Financial Services Supervisor Resume Samples

Under general supervision, a Financial Services Supervisor will oversee the sales reps and associates and perform technical and administrative analytical tasks like purchasing, budgeting; and maintaining fiscal records. A well-written Financial Services Supervisor Resume includes duties such as – managing client’s experience by advising and coaching them, mastering bank policies and procedures; coordinating and participating in budget preparation process; supervising assigned operations; reviewing and evaluating programs and services; performing periodic reviews and audit of internal controls, and ensuring the assigned areas of responsibility are performed within the budget.

The most sought-after skills for the post include the following – strong background in finance, ability to juggle between multiple tasks; selling skills; being good at numbers; independent working skills; and solid grasp over accounting software. The position generally requires a degree in accounting or finance; however, possessing lots of experience in finance can make up for a lack of a degree.

Financial Services Supervisor Resume example

Financial Services Supervisor Resume

Summary : Innovative strategist with a consistent history of outstanding results in risk management, financial reporting, and process improvement. Developer of a highly motivated professional staff. Decisive, effective communicator, with excellent interpersonal and negotiation skills. An ethical, knowledgeable leader and team player with the ability to meet or exceed expectations.

Skills : Microsoft Office, Computer, Customer Service, Customer Service.

Description :

    1. Managed a portfolio of 1,000 accounts with over $100 million of receivables in the electronic manufacturing services industry.
    2. Responsible for credit limit assessments up to $750K.
    3. Directly managed and coached a team of 5 Financial Services Analysts, (2 off-site).
    4. Consistently lowered DSO (days of sales outstanding) and agings while reducing bad debt write offs.
    5. Developed unique and streamlined approaches to metric and data flow reporting.
    6. Managed credit analysis and collection activity.
    7. Reduced DSO (days of sales outstanding) and A/R aging.
    8. Achieved bad debt levels of less than .5%.
    9. Created an environment that fostered credit knowledge and understanding, resulting in more proactive risk management coupled with the normal collection activity.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Masters


Sr. Financial Services Supervisor Resume

Summary : Highly organized and detail-oriented Certified Public Accountant, knowledgeable in regulatory reporting, accounting operations, tax accounting and audit. Masters-trained business professional with significant real-world management and supervisory experience and a clear understanding of the challenges of day-to-day business operation.

Skills : MS Office, Management.

Description :

    1. Responsible for the daily operations of the Merrill Lynch Direct online brokerage team (10-24+).
    2. Responsible for the financial and business strategies relating to discount brokerage.
    3. Monitored the purchase and sale of securities.
    4. Ensured accurate transactions, oversaw account maintenance, and acted as a liaison with the organization's full-service brokers as needed.
    5. Required NASD series 7/63,9 & 10 license.
    6. Ensured compliance with all relevant government regulations.
    7. Kept abreast of market conditions.
    8. Relied on experience and judgment to plan and accomplish goals.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA


Jr. Financial Services Supervisor Resume

Objective : Supervisor Financial Services (Unit Manager), you will be responsible for leading and developing a team of associate level transfer agency representatives.

Skills : Management, Organizing.

Description :

  • Supervises, coaches and directs the activities of the Investor Solutions team. Ensure representatives are accurate and timely in their communications with shareholders.
  • Motivates employees and create solutions to boost employee morale and satisfaction.
  • Completes one on ones and annual reviews
  • Monitors an ongoing metric system for the team and individual associates.
  • Understands daily shareholder requests and knows what is needed in order to complete those requests/inquiries.
  • Ability to guide the team with appropriate direction on shareholder requests/inquiries as needed.
  • Monitors mail volumes and ensure that all mail/faxes/overnights have been accounted for and scanned in on a daily basis.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Financial Services Supervisor I Resume

Objective : Bilingual, multifaceted and goal-oriented professional with valuable experience in Human Resources administration, including experience in employee recruitment and retention, staff development, mediation, process improvement, benefits administration, HR records management, HR policies development and legal compliance.

Skills : Management, Organizing.

Description :

    1. Promoted to perform as the Credit & Collections department supervising 3 collectors, 2 cash applications specialists, and 1 administrative assistant.
    2. Trained the departments' personnel utilizing creative methods in order to promote a team-oriented environment within the department and reflect it on improved DSO results.
    3. Designed creative collections and cash applications measuring tools in order to measure efficiency and create incentive programs.
    4. Overlooked and reported monthly results and DSO performance to Senior Manager.
    5. Conducted quarterly performance evaluations and managed Progressive Improvement Plans when needed.
    6. Managed escalated situations with customers, credit holds, and credit approval.
    7. Reviewed and collected all required reports for customer credit approval process.
    8. Observed and ensured a 24 hours cash applications process.
    9. Researched and implemented an electronic payment tool to add efficiency in the company's' cash flow and customers' convenience.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA

Financial Services Supervisor II Resume

Headline : A qualified, results oriented financial operations Supervisor with strong leadership development. Instituted in new strategies utilizing 15 years of financial and operational controls. Excellent capabilities to direct, plan and implement key business goals. Experience including, documentation, planning and budgeting, cost center accounting, project management, project management, financial and operational analysis, Internal Audit and Risk Management.

Skills : Accounting Supervisor, Accounts Receivable, Account Reconciliation, Microsoft Office.

Description :

    1. Responsible for nationwide commissions for over 40 carriers and 5,000 dealers.
    2. Supervised the financial services group of 20 employees.
    3. Partnered with vendors and service providers to reconcile accounts and services.
    4. Integrated new software accounting system to streamline efficient processes.
    5. Evaluated, made recommendations, and supervised accounts receivable and commission's processes.
    6. Enforced best practices for communicating with staff, management, clients & other agencies to maintain a positive image of the company.
    7. Prepared documentations to support company in litigations.
    8. Played a significant role at trial in obtaining positive ruling for the company.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors

Financial Services Supervisor III Resume

Summary : To obtain a Financial Services Supervisor position in which can best utilize management, leadership and customer service skills.

Skills : Office Administration, Process Improvement, Budget Management, Management.

Description :

  • Manages daily workflow activities and projects
  • Works closely with DST and other Transfer Agency supervisors and managers to prepare for client launches and conversions.
  • Ensures all team responsibilities are completed daily/monthly/annually
  • Understands procedural requirements, industry regulations, and identify solutions when alternatives are needed.
  • Creates and implements controls, ensure completion of checklists, and maintain department records to reduce risk of errors and facilitate audit review.
  • Provides progress updates and documentation to Management
  • Monitors mail volumes and ensure that all mail/faxes/overnights have been accounted for and scanned in on a daily basis
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master's

Asst. Financial Services Supervisor Resume

Objective : A dynamic educator, strategic project professional and business leader with extensive experience in making rapid business assessments of diverse situational challenges, developing and leading the resulting action plan. A proactive and forward-looking leader that is skilled in developing strategic business partnerships and securing sponsorships.

Skills : Management, Strategy, Project Management, Strategic Planning.

Description :

    1. Responsible for supervision of office employees.
    2. Opened new accounts and took loan applications.
    3. Approved loans based on credit analysis.
    4. Balanced vault and ATM machine.
    5. Scheduled employee hours to reflect balance between customer needs and bank budget objectives.
    6. Operated a teller station as needed.
    7. Improved loan volume and total dollar deposits over previous years numbers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's

Associate Financial Services Supervisor Resume

Headline : Top-performing Financial Services Supervisor professional with the entrepreneurial vision and leadership skills to drive expansion. Meets goals through strategic business planning and innovative sales initiatives.

Skills : Microsoft Office,excel, MAC OS.

Description :

    1. Answered product questions with up-to-date knowledge of sales.
    2. Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems.
    3. Developed reputation as an efficient service provider with high levels of accuracy.
    4. Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
    5. Answered clients' questions about the purposes and details of financial plans and strategies.
    6. Trained new team members on applying due diligence procedures and regulatory mandates.
    7. Maintained friendly and professional client interactions at all times.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates

Lead Financial Services Supervisor Resume

Summary : 17 years' experience in higher educational leadership roles of progressing responsibility. 6 years' experience in campus administration, operations, and academic oversight. Areas of expertise include leadership, organizational development, and change management. Provided effective, positive leadership through periods of intense transition, reduction in force/realignment, and start-up processes.

Skills : MS Office, Management.

Description :

    1. Managed Financial Services team of 7 and redesigned processes to improve service for students.
    2. Worked in collaboration with centralized processing team to reduce processing times from an average of 60 days to an average of 11 days.
    3. Led team to reduce campus accounts receivable by $128K within a 3-month period.
    4. Investigated and resolved customer complaints and managed student grievance process.
    5. Participated in development of institutional vision and mission; developed campus strategic plans and SWOT analyses, Developed and facilitated training and presentations for staff and students.
    6. Supervised financial literacy initiatives, new student orientations, and entrance and exit counseling.
    7. Developed and implemented new call center/financial services processes.
    8. Assisted customer service representatives with customer retention, feature sales, goal achievement and escalated calls.
    9. Ran daily, weekly, and monthly reports, and activity logs in Access and Excel.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master's

Financial Services Supervisor Resume

Summary : Financial Services Supervisor with over 19 years of corporate experience with Fortune 300 companies. Innovative strategist with a consistent history of outstanding results in risk management, financial reporting, and process improvement. Developer of a highly motivated professional staff. Decisive, effective communicator, with excellent interpersonal and negotiation skills. An ethical, knowledgeable leader and team player with the ability to meet or exceed expectations.

Skills : Customer Service, Typing 45 Wpm, Account Management.

Description :

    1. Managed a portfolio of 1,000 accounts with over $100 million of receivables in the electronic manufacturing services industry.
    2. Responsible for credit limit assessments up to $750K.
    3. Directly managed and coached a team of 5 Financial Services Analysts, (2 off-site).
    4. Consistently lowered DSO (days of sales outstanding) and agings while reducing bad debt write offs.
    5. Developed unique and streamlined approaches to metric and data flow reporting.
    6. Managed credit analysis and collection activity.
    7. Reduced DSO (days of sales outstanding) and A/R aging.
    8. Achieved bad debt levels of less than .5%.
    9. Created an environment that fostered credit knowledge and understanding, resulting in more proactive risk management coupled with the normal collection activity.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Masters