Financial Service Representative resume example with 4+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

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.

  • 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
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.
Exterior Sales Specialist, 06/2020 - 06/2021
Berkshire Healthcare Danvers, MA,
  • Stayed up to date on company products and services to support sales objectives.
  • Educated customers on product features and technical details to highlight benefits.
  • Met with customers to discuss needs and offered relevant options from company line.
  • Followed up with customer to identify and resolve service, account or technical issues and maintain satisfaction.
  • Write, completed and filed documentation to finalize sales.
  • Calculated production, delivery and installation costs to provide customers with accurate quotes.
  • Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
  • Drove substantial sales through suggestive selling and by promoting add-on purchases.
CNA, 05/2019 - 05/2020
Vallen Elkhorn, NE,
  • Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
  • Facilitated activities of daily living, personal hygiene management, feeding and ambulation.
  • Conducted routine checks on patient vitals, blood pressure, blood sugar and heart rate.
  • Exhibited compassionate care and communication regarding issues surrounding death and dying.
  • Managed and maintained patient rooms, shared-living areas and nursing stations.
  • Looked for physical, emotional and symptomatic changes in patient condition and obtained necessary care for medical concerns.
  • Rendered hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures.
  • Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
  • Used mobility devices to transport patients.
  • Documented activities and recorded information in EMR system.
  • Observed and reported unusual symptoms and changes to charge nurse.
  • Assisted residents in preparing for activities and social programs.
Customer Service Representative, 01/2018 - 03/2019
Poca Valley Bank City, STATE,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Educated customers on special pricing opportunities and company offerings.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.
  • Fielded customer complaints and queries, fast-tracking for problem resolution.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Education and Training
High School Diploma: , Expected in 05/2018
Riverside High School - Belle, WV,
Certification: International Agriculture, Expected in 05/2018
Carver Career Center - Charleston, WV

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Resume Overview

School Attended

  • Riverside High School
  • Carver Career Center

Job Titles Held:

  • Financial Service Representative
  • Exterior Sales Specialist
  • CNA
  • Customer Service Representative


  • High School Diploma
  • Certification

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