Financial Services Representative resume examples

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Skillful Financial Services Representative resume

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Venetreas Caviness
Professional Summary

Detail-oriented Financial Analyst who consistently exhibits sound judgment when scrutinizing complex financial documents.

Skills
  • Cost reduction and containment
  • Word/Outlook/Excel/PPT/ Access
  • Proficient in AS9102 preparation
  • SAP expertise
  • Excellent time management skills
  • Goal-oriented
  • Practices due diligence
  • Detail-oriented
  • Self-sufficient
  • Deadline-driven
  • Analytical thinking
Work History
Financial Services Representative, 05/2017 to 10/2018
Crystal StairsLos Angeles, Ca
  • Met with clients to generate new business and negotiate contracts.
  • Established key procedures for teams preparing documentation, models, and presentations.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Contacted potential clients to pursue sales and gather funds.
  • Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports.
  • Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and 10-member management team with related direct reports.
First Article Inspection Inspector, 07/2015 to 04/2017
Qual Pro Corporation18510 S Figueroa Street, Ca 90248
  • Recorded defects and coordinated issue resolution with development team and functional leads.
  • Identified and helped resolve production problems such as shipping and receiving errors, AS9102 report errors, purchasing errors.
  • Recorded inspection and test data such as weights, temperatures, grades and quantities inspected and graded.
  • Monitored production operations for compliance with specifications and promptly reported defects.
  • Identified and helped resolve non-conforming product issues.
  • Performed preliminary, in progress, hidden damage and final product inspections.
  • Monitored product standards and quality-control programs.
  • Prepared First Article Inspection Reports that were AS9102 compliant Boeing, Northrop Grumman, Curtis Wright, Raytheon, L3SEO, Tecom, Meggitt Defense.
Investment Analyst, 05/2013 to 02/2017
Gateway Tax Service6216 S Vermont Ave, Los Angeles, CA 90044
  • Modified a comprehensive financial reporting package to reflect growing organizational complexity.
  • Collected and arranged information and entered details into computer database.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Worked with managers to develop annual expense plan goals.
  • Performed prescribed scripts and utilized friendly but firm attitude with full knowledge of contractual requirements and legal remedies.
  • Researched topics and completed due diligence to resolve issues in a timely manner.
Education
Bachelor of Arts: Business Administration - Management, 2018
California State University of Los Angeles - 5151 State University Drive, Los Angeles, Ca 90032

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Job-winning Financial Services Representative resume

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Betrilda Calmes
Highlights

Budgeting and Financial Management 

Accomplishments

Army Family Team Building Program; Spouse Leadership Development Course;  Kentucky Nurse Aide Training Course; Notary Public; Time Share Sales Agent.

Experience
Nevada State Bank | Las Vegas, NV Financial Services Representative 02/2019 - Current

Expand client base through successful service and sales techniques.
Promotes business by maintaining good client relations, referring clients to other lines of business for new services as needed and demonstrating product knowledge. Continually cross selling bank services and products, including loans. Incumbent and fully experienced teller with knowledge of branch operations, serves as lead in branch activities in the absence of or in conjunction with the Management Team.

InTouch Credit Union | Las Vegas, NV Senior Personal Financial Assistant 06/2014 - 11/2017

Served as a liaison for the members and the Institution. Provided counseling assessments and strategies which are used to achieve personal and financial goals. Identified and proposed fraud solutions for members. Developed relationships through proactively identifying products and services that will aid members in achieving financial success. Provided supervisory support to the Branch Manager through audit, vault balancing, and proper security procedures.

Bank of Hawaii | Wahiawa, Hawaii Consumer Banking Representative 09/2008 - 04/2011

Participated in group discussions to identify logic relationship among resources, activities, and outcomes. Obtained information to evaluate concerns, questions, and new ways to deliver prompt, accurate, and excellent customer service. Adhered to security and audits procedures, conducted reviews, transactions, and fraud reports. 

Dollar Tree | Elizabethtown, KY Assistant Store Manager 06/2003 - 12/2007

Hired, trained, and managed personnel, including evaluating performance and enforcing disciplinary actions. Implemented training by developing associates to assume leadership positions. Worked with district manager to formulate and build the store brand.

Education
Liberty University | | Lynchburg, VA, United States Bachelor of Science in Psychology 2020
Central Texas College | | Killeen, TX, United States Associate of Arts in Business Management 2010

Top Financial Services Representative skills

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Experienced Financial Services Representative resume

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Tanisha Ramos
Summary
Self-motivated Patient Financial Services Representative offering a strong work ethic and determination to complete tasks in a timely manner. Accurate and detail-oriented with extensive billing knowledge.
Experience
11/2015 to Current
Patient Financial Services Representative Partners Healthcare Belmont, MA
  • Phone calls form intake- Verify insurance as best as i can with information given on a potental patient for IN- PATIENT, PAR and RES Distribute information appropriately (Intake,UM manager,co-workers, case managers.) IDX Work List- Keep each patient file/insurance information current New admits: Financial comments screen, NB notes and update info in the IF/IN information screens.
  • Follow-Ups: Make sure that UM/case managers are up to date with getting authorizations, lengths of stay, getting close to exhaustion of benefits Let managers and co-workers know of any potential problems with a particular patient Pre-Admits: Update information and work with intake/co-workers information prior to admission FA/AB's: Get FA/AB's from intake from previous days admission and update in IDX.
  • Trained in EPIC
07/2012 to 10/2015
Administrative Assistant/ Self Sleepmed INC Peabody, MA
  • Customer/Patient Service .Answering phones/ Call center Cue .Print and mail statements daily .Collection reports .Schedule patient payment plans/ Credit Card payments .Fix submission errors (Zirmed WEDI) .Print HICFA 1500 forms.
01/2010 to 07/2012
Administrative Assistant Savin Hill Family Chiropractic - DORCHESTER
  • Front Desk Duties -Answer Phones -Schedule patients -Filing -Insurance verification and retrieving new claim information -Prepare new patient files .Place patients in room .Assist doctors with heating/ice packs.
01/2007 to 01/2010
Cosmetic Supervisor Walgreens Company Salem, MA
  • Trained new cosmetic employees.
Cosmetic Project Coordinator
  • Assist with employee scheduling.
Education and Training
2009
High School Diploma: General studies Lynn English High School Lynn, MA General studies
Languages
Fluent in both English and Spanish, verbally and written.
Skills

Account Management, Computer Proficiency, Coordination, Creative Problem Solving, Critical Thinking, Customer Service, Data Collection, Data Entry, Documentation, Microsoft Excel, Microsoft Office Suite, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word