Financial Service Representative Resume Samples

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Financial Service Representatives help consumers buy financial products, such as bonds, stocks, or retirement plans. Successful resume samples for this job showcase the following responsibilities: meeting with potential clients, determining financial goals, recommending financial instruments, monitoring markets, and forecasting client situation based on their findings. Those looking to work as Financial Service Representatives should demonstrate throughout their resumes the ability to sell, knowledge of financial instruments, persuasion, strong communication and interpersonal skills, statistics and mathematics skills, and computer competences. Training in sales, finance, and accounting, as well as a Bachelor’s Degree, are required for this business.

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1

Financial Service Representative

Processed commissions for indirect channel in a monthly basis by reviewing and auditing reports from company systems as well as Business Objects. Applied analytical and critical thinking skills to solve accounting and finance problems.

  • Managed dealer with the highest volume activity in the Central Valley market. Dealer accounted for 85% of the commission payout in the west region.
  • Provided training to indirect dealer and as a result dealer reconciles were reduced by 70%.
  • Created audits that were used globally by other peers to review transactions and helped reduced processing time by 10%.
  • Selected to participate in various projects, that included testing new changes and training peers on all updates.
Candidate Info
6
years in
workforce
5
years
at this job
BBA
Finance / International Business
2

Registered Financial Service Representative

Supervised the daily activities of a team of Registered Representatives. Executed efficient and accurate buy and sell orders. Focused on providing high level of customer service and improving operational effectiveness.

  • Monitored 7 Registered Representatives, reviewing reports, tickets and wires to ensure work processes were completed accurately and appropriately.
  • Informed and educated clients about the financial markets and identified the various products and tools available to help them face the future with confidence.
  • Collaborated with compliance to create and maintain procedures and documentation that conformed with changing regulations.
  • Reviewed procedures and confirmed the accuracy of information to ensure compliance with government agencies and company policies.
  • Transmitted weekly newsletters to the trading department, interpreting new rules and reforms that challenged our industry.
  • Analyzed profitability and customer satisfaction and prepared recommendations for price changes and new products.
Candidate Info
19
years in
workforce
6
years
at this job
BA
Bachelor of Arts
3

Financial Service Representative

Provided one-on-one customer service customizing banking packages to help clients reach financial goals

  • Regularly exceeded monthly sales goals for deposit accounts, credit cards, and loans
  • Facilitated accounting and regulating cash balances for the branch.
  • Assisted with deposit/withdrawal transactions, as needed, to ensure prompt customer service
Candidate Info
1
year in
workforce
1
year
at this job
BS
Business Administration
BA
International Studies
4

Financial Service Representative

Provided 'Citadel Class' customer service in order to maintain positive relationships with current members

  • Assisted members to reach financial goals by mapping out individual banking plans
  • Demonstrated daily fiscal responsibility by handling and securing approximately $30,000 cash
  • Identified possible fraud by recognizing counterfeit cash, fake forms of identification, and bad checks
Candidate Info
2
years in
workforce
2
years
at this job
BS
Liberal Studies
5

Financial Service Representative

Responsible for applying the company's credit and collection policies, practices and procedures in customer account management, and for performing all collection activities for customer accounts assigned by territories and/or channel types in accordance with the company's credit policy and practices in a manner that will result in maximum sales, sound receivables and prompt conversion to cash. Achieve and maintain corporate targets for DSO, Currency, and bad debt. Maintained over 2000 commercial accounts in 60 stores over Orlando and Miami districts with limited supervision within a week of taking new position.

  • Analyze risk exposure based on customer payment patterns, credit sources and by performing financial analysis. Review accounts to identify past due customers and to determine proper course of action.
  • Plan and maintain a program for the systematic follow up and collection of amounts due.
  • Communicate with customers to update payments. Work with sales management to establish and monitor credit for marginal risk accounts. Contact appropriate customers, in writing or in person when necessary, to correct, prevent or minimize delinquency.
  • Monitor credit limit compliance; takes appropriate action when limits are exceeded; recommends credit limit changes. Build strong relationships within customer hierarchy to help resolve complex issues
  • Request or approve reinstatement of credit privilege, when necessary.
  • Prepare write-off, adjustments and agency claims as needed and accounts for 3rd party collections
  • Exceeded departmental quota on daily collection calls by 10% or more and was recognized as a top performer.
Candidate Info
10
years in
workforce
5
years
at this job
BA
Business / Finance
MBA
Project Management
6

Financial Service Representative

  • Oversaw and managed day to day branch operation and provided oversight to bank teller.
  • Provided front-line customer support; introduced banking products and services, assisted in complex transactions.
  • Oversaw banks' daily opening and closing procedures and protocols; provided training and guidance for newer team members ensuring responsibilities performed satisfactorily, maintaining internal controls, compliance with FCB and federal regulations.
  • Assisted in the development of position duties and supporting staff to learn new processes and systems.
  • Participated in candidate selection process and provided key input in the selection of newly hired personnel.
  • Developed, prepared and delivered comprehensive presentations to the military community promoting the products and benefits of FCB banking and savings programs.
Candidate Info
4
years in
workforce
4
years
at this job
BS
Business Management / Human Resources
MS
Organizational Leadership
MBA
Human Resource Management
7

Financial Service Representative

  • Collaborated with Private Bankers for clients with liquid assets in excess of $500k
  • Acted as a relationship manager for a portfolio of small business clients with excess of $200K in liquid assets
  • Generated cross-selling opportunities for financial products and provided recommendations to meet and maintain customer's financial goals
  • Acquired new business accounts through community events and charity fundraisers
  • Met individual goals writing insurance business ( annuities & life insurance)
  • Mentored employees on how to identify financial planning opportunities and business acquisition
  • Provided managerial support in all aspects of sales, deposit products and daily operations
  • Top FSR in the region 2rd and 3rd Quarter, and top 3 in the state.
Candidate Info
4
years in
workforce
8
months
at this job
Insurance
8

Financial Service Representative

Initiated business growth objectives through superior client service

  • Processed new accounts and trained fellow teammates in Personal, Business, Certificate of Deposits and IRA accounts
  • Generated revenue by conducting inbound and outbound calls informing clients of credit union product promotions
  • Processed and trained fellow peers in Auto and Signature loan funding
Candidate Info
10
years in
workforce
7
years
at this job
AS
Liberal Arts
Medicine
9

Financial Service Representative

  • Developed investment and insurance strategies through consultation with individuals, families, and business executives.
  • Serviced policies and maintained relationships for a large portfolio of existing clients.
  • Obtained licenses to sell life, health, property, and casualty insurance through the TN Dept. of Commerce and Insurance (and) achieved NASD registration to sell security-backed products, through successful completion of the Series 6 and 63 exams.
Candidate Info
1
year in
workforce
1
year
at this job
BS
Business Administration
10

Patient Financial Service Representative

Answered telephone calls and either responded to inquiry, directed caller to appropriate personnel, or initiated a triage slip for response by a medical personnel.

  • Provided exemplary customer service; treated patients and coworkers with courtesy and discretion.
  • Registered patients by verifying that patient's record was up to date and accurate. Made appropriate changes in the computer system and on patient's chart.
  • Entered confidential personal health information and financial information into computerized system with a high rate of accuracy.
  • Complied with federal and local laws protecting individual identifiable health information.
  • Collected payments from patients, applied those payments and adjustments to patient accounts in the computer system, and reconciled daily cash reports at the end of my shift.
Candidate Info
26
years in
workforce
19
years
at this job
AS
Data Processing Generalists

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