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Universal Financial Service Representative Jobs

Search Solution Group

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Financial Service Representative

Virginia Beach, VA · On-site

$20 - $21/hr

Previous experience as a Financial Services Representative, Personal Banker, Universal Banker, Relationship Banker, Member Service Representative, or similar role strongly preferred. * Strong ...

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CFS

Financial service representative

Aurora, IL · On-site

Patient Financial Services Representative A respected healthcare organization is seeking a Patient Financial Services Representative to join its team. This role is ideal for an individual with health ...

New

CFS

Financial service representative

Aurora, IL · On-site

Patient Financial Services Representative A respected healthcare organization is seeking a Patient Financial Services Representative to join its team. This role is ideal for an individual with health ...

New

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Universal Financial Service Representative information

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$12

$25

$43

How much do universal financial service representative jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for universal financial service representative in the United States is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.85 per hour, depending on experience, location, and employer.

What is a universal financial service representative?

Universal Financial Service Representatives are versatile banking professionals who assist customers with a range of financial services, including opening accounts, processing transactions, and providing information about bank products. They often serve as the first point of contact in a branch, handling teller duties as well as basic customer service inquiries. Their role may also include cross-selling financial products and helping customers with loan applications or account maintenance. Universal Financial Service Representatives need strong communication and problem-solving skills to address customer needs effectively.

What are the key skills and qualifications needed to thrive as a universal financial service representative?

To thrive as a Universal Financial Service Representative, you need a strong understanding of banking products, sales techniques, and customer service principles, often supported by a high school diploma or equivalent and banking experience. Familiarity with banking software systems, cash handling procedures, and, in some cases, certifications like NMLS for loan origination are important technical qualifications. Excellent communication, attention to detail, and problem-solving abilities are standout soft skills for building trust and addressing client needs. These competencies ensure accurate transactions, regulatory compliance, and positive customer experiences in a dynamic financial environment.

What are the most common challenges faced by a universal financial service representative, and how can they be effectively managed?

Universal Financial Service Representatives often face the challenge of balancing diverse responsibilities, such as assisting customers with transactions, cross-selling financial products, and resolving account issues. Managing high customer traffic and staying updated on a wide range of banking services can also be demanding. Effective time management, strong communication skills, and continuous learning about products and regulations are essential for success in this role. Many institutions provide ongoing training and mentorship to help representatives navigate these challenges and advance within the organization.

What cities are hiring for Universal Financial Service Representative jobs?

Cities with the most Universal Financial Service Representative job openings:

What states have the most Universal Financial Service Representative jobs?

States with the most job openings for Universal Financial Service Representative jobs include:

What are popular job titles related to Universal Financial Service Representative jobs?

For Universal Financial Service Representative jobs, the most frequently searched job titles are:

Infographic showing various Universal Financial Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.

Financial Service Representative

Virginia Beach, VA • On-site

Search Solution Group
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Search Solution Groupexternal

$20 - $21/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Financial Services Representative

Work Location: Fully Onsite
Industry: Banking / Financial Services

Experience Required: 2–3+ years of recent banking or financial services experience

Position Overview

We are seeking an experienced Financial Services Representative to join a growing banking team in a fully onsite capacity. This position will work directly with customers to assist with their everyday banking needs, provide exceptional customer service, and recommend financial products and services based on individual needs.


The ideal candidate will have at least 2–3 years of recent experience working within a bank, credit union, or similar financial institution and be comfortable handling customer transactions, opening accounts, discussing banking products, and identifying opportunities to strengthen customer relationships.


Key Responsibilities

  • Provide exceptional in-person customer service and assist customers with their banking needs.
  • Open and maintain checking, savings, and other deposit accounts.
  • Process deposits, withdrawals, transfers, payments, and other banking transactions.
  • Educate customers on available banking products and services.
  • Identify customer needs and recommend appropriate financial products and solutions.
  • Assist with consumer banking products such as credit cards, personal loans, auto loans, and other lending products as applicable.
  • Resolve customer questions, account concerns, and service issues professionally and efficiently.
  • Maintain accurate customer and account information while following banking policies and procedures.
  • Follow all applicable banking regulations, compliance requirements, and security procedures.
  • Build strong customer relationships and contribute to branch sales and service goals.


Qualifications

  • 2–3+ years of recent banking, credit union, or financial services experience required.
  • Previous experience as a Financial Services Representative, Personal Banker, Universal Banker, Relationship Banker, Member Service Representative, or similar role strongly preferred.
  • Strong customer service and relationship-building skills.
  • Previous sales or consultative selling experience preferred.
  • Comfortable discussing and recommending financial products and services.
  • Strong communication and interpersonal skills.
  • Ability to accurately handle financial transactions and confidential customer information.
  • Detail-oriented with strong problem-solving skills.
  • Must be comfortable working fully onsite.
  • Ability to work within standard banking/branch hours, including Saturdays if required.