Top skills for Financial Service Representative jobs

Based on 81 active Financial Service Representative postings · updated Oct 8, 2026.

Skills employers ask for

The share of Financial Service Representative postings that list each skill. Text that appears in almost every posting — equal-opportunity and benefits sections — is left out.

  • Marketing78%
  • Financial Information71%
  • Refinancing71%
  • Renewals71%
  • Financial Services13%
  • Banking11%
  • Hiring Process8%
  • Recruiting8%
  • Business Banking7%
  • Critical Thinking7%
  • Customer Experience (CX)7%
  • Decision Making7%
  • Investment Funds7%
  • Loan7%
  • Mutual Funds7%
  • Digital Literacy5%
  • Goal Planning5%
  • Payment Terms5%
  • Profitability5%

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