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Financial Service Representatives work with clients and businesses regarding consulting services in the fields of banking, securities, and insurance. Example resumes of Financial Service Representatives list skills like cross-selling insurance products to new and existing customers, and offering negotiated terms on residential mortgage loan applications. Financial Service Representatives should possess a Bachelor's degree in a related field, along with four years of related experience to their field of interest. There may also be additional testing requirements, depending on the position.

For more information on what it takes to be a Financial Services Representative, check out our complete Financial Services Representative Job Description.

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1

Financial Services Representative

Negotiated and established new master lease agreements for customers, generating 5 to 10 new master leases per year.

  • Developed customer relationships and grew lease revenue to $1,000,000 for 2 to 4 customers annually.
  • Engaged cross-functional resources such as credit, legal, pricing, operations, end of lease to work as a team and effectively managed new and existing customer relationships.
  • Partnered with the Dell sales team to uncover new business, targeting specific product lines such as Compellent, Equallogic, Force 10, Quest and Microsoft, among other product lines.
  • Partnered with DFS Channel team to expand lease portfolio for existing as well as new customers.
  • Utilized Salesforce to manage territory through reporting, updating specific account information and identifying new opportunities/partners, as well as provided accurate forecasting for management.
  • Assisted all new hires within our region with training and remain a resource for ongoing business.
Candidate Info
15
years in
workforce
7
years
at this job
2

Financial Services Representative

Accounts Receivable Specialist and Senior Medical Biller for dermatology group with two Medicare approved surgery centers and eight practice locations, including that of Susan Wolf MD who joined the group in 2011.

  • Entered charges and codes for 15 of 32 providers for medical, surgical and cosmetic procedure billing
  • Responsible for the successful acquisition of Dr. Susan Wolf's practice in 2011
  • Reconciled entries daily, posted payments to ledger accounts, managed productivity reports
  • AR specialist for aging accounts, successfully resolved accounts utilizing problem solving expertise, flexibility, accuracy, and extensive medical knowledge
  • Mentored and trained new financial services staff on billing and claims procedures
  • Advised front office staff on best practice methods for optimal patient registration and revenue procurement
Candidate Info
12
years in
workforce
1
year
at this job
Biology
3

Registered Financial Services Representative

Provided 300+ investors with mutual funds, portfolio content sales and marketing support.

  • Resolved 200+ client account discrepancies relating to dividend payments, performance analysis and 1099s.
  • Recommended fixed income and equity products based on investors objectives.
  • Developed and prepared weekly newsletters for 100+ employees detailing mutual fund updates and departmental issues.
  • Calculated analyzed hypothetical illustrations on mutual fund performance and investments risks.
Candidate Info
2
years in
workforce
6
months
at this job
BS
Chemistry
MS
Chemistry
Mental Measurement
4

Financial Services Representative

Identified the financial goals for potential and existing clients and prioritized goals

  • Analyzed clients' needs based on their current financial situation
  • Proposed financial solutions designed to satisfy client goals and implemented the financial plan of choice
  • Periodic reviews to measure the success of the financial plan and to make necessary adjustments
  • Provided individuals opportunities to build wealth, protect income and mortgage, plan for retirement,
  • Assisted businesses with group benefits, key man, executive bonus, and succession planning
Candidate Info
3
years in
workforce
11
months
at this job
BS
Business Administration
MS
Accounting
5

Financial Services Representative

inbound call clients, and outbound call clients on a multi-line telephone system.

  • Resolved billing discrepancies to the client's satisfaction without the need of upper management involvement.
  • Assisted bankers with the purchase of bulk supplies for their financial agencies.
  • Utilized Up-Sell and Cross-Sell techniques in order to advertise products necessary to better suit the client's needs.
  • Participated in the training and mentoring of new hire employees.
  • Member of employee morale committee that helped build positive attitudes and developed employee appreciation activities in order to promote productivity within the work facility.
  • Provided administrative assistance including, secretarial support, front desk duties, receptionist calls, and office archiving.
  • Upheld the company's confidentiality policy to the fullest by ensuring that client information as maintained, updated, and disposed of properly.
Candidate Info
9
years in
workforce
8
years
at this job
HS
High School Diploma
AS
Psychology
BA
Psychology
6

Financial Services Representative

Accountable for creating invoices and credit memos, issuing them to customers, and updating customer files.

  • Prepared itemized statements, bills, or invoices; and recorded amounts due for items purchased or services rendered.
  • Reviewed documents such as purchase orders, credit memos, charge slips, in order to compute fees and charges due. Verified accuracy of billing data and revised any errors.
  • Performed bookkeeping work, including posting data and keeping other records concerning costs of goods and services and the shipment of goods.
  • Retained records of invoices and support documents.
  • Collected and analyzed data to investigate incomplete requests, duplicated efforts, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
  • Prepared detailed reports on audit findings and reported to management about audit results, and recommend changes in operations and financial activities.
  • Examined and evaluated financial and information systems to ensure system reliability and data integrity.
Candidate Info
4
years in
workforce
3
years
at this job
BA
Forensic
7

Financial Services Representative

Prospected clients by cold calling and warm calling on the phone and at public events

  • Educated potential clients with products such as Life Insurance and Disability Income
  • Analyzed clients' financial needs and helped to recommend appropriate products to meet those needs
  • Assisted in delivering informational sales presentations to potential clients and assisted throughout completion of application process while strengthening client relationships
  • Attended extensive training meetings daily on prospecting, products, client development, and sales process techniques
Candidate Info
10
months in
workforce
3
months
at this job
BBA
Risk Management And Insurance
Microeconomics
Spanish
8

Financial Services Representative

Opened 150 new accounts in the past six months

  • Referred 70 current members to other services such as Investments and Estate Planning that increased earnings by 24%
  • Received 4 Excellent customer service ratings from "Secret Shoppers"
  • Created advertising material for Credit Union promotions and services
  • Handled inbound calls from members concerning their accounts and other miscellaneous questions
  • Completed the Credit Union's module program focusing on all financial services
Candidate Info
6
years in
workforce
3
years
at this job
BA
Business Administration
9

Financial Services Representative

Responsible for accurate and complete patient accounts based on departmental protocol, policies and procedures, and compliance with agencies, to include but not limited to pre-admission, admission, pre-registration and registration functions.

  • Assisted patients with balances due, co-pays, co insurance and deductible
  • Ensured all accounts are processed accurately and efficiently
  • Promoted and maintain excellence in customer service
  • Made recommendations pertaining to the budget and the funding process
  • Performed community outreach activities and assisted with student volunteering services
  • Coordinate fundraisers, health-fairs, and community events
  • Advised students and parents
  • Provided students with information pertaining to the federal student aid program
  • Determined student award based verification and data reporting
Candidate Info
BS
Health Administration
10

Financial Services Representative

Performed financial services for clients, including sales of insurance, mutual funds and annuities.

  • Successfully marketed corporate health insurance and benefits packages.
  • Achieved 50% sales increase during first year.
  • Licensed, Series 6 and 63.
Candidate Info
36
years in
workforce
10
years
at this job
AS
Liberal Arts

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