financial services representative resume example with 17+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Dedicated Customer Service Representative talented at processing high volumes of error-free transactions and meeting departmental goals. Proficient in managing conversational flow and diffusing difficult customer situations. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships and growing businesses. Quick and eager learner with acute attention to detail. Proven skills in promoting products and boosting revenue by connecting with customers and effectively communicating sales recommendations.

  • Excellent oral and written communication skills
  • Trouble shooting and problem solving strengths
  • Organizational and Listening Strengths
  • Microsoft Office, Word and Excel Proficiency
  • Meticulous attention to detail
  • Strong interpersonal skills
  • Cross selling and Up selling strengths
  • Customer Relations
  • General Ledger Accounting Expertise
  • Intuit QuickBooks
  • Effective Time Management
  • Account Reconciliation Processes
Education and Training
Mandan High School Mandan, ND, Expected in 05/2001 High School Diploma : - GPA :
Mutual 1St Federal Credit Union - Financial Services Representative
Bismarck, ND, 07/2017 - Current
  • Provide excellent service and attention to members and business' when face-to-face or through phone conversations.
  • Interview members to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Process and approve consumer and home equity loans and open and maintain member accounts.
  • Audit and maintenance loan and new member account files.
  • Process member deposits, withdrawals and loan payments.
  • Cross training in the Mortgage and Ag/Business departments to provide excellent service.
  • Promote insurance and products to individuals and analyze and determine financial viability and productivity of target products and services.
  • Resolve interpersonal conflicts by listening, finding common ground and building relationships.
  • Work closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritize and organize tasks to efficiently accomplish service goals.
  • Recognized by management for providing exceptional customer service.
Anne Carlsen - Accountant
Tucson, AZ, 01/2014 - 02/2017
  • Assessed accounting accuracy, performing daily cash functions, including A/P and A/R tracking, payroll transactions, wage allocation, salary expenses, online bank, credit card and petty cash reconciliations for 3 C-stores.
  • Secured staff payment traceability, accurately calculating deductions while preparing and processing payroll via Quickbooks.
  • Entered all propane, oil and fuel invoices. Processed billing for Transport loads for Rud Transportation.
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Answered Customer questions about products and services offered, scheduled deliveries and Employee Job Training.
  • Informed Employees of permits, certificates, applications and documents required by various government agencies.
American Psychological Association - Accounts Receivable Specialist
City, STATE, 08/2008 - 01/2014
  • Evaluated open accounts to look for past-due balances and pursue collection strategies.
  • Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
  • Kept accounts receivable tracking database current with relevant client information, collection and billing progress and program changes.
  • Worked closely with delinquent account holders to collect and reconcile accounts through approved channels.
  • Analyzed loss reports and reviewed with senior management to measure overall portfolio performance as the Team lead for three regional markets.
  • Trained and managed employees as a Mentor to ensure productivity and high-quality work results.
  • Improved billing and month-end reporting processes and presented summary to Management.
J-Mar Enterprises, Inc - Payroll Clerk/Billing
City, State, 08/2003 - 08/2008
  • Driver payroll processing, which included entering expenses, miles, and rates into computer system.
  • Processed company driver trip envelopes such as matching trips to the dispatching, editing fuel, expenses, miles and routes.
  • Processed dispatches, matched to billing from customers, entered and scanned into computer.
  • Billed and invoiced customers on a daily basis.
  • Processed brokerage billing for Agents.
  • Updated certificates of insurance on carriers.
  • Processed monthly fuel edits and help with quarterly IFTA reports.
  • Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
  • Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information.

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Resume Overview

School Attended

  • Mandan High School

Job Titles Held:

  • Financial Services Representative
  • Accountant
  • Accounts Receivable Specialist
  • Payroll Clerk/Billing


  • High School Diploma

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