Union are contingent upon the candidate having successfully completed a background check, credit check, and drug screening.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.