Financial Services Representative Resume Sample
Tracy Breitenberg
488 Toy Prairie,
Boston,
MA
+1 (555) 380 9200
Work Experience
Senior Financial Services Representative
12/2015
-
PRESENT
Philadelphia, PA
- Series 6, 63 and state specific life insurance licenses required
- LPA requirement within the first 12 months
- Adhere to Scottrade’s series 7 and 63 license study timeline and schedule
- Resolve complex client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade Banking products
- Use active listening skills or attend to non-verbal cues to better understand the client’s needs and motivations; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully
- Resolve client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade’s Banking products
- LI-LP1 Basic Qualifications
Financial Services Representative
03/2010
-
10/2015
Phoenix, AZ
- –Westinghouse–2230 Westinghouse Blvd Charlotte
- –Ballantyne–15010 John J Delany Dr Charlotte
- –Blakeney–9034 Ardrey Kell Rd Charlotte
- –Fort Mill Main-1401 Hwy 160 W, Fort Mill
- Tega Cay-2880 Hwy 160 W, Fort Mill
- York Main-911 East Liberty St, York
- Rock Hill Main-226 E Main St, Rock Hill
Student Financial Services Representative
02/2004
-
02/2010
Chicago, IL
- LI-EM1 Basic Qualifications
- Perform significant financial transactions in an accurate and timely manner, processing transactions at the individual and corporate account level
- Prepare reports and analytical documents for internal and external customers
- Establish and maintain a positive and professional relationship with internal and external clients and business partners
- Respond to external and internal requests for information, including audits and Call Center requests
- Promoting the benefits of HDS financial solutions to our end user customers, HDS accounts managers and partner’s sales teams
- –Carmel Commons– 837 Pineville-Matthews Rd Charlotte
Education
California State University, San Bernardino - Palm Desert Campus
1999 - 2003
School's Degree in Finance
Professional Skills
- Detail oriented and possess problem solving skills Strong communication skills
- Strong communication skills (written & verbal) – ability to communicate effectively with all levels of management
- Strong analytical and problem solving skills & willingness together with the ability to work under pressure with a positive spirit to remove barriers
- Banking experience, including bank products and services, cashiering, customer service, balancing or other related experience
- Mandarin & Cantonese speaking skills
- Prior payroll experience with exposure to, banking or client service
- Tax and accounting support experience in an agricultural environment and/or equivalent related business experience
How to write Financial Services Representative Resume
Financial Services Representative role is responsible for interpersonal, telephone, english, communications, software, languages, spanish, leadership, payroll, compensation.
To write great resume for financial services representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Services Representative Resume
The section contact information is important in your financial services representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Services Representative Resume
The section work experience is an essential part of your financial services representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial services representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial services representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Services Representative resume experience can include:
- Solid oral and written communication and interpersonal skills
- Banking experience, including bank products and services, cashiering, customer service, balancing or other related experience
- Banking experience, including bank products and services, cashiering, customer service, balancing or other related experience
- Prior coursework of experience within financial services helpful - training provided
- Solid experience cross-selling services
- Demonstrates efficiency in time management and ability to multi-task goals and priorities
Education on a Financial Services Representative Resume
Make sure to make education a priority on your financial services representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial services representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Services Representative Resume
When listing skills on your financial services representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial services representative skills:
- Strong written and verbal communication skills, including excellent customer service skills
- Effectively operate a PC is essential
- Good problem-solving and decision making skills
- Strong Leadership skills (lead by example) and be willing to assist in Operations whenever necessary
- Developed influencing and negotiating skills to interview clients to elicit personal information and sell and/or promote CIBC products to meet customer needs
- Communicate effectively and follow operating procedures and instructions necessary
List of Typical Experience For a Financial Services Representative Resume
1
Experience For Senior Financial Services Representative Resume
- Well-developed transaction processing skills to process transactions
- Experience cross-selling services and 20% making warm lead calls
- Proven track record of problem solving, including ability to reconcile complex financial transactions
- Shift priorities to changing demands and maintain composure while working in a fast-paced and dynamic environment
- Accurately capturing and validating clients’ personal and financial information
- Reduce aged Accounts Receivable portfolio and Days Sales Outstanding (DSO) with strong emphasis on customer satisfaction
2
Experience For Specialist Financial Services Representative Resume
- Experience working in accounts receivable activities
- Ensures all good payrolls are passed to San Dimas. Resolves errors, researches payroll and adjustment activity and coordinates resolution
- Develop and cultivate effective customer relationships with appropriate levels of management to ensure prompt payment of invoices
- Demonstrates computer literacy and/or working knowledge of various claim systems (i.e. BAS, Pace & Polaris, BASPC & NaviLink)
- Two to five years tax and accounting support experience
3
Experience For Student Financial Services Representative Resume
- Training operating computer system programs to CRC Financial Services Team
- Based on lending authority, manages an assigned loan portfolio ensuring all documentation is in place and applicable terms and conditions are adhered to
- Recommend and coordinate financing options to our customers with a goal of reducing delinquency and financial exposure
- Negotiates and binds the Company with respect to decisions made regarding appropriateness of pursuing overpayments
- Customer Service and/or Accounting background or currently enrolled in a collegiate Accounting or Business program
- Resolves routine errors requiring corrective processing
- Provides friendly and accurate customer service promoting customer satisfaction through cross-selling and follow-up functions
4
Experience For Financial Services Representative, CRC Resume
- Understand collection concepts and laws, Dun and Bradstreet reporting, bankruptcy procedures and leasing programs
- Provides friendly and accurate customer service promoting customer’s satisfaction through cross-selling and follow-up functions
- Provide customer service regarding collection issues, process and review account adjustments and resolve discrepancies
- Monitor customers’ financial situations – using internal and external sources – and make recommendations as to credit terms, statuses and limits
- Resolve all internal and external issues that prevent customers from paying their invoices
- Thoroughly and accurately documents and codes FRU actions in claim and legacy systems with supporting rationale for actions and next steps
- Receives and responds to incoming customer/ broker/ agent/ government agency inquiries
- Processes monetary transactions according to policy provisions within assigned limits
5
Experience For Customer Financial Services Representative Resume
- Analyzes current processing procedures and recommends changes to ensure client requirements and Federal regulations are met
- Support apartment division by performing tasks currently performed by the sites as well the Application Support Team
- End User Support for operating computer system (OneSite) for CRC Financial Services
- Assist with creating documentation materials for CRC Financial Services
- Makes outbound calls to new and existing customers
- Respond to client requests and deepening client relationships with client’s that have minimal business with CIBC
- Aility to engage and quickly connect with clients making the client feel their business is valued
6
Experience For Master Financial Services Representative Resume
- Input and record sales activities in the appropriate tool(s) accurately while conforming to rules and definitions as set out in procedures
- Complete risk activities according to CIBC risk policies and procedures
- Ensure compliance with all CIBC regulatory training
- The ability to engage and quickly connect with clients making the client feel comfortable and that their business is valued
- Two or more years medical billing and collections
- A track record of outstanding work ethic
- Positive customer-oriented approach with an ability to recognize appropriate customer relationships when making decisions
7
Experience For Financial Services Representative Inbound Resume
- Responsible for overseeing that submitted financial aid documents are processed in an accurate and efficient manner
- 445-Ebenezer-123 S Herlong Ave, Rock Hill
- 016-North Lake-6808 North Lake Mall Dr Charlotte
- 018-Freedom-1024 Alleghany St Charlotte
- 026-North Gate-6709 North Tryon St Charlotte
8
Experience For Universal Financial Services Representative Resume
- 741-Concord Main-18 Lake Concord Rd NE Concord
- 754-Concord Mills-8541 Concord Mills Blvd Concord
- 853-Cornelius-20310 Catawba Ave Cornelius
- 854-Mallard Creek-8105 Mallard Creek Rd Charlotte
- 857-Gilead Rd-14221 Boren St Huntersville
- 858-Huntersville-16800 Statesville Rd Huntersville
9
Experience For Float Financial Services Representative Resume
- Provides backup support with additional functions as required to assure all department operational needs are met including all functions required to complete home health claim filing and patient collection processes
- Credit Risk Management (Associates with assigned portfolios and lending limits)
- Maintains a basic knowledge of consumer credit policies and procedures
- Maintains effective working relationships between the organization and vendors to ensure credit and collection activities are consistent with the organization’s overall customer relations
- Solicit payment and account reconciliation on dealer accounts in a professional manner
- Monitor and maintain assigned portfolio - Customer calls, account adjustments, small balance write offs and customer reconciliations
10
Experience For Float Universal Financial Services Representative Resume
- Review orders on hold and work with customer and sales to ensure efficient shipment of product
- Identify and track SOTs, develop repayment plans to resolve the SOT and past due situations quickly
- Maintain accurate and updated Customer Master data and legal documentation on assigned portfolio
- Be an engaged member of the Financial Services team, be committed to Continuous Improvement and make sure all actions are in line with departmental and corporate values and goals
- Proficiency in Microsoft Office, specifically Microsoft Excel
- Be available for occasional 9-6 Shifts
- Responsible for tax-related receivables, including the collection of withholding tax certificates and processing the corresponding entries in Bloomberg’s accounting system
List of Typical Skills For a Financial Services Representative Resume
1
Skills For Senior Financial Services Representative Resume
- Second language skills (Punjabi and / or Hindi) considered an asset
- Mandarin language skills are an asset
- Mandarin and/or Cantonese language skills are required
- Cantonese language skills are required
- Mandarin and Cantonese language skills are required
- Mandarin and/or Cantonese language skills are an asset
- Communicate effectively with all levels management
- Experience with electronic banking processing systems and technologies, such as RPO System, Image Lockbox, ACH processing and CashPro System
2
Skills For Specialist Financial Services Representative Resume
- Create an exceptional client experience by proactively engaging with clients to understand and meet their immediate day to day banking needs
- Demonstrate the benefits and encourage clients to use alternate ways to bank such as Bank Machines, Telephone Banking, Mobile and Online Banking
- Applies customer care practices and techniques for providing efficient and effective customer service
- Experience in call center or multi-line phone system environment
- This role operates in a multi floor open branch environment with minimal exposure to health risks, with constant background noise
3
Skills For Student Financial Services Representative Resume
- Contact center experience an asset
- Experience or knowledge of financial industry
- Professional experience in collections
- Incumbents are fully experienced tellers and have knowledge of branch operations
- Provides sound advice at every Customer interaction to create a positive Customer experience and ensure that the Customer’s financial needs are met
- Calling existing clients and providing information via telephone regarding CIBC's full range of products and services
- Working knowledge of math, cashiering, balancing, debits, credits, bank products, new accounts or banking
4
Skills For Financial Services Representative, CRC Resume
- Listening to the customer, sharing information and researching issues in real time
- Working knowledge of University policies, including the Office of the University Registrar, as they relate to Student Financial Services
- Taking inbound and making outbound customer calls
- Working knowledge of SAP, SalesForce and GetPaid
- Learning about a wide variety of products and services offered by Verizon
- Resolving the customer’s situation in a positive way for all parties
5
Skills For Customer Financial Services Representative Resume
- Resultant knowledge of processing set ups and changes pertaining to banking
- Knowledge of mathematics, accounting principles and jurisdictional tax processing
- Continually cross selling bank services and products, including loans
- Approves credit applications (including overdrafts) within assigned lending authority, refers approvals outside of authority to an appropriate associate
- Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to appropriate colleagues
- Eight month contract ending November 1, 2018
- The ability to engage and quickly connect with clients making the client feel their business is valued
- Knowledge of banking and financial products and services
6
Skills For Master Financial Services Representative Resume
- Basic principles, concepts, practices, methods and techniques of government accounting
- Actively participate in regular meetings and mentoring sessions
- Makes telemarketing calls to potential customers. Ensures adherence to legal and bank requirements
- Routinely reviews the asset quality of all loans assigned, ensuring referrals of problem situations are made to the appropriate associate
- Evaluate existing customer credit limits
- Ad-hoc projects, including participation in global project teams
- Maintain billing information on customer’s website
- Responds to and resolves client or San Dimas inquiries and issues involving all Financial Services products
- Actively identify opportunities to deepen the client’s relationship with CIBC and to positively promote CIBC’s products and services
7
Skills For Financial Services Representative Inbound Resume
- Resolve client problems quickly and/or refer to colleagues as appropriate
- Work accurately and efficiently in a multi-tasking environment where high attention to detail is required in order to balance cash, credits and other monetary transactions
- Use technology to demonstrate digital channels options (e.g iPad, ATM, Online, Mobile)
- Keep current on CIBC products and services, programs, policies and procedures
- Comprehensive benefits: Health, financial, wellness and life events
- Access to employee networks
- Gym membership available – located right on-site
- Take advantage of a beautiful campus – the Bank of America Merrill Lynch campus features walking paths, water features, tennis courts, baseball fields and a basketball court
- We are just 20 minutes away from historic Princeton, NJ, 60 minutes from Philadelphia, PA, and 90 minutes from New York City
8
Skills For Universal Financial Services Representative Resume
- Several thousand apartments are within 15 minutes of the campus, perfect for young professionals
- Work in a fast-paced environment and handle difficult conversations
- Proficiency with Microsoft Office – Outlook and Excel
- Take time to study for assessments as needed
- Details for the interview night is as follows
- This is a 12 month term position
- Bilingualism is required; English & French
- This is an intake position
- This is an intake position within the Southern Vancouver Island District
9
Skills For Float Financial Services Representative Resume
- This is a District Intake position
- Start dates after June 15, 2015
- Start dates after mid-September 2015
- Excellent Career Growth opportunities; promote from within culture, dedicated internal career building tools, online courses, tuition reimbursement programs and much more!
- Collaborative and fun working environment - team social events, team competitions etc
- Competitive salary, performance incentive pay, employee stock purchase plan
10
Skills For Float Universal Financial Services Representative Resume
- Participates in all internal sales/referral programs in order to achieve branch goals and support all bankwide initiatives. 25%
- Interpret a constant flow of information
- Work with and apply basic mathematical concepts
- Deal with difficult interactions with customers
- Write in a clear and concise manner
- Problem Solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients
List of Typical Responsibilities For a Financial Services Representative Resume
1
Responsibilities For Senior Financial Services Representative Resume
- Demonstrate a strong understanding of the CIBC suite of products and services; partner with other business segments as appropriate to meet client needs
- Problem solving skills sufficient to systematically identify, analyze and generate alternatives to address/resolve client issues/problems
- Communicate effectively with all levels of management, both internally and externally
- NICE TO HAVE Bilingual skills with Spanish or Chinese or Japanese
- Ability and interpersonal skills to work as a member of a team
- Healthcare experience or equivalent collection and/or customer service experience
2
Responsibilities For Specialist Financial Services Representative Resume
- Attributes: Service oriented Thorough Strong interpersonal understanding Initiative Results orientation Teamwork and partnering Impact and influence
- Explain, demonstrate and sell self-service banking products
- Solid interpersonal and communications (written and oral)
- Two years experience in a health care environment
- 6 months’ computer experience
- Experience in a licensed sales role
- Understanding of transferring accounts, overdrafts, estate accounts, dishonored items, powers of attorney and service check-ups
- Your values align to ours – trust/talking with clients, are interested in getting to know them and helping them achieve their goals
- Manage delinquent accounts and, when appropriate, contacting patients by telephone, sending collection letters, and responding to correspondence as appropriate
3
Responsibilities For Student Financial Services Representative Resume
- 401(k) matching, immediate vesting
- Maintain existing credit control processes and design new ones in the aim of increased efficiency, openness and control
- Critical role in supporting management (Branch Manager, Customer Service Manager and Commercial Relationship Banker) within branch
- Sales knowledge sufficient to promote and sell straightforward personal banking products and non-personal accounts to meet client needs
- Collaborate with other service departments to enhance student relations (e.g. University Registrar, Admissions, Academic Advising)
- Act as Branch Manager during absences
- Act as a Manager during absences
4
Responsibilities For Financial Services Representative, CRC Resume
- Participate in marketing and business development activities such as client acknowledgement programs, community involvement and client appreciation activities
- Paid Vacation, Holidays, and Training
- Reconciliation of customer payments
- Process Data Transmissions to 3rd Party Vendors
- Perform Payroll Reversals for Small Business Services and Majors clients
- Escalates complex issues to the Sr. Financial Services Representative or the Financial Services Specialist
5
Responsibilities For Customer Financial Services Representative Resume
- Reconciles and balances daily totals between the region and San Dimas for all money movement products
- Resolve Case logs to provide resolution to ADP Internal Service Groups
- Processes Financial Services set ups and changes and updates various systems (i.e., CCI, TOPS, PEP+, Nacha headers, ETS, etc)
- Communicate and support customer credit and collection activity within the Financial Services department and to the Sales department
- Complete written credit summaries of past due issues and credit limit exposure
- Respond to changes in customers’ legal and corporate ownership, and update internal systems as needed
- Back up other Financial Services Representatives when needed
- Pursue outstanding receivables to maintain WHG cash flow. Job requirements include but are not limited to, improving the A/R aging, improving DSO, and maintaining overall A/R integrity. Facilitate payments from past due accounts or recommend account for next steps in collection process
6
Responsibilities For Master Financial Services Representative Resume
- Monitor credit limit levels and outstanding balances, including annual credit limit reviews to
- Review aging reports and recommend accounts for collections
- Provide valuable financial analysis to upper management in support of Company’s financial goals
- Provide superior customer service on financial information for internal departments and WHG customers
- Consistently calculates, communicates and manages a caseload of claims with varying levels of complexity, demonstrating a strong technical ability necessary to administer overpayment claims across multiple products and system applications
- Secures a professional relationship with the claimant, provides excellent customer service, demonstrates empathy and remains open to new information. Provides prompt, accurate, and courteous responses to customers to promote the Unum brand
- Participates in special projects and other assignments as needed
7
Responsibilities For Financial Services Representative Inbound Resume
- Self-motivated in a goal oriented environment
- Manage daily collections for dealer accounts
- Apply cash daily to appropriate accounts
- Maintain business relationship with customers to understand customer requirements and
- Provide clerical tax support and technical assistance within the tax processing, assembly, and preparation functions, including depreciation setup for tax and farm accounting customers
- Utilize a wide variety of office equipment and computer technology, including word processing, spreadsheet and database applications
- An understanding of farm accounting and tax services
- Process 1099 and W2s
8
Responsibilities For Universal Financial Services Representative Resume
- Work within a team environment at a branch/region location and within the financial services department
- Provide a service for customers that supplies them with information for credit, tax and management decisions
- Complies with all specified federal, state and city laws and provisions
- Makes arrangements with the customers to pay balance in full or set up the best possible arrangements
- Complete ICFA move-in’s, move-out’s
- Process daily money movement transactions via wire or ACH
9
Responsibilities For Float Financial Services Representative Resume
- Provide world class service to our customers by processing service requests that come to the team through various channels including email, facsimile and mail. Typical service requests include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up
- Experience in PeopleSoft Student Financials System / Student Accounts
- Attach your most recent scorecard to show proven record of success
- Good sense of humor +
- Daily application of various deposit batches to the respective customer account receivable balances
- Research of remittances that do not relieve balances as a whole as pertains to line item invoices
10
Responsibilities For Float Universal Financial Services Representative Resume
- Maintain various backup documents
- Create deduction data on customer accounts
- Input adjustments created by Accounts Receivable
- Provides prompt efficient service for assigned product and/or service center internal and external customers
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units
- Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication
- Assists customers with financial transactions
- Maintains current knowledge of contract and product provisions and administration of products, and the processing systems and related federal and state regulations
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