rep financial services resume example with 6 years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Personable and energetic with an aptitude for setting goals and following through. Calm and composed in stressful situations, familiar with analysis and handling both routine and complex issues daily. Capable of liaising between parties to provide decisive communication and focused solutions. Knowledge of accounting principles, financial industry regulations and best practices.
Skills
Adaptive team player
Active listening
Business development understanding
Problem-solving abilities
Process optimization
Financial statement analysis
Data analysis and research
Goal setting and prioritization
Strong communication skills
Margin & Pattern Day Trading rules
Time management
Reporting and documentation
Education and Training
University of North TexasDenton, TX, Expected in 12/2019 ā āMaster of Science:Accounting - GPA:
University of Texas At TylerTyler, TXExpected in 05/2014 ā āBBA:Accounting / Finance - GPA:
Experience
Confederated Tribes Of Coos, Lower Umpqua, And Siuslaw Indians - Private Client Specialist Coos Bay, , 05/2021 - Current
Provided excellent service and attention to customers through phone conversations.
Exceeded customer satisfaction by finding creative solutions to problems.
Researched complex issues for clients and provided detailed and factual responses to queries.
Worked with various teams to advocate for clients and ensure their issues were resolved satisfactorily.
Earnhardt Auto - Rep, Financial Services Chandler, AZ, 06/2020 - 05/2021
Applied strict company and regulatory standards when communicating with clients
Researched news to maintain a deep understanding of current market conditions.
Developed excellent rapport with clients to expand opportunities for growth.
Improved operations by working with team members and across departments to find workable solutions for client issues.
University Of Utah - Staff Accountant, Stansbury Park, UT, 08/2019 - 06/2020
Compute, classify, and record numerical data to keep financial records complete.
Regularly check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
Assist in forecasting processes to create budgets and perform variance analysis.
Reduced Accounts Receivable balance by 30% and average days outstanding by 46%.
Created and executed short- and long-term customized comprehensive financial strategies to reach company goals.
Managed financial operations, month-end reporting, financial schedules and reconciliations.
Used advanced software skills to produce high-quality documents, reports and presentations.
Reached out to customers to verify information and follow up on issues.
Warwick Melrose Hotel Dallas - Night Auditor City, STATE, 07/2018 - 03/2019
Accommodate hotel, patrons by registering and assigning rooms to guests, issuing room keys, making and confirming reservations, and presenting statements to and collecting payments from departing guests.
Reconcile revenue and expense transactions into financial reports.
Provided the management team daily reports with accurate and reliable information needed to make effective operational decisions.
Assessed data and information to check entries, calculations and billing codes for accuracy.
Audited and balanced cash and credit transactions daily and reset register for next day's operations.
Balanced accounts and conducted nightly audits to keep bookkeeping current.
Ran end-of-day computer functions and closed out reports, submitting details to Accounting team for review.
Best Buy - Sales Consultant City, STATE, 07/2016 - 02/2019
Assist customers in finding the right solutions to their mobile connectivity needs.
Providing support and troubleshooting for customers devices.
Attach service subscriptions to sales of products.
Educate customers on installation services provided, and encourage them to take advantage of them.
Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
Stayed current on industry trends and changes and participated in professional development opportunities to strengthen product and service knowledge.
University Of North Texas - Graduate Assistant City, STATE, 01/2015 - 10/2016
Liaised between Accounting professors and students to provide information on subject matter, assignments and class expectations.
Graded homework assignments, tests and special projects.
Analyzed data to assist professors with various projects.
Oversaw students in group settings and offered academic guidance in Intermediate Accounting.
Completed daily administrative tasks for professors as directed.
Followed established course outline to prepare lessons and convey information and enhance understanding of materials.
Accomplishments
University of Texas at Tyler College of Business Ambassador.
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