Financial Services Representative

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Career Path
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Category

Business & Finance

What It Is

Helps individuals with banking products, loans, or basic financial services at a bank or credit union.

Best For

People who like structured environments, customer service, and want a path toward financial advising or lending.

Avoid If

You dislike sales targets tied to financial products.

Degree Required

No degree required for entry roles, though some employers prefer one for advancement tracks.

Skills Needed

Customer service, basic financial literacy, sales, attention to compliance detail.

Training Path

Entry-level bank teller or personal banker role, with employer-provided training and internal promotion path.

Certs / Licenses

NMLS registration required for loan officers; Series 6/7 licenses needed for those moving into investment products.

Time to First Job

Immediate entry-level hiring; employer training happens on the job.

Cost to Enter

$0 for entry roles (employer-trained); licensing costs apply only for advancement.

Income Range

General estimate: $34,000-$42,000 entry-level, $50,000-$75,000+ as loan officer/personal banker. Verify local data.

First Job Titles

Bank Teller, Personal Banker Trainee.

Companies Hiring

National and regional banks, credit unions, mortgage lenders.

Best Next Step

Apply directly to local bank/credit union teller or personal banker openings; most training happens on the job.

ℹ About this information

Salary ranges are estimates and vary by location, experience, and employer. Licensing and certification requirements vary by state. Training providers should be independently reviewed before enrollment. MoxiePaths is an educational career discovery platform — not a guarantee of employment or income. College may still be the right path for some.

Quick Facts
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