Financial Service Representative Resume Examples

financial service representative

  •  Recognized as a outstanding representative for consistently meeting  monthly sales targets and going over and beyond  for the customer
  • Managed customer telephone inquiry calls  while servicing  steady flow of in person customer visits simultaneously while  maintaining great service during peak  business hours 
  • Routinely assisted 50+ customers daily 
  • Meticulously researched and analyzed client information to determine  legitimacy  and eligibility of client’s application, for 0% return cheque and loan rate.

senior financial service representative/ advisor

  • Assisted with credit applications for customer and store representatives.
  • Updated customer’s social security numbers on customers  credit applications and accounts. 
  • Acquired Series 7 and Series 63 licenses
  • Utilized knowledge of financial markets and products to assist clients with investment and banking needs

financial service representative

  • Provided superior client service experience
  • Supported all aspects of service and sales relationships (new and old) 
  • Strengthened/expanded existing personal and business relationships 
  • Provided financial solutions by conducting consultative conversations
  • Worked in a testing environment for new channel link software program    Consistently recognized for Excellence in Service
  • Ranked top percentile on company Leader Board for sales

financial service representative

  • Responsable to generate business through referrals and in branch selling
  • Complete necessary documentation to open new accounts
  • Processing customer request including deposits withdrawals, loan payments, etc.
  • Daily cash balancing
  • Provide information to customers regarding the bank products and services
  • Prepare wires

financial service representative

  • Recruit and hire and train staff for the store to meet the needs of customers. Complete schedules and assign duties and responsibilities to the store’s staff. Track and implement financial quotas for the store and staff based on the stated financial goals of the business. 
  •  Manage store inventory & evaluate staff quarterly and replace staff as needed based on performance based metrics. 
  •  Monitor the day-to-day financial operations within the company, such as payroll, invoicing, and other transactions 
  •  Research and analyse financial reports and market trends 
  •  Provide insightful information and expectations to senior executives to aid in long-term and short-term decision making. 
  •  Establish and maintain financial policies and procedures for the company. Understand and adhere to financial regulations and legislation. 

financial service representative

  • Assist members and accountholder by phone and/or through chat.
  • Develop knowledge of Service Link and MR+ software.
  • Answer calls and partner with members and accountholders over the phone to resolve card and online banking issues.
  • Communicate with a number of different credit unions and bank customers about their deposit accounts, loans, and credit cards.
  • Navigate through third party platforms in order to make payments, access online banking accounts, and debit card maintenance.

financial service representative

  • Responsable to generate Business through referrals to platform.
  • Participate in branch sales campaign activities.
  • Open and maintain personal and business accounts.
  • Support the branch management team in achieving sales and service goals.
  • complies with all policies and procedures related to the new acount process to minimize losses.
  • Assist Operations by opening a cash drawer and help clients with processing deposits , cashing checks ,etc.

financial service representative

  • Execute wire transfers for customers 
  • Assisted with the training of new trainees
  • Submit loan applications for auto, personal and lines of credit.
  • Assisted customers with opening IRAs, as well as distributions, contributions and roll overs 
  • Service customer with online banking, web bill pay, check orders and reconciling bank accounts 

financial service representative

  •  Sold traditional bank products and referred non-traditional products to varied clientele, including opening new accounts, offering and closing consumer loans, as well as prospecting for the investment advisors.
  • Brought in over $1MM in new money through the C.D.A.R.S. program for a single client.