A Customer Financial Representative offers consulting services to customers, banking, and insurance sectors recommend products, and dispenses financial advice. While the duties vary based on the needs of the Customers, the following are the common tasks mentioned on the Customer Financial Representative Resume – contacting customers and developing relationships with customers; providing financial advice; gathering client information, examining the client’s current investments and debts and making recommendations, developing client relationships, promoting and encouraging profitable relationships, making connections with existing clients; and staying up to date with latest market trends and identifying potential leads.
Employers seek applicants with the following skills and abilities – good decision-making skills, analytical mindset, excellent communication skills, great math skills, the ability to analyze data and financial information to make assessments and suggestions, strong customer service skills, and multitasking abilities. Employers typically require a bachelor’s degree in business, economics, or a similar field.
Headline : Customer Financial Representative is responsible for Collecting data on customers in an automated fashion, Handling all aspects of the customer experience from billing to credit cards, and also monitoring the financial health of each customer account, Preparing monthly and quarterly financial reports for the Company to use in communicating with the Board of Directors.
Skills : Type At @45 WPM, Good Communication Over Telephone, In Person, Or Via Web Chat.
Description :
Verified over the telephone that the caller has the authority to access account, then update account information if required.
Assisted customer with processing a payment, or educated caller with payment options.
Reviewed customer bills over phone with caller, advising of charges and when payment is due on the account.
Granted payment extentions on accounts and send out mailed confirmations of payment extentions.
Collected at least one million dollars in revenue for the company in that year.
Accomplished this task for two or three years at Century Link.
Used Verbal skills, explaining bill to callers over the telephone.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Customer Financial Representative Resume
Headline : Customer Financial Representative with 6 years of experience in Communicating with customers about any issues that may affect their accounts, Working closely with management to identify new accounts that should be opened, Working closely with marketing teams to ensure that relevant marketing materials are provided to customers at appropriate times, Communicating with internal and external partners regarding any issues that may affect revenue or profitability.
Skills : Math Skills, Communication, Payment Management.
Description :
Demonstrated mastery of customer service call script within specified timeframes.
Answered questions from customers.
Made sure accounts receivable are paid on time.
Provided a high level of customer service by maintaining a clean and organized database in order to deliver outstanding service to customers.
Managed all accounts receivable and payments through an automated process.
Ensured that the companys credit policy is followed by all employees in order to maintain good credit ratings with creditors.
Managed financial accounts such as cash flow, budgeting, and tax liability on an ongoing basis.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Customer Financial Representative Resume
Headline : Customer Financial Representative is responsible for Establishing and maintaining relationships with key customers and partners, Negotiating pricing for new business with existing partners and vendors, Negotiating pricing of products for new business with existing partners or vendors.
Skills : Microsoft Office, As400, Lean Six Sigma, PostgresSQL, SMS, Regulatory Compliance, Research, Microsoft Project 2007.
Description :
Collected on MCI landline phones and accessories.
Helped customers to set up payment plan to keep phone on.
Helped customers to restore service.
Cancelled customers accounts.
Maintained required form stocked.
Made daily phone calls for friendly reminder of payment and collection.
Kept a log of all daily transaction and cancellation.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Customer Financial Representative Resume
Summary : To secure Customer Financial Representative position with a company that can utilize my bilingual skills, dedication to customer service. Personal Characteristics: I am a self-motivated individual with great communications skills, a leader and a team player. I have the ability to meet the needs of patron's dependable, hard working, reliable and punctual. Competent using software including: windows word, Power point, Excel.
Kept records of all transactions including bank and credit card account numbers.
Managed internal processes in order to avoid non-compliance with legal requirements such as filing required annual reports or paying taxes on.
Identified, analyzed and solved customer issues on a daily basis.
Developed financial models to identify and quantify risks, opportunities and returns.
Provided accurate financial reports using industry standards, including budgeting, forecasting, capital planning, forecasting, cash flow analysis and analysis of key performance indicators (KPIs).
Reported to management on revenue generated by each customer account as well as other measures that are used in the CFOs role. This report will include estimated revenues from each customer account.
Provided financial and operational support to the business by managing customer accounts and processes.
Experience
10+ Years
Level
Senior
Education
Bachelor's
Customer Financial Representative Resume
Headline : Customer Financial Representative with 8 years of experience in Monitoring the company's financial performance based on customer sales volume and profitability, including financial analysis of growth potential, potential for acquisition, etc, Managing relationships with suppliers, distributors, resellers, etc.
Skills : Accounting, Technical Skills, MS Office.
Description :
Assisted in the development of new products, services, and processes by providing guidance on the benefits to customers.
Worked with business units to establish financial processes and procedures that are aligned with company goals.
Managed all aspects of customer service including sales, billing, collections, collection operations, compliance, risk management, and other activities related to customer service.
Identified opportunities for improved customer service through process improvement or technology solutions.
Prepared financial statements for customers that are required to be prepared by the company or an external service provider (such as an accountant) upon request.
Prepared quarterly financial reports for internal use only.
Prepared quarterly income statement for use internally and as part of a clients annual report.
Experience
5-7 Years
Level
Executive
Education
MS
Customer Financial Representative Resume
Headline : Customer Financial Representative is responsible for Managing financial reporting for all business areas of the company: Sales, Marketing, Product Development and Support, Providing support for all sales, marketing and product development activities related to finance department activities (e.g., production planning, forecasting), Managing financial reporting for all business areas of the company: Sales, Marketing, Product Development and Support.
Prepared annual financial reports for internal use only - Preparation of detailed tax forms including 1040 & 1040A for US Internal Revenue Service (IRS) compliance.
Followed industry best practices in preparing tax returns (e.g., W-2s, 1099 forms).
Provided general fee collection and complaint resolution services related to complaints from customers.
Developed and implemented CRM programs, processes and procedures to improve customer experience and satisfaction levels.
Identified and managed customer relationships, including sales, service, account management, order fulfillment, shipping/distribution and general support.
Provided business intelligence reports to management on customer behaviors to help drive performance improvements.
Conducted monthly revenue forecasting on a quarterly basis.
Experience
5-7 Years
Level
Executive
Education
MS
Customer Financial Representative Resume
Summary : Customer Financial Representative with 9 years of experience in Performing daily accounting functions, including bookkeeping, tax preparation and reconciliation, budgeting and forecasting, cash management and inventory control, bank reconciliations, asset valuation, etc, Developing a business plan to support future growth plans using corporate strategy as well as internal resources.
Skills : Sales, Business Plan, Analysing.
Description :
Provided detailed analysis of current financial results using revenue forecasts against historical trends.
Identified new opportunities in the market that can create value for the company; prepare presentations in a compelling manner to senior management.
Analyzed customer creditworthiness against the guidelines of industry standards including FICO scores, debt ratios and asset turnover thresholds.
Recommended creditworthiness enhancements based on this analysis.
Defined and implemented sales targets.
Protected the companys brand reputation by ensuring sales targets are met independently of corporate sales goals.
Created and maintained financial reporting systems, including but not limited to: accounts payable & receivable; inventory; cash flow forecasts; income statements; balance sheets; expense/income statements; tax returns; etc.
Experience
7-10 Years
Level
Management
Education
GED
Customer Financial Representative Resume
Headline : Obtain a Customer Financial Representative, responsible for Representing the company in all public forums (e.g., stockholder meetings) to demonstrate its commitment to long-term growth by expanding shareholder value through financial performance and long term planning, Maintaining a strong relationship with the board of directors by negotiating contracts with vendors who will provide services to the company or in other situations where an outside entity is providing services to the company that may be beneficial to.
Planned and executed monthly cash flow forecasts to meet quarterly revenue and profitability goals.
Communicated with management about financial results in order to anticipate changes in sales and expenses based on past events.
Developed marketing plans with accountabilities for product launches, new products, market expansions, etc.
Ensured that all key metrics are tracked accurately (e.g., revenue).
Managed the company's credit card accounts and open new ones.
Opened and closed accounts with the help from a sales rep or an agent.
Identified and pursued new customers with high risk profiles.
Experience
5-7 Years
Level
Executive
Education
MS
Customer Financial Representative Resume
Objective : Customer Financial Representative is responsible for Assisting with communications regarding the company's products and services to customers, including answering customer questions about products, services, and billing; troubleshooting technical issues; communicating product changes; and resolving disputes or complaints from customers or other employees within the companys organization.
Skills : Planning, Service Assistant, Tracking, Financial Skills.
Description :
Closed accounts when a customers financial situation improves.
Closed accounts when they need to be paid back or close them on the advice of a financial advisor or attorney.
Reviewed credit card applications to determine if they are eligible for a loan or credit line.
Maintained accurate records of all transactions in order to provide accurate reporting to management.
Collected and managed information on sales, accounts receivable, revenues and expenses.
Kept track of cash flows and expenses in order to monitor the companys profitability.
Provided financial reports to senior management.
Experience
2-5 Years
Level
Executive
Education
MS
Customer Financial Representative Resume
Headline : Customer Financial Representative is responsible for Providing financial advice to customers on an ongoing basis, Processing credit applications and provide pre-approved credit offers to customers via telephonic or in person meetings, Assisting with pre-approval of credit applications and make payment arrangements on behalf of customers through the company's banking partners and financial institutions.
Skills : Finical Skills, Managing, Process Assistant.
Description :
Briefed senior management about quarterly results to ensure that the company is profitable.
Kept an eye on the budget by monitoring vendor payments.
Maintained a system for tracking all vendor payments from sales orders to invoices.
Ensured that vendors are paid timely according to their contracts.
Maintained an account payable system that tracks all vendor payments from invoices to customers.
Prepared a monthly financial report for each customer, including revenue, expenses, and profit/loss.
Collected transaction data from CRMs, third party vendors, and other sources in order to create an accurate picture of the companys finances.
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