Financial Service Representative resume example with 4+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Summary
I have a habit of sticking to the Banker role, but it's not quite what I want to do. I'd like to stick with the financial perspective of a company, such as book keeping. Working in a commercial based branch of City National, there is no room to build customer relationships. I'm looking for somewhere more personable, with a customer base that I can interact with as well as other employees.
I have experience with cash handling, accounts payable, Certificates of Deposit, running transactions, holding a teller drawer, opening and closing accounts, account research, customer care, keeping an organized filing system, and am a great team player. I'm an energetic, enthusiastic person to have in office, and would love the opportunity to work with you.
Skills
Data Collection and Processing
Administrative Support
Accounts Payable and Receivable
Schedules and Timelines Planning
Financial Analysis and Planning
Analytical Thinking
Cash Flow Planning
Payments Processing
Client Relationship Building
Cash Handling
Financial Services
Certificates of Deposit
Account Documentation
Account Maintenance
Sales Goals
Teller Transactions
Punctual and Dependable
Willingness to Learn
Strong Work Ethic
Experience
Financial Service Representative, 06/2021 - Current Nationwide – IL, State,
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Cold-called potential clients to discuss available financial products and services.
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Cross-sold bank products and services based on customer needs to boost sales.
Established strong and positive working relationships within organization to contribute to team success.
Provided clients with information on bank accounts, institutional policies, financial products and related services.
Processed cash, check and credit card payment transactions.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Prepared and posted monthly statements to customers and collected overdue payments.
Used various office machines to scan, fax and print financial documents.
Ordered supplies and materials to secure inventory and sensitive and propriety items.
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