Financial Services Representative II
Posted: 09/23/2026
Employment Type:
Direct Hire
Industry: Financial
Job Number: 134588
Pay Rate: $37440 / year
Job Description
Financial Services Representative II (FSR 2)
Location: Houston, TX
Job Type: Full-Time
Schedule: Monday–Friday
Job Summary
We are seeking a Financial Services Representative II (FSR 2) to join our Houston branch team. This position provides exceptional member service while assisting with financial transactions, account services, loan applications, and the sale of financial products.
The ideal candidate is professional, personable, detail-oriented, and comfortable working in a fast-paced financial services environment.
Key Responsibilities
The successful candidate will demonstrate:
This position requires the ability to perform typical branch-office duties, including frequent standing, sitting, walking, and occasional lifting/moving of items weighing up to 10 pounds. Reasonable accommodations may be available for qualified individuals.
Interested in joining a professional team focused on providing excellent member service? Apply today!
#LKJHTX
Location: Houston, TX
Job Type: Full-Time
Schedule: Monday–Friday
Job Summary
We are seeking a Financial Services Representative II (FSR 2) to join our Houston branch team. This position provides exceptional member service while assisting with financial transactions, account services, loan applications, and the sale of financial products.
The ideal candidate is professional, personable, detail-oriented, and comfortable working in a fast-paced financial services environment.
Key Responsibilities
Greet and assist members and visitors in the lobby with a friendly and professional demeanor.
Provide prompt and accurate customer service and determine members' financial service needs.
Process financial transactions, including receiving and paying out money and maintaining accurate records.
Assist members with services such as:
Wire transfers
Statement and check copies
Check orders
Stop payment requests
Payroll allocations
Visa/check card requests
Provide information about available loan products and assist with completing loan applications.
Prepare forms and documentation for financial products and services.
Enter and maintain accurate member and sales information in computer systems.
Develop and maintain strong relationships with members.
Assist with opening and closing the Safe Deposit vault and provide support to members accessing their safe deposit boxes.
Provide Notary Public services as needed.
Assist FSR I team members and branch staff as needed.
Complete required certifications and company training.
Follow all company policies, procedures, security standards, and regulatory requirements.
High school diploma or GED required.
Previous customer service, banking, financial services, cash-handling, or related experience preferred.
Strong communication and interpersonal skills.
Excellent attention to detail and accuracy.
Ability to handle confidential information professionally.
Strong problem-solving and organizational skills.
Ability to work effectively both independently and as part of a team.
Comfortable working with computers, internet applications, word-processing, and spreadsheet software.
Strong basic math skills, including percentages, decimals, addition, subtraction, multiplication, and division.
Professional appearance and positive attitude.
Reliable attendance and punctuality.
The successful candidate will demonstrate:
Excellent customer service skills
Professionalism and dependability
Strong communication skills
Attention to detail
Sound judgment and problem-solving ability
Ability to multitask and prioritize
Integrity and confidentiality
Team-oriented attitude
Willingness to learn and complete ongoing training
This position requires the ability to perform typical branch-office duties, including frequent standing, sitting, walking, and occasional lifting/moving of items weighing up to 10 pounds. Reasonable accommodations may be available for qualified individuals.
Interested in joining a professional team focused on providing excellent member service? Apply today!
#LKJHTX
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