Financial Service Representative Resume Samples

The job involves dispensing consulting services within the banking and insurance sectors, recommending products to customers, and providing negotiated terms on various mortgage applications. The nature of duties get affected hugely based on the variety of the company, but the Financial Service Representative Resume mentions the following common tasks – gathering information about mortgages and loan applications, determining investment options for clients, providing financial advice, promoting and cultivating profitable relationship, and monitoring the market trends constantly so that correct decision can be taken.

Employers typically require those with the following abilities – great math skills, good at decision making, ability to assess and make sound suggestions and decisions, strong customer service skills, and relevant software knowledge. The minimum requirement for the post includes a degree in business, economics or accounting. Some companies, however, consider those having practical banking or financial product knowledge and experience.

Looking for drafting your winning cover letter? See our sample Financial Service Representative Cover Letter.
Financial Service Representative Resume example

Financial Service Representative Resume

Summary : As An Financial Services Representative, responsible for services such as credit, insurance, and banking. This includes providing the company with competitive pricing, developing relationships with customers, and maintaining a high level of client service while ensuring a strong bottom line.

Skills : Microsoft Office, Financial Planning Skills.

Description :

    1. Provided personalized service and support for members' financial needs, including complex lending, savings, certificate of deposit, and individual retirement accounts.
    2. Served as teller backup and processed any monetary transactions.
    3. Processed all financial transactions for members accurately and efficiently by recognizing the member's needs and cross-servicing products that would be beneficial to the member and the credit union including to contracted financial advisors.
    4. Responsible for building strong member relations through telephone-based member services.
    5. Processed all bank drafts, extension agreements, calculated and presented members with loan projections, loan payoffs, and projected earned dividends.
    6. Served as the first chain of command in resolving member problems, minimizing unnecessary member dissatisfaction, and assisted team members with problem-solving resolutions, account research, and follow up calls to members.
    7. Assistant Greeted all members, monitor lobby traffic, and ensured that members were assisted in a timely manner.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
English And Spanish


Financial Service Representative Resume

Objective : Ten years working experiences in Banking Experienced personal banker and teller Familiar with various accounting software QuickBooks, GoSystem, ADP, and TPS Fluent in Window, Word, Outlook, Excel, Access, SQL and PowerPoint Fast and Accurate Data Entry and good computer skills.

Skills : Customer Service, Compter, Financial Services.

Description :

    1. Provided superior customer service through listening to customers, anticipating their needs, and recommending financial services.
    2. Openned new accounts, take loan applications, and refer customers to specialized bankers, such as a Business Banker and Mortgage Originators, to ensure the needs of the customer are met.
    3. Educated customers on automated service options available including ATMs, Internet Banking, etc.
    4. Supported the goals of the branch through effective teamwork.
    5. Pursued on-going education of SunTrust products, services, and other lines of business.
    6. Fully proficiented in the sales and service of personal and business products; comfortable with consumer lending and application process.
    7. Performed proactive selling and cross sells.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Finance


Financial Service Representative Resume

Summary : Acquire a Project Operations Associate position where my skills and talents in Finance and Business will be an asset in creating ethical, compliant, and successful results. Operations Skills Salesforce, Accounting for Financial Analysis, Capital Markets, Financial Modeling and Evaluation, Excel Spreadsheet Analysis, Cost Accounting, International Finance, Assets and Equity.

Skills : On the job trainer.

Description :

    1. Supported the Midwest Regional Finance Office.
    2. Handled all collection activities for retail/lease receivables including delinquent accounts, extensions, repossessions, and account maintenance.
    3. Conferred with representatives of credit organizations, loan associations, and banks to exchange information regarding credit ratings.
    4. Conducted wholesale inventory floor plan audits at assigned dealers.
    5. Conducted inventory verification and reporting on shortages.
    6. Educated dealers and their organization on Navistar policies, procedures and practices.
    7. Prepared and maintained various records, reports, and files pertaining to territorial activities.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
AA In Criminal Justice

Financial Service Representative Resume

Summary : A proactive, positive, and adaptable professional with strong interpersonal skills and the ability to break down-cross cultural communication barriers. Major strengths include excellent communication skills and interpersonal savvy to build and maintain strong client relationships. Extremely detailed and goal-oriented. Also excels in project management, coordination, and follow-through. Multi-lingual- native fluent in Arabic and French, fluent in Italian.

Skills : Microsoft Office, Management Skills, Finance.

Description :

    1. Identified Cross- sales opportunities and cross-sold all Credit Union products and services.
    2. Assisted members and potential members with loan request applications.
    3. Processed loan documents and finalized the transactions.
    4. Assisted members with opening and closing savings, checking, certificates of deposits, and other depository service accounts.
    5. Set up and inputted file maintenance for check orders, automatic transfers, and ACH origination.
    6. Managed the branch monthly activity report.
    7. Attended classes and training and developed relevant knowledge and skills to better assist members and increase the number of opened accounts and loan applications.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's

Financial Service Representative Resume

Objective : To secure a responsible position with a solid, progressive organization that offers competitive compensation and opportunity for career advancement in a setting that best utilizes my experience and educational background.

Skills : Microsoft Word, Finance, Organizational SKills.

Description :

    1. Originated and finalized auto loans, credit cards, personal loans, and lines of credit.
    2. Handled large sums of money on a daily basis.
    3. Maintained a professional and friendly rapport with members.
    4. Upheld security and safety standards for the Branch.
    5. Promoted from part-time teller to full-time financial service teller within the first year of employment.
    6. Received keys to the branch within the first six months of employment.
    7. Volunteered to be branch Security Captain within the first six months of employment.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associate's

Financial Service Representative Resume

Objective : To obtain a Financial Service Representative I position where business education, marketing, and sales skills can help to improve the company's profitability.

Skills : Customer Service, Banking, Pharmacology, Retail Sales, Forklift Operator, Sales, Powerpoint, Shipping And Receiving.

Description :

    1. Assisted customers to inquire about their checking and saving accounts.
    2. Completed sales of checking and saving accounts.
    3. Advertised bank promotions and benefits of opening money market accounts.
    4. Answered numerous questions about percentages and annual rates, answered questions about truth in saving accounts.
    5. Identified potential clients for wealth management referral programs.
    6. Researched different ways of approaching customers to better serve their financial needs.
    7. Called customers (cold calling) from the ECHO list to offer the services during the winter campaign and during other promotional campaigns.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Financial Service Representative Resume

Objective : Goal-oriented and sales-driven Financial Service Representative that is looking for a new position Seeking to build on prior experience in communications and sales and apply it to help companies obtain loans.

Skills : Customer Service, Social Media, Cash Handling, Multi-Line Phone System, Filing, Scanning, Microsoft Office.

Description :

    1. Proactively initiated, developed, and managed long-term, profitable relationships Managed existing client relationships to identify future needs and consultatively address them.
    2. Profiled prospects and clients to identify additional financial needs and refer to appropriate financial partners.
    3. Delivered superior quality service in person or by phone such that client needs are met on a consistent, positive basis.
    4. Served as primary contact for new account openings and cross-sale of other products and services to clients and prospects.
    5. Proactively and reactively contacted clients and prospects daily by phone or in-person to identify additional client financial needs and strengthen client relationships.
    6. Supported team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loans, mortgages, investments, private banking, insurance, small business, merchant services, and other areas.
    7. Served as a contact for client problem resolution and perform maintenance for current clients as dictated by the needs of the office.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Diploma

Financial Service Representative Resume

Objective : An enthusiastic professional offering skills in customer service and management, and a variety of related functions. I am a strong planner and problem solver who readily adapts to change works independently and exceeds expectations. I am able to juggle multiple priorities and meet tight deadlines without compromising quality.

Skills : Microsoft Office Profession Suites, Microsoft Office Profession Suites.

Description :

    1. Assisted customers with opening new accounts, teller transactions, and meeting with prospective clients to refer to accounts, investments, loans, and mortgages.
    2. Accessed, analyzed, investigated, and recommended credit alternatives to clients.
    3. Trusted to possess security passwords, and combinations to open/close vault.
    4. Authorized lockup officer and branch opener.
    5. Assisted, trained, and mentor new hires on procedures to streamline repetitive work and improve productivity, efficiency, and accuracy.
    6. Acknowledged for no audit findings, and meeting operational goals.
    7. Kept careful records of office supplies and maintained inventory control.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.B.A. In Accounting And Finance

Financial Service Representative Resume

Objective : Seeking a Financial Service Representative professional position in commercial banking which will allow me to utilize more than twenty years of customer services finesse, regulatory compliance, and project management skills in a manner that will become an invaluable asset to my employer.

Skills : Microsoft Office, Management Skills, Planning Skills.

Description :

    1. Provided professional and accurate information to members in opening new accounts, securing loans.
    2. Interviewed members to determine their financial needs and aid in selecting appropriate products and services.
    3. Scheduled appointments, prepared applications, and conducted follow-ups to ensure member satisfaction.
    4. Prepared clerical documentation for new accounts and loans, ensuring adherence to Federal regulations, policies, and procedures.
    5. Ensured operational integrity through consistent and timely audits of loan and new account files and documentation.
    6. Consistently met and exceeded goals as a Member and Financial Service Representative.
    7. Accurately processed transactions such as withdrawals, deposits, loan payments, wires, transfers, IRA's, and more services.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Master Of Arts

Financial Service Representative Resume

Headline : Highly motivated, self-starter with the capability to work well under pressure and thrive in deadline-driven environments. I am looking for a career in the accounting field to use my knowledge gained and contribute my banking experience to others when it can relate to the company.

Skills : Finance, Management Skills, Financial Skills.

Description :

    1. Answered confidential inquiries relating to customer account balances, account numbers, interest charges, and account activity.
    2. Ensured that all activities and work functions comply with compliance requirements as defined in company policies and procedures and state/federal laws and regulations.
    3. Answered telephones, greeted customers, and performed general support duties.
    4. Demonstrated knowledge and understanding of the new accounts system and maintained technical expertise of current products including regulatory, compliance, and account documentation.
    5. Followed up and obtained legal documentation and all required customer information in compliance with the Bank Secrecy Act and the USA Patriot Act Customer Identification Program.
    6. Interacted with local chambers of commerce, development agencies, solicitors, and accountants.
    7. Prepared letters and correspondence in Microsoft Word and Microsoft Excel for customers in order to enhance customer service and cross-selling opportunities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Finance