financial services representative resume example with 5+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
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
12/2021 to Current Tax Analyst 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.
06/2021 to 10/2021 Financial Services Representative 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.
05/2020 to 05/2021 Financial Representative 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.
05/2019 to 04/2020 Financial Services Representative 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.
01/2016 to 01/2019 Assistant Manager 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.
Expected in 08/2020 Bachelor of Economics | Economics Florida State University, Tallahassee, FL GPA:

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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

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