Financial Representative Resume Example
Knowledgeable professional bringing more than 15 years of experience in banking and financial positions. Highly skilled in working well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer. Effective [Job Title] with [Number] years of experience assisting customers using active listening and customer needs assessment to offer targeted solutions.
Consistently friendly and professional when handling diverse customer needs in high-volume call center environments. Smoothly manage workflow and optimize team strengths to meet service quotas.
Friendly and efficient [Job Title] devoted to maximizing customer satisfaction with exceptional service and support. Knowledgeable regarding [Industry] standards with strong skill in retaining product and service information to provide effective issue resolution.
Skilled in promoting sales to increase revenue while addressing diverse issues. Personable, friendly and solution-oriented [Job Title] with over [Number] years of experience in service and support. Customer-focused team player offering expertise in conflict mediation, [Area of expertise], time management and sales. Dedicated to customer loyalty and satisfaction.
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Charles Schwab － Berkeley , CA
- Developed and managed growth-oriented business and marketing plans.
- Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
- Delivered informational sales presentations to potential investors to build symbiotic client relationships.
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- Delivered presentations to key decision makers and offered financial recommendations.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
Connections Academy － Scio , OR
- Automated office operations, managing client correspondence, payment scheduling, record tracking and data communications.
- Monitored office inventory to maintain adequate supply levels and order products.
- Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Completed outbound collection calls and sent emails to encourage customer payment of overdue invoices.
- Reconciled accounts receivable and prepared income summary reports and cash reports.
- Calculated unpaid invoices to maintain updated receivables reports.
- Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
- Assisted with time-sensitive functions, including recording credit memos, processing invoices and completing month-end reports.
- Used [Software] to enter and post accounts receivable documents.
Charles Schwab － Beverly Hills , CO
- I worked primarily with Orange County Public School employees with setting up 403(b) accounts.
- I worked to educate clients to all their retirement options.
J.F. Shea － Marina , CA
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Assessed loan conditions and provided effective feedback regarding decisions.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
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Resume Overview
School Attended
- Indiana University
Job Titles Held:
- Financial Representative
- Administrative Assistant
- Loan Originator
Degrees
- Bachelor's degree , Education (Elementary & Secondary Science) Dec 1993
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