Financial Services Associate Resume Samples

Working for the banks and investment firms, the job description for this position is to help clients in managing their money through better investment options. Some of the crucial tasks and duties to be performed are listed on the Financial Services Associate Resume – selling insurance, investment products and other financial services to new clients, proposing savings and insurance products to suit the needs of the clients; identifying clients, making sales presentations and gathering new clients, soliciting new customers through approved methods and techniques, working on cross-sales opportunities, administering client portfolio and assessing necessary changes in it.

Qualifications and skills expected by employers include – a good background of liberal arts, a good knowledge about various financial products and services, a thorough knowledge about various aspects such as insurance, savings account, investment options, real estate buying and so on; and basic knowledge of accountancy. The candidate must have a bachelor’s degree in accounts, finance, investment or connecting fields.

 

Financial Services Associate Resume

Headline : Service-oriented Assistant Branch Manager with 4 years background in Retail Banking. Core competencies include well organized, energetic, and strong motivator, as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

Skills : Microsoft Office, Customer Service, Team Leader, Notary Public, Teamwork, Team Management, Retail Management, Communications, Organizational Skills, Training, Coaching.

Description :

    1. Made and fulfilled assigned goals to improve branch performance.
    2. Handled customer's transactions efficiently and accurately.
    3. Processes various customer transactions including but not limited to cash, check and ATM deposits, withdrawals, check cashing, account closeouts, loan payments; issues bank checks, and the U.S.
    4. Balances cash drawer and prepares daily proof/settlement.
    5. Offered customer's products that would best fit the financial needs.
    6. Worked closely with the branch team to meet branch goals.
    7. Provide clients with high quality and professional financial services Development of client relationships by cross-selling banking products Processes all financial transactions in accordance with rules and regulations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma


Financial Services Associate III Resume

Summary : Support credit and servicing for credit scored and traditional loans. Extensive knowledge of agricultural industry. Evaluate the portfolio to identify cross-selling opportunities, following up with customers regarding these opportunities, completing loan origination for assigned types of loans and planning and coordinating marketing efforts.

Skills : Banking, Customer Service, Management, Sales.

Description :

    1. Sales of loan products and cross sale products to potential customers.
    2. Marketing Champion for Regional Sales Team.
    3. Coordinate events and or advertising for region with emphasis on team involvement in the community.
    4. Collect and coordinate information required to process loan applications to present loan package to underwriting.
    5. Process data through loan processing system from approval of loan to close of loan, including entering in financial information, comments and collateral information to support our eligibility and scope guidelines.
    6. Review collateral standards for loan requirements Create RESPA required disclosures as needed.
    7. Worked with Integrated Disclosure team to prepare and test for future release of regulations.
    8. Prepare loan documents and arrange loan closings for customers Work with title company to assure clear title of collateral properties also coordinate closing instructions for title company Assist customers in daily transactions with their accounts, including payments, paid account and bi-weekly setup Mentor new hires.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance


Financial Services Associate II Resume

Objective : To work for a company where experience in quality control and analytic skills will add value to the company's operations.

Skills : Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, As400.

Description :

    1. Helped workplace participants with their needs for loans and withdrawals, exchanges and rebalances, and other essential investment requirements.
    2. Extensive knowledge of IRS rules and regulations.
    3. Provided process improvement strategies to management to assist participants with their needs more efficiently.
    4. Provided alternative options to participants to assist them with their financial needs if the obvious solution was not available.
    5. Used empathy when dealing with sensitive situations, such as death notifications and hardship discussions.
    6. Very high customer satisfaction survey scores.
    7. Conducted in-depth reviews of clients' financial circumstances and assisted clients to make informed decisions while developing marketing opportunities.
    8. Presented both oral and written reports on economic trends and outlooks for individuals, corporations, and entire industries.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
General Studies

Financial Services Associate I Resume

Headline : A self-motivated administrative professional seeking an opportunity with a company that will not only challenge professionally but also allow to develop knowledge and potential further. Over 15 years experience successfully providing administrative and secretarial support.

Skills : Bilingual Spanish, Microsoft Office, Microsoft Excel, Powerpoint.

Description :

    1. Processes all customer related financial transactions in accordance with the rules, regulations, and guidelines of the bank.
    2. Opens new accounts that include but are not limited to savings, checking, certificates and IRAs according to customer needs.
    3. Accurately prepares all required documents for completing the transaction.
    4. Proactively solicits and promotes new business by actively selling Bank products, conducting sales activities and referring business to other units of the Bank.
    5. Answers inquiries and provides information to customers in person, by telephone and by mail on various accounts and other bank services.
    6. Assists customers with routine issues and refers to management staff if necessary.
    7. Assists in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals.
    8. Develops new and expands existing client relationships by identifying current and potential client needs and by cross-selling Bank products, participating in business development and CRA related activities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Medical Assisting

Sr. Financial Services Associate Resume

Headline : Collaborate with the team at your company and to further enhance the company's success and reputation. To seek challenging assignment and responsibility, with an opportunity for growth and career advancement as successful achievements.

Skills : Microsoft Office, Excel, Word, PowerPoint, Outlook Adobe

Description :

    1. Process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the bank.
    2. Open new accounts that include but are not limited to savings, checking, certificates and IRAs according to customer needs.
    3. Accurately prepares all required documents for completing the transaction.
    4. Proactively solicit and promote new business by actively selling Bank products, conducting sales activities and referring business to other units of the Bank.
    5. Answer inquiries and provide information to customers in person, by telephone and by mail on various accounts and other bank services.
    6. Assist customers with routine issues and refers to management staff if necessary.
    7. Assists in the achievement of branch sales goals by developing, setting and achieved personal sales and referral goals.
    8. Develop new and expand existing client relationships by identifying current and potential client needs and by cross-selling Bank products, participating in business development and CRA related activities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Paralegal Studies

Jr. Financial Services Associate Resume

Objective : To work for an organization that is dedicated to their clients and employees. Using extreme attention to detail, professional attitude, computer and client interaction experience to create or augment a great member/customer service environment.

Skills : Appointment Setting Customer Service-oriented Filing.

Description :

    1. Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
    2. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills.
    3. Check to ensure that appropriate changes were made to resolve customers' problems.
    4. Contact customers in order to respond to inquiries or to notify them of claim investigation results and any planned 5)Determine charges for services requested, collect deposits or payments, and/or arrange for billing.
    5. Complete contract forms, prepare change of address records, and issue service discontinuance orders, using computers.
    6. Obtain and examine all relevant information in order to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
    7. Skills Used Customer-service skills are of prime importance for financial services associate because they deal with people all day.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Medical Billing

Lead Financial Services Associate Resume

Summary : Proven ability to utilize inspiring leadership, personal drive, creative vision, and analytical skill to yield successful delivery of both team and individual goals, actively contributing to organizational growth.

Skills : Microsoft Office.

Description :

    1. Furnished advice to potential/current clients on investments.
    2. Provided financial planning to potential clients, followed by the implementation of investments for new clients.
    3. Maintained and monitored the quality of personally used prospective client database/files.
    4. Identified and interviewed potential clients for investment possibilities with Prudential.
    5. Profiled target clients for future marketing opportunities for Prudential investment products.
    6. Assured client satisfaction of products and services by maintaining continual communication.
    7. Receive and process all banking transactions including; withdrawals, deposits and loan payments Maintain and balance allocated cash drawer, including proper trial balancing through the day Identify customers' financial services requirements to cross-sell services in order to meet those requirements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
B.A. In Management

Financial Services Associate/Assistant Resume

Summary : Dedicated, motivated and experienced customer services representative seeking for a stimulating and challenging environment where can use knowledge and skills to help the company meet and surpass its goal.

Skills : Data entry, customer service and bookkeeping.

Description :

    1. Gathered and analyzed violations data in order to support internal initiatives and assist with financial forecasting and risk analysis.
    2. Implemented underwriting analytics to settle corporate accounts Compiled and generated daily/monthly/ quarterly/annual statistical reports on aspects of violation production and processes.
    3. Checked entries, balances and accounts for accurate coding.
    4. Reconciled transactions and accounts when warranted.
    5. Provided additional reporting and various support initiatives to all Divisions.
    6. Posted A/R Adjusting Journal Entries Performed Contract Review Performed Clearing for Month End Process Managed the A/R Confirmations process and assist with the various Internal/External Audits.
    7. Performed detailed analysis and obtained backups based on policy for the issuance of any credit memo or debit memo.
    8. Performed any ad hoc projects as assigned by management, independently leading cross functional teams by proactively engaging other departments and personnel required.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
B.A. In Accounting

Financial Services Associate/Consultant Resume

Objective : A multi-skilled, key team player, possessing a wealth of multi-disciplinary experience, including customer service, sales and supervisory experience. Exceptional communication, interpersonal, organizational, and presentation skills. Well accustomed to working in high volume, rapidly changing, fast paced environment, as well as effectively performing under pressures to tight deadlines and schedules.

Skills : Notary Public.

Description :

    1. Developed client relationships by cross/relationship selling, in-and out-bound calling and supporting product marketing and promotion techniques/campaigns.
    2. Utilized branch technology and systems effectively.
    3. Adhered to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
    4. Provided customers with all aspects of product openings, servicing, maintenance and problem resolution.
    5. Opened new accounts for new and existing customers and assisted in proper completion of all application forms.
    6. Administered all account transactions and responded to customer inquiries and ensured excellent customer service.
    7. Assisted in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals .
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Financial Services Associate/Executive Resume

Summary : More than 10 years professional experience in the planning, administration and control in the personal and customer service industry. Customer driven professional with excellent knowledge of bank services, products and bank operations including policies, procedures and regulatory requirements.

Skills : Finance, Banking, Credit Analysis, Claims Investigations.

Description :

    1. Performed a variety of customer banking transactions and provided quality service to existing and new clients in accordance with the rules, regulations, and guidelines of the bank.
    2. Participated in the development of client relationships by cross-selling banking products and services as appropriate.
    3. Opened new accounts - savings, checking, certificates and IRAs accounts according to customer needs.
    4. Accurately prepared all required documents for completing the transaction.
    5. Proactively solicited and promoted new business by actively selling Bank products, conducting sales activities and referring business to other units of the Bank.
    6. Assisted in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals.
    7. Processed various customer transactions including but not limited to cash, check and ATM deposits, withdrawals, check cashing, account closeouts, loan payments; issued bank checks, and U.S.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Bachelor Of Arts

Financial Services Associate/Manager Resume

Summary : A highly motivated and results oriented Quality Assurance Professional with 9+ years of experience with FDA Compliance in Post-Market Surveillance in the Medical Device industry. Consistently delivered results and followed-up to completion of task.

Skills : Microsoft, Powerpoint, Photoshop, Bilingual.

Description :

    1. Managed and maintained Main Vault and ATM at the branch, including monthly audits for review.
    2. Update and maintain customers' information including address change and debit card orders.
    3. Processed customers' financial transactions promptly, accurately and in compliance with bank procedures.
    4. Assisted in projects to improve the Bank's relationship with customers.
    5. Successfully interacted with 1,000+ clients and provided them professional financial consulting services to meet their financial goals.
    6. Received inbound and made outbound calls on customers with collections or delinquent accounts.
    7. Utilized excellent listening and communication skills which also enabled to use bold negotiating, to assist members in payment arrangements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
MS In Business

Financial Services Associate Resume

Summary : Financial Serviced Associate position within an organization that can fully utilize skills to achieve their business needs and objectives.

Skills : Customer Service, Bilingual English and Spanish, Good Analyzing and Problem Solving, Detail Oriented and Organize.

Description :

    1. Furnished advice to potential/current clients on investments.
    2. Provided financial planning to potential clients, followed by the implementation of investments for new clients.
    3. Maintained and monitored the quality of personally used prospective client database/files.
    4. Identified and interviewed potential clients for investment possibilities with Prudential.
    5. Profiled target clients for future marketing opportunities for Prudential investment products.
    6. Assured client satisfaction of products and services by maintaining continual communication.
    7. Process customer financial transactions and assist customers with questions regarding their account or company products/services through exceptional customer service.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.A. In Management