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financial services representative ii resume example with 2+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary

Responsible and motivated student/employee that is ready to apply my education and banking experience to the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. I am well versed with customer support and meeting the needs of customers, I feel that way because of the high praise I receive from my customers here at first interstate bank for finding a way to help with a by any mean possible attitude. I am a Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Skills
  • Financial Services
  • Services Troubleshooting
  • Remote Desktop Services and Support
  • Emergency Services
  • Cash Handling
  • Certificates of Deposit
  • Helpdesk Operations
  • Cash Management
  • Risk Management
  • Loan Applications
  • Account Maintenance
  • Sales Goals
  • Account Retention
  • Team Discipline
  • Mentoring
  • Data Collection
  • Goal Setting
  • Client Assistance
  • Growth Planning
  • Customer Service-Oriented
  • Attention to Detail
  • Fraud Detection
  • Decision-Making
  • New Account Setup
Experience
12/2022 to Current
Financial Services Representative II Carter Bank Madison Heights, VA,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Understood and followed oral and written directions.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the client’s financial needs are met. Responsible for the maintenance of client relationships.
  • Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions.
  • May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately.
  • Open and maintain a variety of products including consumer and business checking and savings accounts, IRAs & Certificates of Deposit, consumer credit cards. This position will be adept at conversing with client about their needs and is able to originate all types of personal loans.
  • Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
  • Build client relationships through outbound and proactive measures including First 15.
  • Demonstrate timely completion of work while being able to adjust to work demands to meet expected timetables. Delivers complete and accurate work and displays pride and professionalism in work.
  • Keep up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
  • Takes personal initiative and is a positive example for other to emulate.
05/2022 to 12/2022
Financial Services Representative I First Interstate Bancsystem, Inc. Gillette, WY,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Understood and followed oral and written directions.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Maintained updated knowledge through continuing education and advanced training.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Assisted customers with opening of business accounts.
  • Maintained small business relationships with customers.
12/2021 to 05/2022
Teller I First Bancorp Seagrove, NC,
  • Maintained confidentiality of bank records and client information.
  • Built and maintained client relationships through quality, personalized interactions.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Delivered exceptional service to customers in person or over telephone.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Adhered to financial services security and audit procedures.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Directed specific questions to appropriate branch personnel.
11/2017 to 05/2018
Parking Attendant /Cashier ABM Parking Services City, STATE,
  • Issues and/or collects visitor parking tickets.
  • Matches visitor ticket to parking rate schedule.
  • Completes lost ticket forms when original tickets cannot be located.
  • Acts as flagger to direct traffic inside and outside of the parking lot.
  • Assist Parking Enforcement Officers outside of lot with vehicle ticketing and/or inspections.
  • Removes trash and maintains cleanliness of parking lot.
  • Immediately reports any accidents, incidents or safety concerns to Operations Manager or Shift Lead.
  • Must be flexible and willing to complete all tasks that are assigned.
  • Approaches and greets all customers in a friendly and professional manner.
  • Uses respectful communication to address customer questions, problems, and concerns; relays information to shift or Operations Manager as necessary.
  • Follows all company procedures and complies with all safety regulations.
Education and Training
Expected in 01/2023 to to
Bachelor of Arts:
Dakota State University - Madison, SD
GPA:
  • Dakota State university football team Member
Expected in 06/2018 to to
Associate of Arts: Kinesiology
West Los Angeles College - Culver City, CA
GPA:
Expected in 06/2014 to to
High School Diploma:
Gardena Senior High School - Gardena, CA
GPA:
  • JROTC Member
  • GHS Leadership
  • Gardena Highschool Football member

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Resume Overview

School Attended

  • Dakota State University
  • West Los Angeles College
  • Gardena Senior High School

Job Titles Held:

  • Financial Services Representative II
  • Financial Services Representative I
  • Teller I
  • Parking Attendant /Cashier

Degrees

  • Bachelor of Arts
  • Associate of Arts
  • High School Diploma

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