financial services representative resume example with 4+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
:
Summary
Highly organized, proactive and punctual with team-oriented mentality. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Skills
Accounts Payable and Receivable
Client Relationship Building
Payments Processing
Data Collection and Processing
Account Maintenance
Cash Handling
Cash Management
Financial Services
Sales Goals
Loan Applications
Willingness to Learn
MS Office
Time Management
Credit Card Payment Processing
Creative Problem Solving
Multitasking and Prioritization
Customer Retention Strategies
76 wpm Typing Speed
Responding to Difficult Customers
Data Entry
Customer Service
Upselling Products and Services
Policies and Procedures
Staff Supervision
Store Opening and Closing
Shift Scheduling
Employee Supervision and Motivation
Team Building and Leadership
Recruiting and Hiring
Payroll Management
Store Merchandising
Multitasking and Organization
Inventory Management
Team Leadership
Goal Setting
Staff Scheduling
Recruitment and Hiring
Experience
Financial Services Representative, 08/2019 to Current Unum Group – Milwaukee, WI,
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Guided customers toward upward credit mobility through good financial choices.
Offered sound financial recommendations to promote financial security, moving clients to take action.
Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Gathered required information from customers for settlement reviews to help negotiate down debt with creditors.
Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Provided clients with information on bank accounts, institutional policies, financial products and related services.
Processed cash, check and credit card payment transactions.
Developed and maintained relationships with customers and assisted in generating sales opportunities.
Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Processed loan applications and financial transactions following company procedures.
Maintained records of accounts.
Used various office machines to scan, fax and print financial documents.
Inbound and Outbound calls
Sales Representative, 09/2021 to 05/2022 Pacific Coast Building Products, Inc. – Dayton, NV,
Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
Contacted new and existing customers to outline benefits of products.
Monitored customer order process and addressed customer issues.
Fostered relationships with customers to expand customer base and retain business.
Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
Improved overall customer purchasing experiences to promote steady revenue.
Demonstrated product features to align with customer needs.
Created and implemented store displays, promoting sales and growth.
Suggested products and services to match customers' stated needs and preferences.
Answered customers' questions and addressed problems and complaints in person and via phone.
Collaborated with other sales team members to share selling strategies and gain new insights.
Demonstrated products in effort to show potential buyers benefits and advantages and encourage purchases.
Answered requests and concerns with friendly and knowledgeable service.
Met with customers to discuss needs and offered relevant options from company line.
Prepared and updated client records.
Handled credit and debit card payment processing to complete purchasing experience.
Processed ACH, debit and credit card transactions for clients.
Store Manager, 03/2019 to 08/2021 Solstice Sunglasses – Aventura, FL,
Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
Processed daily paperwork, balanced register drawers, produced staffing schedules and prepared deposits.
Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
Oversaw inventory management through cycle counts, audits and shrinkage control.
Strengthened work flow productivity by hiring, managing and developing top talent.
Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Answered product questions with up-to-date knowledge of sales and promotions.
Updated and maintained store signage and displays.
Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
Recruiting
Hiring
Training
Cash handling
Customer Service Representative, 01/2018 to 08/2019 Superior Plus Energy Services – Albion, MI,
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Demonstrated excellent communication skills in resolving product and consumer complaints.
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