Financial Services Representative Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the financial services representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

S Ruecker

Sabina

Ruecker

2827 Carolina Plains

Chicago

+1 (555) 677 7933

2827 Carolina Plains

Chicago

Phone

p +1 (555) 677 7933

Experience Experience

San Francisco, CA

Student Financial Services Representative

San Francisco, CA

Powlowski, Bins and Effertz

San Francisco, CA

Student Financial Services Representative

Ensures that the University’s established Mission and Standards of Ethical Conduct are fully upheld
Acts as a point of contact to handle student account inquiries and follows-up with all received emails and voicemails within two business days
Works collaboratively with internal departments to achieve common goals
Demonstrated knowledge of accounting, collections, and financial aid processes
Ensures accuracy and completeness of student payment plans
Ensures that monies owed to the University are received, posted, and deposited accurately and in a timely manner
Ensures that the finalization of student registrations are in accordance with established University policy

Detroit, MI

Financial Services Representative

Detroit, MI

Hartmann Inc

Detroit, MI

Financial Services Representative

Develops plan to achieve sales goals with assistance from management
Work with the Distributor on the establishment of new Broker/Dealers along with branch, and representative establishment at the account level
Assist Financial Services Manager and Director with special projects and programs
Tolerance for repetitive work in a fast-paced, high production work environment
Participate in activities designed to improve customer satisfaction and business performance
Provide cash flow and budgeting assistance to dealers, giving meaningful feedback about the health of their business
Assists in the development and administration of effective collections strategies and initiatives

present

Houston, TX

Customer Financial Services Representative

Houston, TX

Kautzer Inc

present

Houston, TX

Customer Financial Services Representative

present

Work with SAP R3, ACEVA Credit Management Tool and Microsoft Office
Review aging reports with field sales and makes recommendations regarding collections
Provide excellent customer service to external customers and internal business partners
Negotiates payment arrangements with delinquent customers within established departmental guidelines
Organise and/or attend customer meetings (with upper management & responsible finance staff) to resolve payment issues
Provide monthly cash flow forecasts
Make recommendations on customers to include on the bad debt reserve

Education Education

Bachelor’s Degree in Finance

West Virginia University

Bachelor’s Degree in Finance

Skills Skills

You are flexible and adaptable and able to adjust quickly to change
Able to think quickly in the moment and use your best judgment to find appropriate solutions for our clients and our business
Demonstrated passion for customer service and the financial markets with strong client-focus and ability to provide a superior level of service
You value feedback and can quickly apply insights and coaching in order to grow professionally
Excellent verbal communication skills, and able to personalize the client experience, remembering every client is unique
Excellent verbal communication skills in both English and French, and able to personalize the client experience, remembering every client is unique
Excellent written and verbal communication skills and customer service skills, including professional telephone skills
Excellent customer service skills
Ability to read and interpret basic to moderately complex documents such as operating and maintenance instructions, procedure manuals, and government/healthcare guidelines
Developed product knowledge processes for personal deposit accounts, investment and credit products and services including Discount Brokerage, Managed Portfolio Services, Regular Investment Plans, Mutual Funds, Loans, GICs, RSPs, Self Directed RSPs, RESPs, Mortgages, And Lines Of Credit

Create a Resume in Minutes

15 Financial Services Representative resume templates

Read our complete resume writing guides

Customer Financial Services Representative Resume Examples & Samples

Excellent verbal and written communication skills in both English and Spanish
Call Center or ACD experience a plus
Excellent problem solving abilities
Flexibility with adapting to a constantly changing environment
Ability to multi-task and work in a fast paced environment
Excellent prioritizing skills

Financial Services Representative Resume Examples & Samples

Speaking to existing and potential clients as a trusted sales and service expert empowered to provide financial services solutions
Exceeding client expectations, building loyalty and growing the business using specialized training
Analyzing client needs in order to sell the CIBC range of products and services; maximizing the CIBC client experience to your team and individual targets
Participation in performance-based incentive programs, as well as contributing to a team atmosphere intended to motivate all members to success
Solving client problems in a friendly and helpful manner and escalating complex situations to your manager
A passionate, fun, friendly and sales-focused personality that loves connecting with people
A history in recognizing sales opportunities and providing solutions to improve the client’s experience (1-2 years)
Polished and professional verbal communication, excellent interpersonal, and effective listening skills
An enthusiastic attitude, willingness to learn and the desire to grow in a positive team environment

Financial Services Representative Resume Examples & Samples

HS or GED
Suggested level for those with one to two years of prior experience as Teller, FSR, Personal Banker, Banking Services Consultant or similar position. Those without prior banking experience must have prior experience with customer interactions and assisting customers with buying decisions to be considered
Position will be subject to National Mortgage Licensing System (NMLS) registration under the terms of the S.A. F. E. Act of 2008. Incumbents in this position will be required to register and ongoing employment is contingent upon meeting all requirements
Strong working knowledge of Enact and Teller Connections, Branch Connections
Thorough knowledge of retail products, philosophy, policy, procedures, and documentation
Effective leveraging of sales process within interactions, cross-selling and referral skills
Ability to analyze information and to evaluate results
Exhibits effective communication skills with supervisor and peers
Self-identifies necessary steps to carry out the sales and service process
Takes ownership: Sees customer interactions through to conclusion and/or problem resolution

Financial Services Representative Resume Examples & Samples

Greeting and engaging clients in the lobby, identifying and fulfilling client's immediate needs and directing them to colleagues as appropriate
Responding to and fulfilling clients basic financial needs, such as: personal accounts, credit cards, overdraft protection and GICs (non-registered) and non-complex loans and lines of credits
Discussing client goals and leveraging the tools
Demonstrating the benefits and assisting clients in using alternate channels such as ABM, Telephone Banking, Mobile/Internet Banking
Contacting clients by phone to book appointments to discuss client needs and ensure that personal needs are met
Ensuring clear, concise and informative communication to clients
Partnering with other segments, understanding of the other offers that we can provide to clients and introducing them to the appropriate employee to meet their needs effectively
Resolving client problems and referring to colleagues as appropriate
Processing transactions and completing required documentation including
Inputting and recording sales activities in the appropriate tool(s)
Entering new sales opportunities in the branch pipeline for future action
Completing risk activities according to CIBC risk policies and procedures by
Completing due diligence checks and associated paperwork for every banking product or service application prior to approval
Acting as joint custodian for cash, negotiable and non-negotiable securities
Accurately capturing and validating clients' personal and financial information
Adhering to CIBC Privacy Policy at all times

Financial Services Representative Resume Examples & Samples

Shawanigan
Grand-Mère
Drummondville
Victoriaville

Financial Services Representative Resume Examples & Samples

Required Qualifications: 2 years of demonstrated sales experience and working knowledge of bank products OR 1 years progressive branch or operational banking experience including 6 months selling experience
6 months computer experience
Preferred Qualifications: Strong customer service skills
Experience cross-selling services
Basic math skills

Financial Services Representative Resume Examples & Samples

Required Qualifications: 2 years new accounts experience in the financial industry
2 years computer experience
1 year experience cross-selling services
Preferred Qualifications: Strong knowledge of branch operations and banking products
Solid customer service skills

Financial Services Representative Resume Examples & Samples

Proactively contacting clients by phone to identify potential client needs and book appointments to further discuss clients’ personal and/or small business needs
Contacting clients who have a pre booked appointment to confirm the appointment time and attendance
Greeting and engaging clients in the lobby, identifying and fulfilling client’s immediate and longer term needs and if required, directing them to Imperial Service or Business Banking colleagues as appropriate
Resolving client problems and referring to colleagues as appropriate. Following problem resolution standards and policies including completing the required documentation
Responding to client requests including client introductions regarding personal and small business needs
Engaging with potential clients to discover and acquire new business
Discussing client goals and leveraging the tools available (i.e. client goals worksheet, Financial Health Check, Net Worth, planners)
Completing after sales service activities (i.e. client inquiries, product and service maintenance.)
Partnering with other segments, understanding of the other offers that we can provide to clients and introducing them to the appropriate colleague to meet their needs
Demonstrating the benefits and assisting clients in using alternate channels such as ABM, Telephone Banking, Mobile /Internet Banking
Ensuring clear concise and informative communication to clients
Checking and responding to emails and voice mail messages throughout the day
Manage needs based sales practices and principles and business development activities by
Planning daily and weekly activities
Reviewing pipeline for the following week to determine the potential with a view to preparation and closing any gaps in knowledge
Acting on personal contact priorities to action disbursements, follow-ups and leads (i.e. hot leads, priority sales leads, sales action renewals and sales action leads)
Understanding offers and participating in marketing and business development activities (i.e. Client acknowledgement programs, client appreciation activities)
Processing valid transactions and completing all related documentation on time including
Inputting and recording sales activities into the appropriate tool(s) accurately while conforming to rules and definitions as set out in the procedures
Processing valid transactions, completing all related documentation on time. Obtaining authorization as required
Balancing entries daily
Adhering to pricing authorities
Completing due diligence checks and associated paperwork for every banking product application prior to approval
Completing risk related activities delegated by the Branch Manager
Accurately capturing and validating clients’ personal and financial information
Completing three-part fraud test every time a new account is opened for a client
Ensuring all client agreements, loan notes, security etc. are correctly completed and filed in accordance with CIBC policy
Providing supervisor overrides to authorize sales and service transactions
Keep knowledge current by
Participating in regularly scheduled branch meetings
Reviewing role-based communications and circulars in CIBC intranet site
Dedicating time to personal learning and development as guided by your Individual Development Plan and regulatory learning requirements
Participating in one-on-one coaching sessions to obtain feedback on current performance
Contributing to effective team building throughout the branch and/or District
Build and maintain effective working relationships with team members and other CIBC colleagues/partners
Contributing to the overall effectiveness of the branch and district team
Performing sundry duties as delegated by Branch Manager including mentoring sales team members
Ensuring compliance with all CIBC regulatory training. Ensure these programs and policies are applied consistently across the business. The incumbent is personally responsible for compliance with all such regulatory and governance programs
Accreditation: Mutual Funds License
Well developed interpersonal skills to understand how to establish and maintain good client and colleague relationships through active listening, demonstrating empathy, diffusing emotions and resolving conflicts
Developed problem solving skills sufficient to systematically identify, analyze and generate alternatives to address/resolve client issues/problems
Developed time management skills to effectively organize self and meet deadlines
Developed product knowledge processes for personal deposit accounts, investment and credit products and services including Discount Brokerage, Managed Portfolio Services, Regular Investment Plans, Mutual Funds, Loans, GICs, RSPs, Self Directed RSPs, RESPs, Mortgages, And Lines Of Credit
Ability to explain, demonstrate and sell self-service banking products (i.e. on-line banking, mobile, bank machines, Interac Direct Payment, Telephone Banking)
Knowledge of estate accounts sufficient to open and administer accounts
Ability to complete documentation and process transactions to meet client needs
Knowledge of competitors sufficient to respond to client inquiries and explain advantages of CIBC products
Well developed sales and business development knowledge sufficient to promote and sell foundational personal and Business Banking products (i.e. Small Business offer, Small Business Credit Edge, Small Business convenience cards, Foreign Currency accounts, RSPs, GICs, Mutual Funds, loans, mortgages, credit lines) to meet client needs
Ability to identify current and future potential client needs and sales opportunities in short conversations and make client introductions to partners ensuring the client understands the benefit of meeting with colleagues. Ability to uncover the opportunity for further consolidation and referral opportunities. Proactively promote and sell products and service to clients in a competitive market
Developed CIBC knowledge of vision and values. Understanding of branch routine and operations of CIBC departments (e.g., Business Control Group, Investors Edge, RSP, VISA, Retail Small Business Lending, Intria, Telephone Banking) including CIBC policies (customer privacy), operational procedures and guidelines sufficient to process client documents, address customer inquiries and/or refer to the appropriate source
Developed influencing and negotiating skills to interview clients by phone and in person to elicit personal information and sell and/or promote CIBC products to meet client needs
Well-developed account maintenance skills required to complete and process account/CIF opening, cheque ordering, changes of information, interest rate changes, payment frequency changes and look-ups. Understanding of transferring accounts, overdrafts, estate accounts, dishonored items, powers of attorney and service check-ups
Developed compliance knowledge to understand limits of authority (IE. delegation letters, overrides), CIBC standards policies and procedures for opening accounts, disclosures, defalcation, key controls, money laundering, privacy and client confidentiality
Developed product knowledge sufficient to process basic transactions and balance entries (i.e. new account openings, service charge information) to fulfill sale and servicing of Small Business accounts, Small Business credit offer, night depository services, Visa products, self service banking options
Developed knowledge of PC software and mainframe applications sufficient to enter and access customer information (e.g., MIS, CIF, COINS, CBFE, SM@RT, BAS, CLASS, BCLASS, SBFCA, IPS, WORD, operate in a Windows environment)

Financial Services Representative Resume Examples & Samples

15 weeks of hands on training from Monday to Saturday - Full Time
Once training is completed, individuals will take on the retail banking center position which is also Full Time from Monday to Sunday
FULL FLEXIBILITY is required from all individuals

Financial Services Representative Resume Examples & Samples

Your values align to ours – trust, teamwork and accountability
Passion for client service. You enjoy talking with clients, are interested in getting to know them and helping them achieve their goals
Well-developed interpersonal and communications skills including the ability to actively listen, empathize, ask questions and respond in language that clients understand
Ability to engage and quickly connect with clients making the client feel their business is valued
You are organized and can set priorities to achieve performance targets
You embrace new technologies and are computer literate
You take accountability for solving client problems by identifying solutions and options that work for the client
Committed to personal development and have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
2 – 3 years of experience promoting products to meet client needs required. Prior experience promoting financial services products including credit cards, accounts, mortgages and credit lines is a definite asset

Financial Services Representative Resume Examples & Samples

Must be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role
This is a regular part-time role with a schedule of 24 hours per week. This requires an individual capable of working flexible hours based on the branch operations including days, evenings and weekends
Occasional travel may be required within assigned region
This role requires a Mutual Funds License in good standing (Canadian Securities Course or Investment Funds In Canada)

Float Financial Services Representative Resume Examples & Samples

This is a float position and will cover branches in Washington, NC and Williamston, NC
LPA requirement within the first 12 months
LI-POST

Financial Services Representative Resume Examples & Samples

Profiles existing and potential customers to determine banking needs and recommends appropriate products and services
Achieves cross-sell ratio, deposit and loan goals
Maintains knowledge of bank products, services and sales campaigns
Provides friendly and accurate customer service promoting customers satisfaction through cross-selling and follow-up functions
Reviews, processes and /or prepares documentation for new accounts, consumer loans and Cashline requests
Makes telemarketing calls to potential customers
Ensures adherence to legal and bank requirements
May Prospect new customers and set up new account relationships
May conduct branch sales meetings to increase product knowledge and achievement of branch sales goals
May provide rates and loan information to clients
2 years of demonstrated sales experience and working knowledge of bank products OR 1 years progressive branch or operational banking experience including 6 months selling experience

Financial Services Representative Resume Examples & Samples

Assists in conducting periodic account reviews to identify and follow up on key accounts to ensure effective collection and customer service satisfaction
Consults and advises management regarding the status of outstanding accounts
Monitors the status of outstanding collection activity to identify problem areas, and adopts procedures to improve the overall collections process
Informs management of risks of lost revenue or other anomalies
Maintains appropriate demeanor with internal and/or external clients and provides quality service
Assists in the development and administration of effective collections strategies and initiatives
Utilizes branch resources and AE contacts to support the credit and collections objectives
Assists in the preparation and validation of bad debt write offs for uncollectable account balances
Generates reports and analyses to help successfully manage past due accounts
Maintains effective working relationships between the organization and vendors to ensure credit and collection activities are consistent with the organization’s overall customer relations
Interfaces and partners with other business units as necessary
Daily reporting in Excel on all aging categories as requested by agencies, sales and management
Cash application processing as needed
Monitors customer accounts to ensure refunds are processed timely
Protects organization's reputation by maintaining confidentiality
Intermediate Excel and technical skills in accounting software; ability to learn new systems quickly
Excellent analytical & problem-solving skills
Demonstrated high level of client relationship skills
Ability to plan and organize; excellent attention to detail and optimal work standards
Goal-oriented
Excellent oral and written communication skills, effective with management and colleagues as well as external clients
Stress tolerance & flexibility especially when working under pressure and with challenging clients
Minimum 2-3 years’ experience in a similar position

Financial Services Representative Resume Examples & Samples

Prepare station adjustments for write off approval and input
Good with numbers and strong analytical ability
Work well under pressure to meet monthly deadlines

Financial Services Representative Resume Examples & Samples

Minimum one year of financial services/banking experience, or a degree in Finance, Business, or a related field
If you do not meet this requirement, please consider one of our many other opportunities
Typing skills at a minimum of 40 wpm
Interest in the financial services industry, or some other related field
Excellent phone communication and interpersonal skills
Ability to listen through a situation and think on your feet
Experience handling customer complaints and resolving customer issues
Flexibility and ability to quickly adapt to change
Proven computer skills required (word processing, data entry, internet, spreadsheets)

Financial Services Representative Resume Examples & Samples

Provide excellent customer service to all customers and prospects via phone, e-mail, social media and chat to achieve client satisfaction and meet measurable department goals
Engage clients in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
Research, educate and support trading for Scottrade clients in a timely manner and accurately enter client trades
Ability to work within a structured schedule and a variety of shifts, which may include market (M-F daytime) hours, late nights, early mornings, and/or weekends as pre-determined by business need
Ability to 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
Proven analytical skills and attention to detail
Ability to use basic math skills including addition, subtraction, multiplication and division, along with intermediate data entry/typing skills in an office or service center environment
Ability to work overtime when necessary based on seasonal changes in business volume
Intermediate level proficiency with Windows Operating Systems and Microsoft Word, Excel, PowerPoint and Outlook
Bachelor’s degree in Finance, Business, or equivalent combination of education and experience preferred
1+ years financial services industry and customer service experience required

Financial Services Representative Resume Examples & Samples

Responds to requests and calls from customers related to client specific programs and products
Identifies and responds to customer’s needs based on designated procedures of account/client
Makes attempts to resolve issues and deescalate issues of irate or dissatisfied clients
Escalates calls to supervisor when necessary and appropriate
Responds to requests for assistance and/or possible processing of credit card authorizations
Tracks call related information of each call received for auditing and reporting purposes
Provides feedback reports on call issues related to downtime and/or training issues
High School Diploma or GED required; graduation from a college with an Associate’s degree preferred
Customer service experience
Phone related customer service
Familiarity with Microsoft Windows, Word, and Excel applications
May require client specific bilingual language requirement, as necessary
Knowledge of product/procedures
Ability to use phone and computer systems
Strong listening/comprehension skills
Ability to stay composed and objective
Patience/empathetic
Mental Acuity
Conversational
Confident/Assertive
Demonstrate a positive attitude

Financial Services Representative Trainee Resume Examples & Samples

Address client concerns via multiple channels (phone, chat, e-mail) with energy and empathy while collaborating as necessary with internal departments and team supervisors to resolve complex client inquiries. Utilize resources to promote first contact resolution
Engage with clients in dialog to identify unstated needs or financial goals that may be achieved by further utilizing Scottrade’s products and services
Proactively educate clients by promoting Scottrade products and assist them to understand the features and benefits of Scottrade trading platforms and tools
Review customer emails and compose timely and professional responses to inquiries, or forward and track emails to the appropriate department for review and response. (Technical Desk, Compliance, Supervisor, Marketing, etc.)
Effectively utilize our Customer Relationship Management (CRM) tool to document client interactions and to inform the branch office of new asset and product opportunities that require follow up and closure. Act as a branch liaison when appropriate
Utilize customer service skills to achieve client satisfaction and meet measurable department goals
Ability to deliver a high level of customer service
Ability to learn and effectively navigate between multiple computer applications at once while interacting with clients and resolving their inquiries
Intermediate level understanding of banking products and services
Associate’s Degree in related field or equivalent combination of experience and education preferred
1+ years call center experience preferred

Financial Services Representative, Senior Resume Examples & Samples

Competitive compensation
Generous Employer RRSP contribution
Financial Assistance and Accreditation Awards towards recognized designations pertaining to your responsibilities
Eligible candidates may receive a special payment to assist with relocation. Restrictions may apply
Successful candidates may be eligible to participate in Fidelity’s telecommuting program
Top tier benefits and perks including reimbursement for tuition, health and fitness club membership fees and computers for personal use
Countless opportunities to learn and grow within the Company
Fun and engaging environment

Senior Financial Services Representative Resume Examples & Samples

High school diploma and three years of relevant experience or College diploma and one year of relevant experience
Experience in the administrative processing of loans and investments, an asset
Bilingualism (spoken and written) - English and French

Customer Financial Services Representative Resume Examples & Samples

Responsible for credit & collection functions of defined customers and regions/areas
Apply credit inquiries, review and set up credit limits in line with corporate guidelines
Review and define payment terms and conditions in line with corporate guidelines
Review and release sales orders in line with corporate guidelines
Review aging of A/R, send out reminders and visit customers as and when required
Co-ordinate further collection actions with RSM in case of overdue accounts / disputed invoices
Organise and/or attend customer meetings (with upper management & responsible finance staff) to resolve payment issues
Trouble shooting regarding missing shipments, invoices, etc
Provide monthly cash flow forecasts
Reconcile relevant accounts on a monthly basis
Analyze/reconcile/document invoicing/credit notes/debit notes
Work with SAP R3, ACEVA Credit Management Tool and Microsoft Office
A minimum of 3 to 5 years experience in a similar position within a finance department is required. A multinational, multicurrency environment is preferred
Must speak fluent English. Second language, German, French, Spanish or Italian is an advantage
Experience of working with SAP or a similar accounting software package is required
Knowledge of MS Office (Word, Excel) is essential
Must work well as part of a team and relate well to people at all levels
Will be self-motivated with a willingness to take ownership of problems
Have the ability to work well under pressure and work to tight deadlines

Customer Financial Services Representative Resume Examples & Samples

Process credit application and resolve questions and complaints concerning credit and accounts receivable
Identify and collect overdue accounts
Review assigned accounts to maintain credit limits and review dates in order to monitor risk
Review orders based on credit guidelines, explain rejections to customers as required, and assist customers with other credit alternatives
Two or four year degree and one year credit or accounting experience or a high school diploma and two years of credit/collection experience required
Excellent communication skills, telephone demeanor and customer service skills
Fluent Spanish language skills preferred
Knowledge and experience with Excel and Windows, including the ability to create basic computation spreadsheets required
ERP experience, SAP preferred
Proficiency with data entry required

Universal Financial Services Representative Resume Examples & Samples

50% Customer Service
Establishes, develops and retains relationships with existing and potential customers by offering and selling financial products and services
Responsible for cross-selling and referral goals for non-traditional Bank products (e.g. insurance and investments)
Establishes new accounts, originates/closes consumer loans and ensures proper documentation for all account maintenance in accordance with established regulations, policies and procedures to assist branch in meeting established branch goals
Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies and procedures
Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines
Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the customer
Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments
Provides back up to Branch Officer, Assistant Branch Manager, Teller Supervisor and teller line as needed and facilitates and participates in branch staff meetings
Ability to identify customer needs and make appropriate sales

Financial Services Representative Inbound Resume Examples & Samples

Love to find solutions to difficult and complex issues while delivering a high level of client service
Able to think quickly in the moment and use your best judgment to find appropriate solutions for our clients and our business
Passionate about relationship-based sales through superior customer service
Enjoys the structure and consistency fixed and rotating schedules provide to ensure we’re here when our clients need us
High sense of empathy and caring, with strong emotional and social understanding
Excellent verbal communication skills, and able to personalize the client experience, remembering every client is unique
Driven self-motivated learner who aspires to grow and excel in their role
Seeks out and enjoys open and constructive feedback
Resilient to change, quick to adapt personal style to meet the needs of our clients
Computer savvy, connected, and can easily navigate and focus on multiple software applications
Proficient with using dual monitors and have the ability to think, talk and type at the same time while listening to our client’s needs

Customer Financial Services Representative Resume Examples & Samples

Fluent in English and Japanese (Both verbal and written)
Strong working knowledge of Microsoft Office –especially Excel – is required
Adept at learning new technologies and software
Able to effectively handle multiple tasks and projects in a dynamic environment
Well-organized, strong sense of responsibility, and a good team player

Customer Financial Services Representative Resume Examples & Samples

Research and troubleshoot invoices to determine what assigned accounts to collect on daily
Maintain billing information on customer’s website
Monitor credit limit levels and outstanding balances, including annual credit limit reviews to minimize exposure
Review aging reports with field sales and makes recommendations regarding collections
Collaborate with field sales on all back charge cases and processes back charges
Negotiates payment arrangements with delinquent customers within established departmental guidelines
Associate’s degree; or 4 years finance, credit, collection, business consulting or related experience with a minimum of a High School diploma or GED
2 years prior collection experience or similar analytical root/cause work experience
Intermediate proficiency with Microsoft Office Suite
Excellent organizational skills, including ability to multi-task and prioritize workload
Prior ERP experience (Oracle, SAP, JD Edwards)

Master Financial Services Representative Resume Examples & Samples

Field based sales support role with quota and commissions, dealing with local sales teams, customers / prospects / partners / internal and external stakeholders to position, structure, price, optimize, finance, and execute HDS commercial & financial solutions to satisfy Customer & HDS needs
End to end management and accountability of the commercial & financial solution to support opportunities from initial customer meeting to contract whilst ensuring the company win rate / revenue / margins / cash flows are maximized. Key tasks include
Minimum of 10 years’ experience in similar type of roles (big ticket / global financial solutions sales / commercial management / deal making) with experience in large deals / managed services / utility models / customer financing / and a proven track record of success
Excellent knowledge of all aspects of commercial and financial solutions including selling, pricing, deal financial structuring, documentation, credit, accounting standards, local accounting and tax
Possess good understanding of Hitachi Data Systems global capabilities / products / services and solutions and the global business and market issues facing clients. Appropriate candidates will possess good product and technical understanding
Excellent negotiation and customer facing skills, coupled with practical experience and an in-depth understanding of the best ways in which to maximize the commercial & financial integrity of contracts
Understanding of the technical, contractual and financial requirements of the commercial management role and their inter-relationship
Confident and able to deal externally and internally at senior levels
Ability to operate effectively within a team and experience of working in a matrix & project environment
Must be able to travel internationally for business purposes
Advanced skills in Excel, Power Point and Word
Fluent in English and local language

Float Universal Financial Services Representative Resume Examples & Samples

Creates an exciting customer experience by demonstrating Berkshire Bank’s “can do” philosophy and displaying energy and spirit to create a positive and collaborative work environment
Demonstrates excellent customer service skills, telephone etiquette and communication (verbal/written) abilities at all times to promote positive image for the Bank and build customer loyalty
Explains Bank policy and procedures to customers
50% Teller Duties
Executes an extensive variety of customer transactions accurately and efficiently to build customer relationships and trust in accordance with established Bank regulations, policy and procedures
Available to work Saturday hours as required
Proven experience in a goal oriented sales or customer service environment
Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction

Specialist Financial Services Representative Resume Examples & Samples

Field financial solutions sales support position with quota and commissions, dealing with local sales teams and customers/prospects and partners to structure financial solutions satisfying their needs
Promoting the benefits of HDS financial solutions to our end user customers, HDS accounts managers and partner’s sales teams
Understanding the EMEA financial solutions portfolio and leading the implementation/update of the program within assigned countries in EMEA
Being the operational interface between HDS funding partner(s) and the field operations teams in the relevant countries
Conducting financial solutions training and education as necessary
Managing financial solution sales opportunity from initial quote to contract (customer meeting, proposal development, credit, pricing, structuring and documentation)
Build and manage customer portfolio in assigned countries in order to optimize short and long term profitability
Proposing and implementing actions to promote HDS financial solutions offering
Developing relationship with key stakeholders in HDS, HDS Partners and the marketplace
10 years large and medium ticket lease / financial solutions / managed services sales experience with a proven track record of success
Good knowledge of all aspects of leasing / managed services, both pre and post sale to include selling, pricing, deal financial structuring, documentation, credit, accounting standards, local accounting and tax benefits of leasing
Bachelor’s degree in Business preferable
Experience directly related to IT systems and Data Storage
Channel and direct sales knowledge

Student Financial Services Representative Resume Examples & Samples

Ability to communicate pleasantly and effectively with students, parents, University staff and others about their situation
Strong analytical skills to review accounts and determine problem and resolution
Must have computer skills utilizing Microsoft software applications (Word, Excel) and ability to learn and use other software programs as required (PeopleSoft)
Capacity for maintaining voluminous records and high-quality organizational skills
Strong interpersonal skills, good written communication skills, and good organizational skills
Candidates for this position must be able to maintain the highest standards for customer service excellence at all times and in all circumstances

Financial Services Representative, CRC Resume Examples & Samples

Support apartment division by performing tasks currently performed by the sites, which may include but not be limited to
Depositing and posting of checks; reviews and corrects discrepancies
Preparing and processing delinquent and eviction accounts
Complete ICFA move-in’s, move-out’s
Process FAS and FAS Revisions
Prepare files for collection and write-off
Work directly with sites as necessary in a support/customer service manner; promotes positive, proactive resident relations by working to make the living experience of the highest quality
Work in a team environment while also being able to work independently on certain tasks
Use of Microsoft products (including Word, Excel, Outlook, PowerPoint), as well as CRM applications (Pivotal, etc.) for department documentation and organization
Utilize apartment specific applications (OneSite, etc.)
Build and maintain strong and positive relationships with site associates being supported and Customer Care team
Strong organizational skills and detail-oriented
Self-starter, ability to work independently
Flexible to change and able to work in team environment
Able to deal with some ambiguity at beginning of assignment. The Financial Services team is new and the specific functions of the team are still being determined
Demonstrate initiative and professionalism

Specialist Financial Services Representative Resume Examples & Samples

Structure financial transactions to meet customer requirements (20%) - Position works directly with Hitachi Data Systems Sales teams and end-user customers, responsible for structuring financial solutions to meet new and existing customer business needs. This responsibility encompasses various aspects of the opportunity development process from opportunity inception to contract execution. Included in this aspect of the position is working with the Sales Representative to structure a financial transaction that improves Hitachi's chances of success, applying approved pricing guidelines towards this end. The position is expected to be a creative financial resource that provides solutions and guidance to both Hitachi Data Systems Sales and Sales Management as well as to the end-user customer
Build and manage a portfolio of HDSCC leases (20%) - Through the origination of new leases and other financial structures, position will build and is responsible for profitably managing the resultant portfolio. The origination of new leases is key to the success of the position and is typically, one of the quota measurements that will be used for measuring the position's variable compensation
Develop strategies and proposals to realize residual investments (20%) -Position is required to proactively develop strategies and proposals to recover the residual investments made when original leases were written. The primary goal with this responsibility is to profitably accelerate revenue for the corporation. The position will work closely with the Hitachi Data Systems Sales teams to create unsolicited proposals to extend current technologies or re-fresh to newer generations depending on end-user customer requirements. This function is also typically one of the quota measurements used for the measurement of the position's variable compensation
Build and develop relationships with customers (20%) -Working through and next to the Hitachi Data Systems Sales teams that the position supports, to fully develop relationships with end-user customers and partners as applicable, particularly with the financial decision makers. The goal for this aspect of the position is to create relationships that expand Hitachi's presence within the customer base and provide competitive advantage
Become an overall financial strategy resource to HDS Sales (5%) -The position is expected to be well-versed in all aspects of financial deal structuring so that the individual can provide expert advice to the Sales organization regardless of whether or not the customer is interested in a direct financing structure with HDSCC. This would include but is not limited to, attending and participating in all strategic account planning sessions, reviewing RFPs for financial considerations, meeting with customers to discuss financial aspects of Hitachi proposals and act as a business adviser to the Sales and Sales Management teams to assist with business cases for presentations and discussions with both internal and external customers
Conduct financial training and education as required (5%) -Because the deliverables related to this position are relatively complex and not very well understood by many, the position must be capable of providing financial training and education in a fashion that will be understood at all levels within all channels, both direct and indirect. Additionally, the position must be able to deliver more as more in-depth and insightful training to the more sophisticated audience
Reporting to management (5%)-Position is responsible for reporting all activities to Management as required, including, but not limited to: forecasting and pipeline management, exception requests, and periodic updates related to portfolio management activities
Contract preparation (APAC only-5%)-Due to resource constraints in APAC, position must be able to accurately prepare contract documentation for execution by end-user customer as well as the preparation of settlement documentation for billing purposes