Financial Services Representative Jobs in USA with Visa Sponsorship
Financial Services Representatives handle client accounts, regulatory compliance, and investment products at banks, credit unions, and investment firms. These roles typically qualify for H-1B sponsorship when requiring specialized finance degrees and analytical skills. Most positions need bachelor's degrees in finance, economics, or business administration. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsPlease reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America. The Financial Service Representative (FSR) I assesses and meets member needs by using AAA skills to assess, advise, and assist members with their financial needs. FSRs provide value through loan servicing transactions and cross-selling products and services to help our members achieve their financial dreams.
LOCATION
1219 South 800 East Orem, UT 84003
SCHEDULE
Full Time; Monday – Friday 8:40am – 6:15pm
Saturdays 8:40am – 2:15pm
Day off during the week when a Saturday is worked
At Mountain America, we are committed to taking care of all our employees.
Starting competitive pay of $19.00 per hour and can increase depending on experience, plus incentives
Performance reviews with opportunities to increase compensation
Excellent medical and dental benefits with minimal employee contribution (full time employees)
Paid time off, volunteer time off, and paid holidays
Matching 401K
Tuition assistance
Professional development
And more!
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
- Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our members’ needs and accomplish the credit union objectives.
- Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach.
- Consistent focus on increasing member satisfaction, building the membership base and account retention.
- Expected to meet sales and service goals.
- Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services.
- Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
- Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach.
Loan Servicing
- Originates loans by accepting, reviewing, and approving loan applications.
- Interviews loan applicants, reviewing credit report and cross-sells loans.
- Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans.
- Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
- Loan Underwriters, Title Specialist.
Other Responsibilities
- Acts as a liaison to Business Services.
- Reaches out to the community through outbound phone calls and by attending SEG events.
- Performs Teller duties as needed.
- Represents the credit union in a professional manner, both in dress and in actions.
- Keeps work area neat and clean.
- Responds to email/voicemail/missed calls/other communication in a timely manner.
- Actively participates and completes product knowledge courses.
- Complies with all regulations as required by law.
- May require travel to other branches.
- Performs other duties as assigned.
KNOWLEDGE, SKILLS, And ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
At least 1+ year of retail banking or related sales and customer service experience.
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
Ability to multi-task and maintain composure while handling all member activities and requests.
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
Ability to perform mathematical calculations.
Ability to communicate effectively using written and verbal communication.
Education
High school diploma or equivalent.
Licenses, Certificates, Registrations, Trainings
Requires valid driver’s license for travel.
Training To Be Completed
- Mountain America Accounts and Lending
- Required regulatory and compliance trainings.
- Notary Public
- NMLS Certification
- Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Computer/Office Equipment Skills
- Basic computer operating skills
- Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
- Type a minimum of 35 words per minute preferred
- Symitar experience preferred
Managerial Responsibility
No supervisory/managerial responsibilities.
Other Skills And Abilities
- Thorough knowledge of credit union policies, procedures and regulations.
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
- Ability to perform mathematical calculations.
- Ability to communicate effectively using written and verbal communication.
Physical Abilities / Working Conditions
Physical Demands
- Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently.
- Ability to stand, walk, kneel and crouch occasionally.
Vision Requirements
- Close vision (clear vision at 20 inches or less).
- Distance Vision (clear vision at 20 feet or more).
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
Environmental
There are no unusually environmental factors.
Noise Environment
Moderate noise (business office with computers and printers, light traffic).
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America. The Financial Service Representative (FSR) I assesses and meets member needs by using AAA skills to assess, advise, and assist members with their financial needs. FSRs provide value through loan servicing transactions and cross-selling products and services to help our members achieve their financial dreams.
LOCATION
1219 South 800 East Orem, UT 84003
SCHEDULE
Full Time; Monday – Friday 8:40am – 6:15pm
Saturdays 8:40am – 2:15pm
Day off during the week when a Saturday is worked
At Mountain America, we are committed to taking care of all our employees.
Starting competitive pay of $19.00 per hour and can increase depending on experience, plus incentives
Performance reviews with opportunities to increase compensation
Excellent medical and dental benefits with minimal employee contribution (full time employees)
Paid time off, volunteer time off, and paid holidays
Matching 401K
Tuition assistance
Professional development
And more!
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
- Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our members’ needs and accomplish the credit union objectives.
- Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach.
- Consistent focus on increasing member satisfaction, building the membership base and account retention.
- Expected to meet sales and service goals.
- Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services.
- Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
- Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach.
Loan Servicing
- Originates loans by accepting, reviewing, and approving loan applications.
- Interviews loan applicants, reviewing credit report and cross-sells loans.
- Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans.
- Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
- Loan Underwriters, Title Specialist.
Other Responsibilities
- Acts as a liaison to Business Services.
- Reaches out to the community through outbound phone calls and by attending SEG events.
- Performs Teller duties as needed.
- Represents the credit union in a professional manner, both in dress and in actions.
- Keeps work area neat and clean.
- Responds to email/voicemail/missed calls/other communication in a timely manner.
- Actively participates and completes product knowledge courses.
- Complies with all regulations as required by law.
- May require travel to other branches.
- Performs other duties as assigned.
KNOWLEDGE, SKILLS, And ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
At least 1+ year of retail banking or related sales and customer service experience.
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
Ability to multi-task and maintain composure while handling all member activities and requests.
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
Ability to perform mathematical calculations.
Ability to communicate effectively using written and verbal communication.
Education
High school diploma or equivalent.
Licenses, Certificates, Registrations, Trainings
Requires valid driver’s license for travel.
Training To Be Completed
- Mountain America Accounts and Lending
- Required regulatory and compliance trainings.
- Notary Public
- NMLS Certification
- Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Computer/Office Equipment Skills
- Basic computer operating skills
- Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
- Type a minimum of 35 words per minute preferred
- Symitar experience preferred
Managerial Responsibility
No supervisory/managerial responsibilities.
Other Skills And Abilities
- Thorough knowledge of credit union policies, procedures and regulations.
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
- Ability to perform mathematical calculations.
- Ability to communicate effectively using written and verbal communication.
Physical Abilities / Working Conditions
Physical Demands
- Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently.
- Ability to stand, walk, kneel and crouch occasionally.
Vision Requirements
- Close vision (clear vision at 20 inches or less).
- Distance Vision (clear vision at 20 feet or more).
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
Environmental
There are no unusually environmental factors.
Noise Environment
Moderate noise (business office with computers and printers, light traffic).
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
How to Get Visa Sponsorship in Financial Services Representative
Target firms with established compliance teams
Large financial institutions like JPMorgan Chase, Bank of America, and Wells Fargo regularly sponsor H-1B visas for regulatory compliance and risk management roles requiring specialized knowledge.
Highlight your regulatory knowledge
Emphasize experience with FINRA, SEC regulations, or international banking standards. Compliance-focused roles strengthen the specialty occupation requirement for visa petitions.
Consider credit union opportunities
Credit unions often need representatives with bilingual skills and cultural knowledge for diverse member bases, creating stronger cases for international talent sponsorship.
Focus on analytical and advisory positions
Roles involving financial analysis, portfolio management, or client advisory services have stronger H-1B approval rates than basic teller or customer service positions.
Research state licensing requirements early
Many financial services roles require Series 7, Series 66, or state insurance licenses. Factor exam preparation time into your job search timeline.
Network through professional associations
Join CFA Institute, FPA, or local financial planning associations. Many sponsoring employers actively recruit through professional networks and industry events.
Financial Services Representative jobs are hiring across the US. Find yours.
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Get Access To All JobsFrequently Asked Questions
Do financial services representatives qualify for H-1B sponsorship?
Yes, but it depends on job complexity and degree requirements. Roles involving financial analysis, regulatory compliance, or portfolio management typically qualify. Basic customer service or teller positions may not meet specialty occupation standards. The employer must demonstrate the role requires specialized knowledge and a relevant bachelor's degree.
What degree do I need for financial services H-1B sponsorship?
Most sponsored positions require bachelor's degrees in finance, economics, accounting, business administration, or mathematics. Some roles accept related fields like statistics or computer science if the job involves quantitative analysis. The degree field must directly relate to the specific job duties described in the H-1B petition.
Which financial companies sponsor H-1B visas most frequently?
Major banks like JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo sponsor hundreds of H-1B workers annually. Investment firms like Goldman Sachs, Morgan Stanley, and BlackRock also sponsor frequently. Credit unions and regional banks sponsor less often but may have less competition for available positions.
Can I work in financial services on other visa types?
Yes, several alternatives exist. E-3 visa holders (Australians) can work in qualifying financial roles. L-1 transfers work for international banks. O-1 visas apply to recognized experts in financial analysis or risk management. TN visa covers some economist and management consultant roles for Canadians and Mexicans.
Do I need financial licenses before applying for sponsorship?
Not typically required upfront, but helpful for strengthening your application. Series 7, Series 66, CFA, or FRM certifications demonstrate specialized knowledge. Many employers sponsor the visa first, then support license preparation. However, having licenses can differentiate you from other candidates and improve approval odds.
What is the prevailing wage requirement for sponsored Financial Services Representative jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
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