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Financial Service Representative Resume Samples
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Candidate Info
years in workforce
years at this job
Finance / International Business
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
years in workforce
years at this job
Bachelor of Arts
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
year in workforce
year at this job
Business Administration
International Studies
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
years in workforce
years at this job
Liberal Studies
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
years in workforce
years at this job
Business / Finance
Project Management
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
years in workforce
years at this job
Business Management / Human Resources
Organizational Leadership
Human Resource Management
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
years in workforce
months at this job
Insurance
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
years in workforce
years at this job
Liberal Arts
Medicine
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
year in workforce
year at this job
Business Administration
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
years in workforce
years at this job
Data Processing Generalists
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
years in workforce
years at this job
Financial Service Representative
Series 7 and Series 63, Life and Health license
- Setup appointments with prospects to discuss financial needs by protecting assets, building wealth through life Insurance, tax free retirement planning and long term care.
- Excelled meeting people through personal introductions, referrals, calling businesses, seminar presentations and events with closing abilities.
- Created sales opportunities being involved in community affairs.
- Knowledge of company resources were highly used to show companies strength.
Candidate Info
years in workforce
months at this job
Communication
Financial Service Representative
Provided prompt quality customer service along with support to bankers and senior management
- Utilized resources to conduct consultative conversations and provide financial solutions that met client's needs across all product and service lines
- Identified and made appropriate referrals to other lines of business
- Promoted [company name] products and services by seeking new client relationships throughout the host store
- Verifying sensitive documents, and processing them in a timely manner
- Ensuring accuracy for data entry
- Coordinating information needed to process applications.
Candidate Info
months in workforce
months at this job
Mass Communications
Art Teaching Elementary Education
Financial Service Representative
- Served and satisfied the financial needs of Wachovia customers.
- Interacted with multiple customers on a daily basis.
- Received and or placed telephone calls regarding customer banking questions or inquiries, answering a high volume of calls per day.
- Addressed inquiries and resolved problems.
- Assessed customer needs, suggested or promoted alternative products and services, and referred to appropriate area.
- Navigated a computerized system for tracking, information gathering, and or troubleshooting.
Candidate Info
years in workforce
years at this job
Healthcare Management
Financial Service Representative II
Floated between branches as needed to cover all positions from Branch Manger to Member Service Representative
- Managed various reports such as productivity and collections
- Ensured branch compliance with credit union service center policies and procedures
- Assisted with training new staff in all areas of day to day procedures such as opening new accounts and teller functions essential to the branch's success
- Closed various types of loans to meet member's current or future needs
- Researched member accounts to resolve any issues that may arise
- Maintained strong product knowledge that is essential to the credit union's success
- Employed at [company name] through Lofton Staffing Service 01/2009 -04/2009
Candidate Info
years in workforce
years at this job
History
Master of Business Administration
Financial Service Representative
- Worked as the branch senior lender, which included originating consumer loans and mortgages, as well as training other platform staff on lending.
- Developed a working knowledge of the loan operations process by working closely with processors and underwriters to provide the necessary documentation to clear loans.
- Acted as the branch supervisor, which responsibilities included opening and closing the branch, as well as resolving escalated customer issues.
- Consistently ranked in the 95th percentile in the Southern Maine region in sales revenue produced.
Candidate Info
years in workforce
years at this job
Information Technology
Computer Information Systems
Financial Service Representative
- Provided assistance to students in processing their Financial Aid and keeping accounts receivable under 10 % over 90 days.
- Quality Assurance for all financial aid paperwork.
- Analyzed and organized financial records and maintained logs of office activities.
- Support IT personal for local offsite campus maintaining over 100 workstations as well as visual equipment for each classroom.
- Provided support and communications to three offsite locations.
Candidate Info
years in workforce
year at this job
Associate of Applied Science
Sr. Financial Service Representative
Managed calls in a high volume inbound and outbound call center environment
- Handled anywhere between 45 plus calls on a daily
- Sold additional products and services to inbound callers
- Researched and resolved client concerns related to their banking products and services
- Crossed trained peers on SunTrust products, systems, policies, SunTrust Online (STOLI ) and other procedures or client services
- Researched and resolved client fraud inquires
- Monitored Fraud Department reports and customer accounts for suspicious activity researched where suspicious transactions occurred, contacted merchant to determine purchase authenticity and refunded clients
Candidate Info
years in workforce
years at this job
High School Diploma
Finance
Financial Service Representative
- Opened new customer accounts, including checking, savings and lines of credit.
- Managed opening and closing times for the main branch.
- Processed sales referrals and promoted bank services and products
- Balanced daily cash deposits and bank vault inventory with a zero error rate.
- Trained employees on cash drawer operation.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Maintained confidentiality of bank records and client information.
Candidate Info
years in workforce
years at this job
Financial Service Representative
Performs full service banking transactions such as receiving and paying cash out and account maintenance.
- Interview new account customers to determine their banking needs and assist them in selecting the most suitable accounts.
- Maintain client files in accordance with bank documentation procedures.
- Able to assist customers by resolving problems in an efficient, accurate and timely manner.
- Extensive understanding of the Bank's policies and regulatory responsibilities.
- Consistent rate of 100% Customer Service on all Mystery Shops.
- An unwavering commitment to customer service to build relationship and win customer's loyalty.
Candidate Info
years in workforce
years at this job
Gpa History
Financial Service Representative
- Worked diligently to meet credit union goals of promoting checking, savings, and loan services, and developing new members by answering telephones, talking to new members, networking, and through attending community events.
- Encouraged team environment by assisting co-workers with loans.
- Assisted members with applying for auto, refinancing, or personal loans.
- Consulted with members on how to save money in different types of CD, IRA's or other investment options.
- Helped members with transactions and understanding their credit scores and history.
Candidate Info
years in workforce
years at this job
Medical Assistant
Financial Service Representative
- Identified and pursued potential customer leads
- Meeting and exceeding sales goals
- Discuss customers' financial concerns, questions, and needs
- Provided financial advice and matched financial products with customers' needs and goals
- Developed long term rapport customers and foster profitable relationships
Candidate Info
years in workforce
years at this job
Business Management; Minor: Finance
Financial Service Representative
Conduct customer interviews; assist them on making informed decisions when opening new accounts.
- Review account information, and verify valid personal information such as proof of address, identification, social security card, and birth certificates.
- Discuss products and advise customers on the benefits according to their financial needs: savings, checking, youth account, and life insurance.
- Contact prior and new customers on new company offers, products, and promotions.
- Process deposits, withdrawals, stop payments, foreign exchange, and cash advances.
- Cross-sell banking products and services: safe deposit box, life insurance, and annuity.
- Received regional branch recognition award for outstanding customer service Dec. 2013.
Candidate Info
years in workforce
years at this job
Pre-business
Business Administration
Financial Service Representative
Assessed client financial objectives and needs, suggest appropriate solutions
- Sold clients on value and benefits of suggested products and closed sale
- Took residential mortgage loan applications and offered or negotiated terms
- Maintained superior product and sales knowledge
- Provided legendary client service experiences
Candidate Info
years in workforce
months at this job
Marketing Management
Financial Service Representative
Provide financial solutions that meet client needs across all product and service lines-not limited to deposit and credit products
- Identify opportunities and offer appropriate solutions for personal and business clients
- Focus intently on developing, expanding and retaining client relationships
- Identify and maximize cross-sale opportunities through client conversations
- Exercise knowledge of risk management and loss prevention
- Commitment to advancing individual knowledge of sales techniques and solutions to better serve personal and business clients
- Use skills, ability and aptitude to deliver industry leading service, perform all client maintenance requests, problem resolution and sales functions
Candidate Info
years in workforce
year at this job
Criminal Justice
Biblical Studies
Independent Financial Service Representative
- Sold and cross-sold insurance products to new and existing customers.
- Met with customers and prospects and developed understanding of other financial objectives and needs.
- Assessed customer information and suggests appropriate product and service solutions.
- Sold customers on value and benefits of suggested alternatives and closes sales.
- Communicated effectively with customers, either verbally or in writing.
- Maintained financial portfolios for various clients.
Candidate Info
years in workforce
years at this job
Business Administration
Business Administration Course Work
Financial Service Representative
- Opened consumer and business deposit accounts
- Originated consumer, residential and business lending products
- Responded to and developed solutions for complex customer inquiries
- Utilized marketing leads to establish customer base while increasing sales
- Achieved daily and monthly sales goals
Candidate Info
months in workforce
months at this job
Insurance Department
Financial Service Representative
Directed daily operations for retail bank, including branch sales, business development, customer service, and credit analysis.
- Send wire transfer.
- Set up in "@Work" program and scheduled a monthly on sites to introduce new promotions to their staff.
- Counsel high net-worth individuals and local businesses with regard to investment opportunities, credit needs and retirement needs.
- Cross-sell banking services and products to clientele.
- Participate in local events to give back to the community.
- Uncover credit needs for both personal and business clients
Candidate Info
years in workforce
years at this job
Administration & Management
Financial Service Representative
- Set up and updated new accounts.
- Maintained and dispersed certificates of deposit.
- Worked as bank teller, completing deposits and withdrawals on customer accounts.
- Completed ATM, daily cash drawer, and vault audits.
Candidate Info
years in workforce
years at this job
Communications
Sr. Financial Service Representative/correspondence Specialist
- Resolve and respond to an average of 40 written complaints/inquiries per week
- Service 20-25 force closure accounts for management per week
- Compose Correspondence Team Procedure Manual for Business Continuity Plan and training
- Approve responses for non-principal employees
- Record and compile all individual and team stats for management
- Awarded Top Contributor on team for 2007
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