Financial Services Representative Resume Examples

financial services representative

  • Assisted clients by proposing financial solutions to address financial objectives such as debt management, retirement planning, day-to-day banking, and other financial goals.
  • Completed credit and loan documentation and submitted credit applications to credit adjudication.
  • Initiated phone calls to book appointments with clients to discuss their needs and to offer financial solutions.
  • Worked with new employees to improve customer experience and productivity through observation, documentation and coaching on performance. 
  • Successfully met and exceeded performance metrics. Recipient of Top Overall Performer award in 2013 calendar year, several recognitions for Excellent Client Experience.

financial services representative

  • Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients
  • Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities
  • Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection
  • Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking
  • Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs
  • Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities

senior financial services representative

  • Strengthen customer relationships by providing the highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client’s investment needs
  • Ability to grasp and apply complex technical material quickly and manage workload effectively
  • Successfully communicate with various support groups and make use of all internal systems and resources available to obtain the necessary information to resolve inquiries for clients

financial services representative

  • Diligently examine, evaluate, or process loan applications.
  • Approve, reject, or coordinate the approval or rejection of
  • Assist clients by providing accurate information and quickly resolving their complaints. personal and home equity loans.
  • Establish and maintain excellent relationships with individual customers and provide assistance with problems these customers may encounter.

financial services representative

  • Consulted on Insurance matters related to Life and Health for clients of different industries and professions. 
  • Analyzed and minimized the risk of probable loss of assets for clients and businesses. 
  • Vast experience in cold calling and running sales appointments. 
  • Establish and maintain relationships with member’s and provide assistance with problems these member’smay encounter.

financial services representative

  • Trained new employees on financial principles and company procedures.
  • Provide assistance for customers with special requests and needs.
  • Resolve customer complaints or answer customers’ questions regarding policies and procedures. requests.
  • Develop long-term rapport with customers and foster profitable relationships.

financial services representative

  • Sold consumer accounts and student loans
  • Installed and demonstrated Visa Point-of-Sale Terminals for merchant customers
  • Performed clerical and administrative duties for all branches in the district