Financial Services Representative Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Talented Assistant Manager with excellent conflict resolution skills and more than 3 years of experience. Highly effective and knowledgeable at providing outstanding customer satisfaction. Versed in financial operations and proficient in POS system operation.

Executive-level Business Manager and entrepreneur with experience running start-up and emerging companies. Strong technology and product development expertise. Build strategic business relationships and partnerships. Strong drive with excellent interpersonal, communication and team-building skills.

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

  • Financial Management
  • Budgeting
  • Business Development
  • Strategic Planning
  • Google Drive
  • Microsoft Powerpoint
  • Microsoft Word
  • Microsoft Excel
  • Quickbooks Pro
Work History
Tax Analyst, 12/2021 to Current
First Interstate Bancsystem, Inc. Gillette, WY,
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Analyzed tax issues and made recommendations for remediation to management.
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.
  • Kept case data and contact information up to date to expedite proceedings.
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.
  • Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
Financial Services Representative, 06/2021 to 10/2021
Maximus, Inc. Sandy, UT,
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Identified customer financial service needs to prepare proposals and sell services.
  • Contacted prospective customers to present service options and explain details.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Maintained regular contact with clients to inform about transactions and performance.
Financial Representative, 05/2020 to 05/2021
First Interstate Bancsystem, Inc. Hood River, OR,
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Met with customers to assess needs, financial status and eligibility.
  • Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
  • Discussed financial options with clients and provided informed suggestions.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Financial Services Representative, 05/2019 to 04/2020
Fleet Feet Coppell, TX,
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Liaised with customers and funding sources to identify and remove roadblocks to business funding.
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Discussed financial options with clients and provided informed suggestions.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Gathered customer information and maintained in CRM database.
  • Presented financial plans to clients based on analysis of financial status and goals.
Assistant Manager, 01/2016 to 01/2019
Company Name City, State,
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Managed inventory control processes to restore back stock, control costs and maintain sales floor levels to meet customer needs.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Communicated with managers of other departments to maintain transparency.
  • Achieved recognition from senior management for contribution to store success, including managing sales, employees and operations to foster optimal performance.
  • Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Reviewed sales and gross profit reports to determine options for increasing market growth.
  • Handled customer service by dealing with complaints, organizing stock and answering customer questions.
  • Created organization systems for inventory control, merchandising, financial reports and schedules, dramatically increasing operational efficiency.
  • Kept work areas clean, organized and safe to promote efficiency and team safety.
  • Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.
  • Directed merchandising, promotion and brand loyalty efforts for business segment with greatest sales volume.
Bachelor of Economics: Economics, Expected in 08/2020
Florida State University - Tallahassee, FL

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Length
  • Personalization
  • Strong Summary
  • Target Job
  • Typos
  • Word Choice

Resume Overview

School Attended
  • Florida State University
Job Titles Held:
  • Tax Analyst
  • Financial Services Representative
  • Financial Representative
  • Financial Services Representative
  • Assistant Manager
  • Bachelor of Economics