Financial Specialist Resume Examples

financial specialist

  • Provide assistance for customers with their savings and checking account.
  • Handling financial disputes and fraud transactions.
  • Keep records of of customer interactions or transactions, 
  • Recording details of inquiries, complaints or comments, as well as actions taken.
  • Validating that appropriate changes were made to resolve customer problems.
  • Determine charges for service requested, collect deposits or payments or arrange for billing.

financial specialist

  • Provide assistance for customers with their Chase credit card maintenance.
  • Identifying financial disputes and fraud transactions
  • Up selling of new credit cards.
  • Resolve Customers’ service or billing complaints by performing activities such as recalculation of charges and transactions,refunding disputes and charges or adjusting bills.

financial specialist

  • Provide assistance for customers with their savings and checking account maintenance.
  • Handling financial disputes and fraud investigations.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints and comments as well as actions taken.
  • Check to ensure that appropriate changes were made to resolve the customers concern.
  • Determine charges for services requested, collect deposits and payments.
  • Obtain and examine all relevant information to assess validity of complaints and determine possible causes.

financial specialist

  • ·         Managed schedules, organized office functions, and oversaw daily operations of office 
  • ·         Hired, trained, and on-boarded over  new employees, providing initial support 
  • ·         Slashed office expenditures  by negotiating for cheaper supply contracts, implementing inventory control, and standardizing ordering procedures 
  • ·         
  • ·         Prepared daily, weekly, and monthly reports, and updated calendar of appointments 
  • ·         Performed basic accounting functions including cash reconciliations and wire transfers  
  • ·         Discovered and rectified erroneous vendor billing, saving 

financial specialist

  • Provide assistance for customers with their credit card accounts.
  • Identifying disputes and fraud
  • Obtain and examine all relevant information to assess validity of complaints and determine possible causes. 
  • Budgeting and forecasting for operating expenses, with periodic variance analysis.

financial specialist

  • Quarterly and semi-annual revenue and expenditure reports.
  • Preparing estimated budget reports.
  • Economic feasibility studies.
  • Preparing business plans.
  • Identify potential clients and using advertising campaigns.

financial specialist

  • Open and maintain various deposit accounts
  • Solve any account problems a customer may have
  • Carry out cash line transactions
  • Cooperated with corporate and federal regulations to verify that quality standards were met.

financial specialist

  • Track sales reports and order products to meet customer requirements and increase profits
  • Execute all local merchandising plans and follow company plans to ensure meat department achieves profits
  • Manage and track inventory records to estimate gross monthly profits
  • Control department expenses by enhancing operations, meet budgeted goals and control all shrinkage in department
  • Minimize all out of stock and overstock to ensure fresh merchandise
  • Receive and unload incoming shipments and price product to ensure product quality, protection and rotation in cases and coolers
  • Provide monthly and inventory margin evaluations

financial specialist

  • Responsible for increasing consumer growth by effectively selling and closing loan and deposit service requests. Establish and maintain relationships with individual and business members by providing optimal customer service  and problem solving skills. 
  • Evaluate,  process, and close all  loan applications including consumer and credit card requests.
  • Contribute to the overall operation of daily branch activities including opening and closing branch, servicing ATMs, and assisting in end of day branch balancing activities.
  • Proven track record in meeting and exceeding all sales and account retention goals set forth.

financial specialist

  • Provide assistance for customers with their Chase Credit Card Maintenance.
  • Identifying financial disputes and fraud transactions.
  • Up selling of new Credit Cards.
  • Resolve customers’ service or billing complaints by performing activities such as Recalculation of charges and transactions, refunding disputes and charges, or adjusting bills.