Edit This Resume

Financial Services Associate Resume Examples

Financial Services Associates provide support to clients such as banks and financial institutions and advise them on how to invest their money. Common tasks of a Financial Services Associate include selling insurance and other financial products, analyzing clients' ability to pay, making sales presentations, attracting new customers, and cultivating customer relationships. Based on our collection of resume samples for Financial Services Associate, main job requirements are financial and investment expertise, selling skills, presentation abilities, analytical thinking, business acumen, and networking. The ideal candidate should be able to showcase a Bachelor's Degree in finance in his or her resume.

Not exactly what you are looking for? Check our complete library of over 1000+ sample resumes

Edit This Resume

Rate This Template:

Featured in:

Find out what is the best resume for you in our Ultimate Resume Format Guide.

Financial Services Associate Resume Samples

No results found

Candidate Info

8

years in workforce

5

months at this job

BS

Business Administration

Financial Services Associate

Prepared financial investment portfolio analysis, models, and illustrations for asset portfolios $70MM+
Provided efficient customer service by completing portfolio assessments and financial analysis for new and existing clients
Communicated with clients to assess their needs while also identifying and solving financial services-related challenges

Candidate Info

8

years in workforce

7

years at this job

Customer Financial Services Associate

Handled all Nabisco and Cadbury accounts receivables for assigned customers.
Applied customer payments daily, including both EFT remittances and paper checks for account reconciliations in Vistex/SAP.
Took all necessary steps to collect on past due invoices using both customer contacts and the customer's web portal.
Completed yearly credit reviews on multiple Mondelēz customers performing a full credit analysis to determine customer credit worthiness and appropriate credit limits.
Properly coded, researched, and resolved customer deductions in a timely manner by working with sales, sales service associates, and the customer.
Completed special projects such as customer analysis and breakdown and abandoned property monies owed to customer accounts.
Assisted other associates with problem solving, customer issues, or SAP system questions. Provide full desk coverage for coworkers in short or lengthy absences from work.

Candidate Info

13

years in workforce

6

years at this job

Financial Services Associate

Deepened customer relationships by seeking out and opening new accounts
Cross sold other products and services, completed the maintenance in the system for customer profiles, input changes to accounts, input changes to debits cards, automatic transfers, etc.
Created and maintained a rotation schedule of tasks and rotation of associates from the teller line to the platform side
Processed transactions, captured checks, verified checks and branch balance, scanned documents

Candidate Info

15

years in workforce

4

years at this job

BS

Business Administration

Financial Services Associate

Located and trained individuals for ownership within the firm.
Educated individual clients on financial concepts of savings and secure retirements.
Resulted in protection of client's family and financial assets.

Candidate Info

17

years in workforce

9

years at this job

BA

Psychology

Financial Services Associate

Responsible for providing high quality customer service
Formed relationships with co-workers and clients ensuring excellent communication
Scrutinizing checks, cash, and mathematics on deposit /withdrawal slips for validity
Accurately carries out transactions and entry into the Miser data base system
Efficient multitasking cross-selling bank services meeting goals and deadlines
Organized and adherent to established bank policies and procedures.
Maintaining highly confidential information
Mentor and trainer to new hires

Candidate Info

12

years in workforce

1

year at this job

HS

High School Diploma

AS

Health & Human Services

Client Financial Services Associate

Receive inbound calls from investors and financial advisors across the country
Help callers manage their mutual fund accounts by completing transactions, such as investments, redemptions and account maintenance
Educate callers about American Funds services and broader industry policies
Research and resolve client inquiries
Send mailings, including account statements, dividend and other checks, year-end tax forms and shareholder reports

Candidate Info

4

years in workforce

1

year at this job

Professional Securities

Financial Services Associate/banker

Identify and uncover perspective business through customer service interactions.
Open and service new and existing accounts.
Process client service requests and perform teller transactions as needed.
Cross sell investment/insurance/bank products using reactive and proactive sales techniques.

Candidate Info

4

years in workforce

2

years at this job

HS

High School Diploma

AS

Accounting

Financial Services Associate

Processes all customer related financial transactions in accordance with the rules, regulations, and guidelines of the bank.
Opens new accounts that include but are not limited to savings, checking, certificates and IRAs
Proactively solicits and promotes new business by actively selling Bank products, conducting sales

Candidate Info

6

years in workforce

10

months at this job

Criminal Justice, Business Administration

Financial Services Associate

Provide check cashing, money orders, cash advance services.
Balance currency, coin, and checks in cash drawer.
Provide Western Union, fax, copies, stamps, pay bill services.

Load More

More Financial Services Associate
Resumes

Edit This Resume

Financial Services Associate Resume Success Stories

More Jobhero Resources

^*The names and logos of the companies referred to above are all trademarks of their respective holders. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with JobHero.