Objective : Experience in the financial services industry and sales as a financial representative at Northwestern Mutual Former NCAA Division I Football player at the University of Alabama at Birmingham maintaining a full academic course load and balancing a part-time job Experience in mentoring and coaching youth football players combined with experience in community service. Drafted and maintained customer's client profile consisting of know your customer (KYC) information to identify the individuals and entities based on CIP; identification number, DOB, and addresses. Use my creative thinking and resourcefulness to come up with the most optimal and original ideas. York Main-911 East Liberty St, York. Extensive experience in managing the daily operations of a dynamic, fast-paced, customer service oriented business. The Financial Representative job market is wide open for candidates. Curious about new possibilities and taking action to explore them. Develop and maintain professional relationships with customers and ensure customer satisfaction. Desire to achieve success both for yourself and others Maintain daily records of products sold and other management reports as required. Remain updated on policy and procedure changes (communicated via daily e-mail and department meetings) as they occur. Objective : To contribute my education and previous experience towards a full time position. Communicates with physician office, patient/family, and clinical department as appropriate, Work with walk-in patients regarding billing/financial issues, Develops and fosters long-term customer relationships, Determines customers financial needs and prepares proposals to sell appropriate services, Evaluates risks and where appropriate, extends loans and credit within lending authority, As a licensed agent, sells credit insurance, explains coverage, and processes claims, Enters new customer data and other sales related data into database, Prepares and analyses various branch reports, Completes training, certifications, licensing, and continuing education as required, or otherwise appropriate, Prefer 2 years of collections experience in addition to sales, A comparable combination of education and experience will be considered, This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Manage and inspire book of clients to make financial lifestyle changes needed to improve their current situation while leading clients to a path to achieve goals. Weve selected some of the top Financial Representative resumes made using the Enhancv platform to illustrate what a great experience section looks like. And yet, you can still choose between three basic resume formats: But when it comes to choosing the right format for your Financial Representative resume, there are two factors to keep in mind: your experience and whether youre looking for an industry change. If a couple of years ago Financial Representative resumes could be text files with no graphic elements, today's recruiters need a bit more to remember you. applies his deep knowledge and experience to write about career Professional summary Reliable and skilled professional with five years of experience in the finance industry. A Bachelor's degree is the typical education requirement, though a Master's degree may ensure more chances at a . Financial Services Representative. Researched and resolved customer problems, acting as the customer liaison between other bank departments when necessary. Some recruiters love checking with colleges and universities to see if youve really been enrolled in them; Share more about certifications that have helped you turn into a professional, and mention the bodies that have issued them. Responsible for all aspects of consumer direct and home equity related products, to include detailed benefit description, application acceptance and processing, as well as closing. These are the top 20 resources I found about financial representative resume. Financial Representative Resume Samples This page provides you with Financial Representative resume samples to use to create your own resume with our easy-to-use resume builder . Where? Strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation. Check more recommended readings to get the job of your dreams. Knowledge and experience in the intelligence community; in addition to the usage of systematic tools to screen, detect, dismantle criminal activity. Basic knowledge of Medical Terminology, 5+ years of Financial Systems Support related experience, UAT testing, development and execution and the project lifecycle, Finance or accounting background; MBA or CPA preferred, Collects payments for various inpatient and outpatient Hospital programs. 10 minutes to build your resume. Analyzed many portfolios filled with cash and financial assets and gave critical recommendations. Ensure timely submission of the month-end, quarter-end, semi-annual and annual reports, Assist the LEM/Controller in coordinating Regional queries and requirements with the FRO and the business, Highly numerate, detail oriented, and strong analytical skills required, CPA or public accounting experience preferred, Knowledge of various party payers: Medicare, Medicaid, BCBS, Aetna, Cigna, United Healthcare, Fidelis, GHI, HIP, Metro Plus, Oxford, etc, Knowledge in Electronic Remittance Advice (ERA) from various payers, including: lockbox payments, credit card, and cashier receipts, Submission of the country's Financial Data Load (head office financial statements) on a monthly basis, This includes preparation, review, and posting of Financial Adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances, and ensuring US GAAP have been properly applied in the financial reports, Other responsibilities that include ensuring mapping of local country codes (GL) to reporting system structures are consistent with Citi policies and standardization objectives, review and validation of country's financial amd management data handoff to highlight data integrity issues, Drive individual sales to reach company goals, Excellent customer service skills (written and verbal), Perform internal data integrity control checks to ensure correctness of process outputs/results from the Basel platform, Assign priorities on issues raised by customer and/or issues encountered on the Basel processes that may contribute to delays in publishing of results and reports, Maintain procedures, ensuring audit readiness, Liaise with the local business representatives, data owners and/or Technology Team to facilitate faster response to and resolution of issues, Act as primary support to the process he/she will be assigned to, Assist in UAT testing of new functionality, Update process flows, checklists and other audit and compliance requirement documentations, Preferably at least 1year work experience, Can work under pressure and can multi-task, Supports the operations of different reporting engines, Running and monitoring the management builds on specified schedules to refresh data, Maintenance of static tables necessary for operations, Produce and distribute/submit FRS FMA reports, Supports system enhancements by participating in UAT activities and Production migration, When necessary, pitches-in in the production process to ensure compliance of team to service level commitments, Decides on rejection of invoices for non-adherence to capitalization policies and adequate documentation, therefore deferring processing until the appropriate level of approval or proper documentation is obtained, or re-classing outright to expense, Mentors, coaches, trains and oversees progress of FA Specialists, At least 3 years experience, preferably in a similar field, Proficiency in the use of workstation applications (MS Word, MS Excel), Effective time management, documentation and organizational skills, Being a Certified Public Accountant is a plus, Communications skills - verbal and written, Computer skills - Email: Outlook and MSN, Intranet/Internet, Microsoft Excel-Advanced, Microsoft PowerPoint, Microsoft Word, Multi-task skills (i.e., think/listen/type and think/talk/type), You have superb interpersonal and communication skills, and are enthusiastic to interact with our customers, An aptitude for sales to proactively uncover needs while interacting with our clients, Superb interpersonal, customer interaction, and communication skills, An aptitude for sales to proactively identify leads, Computer literacy and experience working with multiple applications in the past, Acts as a primary counter rep (triage walk-ins), Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments, Coordinates overall schedules and appointments for the Financial Consultants and lobby, Fulfills client transactional informational and service needs, Sets up, inputs and enters data to the brokerage and shareholder systems which includes account maintenance, processing checks, disbursements, securities, TOAs, priority new account set up conduit to processing groups, cashiering, adjustments, etc, Responsible for customer literature supplies and inventory management, Responsible for arranging payment for incidental branch expenses, Handles outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, etc, Processes checks, disbursements, securities, TOAs and priority new account set ups, Acts as a conduit to processing groups, cashiering, adjustments, etc, Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies, Serves as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements, Assists with seminar preparation and enrollment and presents basic seminars, Responsible for fundamental guidance (simple planning, appointments), Identifies additional customer needs and introduces additional Fidelity products and services, Provides investment information/guidance to Mass Market, Prior customer service, sales, or phone experience required, Experience or strong interest in sales required, Series 7 preferred (required within 6 months of hire), Series 63 preferred, required within 90 days of passing the series 7 exam, Banking, insurance, or financial experience preferred, Superb interpersonal, customer interaction, and communication skills are needed, Produce and distribute/submit Financial and Management reports, Assists in implementation of new reporting requirements, First-level Help Desk/Query Resolution to users, Provide timely feedback to the user population through the helpdesk support mode, Perform issue tracking and resolution planning, Scenario creation/cloning activity including exception user access and user role assignment, Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities, Handling and executing client transaction and general customer service requests, Prepare client reports and proposals as required, Support other departments and independent financial advisors in their understanding of the program, Actively participate in customer service training and other training to remain current with operational policies and procedures, Must have excellent telephone service/relationship management skills, Minimum of 3+ years of direct client experience within the financial services industry preferred, Ideal candidate will have prior tele-sales experience, Must have excellent communication skills, and strong service ethic, Previous Experience as a financial advisor, Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered, Series 7, 63 and 65, or 66 License Required, Proficient in Microsoft Office and web based applications, Experience using SalesForce.com preferred, Ability to assist customers in call center environment while accessing data via multiple PC lookup applications, Must have excellent PC and data input skills, A client-centric attitude that considers the clients point of view for all actions, Personal pride in delivering exceptional experiences to clients and coworkers, Providing Basel Reporting support particularly to APAC & EMEA countries, Performing BAU activities of Fin-Risk Team for monthly Basel Reporting including, but not limited to: Finance-Risk Reconciliation and RWA Data Quality Analysis and Remediation, Providing reports to senior management and other key stakeholders to identify Finance and Risk unexplained breaks and RWA Data Quality exceptions and measure these against established thresholds, prioritizing material issues and communication to operations units to investigate and resolve root causes while facilitating the appropriate escalation process and ensuring that corrective action is established and tracked on a periodic basis, Following up with the owners of corrective actions located across various countries until issues are resolved strategically, Performing BAU activities of the DRA Optima team for monthly Basel III Reporting including, but not limited to GL Reconciliation, Participating in the Basel Production Daily Status Calls to support DRA processes, Computer Science or Management Information Systems degree or equivalent experience is an advantage, Accurately verifies all insurance benefits online or via phone within the appropriate timeline and documents appropriately on the verification sheet, Determines patient responsibility amounts (via CPO or applicable tool) and notifies First Source/Boss and/or Admitting department for the collection, Remains up-to-date on all insurance/managed care contracts to maximize up-front collections and reimbursement. Perform cash collections based on the BHSF policy, SOX requirements, and departmental goals. 15 Financial Representative resume templates, Download Financial Representative Resume Sample as Image file, Assistant Financial Controller Resume Sample, Financial Services Representative Resume Sample, Financial Service Representative Resume Sample, Introduce clients to investment strategies and work to develop financial plans, Participates in the departments performance improvement activities, Works closely with manager and other representatives to recognize opportunities to retain and build Fidelity assets, Report statistics monthly. According to the Bureau of Labor Statistics, the median salary for financial representatives was $63,780 in 2018. Supported the case management team with outstanding requirements and ran basic illustrations for the sales team when needed for input and processing. Maintain client and company records, payments, etc., in an accurate and timely manner. The reverse-chronological format is the most common one. Making certain that all monies due are collected, issue a receipt, and place in the departmental safe, Review Quality Assurance work list for any real time errors at the completion of each registration and ensure to make necessary corrections to the account accordingly, Review the Audit Search for all manually reviewed errors on a daily basis, Scans all required documents into the appropriate folder in the scanning system in a timely manner to assure maximum reimbursement and compliance, Validate/obtain authorization/notification from insurance companies/physician office within the appropriate timeframe to facilitate and finalize, Reschedule/cancel any patients' appointment due to lack of authorization by following the appropriate protocol, Provides PCP, and insurance information to the UR team in a timely manner to ensure accurate processing of notification/authorization by Access Mgmt. Highly adept at cross-selling through promotion and in-depth knowledge of industry products and services. Look to the Resume Checklist below to investigate how Customer Service, Financial Planning, and MS Office match up to employer job descriptions. Visit our Self-reliant; work efficiently on own initiative and in team setting. Provided expertise on inquiries pertaining to retirement, taxation, and the markets. Maintain comprehensive knowledge of all services and products and update all requests on developmental needs. Counseled clients on personal portfolios to best achieve their financial goals, Advised clients, demonstrating an expertise includes Risk, Asset, Income and Estate Management. They will also help you make a strong first impression. Achieve sale goals through direct selling, referral of deposit, loan and investment products and services. Use these resumes as templates to get help . I am a sincere, loyal and dedicated individual who has a great deal of ambition. How to write Experience Section in Finance Resume, How to present Skills Section in Finance Resume, How to write Education Section in Finance Resume. Worked with CFP's and CLU members to increase business revenue and a loyal returning client database Worked on getting my financial licenses (series 7, 63) currently hold a life, accident, health and HMO licensure. Below you'll find our how-to section that will guide you through each section of a Financial Representative resume. With that said, there are currently 492,100 jobs in the market right now. Highly organized and results oriented with a proven ability to recognize and capitalize on the best practices with outstanding process improvement aptitudes. This is one of the hundreds of Financial Representative resumes available on our site for free. Use them as inspiration when building your own resume: In writing your Financial Representative resume, you will no doubt want to list your previous duties - as you should. This job is a dynamic sales field that requires attention to trends and popular products in finance. I believe that my desire to learn, along with my excellent computer skills, and ability to multi-task make me a strong candidate for this position. Followed up with collection accounts and references and noted all communication with customers. Financial Representative Resume Format 101. Continued employment in this position is contingent upon successful completion of all licensing requirements within the stated time frame, as well as the ongoing completion of all requirements for maintenance or renewal of the license thereafter, Must have a basic understanding of lending and collections regulations, Ability to operate a keyboard if required to perform the essential job functions, Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. The average finance & sales representative resume is 0.8 pages long based on 450 words per page. This resume was written by our experienced resume writers specifically for this . $500 Sign-on Bonus paid after 90 days of employment; Generous PTO and paid time off to volunteer Reviewed loan applications for credit worthiness and evaluated the risk of loan applications. Choose a resume layout that sends the right message across and fits your current career situation; Create a resume header that shows your desired job title, and easy to find contact numbers; Be specific about your experience, accomplishments and future goals in your summary; Feature detailed metrics and specific examples that show the impact you made in your previous roles when describing your experience; Add all of your technical skills and certifications that you have and match the job description; Show off a dash of personality in your resume that will demonstrate your culture fit and the right mix of hard and soft skills. Use this resume as a template to find a job! Skills:* funder, clerical, finance, financial, Data Entry, Customer Service, Funding Hours: 8 hour shift between 7:30- 7:30 one week a month 10:30-7* Additional Skills & Qualifications:* Financial services professional responsible for the sale of individual and business financial products and services to meet clients' insurance needs and investment goals. Provide efficient sales and services to customers and monitor sales for all referral objectives. 24 Important Soft Skills And How The Employers Like To See Them n Your Resume, How To Write A Resume Personal Statement (With Examples), The Complete Financial Analyst Course 2022, Financial and Economic Modeling and Investments, Beginner to Pro in Excel: Financial Modeling and Valuation, Financial Analysis and Financial Modeling using MS Excel. Financial Service Representative @ Travis Credit Union, Personal Financial Representative @ Allstate Financial Services, Senior Financial Service Representative III @ First Citizens Bank, Financial Services Representative I/Personal Banker @ San Diego County Credit Union, Financial Representative @ Fidelity Investments, Create a Banking Resume in 5 Simple Steps, Get Expert Writing Recommendations for Your Banking Resume, 8 Do's and Donts for Writing a Banking Resume, Beat the ATS With These Banking Resume Skills, Banking Resumes for Every Professional Level, Excellent communication and interpersonal skills. Created a portfolio management approach that guided customers' financial decisions based on their assets and liabilities. Can I Leave a Job I Was Fired From Off My Resume? Our smart tools make building a polished resume faster, so you can concentrate on landing that dream job. Make your resume stand out by communicating what you have done, and not merely what the job needed you to do. Review monthly Institutional Refund Calculations and Title IV refunds. Assisted finance manager in the developments of sales goal plan. (Rehab: Only in case of add-on. - Select from thousands of pre-written bullet points. -Blakeney-9034 Ardrey Kell Rd Charlotte. for personalized Financial products is the most common skill found on a finance & sales representative resume. Interprets, applies and communicates Mayo Clinic policies regarding medical and financial aspects of patient care to assure optimal reimbursement for both the patient and Mayo Clinic. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Works effectively on teams, as well as independently, in fast-paced environments. Conduct financial planning analyses for clients, managing, scheduling own book of business. Check out Financial Representative resume sample with summary, skills, and experience currently employed at Journey Financial. Always keep in mind the limitation of personal capabilities to implement the ideas. High School Name. Exceeded specific performance measurements including hold time, answer time and handling time in a complex customer service environment. 5. Objective : Over 10 years' experience in analyzing financial data, anti-money laundering (AML), fraud detection, and information to build financial/other investigations.Knowledge and experience in the intelligence community; in addition to the usage of systematic tools to screen, detect, dismantle criminal activity. He served as ninth Chair of the National Endowment for the Humanities from 2009 to 2013 [1] [2] and was a member of the U.S. House of Representatives from Iowa (1977-2007). Performed routine transactions on an on-line terminal, processes payments and disbursements. This included the description of account features, communicating account balances, and executing efficient and accurate trades. The average finance & sales representative resume is 346 words long. Performing BAU activities of the COE for monthly Basel III Reporting including, but not limited to: Finance-Risk Reconciliation and Remediation of issues, Serving as the Subject Matter Expert for Basel III Reporting and estimating the impact of exceptions on the organization's risk weighted assets, Providing reports to senior management and other key stakeholders to identify Finance and Risk Orphans and measure these against established thresholds, prioritizing material issues and directing operations units to investigate and resolve root causes while facilitating the appropriate escalation process and ensuring that corrective action is established and tracked on a periodic basis, Distributing the Fin-Risk unexplained breaks to the respective analysts and/or business owners including Region/Country Finance and Credit Risk Managers to investigate them and effect corrective action, Documenting user requirements and ensuring these have a thorough impact analysis to be able to prioritize and dimension work effort, considering there will be competing projects for other functions in the technology queue, Based on analysis and resulting metrics / impact analysis coordinate and prioritize the efforts for system / process development to ensure issues and / or cycle time are reduced, Participating in the monthly and daily calls as the subject matter expert on Fin-Risk process for Basel Reporting, Establishing, maintaining and enhancing related Operational procedures, ensuring key controls are in place and both standardizing and optimizing processes globally, Recommending and approving enhancements, testing for various Basel reporting processes and functionalities, Representing the organization to external parties including auditors and regulators and clearly communicating the Basel reporting process and controls, Bachelor's and / or Master's degree in Business Management, Finance, Accounting or equivalent experience required, Experience in using Finance Information systems is an advantage (i.e., Finance Accounting Modules, SAP, Oracle, etc. Should I Put In An Incomplete Degree On A Resume? Conduct annual policy and account reviews with existing clients to stay abreast of clients' needs. Develop business and professional sales skills through prospecting and management of my own clients. Conceptualized an investment strategy; developed a portfolio of mutual funds, bonds, and stocks to ensure the long-term financial stability of customers. Escalates more complex questions or issues appropriately, Complies with contract requirements, business unit rules and related industry and legal regulations, High School Diploma or equivalent; may hold 2 year post-high school Degree; may hold Bachelors degree, A minimum of 2 years of working experience in related fields, Office administrative experience and skills, Experience with MS Office Suite preferred, Ability to read and interpret basic to moderately complex documents such as operating and maintenance instructions, procedure manuals, and government/healthcare guidelines, Excellent written and verbal communication skills and customer service skills, including professional telephone skills, Maintain procedures, ensuring SOX 404 compliance, Liaise with the local business representatives, data owners and/or Technology team to facilitate faster response to and resolution of issues, Present daily operational status and results of the data integrity control checks to the business and technology during the end-to-end call, Act as primary support to the warehouse(s) he/she will be assigned to, Prepare materials needed for operational reporting and post mortem discussions with the business and technology (including metrics), Identify improvements on existing processes and operational procedures, Preferably with at least 1 year of work experience, Providing Basel III Fin-Risk support to APAC & EMEA countries. In addition, information obtained during the registration process may impact your employment, Must have experienced level computer skills including the Microsoft suite of Office products including, Excel, Word, Access, PowerPoint, and Outlook, Must have experienced level of math skills, with the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals, Must be able to explain the relationship between principle, interest rate, payment amount, and number of payments as it relates to lending, Must be able to effectively communicate orally and in writing, 1+ year of experience with Hospital Billing, Experience with following up with accounts and clients, Identifies patients without insurance or underinsured. Implemented holistic financial plans for clients' protection, financial growth and retirement. Maintains or exceeds Patient Registration Services Customer Service Standards, Complete mandatory in-services (6 10 per year) and medical necessity/testing annually. Descriptions:* Customer Service Representative Monday - Friday o 8 AM - 5 PM with one Saturday a month (8 AM - 12 PM) Answering incoming calls throughout the day from customers who need. 1,648 sq ft floor area. community What makes a great Financial Representative?
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