SEARCH

Business Services Representative Resume Example

Resume Score: 90%

Love this resume?Build Your Own Now
BUSINESS SERVICES REPRESENTATIVE
Summary

I am currently looking for a position as a Business Services Representative, Relationship Specialist/Manager, Assistant Manager with a company that is sound and stable which will give me the opportunity to use my banking knowledge to help people with their financial needs. I am an experienced banker with nineteen years' experience in the banking industry.   

Nineteen years experience in customer service 

Five years in back office operations

Expertise in redemptions and transfer processing

Noted for skills in quality customer service and flexibility in assisting other department members

Highlights

Microsoft Word, Power Point, BankPro, Client Central, Platform

Accomplishments
  • Initiated key partnerships which resulted in deposits in excess of $1,500,000 and surpassed annual goals by over 200%
  • Achieved revenues of $24,500 in ESG (Essential Service Group) fees totaling 162% of goals
  • Generated $25,000 in fee revenues for wealth management referrals
  • Awarded "Certificate of Excellence" for relationship management
  • Effectively provided financial analysis to clients in regards to cash flow and operating cost
  • Received Certificate Of Achievement From Colonel Paul Baerman of the United States Army Garrison of Fort Montmouth, New Jersey for going above and beyond for customer service
  • Received "Above And Beyond" certificate for outstanding member support from UTFCU
  • Received Certificate Of Achievement for being on my school "DEAN'S HONOR LIST"
  • Featured on the "NATIONAL DEAN'S LIST"

​

Experience
Business Services RepresentativeAug 2012 to Current
Company Name － City, State
  • Work closely with businesses to finance growth and acquisitions, manage cash flow, and reduce operating costs
  • Experienced and successful leader in the areas of financial services, new business developments; retail banking, customer retention, sales management, and product-knowledge presentations
  • Develop business packages for small and midsize business clients with annual revenues averaging $250,000 and above
  • Contact clients in outbound calls
  • Open new account openings, existing client relationship follow up, Cross selling, problem resolution, process both retail and business loans

Certified Relationship Banker IIOct 2006 to Aug 2012
Company Name － City, State
  • Opened new accounts, cross sell all financial products and services
  • Opened both business and personal trust accounts
  • Maintained relationships with both business and personal clients Interviewed both existing and new potential clients to identify needs Researched, referrals to IRM (Integrated Relationship Managers) Partners in order to obtain stronger client relationships
  • Provided perfect client experience to existing and new clients
  • Made outbound calls to talk to potential clients, retained existing clients and assume ownership of clients problems
  • Conducted product knowledge meeting on a weekly basis 
  • Trained new employees for a new branch office after a company merger in 2010
  • Traveled to different locations when needed to work as relationship banker or acting manager
  • Conducted preliminary interviews upon a clients request for credit and submit applications to management for approval.

Financial Services RepresentativeApr 2005 to Oct 2006
Company Name － City, State
  • Opened new accounts, sold all financial products and services.
  • Provided customer service, performed teller and head teller transactions, research.
  • Handled the office's main vault and responsible for all monies in the branch.
  • Entered loan information for cars and home equities in bank system.

Securities Processing ClerkDec 1999 to Apr 2004
Company Name － State
  • Processed various securities for redemption for State of Israel Bonds and Corporate and Muni Bonds
  • Reconciled checks and wires for the release of payments to outside financial institutions, brokers, and bondholders
  • Researched and reconciled daily internal and external settlements with the depository trust company Interacted with outside custodians as well as other departments within the bank Prepared daily proofs using excel spreadsheets.
Education
Associate of Arts, HumanitiesBrookdale Community College － City, State, USA
International BusinessStrayer University － City, State, USA

International Business

Acquired knowledge of how to conduct business globally with emphasis placed on respect for religions, cultures, age differences, dialects, and languages

Learned about scouting the best locations to open and operate your business abroad. Got the understanding that marketing and pricing your products properly are two key aspects in selling your products internationally. If one does not adapt to a foreign country's language and dialects, one could end up facing a disaster and not make any sales. Found that although a company can place key employees overseas to operate their expansion in another country, it is extremely important to also hire people from the foreign country as well to make your investment work better for you since they are accustom to the laws and rules of the country

Learned about Freight Forwarding, E-Commerce, different kinds of Insurances that are needed when doing business globally, and the fact that you need to learn the foreign laws while operating in different countries

Learned about Letters of Credit and Standby Letters of Credit which guarantee that payments will be made to both buying and selling parties on purchases made. Also completed management classes associated with International Business Degree while attending Strayer University

Languages
Knowledge of Spanish, French, and Creole
Skills
acquisitions, banking, Bonds, cash flow, Credit, Client, Clients, customer service, E-Commerce, finance, financial, French, International Business, languages, Letters, marketing, excel spreadsheets, office, Power Point, Microsoft Word, presentations, pricing, Problem resolution, research, selling, sales, sales management, relationship management, securities, settlements, Spanish
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • Brookdale Community College
  • Strayer University

Job Titles Held:

  • Business Services Representative
  • Certified Relationship Banker II
  • Financial Services Representative
  • Securities Processing Clerk

Degrees

  • Associate of Arts , Humanities
    International Business

Similar Resumes

View All
Business-Services-Representative-resume-sample

Business Services Representative

Amarillo, Texas