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FF
FIRSTLIGHT FEDERAL CREDIT UNION
Universal Experience Representative I
Career Insights for Financial Services Representative
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Scorecard
Based on Texas data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$69,606 / year median in Texas
+10% projected growth
Job Description
The Universal Experience Representative (UER) is a customer service role focused on helping members with everyday banking needs—such as opening accounts, handling transactions, and providing financial education—either in person or virtually. UERs build strong relationships, act as trusted advisors, and recommend solutions that save members time and money. This position offers a clear growth path from entry-level (learning basics) to advanced levels (certified financial counselor and team leader), requiring excellent communication, problem-solving skills, and a commitment to delivering exceptional service while following policies and procedures.