Financial Services Representative Jobs in Illinois
Financial services representative jobs in Illinois are concentrated in Chicago, Naperville, and Schaumburg, where insurance carriers, wealth management firms, and retail banking operations drive consistent demand at every level from entry-level associate to senior client advisor. Employers like Allstate, Northern Trust, and Wintrust Financial maintain large and active Illinois workforces in this role. The most in-demand specialties include insurance and annuities, retirement planning, and personal banking. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 18+ Financial Services Representative jobs
Financial Service Representative — Branch Network Department; Waterloo Branch
Banking • Full-Time • Branch Network
Scott Credit Union is hiring a Financial Service Representative in Waterloo, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.
Schedule: Full-time | Monday–Saturday, Saturday rotation as scheduled
Work Location Status: Fully on-site at the Waterloo Branch
About the Role
Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.
Why Join Scott Credit Union?
Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.
Benefits include:
- 11 paid holidays and competitive PTO
- 401(k) with employer match
- Medical, dental, vision, and life insurance
- Short-Term Disability, including maternity leave
- Tuition reimbursement program
- “Dress for your day” policy
- Career advancement opportunities
- Supportive, team-oriented culture
What You’ll Do
- Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
- Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
- Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
- Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
- Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
- Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
What You Bring
- High school diploma or equivalent
- Minimum one year of customer service experience
- Personal computer experience to include Microsoft Office products
Is This You?
- You’re energized by creating meaningful connections and delivering strategic solutions
- You stay focused under pressure and prioritize precision in your work
- You take initiative, own your projects, and consistently aim for high-quality results
- You’re looking to build a long-term career where your skills can grow and evolve
Our Commitment
At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.
Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.
universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;
Financial Service Representative — Branch Network Department; Waterloo Branch
Banking • Full-Time • Branch Network
Scott Credit Union is hiring a Financial Service Representative in Waterloo, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.
Schedule: Full-time | Monday–Saturday, Saturday rotation as scheduled
Work Location Status: Fully on-site at the Waterloo Branch
About the Role
Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.
Why Join Scott Credit Union?
Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.
Benefits include:
- 11 paid holidays and competitive PTO
- 401(k) with employer match
- Medical, dental, vision, and life insurance
- Short-Term Disability, including maternity leave
- Tuition reimbursement program
- “Dress for your day” policy
- Career advancement opportunities
- Supportive, team-oriented culture
What You’ll Do
- Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
- Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
- Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
- Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
- Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
- Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
What You Bring
- High school diploma or equivalent
- Minimum one year of customer service experience
- Personal computer experience to include Microsoft Office products
Is This You?
- You’re energized by creating meaningful connections and delivering strategic solutions
- You stay focused under pressure and prioritize precision in your work
- You take initiative, own your projects, and consistently aim for high-quality results
- You’re looking to build a long-term career where your skills can grow and evolve
Our Commitment
At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.
Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.
universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;
See All 18 Financial Services Representative Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Financial Services Representative Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
What Illinois Employers Look For
The qualifications that appear most often in financial services representative jobs across Illinois.
- Active Illinois insurance producer license or FINRA Series 6 or 63 registration required
- Bachelor's degree in finance, business, or a related field strongly preferred
- One or more years of experience in financial sales, banking, or customer service
- Demonstrated ability to meet client acquisition and revenue production targets
- Proficiency with CRM platforms and financial planning or quoting software
- Strong written and verbal communication skills for client-facing advisory work
Financial Services Representative Jobs in Illinois: Frequently Asked Questions
How do you become a financial services representative in Illinois?
The most direct path is obtaining an Illinois insurance producer license through the Illinois Department of Insurance, which requires completing a pre-licensing education course and passing the state exam. Roles involving securities also require FINRA registration, typically a Series 6 or Series 63 exam, sponsored by a registered employer. Most Illinois employers expect at least a bachelor's degree in finance, business, or economics, though some will hire without one if you hold the required licenses.
Which companies hire financial services representatives in Illinois?
Illinois financial services representative roles are posted by State Farm, World Finance, and Morgan Stanley and others right now, based on current listings on Migrate Mate as of November 2026. Illinois's deep concentration of insurance headquarters and regional bank operations means openings appear consistently across both large national brands and locally headquartered financial institutions.
Which Illinois cities have the most financial services representative jobs?
Chicago, Paris, and Berwyn have the most financial services representative openings in Illinois. Chicago anchors the market as the state's dominant financial center, home to major bank headquarters, insurance carriers, and brokerage operations, while Naperville and Schaumburg attract openings through corporate campus locations and regional offices for large national firms.
Are there remote financial services representative jobs in Illinois?
Yes, though they're limited. About 67% of financial services representative openings tied to Illinois are remote or hybrid as of November 2026, reflecting the fact that much of this role depends on in-person client relationships and licensing compliance. The parts of the role most suited to remote work are phone-based insurance sales, service renewals, and back-office account management rather than face-to-face wealth advisory.
How can I get hired as a financial services representative in Illinois with little or no experience?
The most realistic entry point is an associate or sales development program at a large Illinois-based insurance carrier or bank, where employers sponsor your state licensing and provide structured training before you carry your own book of business. Allstate and Wintrust Financial, among others, run programs for candidates without prior financial services experience. Moving laterally from a customer service, retail banking teller, or call center role at an Illinois bank or credit union is another recognized path. Passing the Illinois insurance producer exam before you apply gives any candidate a clear edge.
Where can I find and apply to financial services representative jobs in Illinois?
You can find and apply to financial services representative jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers hiring now. Search the roles available, find the ones that match your experience and credentials, and apply directly to the ones that fit.
See All 18 Financial Services Representative Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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