A financial service representative (or FSR) generally works for a bank or credit union, although there are also a limited number of FSR positions available in insurance agencies, financial groups, and other institutions. The financial service representative holds a customer-facing position that requires that the employee be well-versed in the various financial offerings of their company.
Financial Service Representative (FSR) Tasks
Monitor market trends, identify and pursue potential customer leads, and meet sales goals.
Discuss customers' financial concerns, questions, and needs.
Provide financial advice and match financial products with customers' needs and goals.
Develop long-term rapport with customers and foster profitable relationships.