Overview: Are you someone who enjoys building relationships, helping customers reach financial goals, and creating a great client experience? Our agency is looking for a Financial Services Representative to join our team and help clients with banking and financial product solutions through our partnership with US Bank.
This is a great opportunity for someone with prior banking experience who enjoys consultative conversations, cross-selling financial products, and working in a professional office environment. If you’ve worked as a Personal Banker, Relationship Banker, or Financial Services Representative at a bank branch, we’d love to connect with you.
Position Details:
In-office position
Monday through Friday, 8:00 AM – 5:00 PM
Full-time or part-time opportunities available
Hourly pay: $20–25/hour based on experience
Generous commission structure with strong earning potential
Responsibilities:
Build relationships with new and existing customers
Market and sell US Bank financial products and services
Assist customers with:
Credit cards
CDs
Savings accounts
Consumer loans
Additional banking products and services
Identify customer needs and recommend appropriate financial solutions
Provide professional customer service and follow-up
Support agency growth through referrals and relationship-building
Maintain accurate documentation and account information
Obtain insurance licensing after starting in the role to support additional agency services
Qualifications:
3-5 years of banking experience required
Previous experience as a Personal Banker, Relationship Banker, or similar banking role preferred
Strong communication and relationship-building skills
Comfortable discussing financial products and identifying customer needs
Sales-minded with a customer-focused approach
Organized, dependable, and detail-oriented
Ability to obtain insurance licensing after hire
What We Offer:
Competitive hourly compensation
Generous commission opportunities
Consistent weekday schedule
Professional office environment
Opportunity to expand into insurance and financial services
Career growth and long-term advancement potential
Simple IRA retirement plan
If you’re looking for a position where you can leverage your banking experience, grow your career, and make an impact with customers every day, this could be a great fit for you.
Numbers & Facts
Location
Auburn, CA
Job Type
Full-time
Salary
$20–$25 Per Hour
Skills
Banking Servicesunmatched
Communication Skillsunmatched
Consumer Loansunmatched
Credit Cardsunmatched
Cross-Sellingunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Documentationunmatched
Financial Servicesunmatched
Insuranceunmatched
Licensingunmatched
Needs Assessmentunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Retirement Planunmatched
Salesunmatched
Training/Teachingunmatched
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