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Financial Services Representative Resume Example

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FINANCIAL SERVICES REPRESENTATIVE
Experience
03/2015 to Current
Financial Services RepresentativeTD Bank － Mamaroneck, NY
  • The Financial Services Representative (FSR) acts as an Insurance licensed employee, providing Customers with additional products & services and acting as wealth referral champion within the Store.
  • FSRs are required to maintain active registration with State Life & Health Insurance licensing.
  • FSRs act in a dual role as FSR and Customer Service Representative and are the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing Customers.
  • Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry.
02/2014 to 08/2014
Financial Services RepresentativeAllstate Insurance Co － White Plains, NY
  • Provides service to existing customers by, cross-selling other Allstate products, i.e., Life, Accident, Health and other P & C products; to meet the changing needs of the customer Develops base for long-term sources of clients by using leads, referrals, occupational, and special-interest groups to compile lists of prospects.
  • Serving as a liaison between the customer and the underwriters, assuring a high level of satisfaction.
  • Generating quotes for customers on various products and scenarios.
  • Provides excellent customer service through rigorous follow up.
  • Responsible for maintaining and deepening customer rapport with the office as well as cultivating new business relationships and associations.
08/2010 to 01/2014
Financial Service RepresentativeNew York Life Insurance Company － White Plains, NY
  • Provides service to client's changing insurance needs by selling life, health, disability insurance, long- term care and investment products.
  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects as well as speaking publicly to community groups on the subject of financial well-being.
  • Serving as a liaison between the customer and the underwriters, assuring a high level of satisfaction.
  • Discovering clients' particular needs and financial situations; determining the extent of present coverage and investments; ascertaining long-term goals.
  • Developing a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Achieves underwriting approval by completing application for coverage while acting as a liaison between the underwriters and the client.
03/2007 to 08/2010
Personal BankerJ.P. Morgan Chase Bank － West Harrison, NY
  • Responsible for retaining and deepening banking relationships with existing clientele as well as acquiring new affiliations and customers.
  • Taking a lead role in creating an outstanding customer experience by educating clients with regard to alternative financial vehicles and assisting the Branch in achieving and exceeding sales objectives.
  • Through active relationship management and regular customer contact I would identify and anticipate the customer's financial needs by matching products and services to help meet their needs.
  • Serving as a liaison between the customer and the banks resources, partnering with specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure customers get access to experts who can help them with specialized financial needs, assuring a high level of satisfaction.
07/2002 to 02/2007
Account ManagerPeople's Choice Home Loans, Argent Mortgage Company － Myles, NY
  • Provide complete administrative and sales support to the Account Executives and their Brokers.
  • Collecting and clearing all necessary stipulations with the Brokers to move files quickly to closing.
  • Building and maintaining an excellent relationship with the Brokers and acting as their liaison between the underwriting, appraisal review, closing and funding departments.
  • Maintaining excellent working relationships with the Account Representatives.
07/1997 to 07/2002
Finance, Sales, and Billing AssociateKoeppel Mitsubishi, Key Auto Group － Curry, NY
  • Provide complete administrative and sales support to the Special Finance Department and its customers who are purchasing automobiles.
  • Processing customer credit information to facilitate an approval through one of the appropriate lenders via internet and fax Preparing and collecting all the necessary paperwork for both lender and department of motor vehicles.
  • Provided all billing needs for department, using Reynolds and Reynolds systems.
  • Contacting lenders when necessary to restructure or rework turn downs and approvals Organize and prepare all necessary documents for funding, resolve any problems and maintain contact with lender until funding is complete.
Education
1994
Bachelor of Arts Degree: PsychologyAdelphi University － Garden City, NYPsychology
Additional Information
  • Series 6, Series 63 and NYS Life and Health Insurance Licensed *Licensed in New York *Member of NAIFA & Quality Council Agent 2012 *New York State Property and Casualty License
Skills
administrative, automobiles, banking, billing, C, closing, credit, clientele, client, clients, excellent customer service, Customer Service, fax, Finance, Financial, Insurance, investments, long- term care, access, office, speaking, purchasing, rapport, relationship management, selling, sales, sales support, strategy, underwriting
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Resume Overview

Companies Worked For:

  • TD Bank
  • Allstate Insurance Co
  • New York Life Insurance Company
  • J.P. Morgan Chase Bank
  • People's Choice Home Loans, Argent Mortgage Company
  • Koeppel Mitsubishi, Key Auto Group

School Attended

  • Adelphi University

Job Titles Held:

  • Financial Services Representative
  • Financial Service Representative
  • Personal Banker
  • Account Manager
  • Finance, Sales, and Billing Associate

Degrees

  • Bachelor of Arts Degree : Psychology

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