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Detail-oriented Financial Analyst who consistently exhibits sound judgment when scrutinizing complex financial documents.
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Budgeting and Financial Management
Army Family Team Building Program; Spouse Leadership Development Course; Kentucky Nurse Aide Training Course; Notary Public; Time Share Sales Agent.
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.
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.
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.
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.
Take a look at the most common Financial Services Representative skills, don't hesitate to use them in your resume to catch recruiters' attention.
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