Financial Representative Resume Samples

People often need professional advice and information when it comes to deciphering the details of various financial products, and this is the time when a Financial Representative comes to the rescue. The roles and responsibilities for this position is varied widely, but the Financial Representative Resume gives a list of the following common tasks – helping clients understanding the complex nature of the banking and investment options, educating and guiding people to wealth; analyzing market conditions and trends, and ensuring the clients are provided the best possible financial decisions.

A majority of the job applicants for this post have a bachelor’s degree in accounting, economics or finance. Apart from education and experience, the job resume should mention the following skills – an upgraded knowledge of new market trends, strong math skills and the ability to calculate risks and returns.

Financial Representative Resume

Objective : Over 10 years' experience in analyzing financial data, anti-money laundering (AML), fraud detection, and information to build financial/other investigations. Knowledge and experience in the intelligence community; in addition to the usage of systematic tools to screen, detect, dismantle criminal activity. Experience in Anti-terrorism, Anti-money laundering, Intelligence Analysis, Case Management, Fraudulent Documents and financial analyses and other related financial crimes.

Skills : Pacer, LexisNexis, Category Management, Court Link, I2, Credit Analysis, Analytics, Financial Analysis, Financial Statements, Investigations, Data Mining, Classification, Auditing, Operations Management, AML, BSA, KYC, Fraud.

Description :

    1. Balanced currency in cash drawers at the end of shifts, and calculated daily transactions using computers, calculators, or adding machines.
    2. Received checks and cash for deposits, verified amounts, and checked for accuracy on deposit slips.
    3. Entered customers' transactions into computers to record transactions and issued computer-generated receipts.
    4. Inputted loan applications by creating, sending, and explaining compliance disclosures and collecting all required documentation.
    5. Drafted and maintained customer's client profile consisting of know your customer (KYC) information to identify the individuals and entities based on CIP; identification number, DOB, and addresses.
    6. Cross-sold bank products and services based on customer needs, in accordance with the bank's program standards.
    7. Facilitated IRA creation, rollovers, transfers, distributions, and account closing.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Master Of Business Administration In Finance And Management


Financial Representative Intern Resume

Objective : Driven Sales & Business Development Executive with an impressive record of achievement forging lucrative client relations and posting major revenue growth. Uniquely adept at turning around troubled territories by discerning customer needs in highly competitive markets. Expert at securing long-term profitability by fostering engagement and loyalty of C-level leadership at major corporations. Innovative professional who constantly generates ideas that challenge the status quo while remaining firmly rooted in practicality and return on investment.

Skills : CRM, Microsoft Office.

Description :

    1. Focused on setting the industry standard in customer experience and part of a fast-paced team environment.
    2. Played a critical role in enhancing customer relationships and provided solutions for their short and long term needs.
    3. Engaged with customers by providing outstanding service when they called in to our regional center while responding to their inquiries and requests for information and assistance with their brokerage accounts.
    4. This included the description of account features, communicating account balances, and executing efficient and accurate trades.
    5. Educated and empowered our customers through insightful conversations and leveraging online resources.
    6. Provided expertise on inquiries pertaining to retirement, taxation, and the markets.
    7. Partnered across the organization to deliver world-class service and ensure continuous process improvements.
    8. Utilized available resources, including Fidelity.com and a Microsoft Windows-based workstation to execute trades, account distributions, provide account balance and transaction information, discussed Fidelity's wide range of products and services, and provide market news and quotes.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Sales


Patient Financial Representative Resume

Objective : Experience in the financial services industry and sales as a financial representative at Northwestern Mutual Former NCAA Division I Football player at the University of Alabama at Birmingham maintaining a full academic course load and balancing a part-time job Experience in mentoring and coaching youth football players combined with experience in community service.

Skills : Windows 7 Programs That Include Microsoft Office Excel And Word 2007/2010 Products.

Description :

    1. Operate within established Compliance standards, including FERPA regulations.
    2. Exceeded specific performance measurements including hold time, answer time and handling time in a complex customer service environment.
    3. Provide excellent customer service consultation while positively serving customers and students from a variety of backgrounds and cultures to overcome obstacles to their academic success.
    4. Determine Title IV eligibility through an approved needs analysis Financial Aid Software System for students requesting Financial Aid.
    5. Review monthly Institutional Refund Calculations and Title IV refunds.
    6. Update appropriate systems and Campus Tool Kit Campus Vue to ensure the timely processing, funding, billing and collections of the package selected.
    7. Managed Title IV, Direct Loans, Perkins Loans, Pell Grant, Military (VA Benefits), Work Study, and Tribal Funding while communicating with the Centralized Processing Center (CPC).
    8. Provide credit counseling to students including information of their financial obligation, the institution's financial aid options, and financial policies and procedures as related to their educational expenses.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Licensed Financial Representative Resume

Summary : A position in a growing firm that integrates the elements of business and customer service. A position that also demands personal career development while promoting an opportunity to work in a creative learning environment with an engaged team.

Skills : Microsoft Office.

Description :

    1. Prospecting both personal and business clients, advising clients on all areas of their financial life including investments, health insurance, P&C insurance, life & disability insurance, estate and legal planning, banking, debt structure, tax planning, employee benefits, risk management, retirement strategies, business planning, employee benefits and more.
    2. Coordinated and collaborated a team of experts to accomplish comprehensive plans to fulfill the client's specific objectives and values.
    3. Managed client expectations through a comprehensive process that included all aspects of their financial life.
    4. Sold insurance and investment products as a result.
    5. Extensive relationship, management and sales training.
    6. Lead training regularly for all new recruits to the firm in a tri-state area.
    7. Lead meetings for all new advisors under two years in the business.
    8. Mentored, trained and developed new advisors to the business.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
License In Insurance

Associate Financial Representative Resume

Objective : Bachelor's degree in Business Management with a minor in Marketing. Exceptional customer service skills, professional, outgoing as well as fast and efficient.

Skills : Great With Customer Service As Well As Quick And Efficient.

Description :

    1. Conducted daily transactions in forms of cash and credit/debit over the phone as well as in person.
    2. Assisted customers with collecting all the required documents to qualify for a loan.
    3. Verified references, employment, bank account, ensured all neccesary documents were explained, sighed and disturbed properly.
    4. Created underwriting checklists to ensure all documents were accurate and up to date.
    5. Followed up with customers to confirm times and dates of payments.
    6. Followed up with collection accounts and references and noted all communication with customers.
    7. Hosted promotional events as well as marketed other businesses to help promote our company and bring in more business.
    8. Grew my store by keeping my loans made balance above goal by marketing and promoting.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Bachelor In Business Management

Financial Representative Assistant Resume

Objective : To obtain the position in Sales with your great company where I can apply my education, 10 years of sales experience and business development, and account implementation of maintaining and deepening customer relationships skills.

Skills : Proficient in Windows, Mac, and Linux operating systems,.

Description :

    1. Develop and maintain professional relationships with customers and ensure customer satisfaction.
    2. Coordinate with clients and acquire all information and resolve issues effectively.
    3. Provide professional assistance to all clients' issues and ensure confidentiality of all client information.
    4. Maintain knowledge and interpret all policies and procedures of business and ensure compliance with all ethics and conducts.
    5. Administer everyday office activities and manage personal balancing records according to the policy.
    6. Maintain comprehensive knowledge of all services and products and update all requests on developmental needs.
    7. Provide efficient sales and services to customers and monitor sales for all referral objectives.
    8. Assist sales team to generate business through cross selling and effective marketing.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
A.S. In Business Administration

Personal Financial Representative Resume

Objective : Results-driven energy and financial professional with excellent analytical, quantitative, and problem-solving skills possessing diversified risk and portfolio management. Self-motivated leader with good communication and interpersonal skills. Possesses a strong work ethic with enthusiasm and willingness to learn.

Skills : Excel, Sales, Financial Analysis, Data Analysis, Customer Relations.

Description :

    1. Conduct financial planning analyses for clients, managing, scheduling own book of business.
    2. Specializing in risk management, wealth accumulation, and wealth preservation and distribution.
    3. Develop business and professional sales skills through prospecting and management of my own clients.
    4. Create a personal planning analysis for every client and prospective client analyzing coverage gaps, evaluating their portfolio, providing solutions for short and long term planning.
    5. Strong communication skills, understanding both verbal and non-verbal cues from clients to help shape recommendations.
    6. Manage and inspire book of clients to make financial lifestyle changes needed to improve their current situation while leading clients to a path to achieve goals.
    7. Successfully pass Series 6 and 63, life and health, long-term care, and annuity state exams.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Arts In Health Promotions

Financial Representative I Resume

Objective : To contribute my education and previous experience towards a full time position. I believe that my desire to learn, along with my excellent computer skills, and ability to multi-task make me a strong candidate for this position.

Skills : Billing, Sales, Integrity, Communication, Microsoft Office.

Description :

    1. Collected, reviewed, discussed, and documents demographics, insurance, and financial information with patients and payers for Mayo Clinic Arizona, Jacksonville and Rochester Revenue Cycles.
    2. Responsible for management and collection of Mayo Clinic Account Receivables through the use of automated systems and revenue cycle processes.
    3. Respond to and resolves a variety of account, billing and payment issues from patients and customers.
    4. Follow approved guidelines and policies regarding routine patient and payer interactions.
    5. Make independent decisions that require individual and/or team analysis, reasoning, and problem solving.
    6. Interprets, applies and communicates Mayo Clinic policies regarding medical and financial aspects of patient care to assure optimal reimbursement for both the patient and Mayo Clinic.
    7. Must accurately document interactions and interpret interactions documented by others.
    8. Use excellent customer service skills and possess the ability to negotiate payment reimbursement from patients and third party payers, via incoming and outgoing phone calls or face to face interactions.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.A. In Resource Management

Financial Representative/Broker Resume

Summary : Looking for a position where I can utilize my abilities and skills towards the growth of the organization.

Skills : World-Class Customer Service Troubleshooting/Problem Solving Up-Selling/Sales Support Cash Handling/Balancing Front Office Operations Reports & Documentation Credit & Life Insurance Sales Complaint Handling Microsoft Office, Word, Excel, Internet Explorer.

Description :

    1. Responsible for new account openings, cross-selling of all bank products.
    2. Achieve sale goals through direct selling, referral of deposit, loan and investment products and services.
    3. Maximize the sale of retail products to all customers not in a portfolio.
    4. Strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation.
    5. Responsible for completing a consumer profile on new and existing customer in an effort to cross-sell.
    6. Maintain daily records of products sold and other management reports as required.
    7. Responsible for all aspects of consumer direct and home equity related products, to include detailed benefit description, application acceptance and processing, as well as closing.
    8. Ensure all account and loan documentation meets consumer and business lending regulations, laws and policies.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate In Arts

Business Financial Representative Resume

Headline : Supported Configurations and settings for Recruiting and Onboarding Support with workflows, creating steps and status and use of reference models Performed efficient Service Request queue management while maintaining an excessive weekly workload.

Skills : Microsoft Office Suite, Taleo Enterprise Edition.

Description :

    1. Enrolled in the Management Trainee program, pursued training necessary to learn all aspects of lending operations, including applications, evaluating credit worthiness and underwriting.
    2. Reviewed loan applications for credit worthiness and evaluated the risk of loan applications.
    3. Extended loan and retail credit within lending authority.
    4. Performed loan closings on personal, auto and mortgage loans.
    5. Actively sold and promoted branch products and services to customers and local businesses.
    6. Promoted products and services to local businesses through telephone and personal contact weekly.
    7. Collected on past due accounts including inside outside contact, skip tracing and repossession.
    8. Performed routine transactions on an on-line terminal, processes payments and disbursements.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Bachelor Of Science

Customer Financial Representative Resume

Summary : Over 10 years of Administrative Assistant experience. Self-reliant; work efficiently on own initiative and in team setting. Proficient in Microsoft Office-Intermediate Level: PowerPoint, Excel, Word, Outlook, Omni Pro, EMEVS, TRAC).

Skills : Microsoft Word And Excel.

Description :

    1. Analyze account and billings to ensure accurate submissions to third party payers.
    2. Revise insurance and patient information in billing system making corrections to facilitate revenue collection.
    3. Ensure payments and adjustments are accurately posted.
    4. Prepare and identify refunds as needed Follow-up with accounts (verbal or written) in a professional manner to determine payment status.
    5. Respond to all patient, and third party departmental requests or inquiries.
    6. Requests medical records or other pertinent documents to verify patients account information.
    7. Identify and report billing issues and/or system problems, in a timely manner to immediate supervisor for resolution.
    8. Conduct new hire orientation for all employees.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School Diploma

Personal Financial Representative Resume

Objective : A well organized, resourceful, and motivated decision maker experienced in working directly with the public with a background in the financial services industry. Specializing in public relations with the ability to interact effectively and function independently. Able to prioritize and multi-task. Articulate, creative, people oriented with strong leadership skills. Trustworthy of high responsibility and stewardship.

Skills : Microsoft office.

Description :

    1. Implemented holistic financial plans for clients' protection, financial growth and retirement.
    2. Formulated asset allocation strategies and established proprietary investment models for client portfolios while gathering prospect financial data and administered comprehensive strategies for clients' financial plans.
    3. Applied financial structural policies and procedures that resulted in financial independence and strategies based on budgets.
    4. Profiled and analyzed investment products to develop customized financial strategies for clients' financial need.
    5. Led meetings and followed up with clients to increase client base and client retention.
    6. Provided support in analyzing various financial instruments for recommending financial strategies to shorting their losses clients.
    7. Learned to brand and promote business in specific markets in order to be build a target market.
    8. Worked with CFP's and CLU members to increase business revenue and a loyal returning client database Worked on getting my financial licenses (series 7, 63) currently hold a life, accident, health and HMO licensure.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Bachelor Of Science In Applied Behavior Analysis

Insurance & Financial Representative Resume

Headline : Over 10 years' experience in analyzing financial data and information for building financial investigations. Experience in Anti-terrorism, Anti-money laundering, Intelligence Analysis, Case Management, Fraudulent Documents and financial analyses and other related financial crimes. Demonstrated proficiencies conducting anti-money laundering investigative case studies administering federally recognized examination procedures evaluating compliance with applicable federal/state laws and banking processes particularly related to suspicious cash and non-cash deposit operations and electronic money movement activities.

Skills : Analytics, Monitoring, Auditing, Customer Relationship Management, Money Management, Compliance, Investigations, CIP, Data Analysis, Database Management.

Description :

    1. Balanced currency in cash drawers at the end of shifts, and calculated daily transactions using computers, calculators, or adding machines.
    2. Received checks and cash for deposits, verified amounts, and checked for accuracy on deposit slips.
    3. Entered customers' transactions into computers to record transactions and issued computer-generated receipts.
    4. Drafted and maintained customer's client profile consisting of KYC information.
    5. Cross-sold bank products and services based on customer needs, in accordance with the bank's program standards.
    6. Facilitated IRA creation, rollovers, transfers, distributions, and account closing.
    7. Assist customers in redeeming their savings bonds.
    8. Researched and resolved customer problems, acting as the customer liaison between other bank departments when necessary.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Administration And Finance

Registered Financial Representative Resume

Headline : To obtain a position within an organization where I can utilizing my skills in customer service and telecommunications for the overall success and benefit of the company. As well as have the opportunity to grow my career and advance my skills set.

Skills : Excel.

Description :

    1. Certified FINRA stock broker for valuable clients and public institutions.
    2. Supplied customers with excel created reports using Excel and other computer based programs.
    3. Studied recent stock market trends and applied knowledge to relatable stock trades.
    4. Facilitated phone calls from major clients and contributors.
    5. Analyzed many portfolios filled with cash and financial assets and gave critical recommendations.
    6. Completed wires and many other bank functions.
    7. Managed a team of 6-8 employees during meetings when supervisor was unavailable.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Bachelor's In Business Administration

Financial Representative Resume

Objective : Senior Accounting Administrator with over 20+ years of financial and analytical experience, utilizing a thorough understanding of accounting principles to perform accounting activities to record, analyze and monitor financial information. Highly organized and results oriented with a proven ability to recognize and capitalize on the best practices with outstanding process improvement aptitudes.

Skills : Customer Service.

Description :

    1. Financial services professional responsible for the sale of individual and business financial products and services to meet clients' insurance needs and investment goals.
    2. Work closely with sales manager to identify markets and develop effective marketing plans.
    3. Proactively develop community relationships to cultivate and strengthen presence in target markets.
    4. Work closely with clients to analyze their financial goals and make appropriate recommendations on products and services to address their specific needs.
    5. Conduct annual policy and account reviews with existing clients to stay abreast of clients' needs.
    6. Engage in activities directed at the continuous professional development of the skills and knowledge to effectively perform the duties of the job.
    7. Maintain client and company records, payments, etc., in an accurate and timely manner.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS In Health Promotion