financial representative resume example with 7+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary
  • Financial Service Associate with background in understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
  • Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
  • Over 8 years of Customer Service experience in fast-paced, team-based environments. Driven and proven successful at achieving established targets and team goals.
  • Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.
  • Client servicing
  • Financial reviews
  • Selling techniques
  • Appointment Scheduling
  • Payment plans
  • Transaction management
  • Multitasking abilities
  • Troubleshooting
  • Team building
  • Collaboration
  • Flexible & Adaptable
  • Responsible
  • Good telephone etiquette
  • Computer skills
  • Planning and Coordination
Work History
11/2020 to Current Financial Representative Charles Schwab | Commerce City, CO,
  • Currently work with our Tax-Exempt Clients, as well as on the Multi-Channel Team assisting our online Participants.
  • Met with customers to assess needs, financial status and eligibility.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Handled incoming payments and outgoing disbursements.

05/2019 to 10/2020 Retail Manager Walmart | Milpitas, CA,
  • Controlled store inventory and reviewed cash handling and operations reports.
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
  • Worked with various departments to align branding with corporate standards and strategies.
  • Implemented daily operating procedures to keep store clean, adequately stocked and well-organized.
  • Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
  • Created visual store strategy based on market trends.
  • Helped customers manage large purchases by collecting items from shelves and storage locations.
  • Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
  • Maintained customer satisfaction while handling product returns quickly and professionally.
  • Trained team members in successful strategies to meet operational and sales targets.
01/2019 to 04/2019 Grocery Team Member Kimberton Whole Foods | Douglassville, PA,
  • Kept cases and shelves clean and well-stocked by front-facing, checking codes, rotating and removing out-of-date products to achieve fresh and appealing display.
  • Maintained safe, clean and well-organized working and shopping environment by sweeping and mopping floors and complying with health and sanitation procedures adhering to safe work practices.
  • Checked for outdated and overripe grocery items and removed from inventory.
  • Maintained current knowledge of shelf planograms and end cap plans to effectively merchandise products.
  • Monitored beer, liquor and wine departments to uncover any potential underage or intoxicated individual and deny sale of alcohol to offending persons.
  • Assisted customers with purchases by providing knowledgeable recommendations and suggestions, educating customers on standard preparation and food pairing.
  • Unloaded produce items from truck, broke down pallets, loaded flats with proper produce items for placement on produce floor and checked produce on display for quality.
10/2014 to 01/2019 Night Manager Rosewood Hotels & Resorts | San Martin, CA,
  • Prepared nightly deposits by accurately counting all cash, filling out deposit slips, and securing deposit in vault.
  • Created nightly shift task lists to assign duties to each employee.
  • Organized shift meetings to communicate and resolve all issues for night operations.
  • Restocked inventory on shelves by unpacking backroom boxes and filling empty space on shelves with appropriate items.
  • Guided and motivated night team by establishing and communicating responsibilities and duties to each team member.
  • Reviewed all audits and reconciled nightly sales transactions by balancing cash registers and reporting discrepancies.
  • Conducted nightly inventory management procedures to track sales and stock levels.
  • Secured building for closing by completing run-through of sales floor, turning off electronic systems and turning on alarms.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Expected in No Degree | Business Management Nashua Community College, Nashua, NH GPA:
  • After high school, I did a semester in Florida at Pensacola Christian College and then transferred to Nashua Community College to finish my first semester. Unfortunately, due to my fathers health I had dropped out and never finished my degree.
Expected in 06/2017 High School Diploma | Tabernacle Private School, Litchfield, NH, GPA:
  • Graduated with 3.8 GPA
  • Valedictorian
  • Elected Captain of volleyball team

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Resume Overview

School Attended

  • Nashua Community College
  • Tabernacle Private School

Job Titles Held:

  • Financial Representative
  • Retail Manager
  • Grocery Team Member
  • Night Manager


  • No Degree
  • High School Diploma

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