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.

Financial Service Representative Resume

Summary : 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 : Microsoft Office.

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. Call Center Representative Level I - Level III Responsible for building strong member relation 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. Receptionist & Member Service Representative Assistant Greeted all members, monitor lobby traffic and ensured that members were assisted in a timely manner.
    8. Directed members to the correct departments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
English And Spanish


Customer/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. Responsibilities: Provide superior customer service through listening to customers, anticipating their needs, and recommending financial services.
    2. Open 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. Educate customers on automated service options available including ATMs, Internet Banking, etc.
    4. Support the goals of the branch through effective teamwork.
    5. As indicated by level, may assist with routine Teller transactions on on-going basis, train new employees, assist Branch Manager, etc.
    6. Pursue on-going education of SunTrust products, services, and other lines of business.
    7. Fully proficient in the sales and service of personal and business products; comfortable with consumer lending and application process.
    8. Perform proactive selling and cross sells.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Finance


Patient 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. Support the Midwest Regional Finance Office.
    2. Handle all collection activities for retail/lease receivables including delinquent account, extensions, repossessions and account maintenance.
    3. Confer with representatives of credit organizations, loan associations and banks to exchange information regarding credit ratings.
    4. Conduct wholesale inventory floor plan audits at assigned dealers.
    5. Conduct inventory verification and reporting on shortages.
    6. Educate dealers and their organization on Navistar policies, procedures and practices.
    7. Prepare and maintain various records, reports and files pertaining to territorial activities.
    8. Organize Appraisal and document asset value of dealers used equipment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associates Of Arts In Criminal Justice Administration

Financial Service Representative III 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 detail 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.

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.
    8. Promoted and maintained positive relations with all contacts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's In International Relations

Financial Service Representative II Resume

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

Skills : Microsoft Word.

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. Maintain 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 first year of employment.
    6. Received keys to branch within first six months of employment.
    7. Volunteered to be branch Security Captain within first six months of employment.
    8. Prevented a fraud scheme from taking affect.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associate's In Security Administration

Financial Service Representative I Resume

Objective : To obtain a 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 ECHO list to offer them services during winter campaign and during other promotional campaigns.
    8. Participated in the full lifecycle of sale for CD Accounts and Money Market Accounts, College Saving Accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science In Business Administration

Financial Service Representative/Branch Supervisor 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 initiate, develop, and manage long-term, profitable relationships Manage existing client relationships to identify future needs and consultatively address them.
    2. Profile prospects and clients to identify additional financial needs and refer to appropriate financial partners.
    3. Deliver superior quality service in person or by phone such that client needs are met on a consistent, positive basis.
    4. Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects.
    5. Proactively and reactively contact clients and prospects daily by phone or in person to identify additional client financial needs and strengthen client relationships.
    6. Support team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loan, mortgage, investments, private banking, insurance, small business, merchant services, and other areas.
    7. Serve as 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/Loan Officer 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. Assist customers with opening new accounts, teller transactions, and meet with prospective clients to refer accounts, investments, loans and mortgages.
    2. Access, analyze, investigate and recommend credit alternative to clients.
    3. Trusted to possess security passwords, and combinations to open/close vault.
    4. Authorized lockup officer and branch opener.
    5. Assist, 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. Keep careful records of office supplies and maintained inventory control.
    8. Utilized Access to create, update, and maintain accurate and detailed databases and maintain queries, reports, and forms.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.B.A. In Accounting And Finance

Financial Service Representative/Teller Supervisor Resume

Objective : Seeking a 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 which will become an invaluable asset to my employer.

Skills : Microsoft Office, Microsoft PowerPoint, Microsoft Excel.

Description :

    1. Provided professional and accurate information to members in opening new accounts, securing loans.
    2. Interviewed members to determine their financial needs and aided 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 regulation, 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.
    8. Efficiently calculated and balanced cash drawers and vault.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Master Of Arts In Human Resource Management

Teller Supervisor/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.

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.
    8. Developed and generated activity reports that measured the performance of sales efforts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Finance

Sr. Financial Service Representative Resume

Headline : To obtain a position that will utilize my diverse background and interpersonal skills to enhance personal and company growth.

Skills : Customer Service Skills, Bilingual, Customer Service, Dependable, Filing, Fast Learner, General Office Skills, Typing.

Description :

    1. Achieved sales goals and boost sales of banking products to reach company goal.
    2. Ensured accuracy and consistency in all monetary banking transactions with customers.
    3. Received deposits and cashes checks for both checking and savings accounts, assisted in the preparation for opening new checking and savings accounts, processed credit card payments, loan payments, collections and exchange items, assisted customers with safe deposit box payments.
    4. Insured all deposit documents are prepared and related deposit activities are performed in compliance with applicable laws, regulations, policies, and procedures.
    5. Demonstrated exceptional quality customer service (QCS) to everyone daily.
    6. Consistently increased product sales and company profits by using innovative techniques and creative strategies to market products and services.
    7. Consistently balanced drawers with amounts ranging from $10,000-$20,000.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Finance

Assistant Branch Manager/Financial Service Representative Resume

Objective : Efficient, trustworthy, organized and self driven, all good traits that I can bring to the table to help any company succeed and prosper. I am excellent when dealing with people having more than 5 years of customer experience skills as well as building relationships with the people I come in contact with, while maintaining a professional approach.

Skills : Customer Service ran the branch as assistant manager, always made my goals of referrals.

Description :

    1. Develop and maintain professional relationships with customers and ensure customer satisfaction.
    2. Coordinate with clients and acquire all information and resolve issue effectively.
    3. Provide professional assistance to all clients' issues and ensure confidentiality of all client information.
    4. Maintain relationship with assigned customers and ensure effective implementation of all services and products and update legal disclosures and notifications.
    5. Handle customer problems with professionalism, directing more complex issues seamlessly to management.
    6. Demonstrated customer interface with good negotiating skills.
    7. Exhibits competent multi-tasking skills and takes initiative in diffusing challenging customer contacts.
    8. Ability to make sound decisions and use proper discretion in handling customer issues within company guidelines Research accounts, negotiate terms and help resolve billing disputes preventing payment on the account.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Finance

Assistant Auditor/Financial Service Representative Resume

Objective : Dynamic individual seeking a position with over 10 years of experience in planning, management, organizing and tracking projects, bank and credit union cash handling experience, trouble shooting techniques, data processing skills, processing claims, accounts receivable and payable, achieving deadlines in a fast paced office environment, excellent customer service experience, secretarial skills and reviewing loan applications will add value to your operation.

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

Description :

    1. Work with assigned payer representative to ensure correct adjudication of processed claims.
    2. Analyze client accounts for accuracy of payment and/or overpayments.
    3. Prepare billing statements for outstanding patient responsibility.
    4. Prepare refund requests for client and insurance overpayments.
    5. Answer phones, assist callers and provide excellent customer service Provide feedback to Revenue Cycle Manager regarding root causes of denials.
    6. Print/send patient statements Work with peers to help develop innovative ways to help drive down bad debt.
    7. Verify benefits Work on various projects/duties as assigned.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science In Structural Engineering

Financial Service Representative/Travel Research Assistant Resume

Summary : Financial Service Representative with an outstanding background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind. Trustworthy Teller who enjoys working in a customer-focused work environment. Offers strong knowledge of banking products and services. Dependable and punctual. Motivated banking professional possessing a strong commitment to quality customer service with great communication skills.

Skills : Customer Service, Sales, Telephone Skills.

Description :

    1. Proactively initiate, develop, and manage long-term, profitable relationships Manage existing client relationships to identify future needs and consultatively address them.
    2. Profile prospects and clients to identify additional financial needs and refer to appropriate financial partners.
    3. Deliver superior quality service in person or by phone such that client needs are met on a consistent, positive basis.
    4. Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects.
    5. Proactively and reactively contact clients and prospects daily by phone or in person to identify additional client financial needs and strengthen client relationships.
    6. Support team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loan, mortgage, investments, private banking, insurance, small business, merchant services, and other areas.
    7. Serve as contact for client problem resolution and perform maintenance for current clients as dictated by the needs of the office.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Financial Service Representative Resume

Objective : To obtain a position that will utilize my diverse background and interpersonal skills to enhance personal and company growth.

Skills : Word, Excel, Powerpoint.

Description :

    1. Achieved sales goals and boost sales of banking products to reach company goal.
    2. Ensured accuracy and consistency in all monetary banking transactions with customers.
    3. Received deposits and cashes checks for both checking and savings accounts, assisted in the preparation for opening new checking and savings accounts, processed credit card payments, loan payments, collections and exchange items, assisted customers with safe deposit box payments.
    4. Insured all deposit documents are prepared and related deposit activities are performed in compliance with applicable laws, regulations, policies, and procedures.
    5. Demonstrated exceptional quality customer service (QCS) to everyone daily.
    6. Consistently increased product sales and company profits by using innovative techniques and creative strategies to market products and services.
    7. Consistently balanced drawers with amounts ranging from $10,000-$20,000.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science