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financial specialist resume example with 13+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Savvy Financial Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics.

Multi-talented Music Director consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.

Skills
  • Financial Product Sales
  • Investment advice
  • Financial planning
  • Insurance decisions
  • Retirement needs
  • Savings accounts
  • Process improvement
  • Relationship development
  • Operational improvement
  • Team management
  • MS Office
  • Problem resolution
  • Business operations
  • Supervision
Work History
Financial Specialist, 11/2019 - Current
Department Of Agriculture Mad River, CA,
  • Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Increased customer satisfaction by resolving mortgage, deposit account or loan issues.
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Highlighted values and educated clients on Mortgage , annuity and Certified deposit financial products.
  • Boosted sales by 10% and exceeded sales target by employing consultative sales tactics and superior customer care.
1st Assistant Manager , 09/2018 - 10/2019
First United Methodist Church Lee's Summit, MO,
  • Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
  • Managed inventory control processes to restore back stock, control costs and maintain sales floor levels to meet customer needs.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Supported staff development and goal attainment by focusing on skill development and job satisfaction.
  • Monitored employee performance and developed improvement plans.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
  • Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
  • Advanced to keyholder and assistant manager-in-charge in manager's absence.
  • Onboarded new employees, including training, mentoring and new hire documentation.
  • Achieved recognition from senior management for contribution to store success, including managing sales, employees and operations to foster optimal performance.
Music Director, 07/2007 - 01/2019
Kemper Corp. Hollywood, CA,
  • Selected and arranged music for performances and special events.
  • Handled requests for specific musical selections.
  • Led orchestral and choral team in delivery of musical project, resulting in optimal performances.
  • Saved 10% by implementing cost-saving initiatives that addressed long-standing problems.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Developed team communications and information for staff meetings.
  • Resolved music problems, improved operations and provided exceptional client support.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Casualty Claims Adjuster, 11/2015 - 09/2018
Allstate City, STATE,
  • Documented all information gathered field and uploaded data to company database for efficient processing using claim portal.
  • Managed pipeline of over 150 claims and 200 plus task.
  • Created and managed plan to bring assigned claims to disposition.
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
  • Clarified coverage of losses to policyholders and provided assistance in itemizing damages.
  • Identified suspicious losses and contacted SIU for investigative assistance.
  • Delivered exceptional customer service to policyholders by communicating important information and patiently listening to all issues.
  • Resolved coverage and claim problems, improved operations and provided exceptional client support.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Handled 5 calls per hour to address customer inquiries and concerns.
  • Identified suspicious losses and contacted Special Investigation Unit for investigative assistance.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Education
Bachelor of Music: Voice, Expected in 08/2015
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University of Alabama At Birmingham - Birmingham, AL
GPA:
Status -
Certifications
  • ServSafe

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Resume Overview

School Attended

  • University of Alabama At Birmingham

Job Titles Held:

  • Financial Specialist
  • 1st Assistant Manager
  • Music Director
  • Casualty Claims Adjuster

Degrees

  • Bachelor of Music

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