Financial Service Resume Sample

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Jaron Cruickshank
144 Khalil Heights,  Dallas, TX
+1 (555) 398 6221

Work Experience

Financial Service Associate
05/2015 - PRESENT
Phoenix, AZ
  • Preference for prior work in a business office/financial setting in a health care environment including managed care company or insurance company
  • Preference for prior experience in admissions/business office in MD Office, ED or other health care setting, health care billing, or other position that includes knowledge about appropriate collection of demographic and financial data, insurance eligibility and verification
  • Five or more years related experience in or around a manufacturing or distribution environment is
  • Analytical, ambitious, results oriented, inquisitive person motivated to succeed
  • Organized, polished financial professional confident in communicating orally and in writing
  • Experience with Excel, basic MS Windows, Word and SAP desired
  • Project management skills, coordination of a number of work streams into one overall project
Financial Service Organization
05/2011 - 11/2014
Dallas, TX
  • Project management in terms of the ability to plan and prioritise work, meet deadlines, monitor own budget
  • Takes ownership of work
  • Relationship management skills with ability to manage client expectations and expectations of internal clients
  • Meet and exceed branch sales quotas by identifying customer needs and providing appropriate products and services
  • Refer customers to other lines of business when additional financial needs are recognized
  • Efficient and accurate execution of trades in accounts as per client or advisor’s instruction
  • Refer customers to other lines of business when additional needs are recognized
  • Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities. Use business process, organizational and technology capabilities and knowledge across several of the following focus areas
  • Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions
Financial Service Coordinator
11/2004 - 03/2011
Detroit, MI
  • Achieves required levels of outbound phone calls and customer conversations based on the branch’s need to acquire new customer relationships and to expand existing customer relationships
  • Takes ownership and resolution of customer issues
  • Educates customers on emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
  • Develop effective financial models to evaluate existing and new business opportunities
  • Responsible for stewarding internal control environment for all financial transactions
  • Manage, coach, and develop the skills and competencies of professional accountants
  • Develop strategies to optimize the collection of operational and financial data used in complex financial modeling


DeVry University - Phoenix
2000 - 2004
Bachelor's Degree in Business

Professional Skills

  • Organization skills to effectively juggle your own workload and priorities while responding to the shifting priorities of customers and Financial Advisors
  • Generic Skills: Good communication and organizational skills required. Ability to follow operating procedures and instructions necessary
  • Self-planning skills sufficient to schedule and complete work within established timeframes, while accommodating changing priorities
  • Strategic thinking, Strong analytical & problem solving skills and attention to detail
  • Possesses strong analytical, interpersonal and decision-making skills to handle the dual role of claims processor and customer service representative
  • Demonstrated customer interface with good negotiating skills
  • Models strong project management skills by utilizing project management best practices

How to write Financial Service Resume

Financial Service role is responsible for financial, customer, credit, analysis, collections, architecture, compensation, security, auditing, integration.
To write great resume for financial service job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Service Resume

The section contact information is important in your financial service resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Financial Service Resume

The section work experience is an essential part of your financial service resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial service responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial service position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Financial Service resume experience can include:

  • Excellent communication and client relationship management skills
  • Exhibits competent multi-tasking skills and takes initiative in diffusing challenging customer contacts
  • Utilize advanced branch technology including tablets, “super” ATMs & other systems effectively to engage and educate customers in using them
  • Experience: 3 years relevant experience
  • Interactive skills sufficient to communicate detailed factual information when explaining various products and services to customers
  • Strong computer proficiency, including Microsoft Word, Excel, and Outlook and comfortable learning new computer applications

Education on a Financial Service Resume

Make sure to make education a priority on your financial service resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial service experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Service Resume

When listing skills on your financial service resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical financial service skills:

  • Basic writing skills sufficient to complete applications, forms correspond professionally with customers via email
  • Experience in financial services; 2+ years of regulatory reporting experience
  • Experience in financial services; 3+ years of regulatory reporting experience
  • Regulatory reporting experience; 5+ years of financial services industry experience
  • Experience in Banking, Regulatory Reporting and Risk Management projects
  • Demonstrated ability in identifying and generating new business opportunities

List of Typical Experience For a Financial Service Resume


Experience For Financial Service Associate Resume

  • Strong analytical and interpersonal skills, with a commitment to professional and client services excellence and organizing skills
  • Prior experience in any of the following areas
  • Good understanding of Defined Benefit Plans and options
  • Previous banking experience in sales environment
  • Work experience, including 5+ year of system implementation, and/or lean / six-sigma operational improvement projects
  • Experience of managing a team of direct reports
  • Hands-on experience with at least one SAP module/application such as FICO, AP, AR, BPC, HANA modelling, BI, Bank Analyzer
  • Experience across various SDLC components supporting the implementation of vendor packages,

Experience For Financial Service Organization Resume

  • Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience
  • Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook)
  • Communicating proactively and clearly with external and internal customers
  • Willing to relocate to Suzhou SSC
  • Processes a variety of routine and complex transactions for branch clients, including deposits, withdrawals, and loan payment processing

Experience For Financial Service Specialist Resume

  • Ensures safe and sound banking practices, including adherence to all applicable laws and regulations
  • Provides face-to-face financial counseling for patients, notably uninsured/under-insured patients
  • Performs analysis of billing process to determine what if any amount is patient responsibility
  • Learn and navigate multiple banking systems and applications, and utilize search tools to find information
  • Interface with Sales, Order Entry, Billing and Cash Applications
  • Administer and use Experian credit rating system to evaluate credit
  • Works to create and establish relationships with customers, remaining well-informed about the customer’s relationship with the bank

Experience For Financial Service Manager Resume

  • Responsible for all functions of the operation, which include the call center, claims, and correspondence processing
  • Scan, index, and retrieve items from the imaging system
  • Used business process, organizational and technology capabilities and knowledge across several of the following focus areas
  • Expense and operating efficiency analysis
  • Respond to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication

Experience For Customer Financial Service Manager North Asia Resume

  • Initiate transactions for participants including loans and withdrawals
  • Refinement of target operating models particularly within the Finance function
  • Regulatory and statutory reporting improvement
  • Enter, review and decision new account applications from multiple channels: stores, online and/or customers responding to promotional invitations
  • Answer complex inbound account inquiries by applying advanced knowledge of Visa, Retail, Corporate Card, Debit and Gift Card products
  • Follow-up on personal invitations to customers regarding roadshows, seminars, workshops offered by the market
  • Upon completion of training, Prudential offers work from home opportunities
  • A high level of motivation and a self starting attitude

Experience For Dshs Financial Service Specialist Resume

  • Participate in business case development and due diligence reviews. For example: new products/suppliers, alternative routes to market and acquisitions
  • Provide financial and project management leadership in work flow and process improvement initiatives
  • Collaborate with Supply Chain Transportation & Logistics business partners to enhance system economics and value chain analytical capability
  • Prepare presentations and articulate findings of research and analysis to business partners
  • Conduct special projects and ad-hoc analysis as assigned by Supply Chain management
  • Support ABP and RE / R&O processes for the platform

Experience For Financial Service Rep Resume

  • Partner with management and Internal Control to develop and promote processes that meet Sarbanes-Oxley requirements and internal control standards. Identify control risks and provide controls guidance
  • Manage multi-disciplinary project teams at our clients to provide a broad range of solutions and capabilities including operational improvement, profitability management, finance function activities and business integration
  • Finance transformation (Shared Services, Financial Close, General Ledger/ERP management)
  • Support client engagement teams at a wide variety of clients to deliver professional services, and participate in business development activities on strategic and global priority accounts
  • Serve in an execution role to deliver our latest solutions and capabilities including operational improvement, profitability management, finance function activities and business integration
  • Comfortable with direct client interaction with both internal and external clients
  • Takes initiative to perform day to day tasks with limited guidance or direct supervision
  • Provides optimum customer service

Experience For Financial Service Segment Manager Resume

  • Performs follow-up work on uninsured/under-insured patients scheduled for surgeries in order to resolve their financial responsibility prior to services being rendered
  • Sets up and electronically transmits direct deposits to receiving banks and San Dimas. Initiates contact with receiving banks and San Dimas to verify totals and numbers passed through the interface. (Approx. weight: 35%)
  • Deletes and resends transmissions to receiving banks and San Dimas where there are discrepancies with balances or totals passed. Prepares and processes reversals for FSDD and ADP Check items when necessary and confirms receipt. (Approx. weight: 30%)
  • Prepares files of electronic transmission records for banks with special requests. (Approx. weight: 20%)
  • Assists with the clerical functions (i.e., processing incoming mail, client record requests, etc.) associated with the set up and conversion process. (Approx. weight: 15%) ____________________________________________________________________________________
  • Educates clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options to access their accounts 24 hours a day/7 days a week

Experience For Financial Service Coordinator Resume

  • Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs
  • Ensure operational and financial safety and soundness. Awareness of the environment, the situation and the client; leverage Lobby Management as a tool for managing client interactions and risk
  • Proven ability to form and expand client relationships
  • Experience in an operations or call center department within Retirement, Investment or Financial Services industry
  • Strong knowledge of record-to-report processes

Experience For Intake Financial Service Representatives Resume

  • Form and expand client relationships
  • Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook).Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
  • Collections of accounts receivable current and past due invoices
  • Reconcile customer/supplier accounts and statements
  • Ensure that follow-up contact is established with customers in a timely manner

List of Typical Skills For a Financial Service Resume


Skills For Financial Service Associate Resume

  • Prior experience in any of the following areas is a positive
  • Experience in managing Banking, Regulatory Reporting and Risk Management projects
  • Experience in leading Banking, Regulatory Reporting and Risk Management projects
  • Experience in leading cross functional teams and IT project management for implementing the complex financial systems
  • Excellent training and development prospects, both through established programs and on-the-job training
  • An excellent team of senior colleagues, dedicated to managing and varying your workload
  • Experience in data modelling and reporting engagements
  • Possess a deep knowledge and strong understanding of the overall finance function operations and business process re-engineering

Skills For Financial Service Organization Resume

  • Actively book meetings for FAs through effective use of Horizon and Contact Planning
  • Demonstrated success in managing customer service operations to attain high levels of service delivery
  • Demonstrate characteristics of a forward thinker and self-motivator that thrives on new challenges and adapts quickly to learning new knowledge
  • Previous hands-on experience with at least one SAP module ECC/ S/4 HANA application such as FICO, AP, AR, BPC, HANA modelling, BI, Bank Analyzer
  • Experience developing sales opportunities
  • Strong computer proficiency, including Microsoft Word, Excel and Outlook
  • Application/Package experience in any of the following
  • Work experience, including 8+ year of system implementation, and/or lean / six-sigma operational improvement projects

Skills For Financial Service Specialist Resume

  • UPWARD MOBILITY – With more than 340 locations worldwide, we provide excellent career advancement potential, both locally and beyond
  • Previous exposure to process design and mapping, with a strong understanding of deployment methodologies (ideally agile)
  • Hands-on experience with at least one SAP module/application such as FICO, AP, AR, BPC, HANA modelling, BI, Bank Analyzer
  • Successful experience with a Big-4, High-profile SAP client, or key role during an SAP implementation
  • A proven track record of leading large scale client engagements
  • Planning, budgeting, and forecasting integration
  • Working knowledge of collection practices including bankruptcies
  • Working knowledge of consumer lending practices and credit analysis
  • Working knowledge of internal control principles

Skills For Financial Service Manager Resume

  • Process reported changes in client circumstances, assessing effect of reported changes on continuing eligibility and updating the case as necessary
  • History of driving revenue within existing clients and in developing new prospects at the 'C' level of Fortune 500 companies
  • Provides mentoring and guidance to pursuit teams to maximize leasing and financing penetration and growth
  • Possess a working knowledge and understanding of the overall finance function operations and business process re-engineering
  • Participate in training programs, complete required training
  • Assist customers with the process of applying for Apple Healthcare by entering information into the Health Plan Finder (HPF) system on behalf of the customers
  • Upon completion of training and achievement of objectives, Prudential offers many flexible work arrangements including work from home opportunities

Skills For Customer Financial Service Manager North Asia Resume

  • Leads and develops leasing and financing portfolio for managed print services and manages strategic partners to deliver these services
  • Provide leadership in the development, and execution of the HP Services Vision through competitive leasing and financing offerings
  • Core system conversion (origination, servicing, secondary marketing)
  • Identify routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolving the problem
  • Work with IT and Standard Reporting to help develop enterprise solutions for reporting needs
  • Financial Accounting and Reporting operations improvement
  • Source to pay including sourcing strategy and vendor management improvement
  • Attend training, unit meetings and staff meetings. Participate in conferences with supervisor

Skills For Dshs Financial Service Specialist Resume

  • Office based environment / remote working
  • Progressively gain knowledge of financial solutions, BMO’s products, processes and systems, and BMO Financial Group as training program is completed
  • Eligible to be RISR registered and lending qualified
  • Bachelors in Accounting or equivalent required
  • Assist customers with digital banking offerings
  • Make sound decisions and use proper discretion in handling customer issues within company guidelines

Skills For Financial Service Rep Resume

  • Be fully engaged with Investment Advisor(s) and their teams and support the IA(s) in achieving business plans to meet goals
  • Understand CIBC’s vision, values and mission and how they contribute to CIBC being the leader in client relationships
  • A collaborative environment where everyone works together to create a better working world
  • Comfortable educating others on technology
  • Work branch hours, including weekends, and some evenings
  • Apply independent judgment to credit granting decisions and service customers, via phone, in a friendly and efficient manner

Skills For Financial Service Segment Manager Resume

  • Ability and willingness to work flexible hours, changing shifts, and weekends
  • Work a flexible schedule based on department needs including nights and weekends
  • Extensive exposure to requirements gathering and fit-gap analyses
  • Design, testing, and implementation of technology-enabled solutions
  • Comfortable learning new computer applications

Skills For Financial Service Coordinator Resume

  • Drive standardized, metric-based score-carding throughout the organization
  • Provide leadership and direction to the Platform for all related reporting, analysis and support
  • Manage monthly close cycle for the platform including variance analysis and management report outs
  • Regulatory and Statutory Reporting strategy and improvement
  • Identify opportunities for referrals and make smooth hand offs to partners in the BMO Financial Group of Companies
  • Understands P&C Canada’s technology and processes well, able to multi-task and delegate appropriately
  • Possesses intimate knowledge of all aspects of P&C Canada’s branch operations
  • Conduct intensive interviews to determine or re-determine eligibility for Basic Food benefits, cash and medical benefits

Skills For Intake Financial Service Representatives Resume

  • Obtain and review necessary data, documents, and verification for each program
  • Analyze written and oral information to assist in eligibility determination
  • Determine accurate benefit amount by calculating income deduction and assistance unit members using the guidelines of federal and state policies, procedures and laws
  • Refer clients to mandatory and optional services within and outside of DSHS. Assist in finding alternatives to public assistance and refer as appropriate
  • Read and interpret the Washington Administrative Code and Procedural Manuals to assist in the determination of eligibility

List of Typical Responsibilities For a Financial Service Resume


Responsibilities For Financial Service Associate Resume

  • Proficient level knowledge of: Everyday Banking, Investments, Self-Management & Teamwork
  • Functional level knowledge of: Relationship Sales & Management, Personal Lending
  • Introductory level knowledge of: Trust Services, Commercial Lending, and Commercial Cash Management
  • Post and apply cash correctly and timely
  • Accurately document and notate customer accounts, accordingly
  • Comply with Company Health, Safety, Environmental, Security and U.S. Export control policies
  • Assist and comply with all internal and external audit requests
  • Invoice verification and voucher entry

Responsibilities For Financial Service Organization Resume

  • Comply with and ensure department compliance with Company health, safety and environmental
  • Resolve open issues with parked documents
  • Tax analysis and systems updates
  • Process account/database maintenance on correspondence mailed by participants
  • Independently and courteously handle customer requests and inquiries from the toll-free customer service line

Responsibilities For Financial Service Specialist Resume

  • Perform overpayment recovery process with appropriate follow up
  • Address rejected items from bank – EFT rejects, reclaims, etc
  • Acts as a role model for the new associates of the team
  • Working knowledge of a full range of investment/deposit/self-serve banking/credit products/services and in particular those related to the provision of wealth management products and services sufficient to prepare and process applications/documentation and associated requirements necessary to fulfill customer needs
  • Business &/or agricultural experience an asset
  • Knowledge of retirement products, or other experience in the Financial Services industry

Responsibilities For Financial Service Manager Resume

  • Successful completion of the Canadian Securities Course encouraged but not required
  • 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
  • Energetic and able to function effectively and independently; proactive in problem solving and in the ability to identify opportunities to enhance customer service
  • Experience in communicating policy or procedure effectively to a broad customer base; to be able to provide relevant information to all stakeholders, including faculty, staff, students, vendors, parents, and others
  • Attention to detail, accuracy, and discretion, especially when provisioning system access, working with personally identifiable information, and cash handling and financial information
  • Fluency with desktop computing tools such as Word, Excel, and PowerPoint. High level of competency with system applications (e.g. PeopleSoft)
  • Flexibility in work schedules is occasionally necessary to accommodate academic or student-focused events and to ensure service delivery

Responsibilities For Customer Financial Service Manager North Asia Resume

  • Experience in delivering professional services to clients as an auditor or a consultant in the area of regulatory advisory, auditing or financial reporting, preferable with the experience in Big 4 firms
  • Utilize multiple resources and computer platforms simultaneously to assist customers
  • Travel to the Prudential Dubuque site when needed
  • Comprehend and apply a broad knowledge of credit card policies, procedures, and systems
  • Work both independently and on a team in a dynamic and fast-paced work environment

Responsibilities For Dshs Financial Service Specialist Resume

  • Customer service oriented and solution focused
  • Comprehend and apply a broad knowledge of credit card policies, procedures and systems
  • Strategic Partner management and development
  • Represents financial services on solution portfolio core teams and provides service requirements into product development stages/phases
  • Works across regions/geographies and Worldwide (WW) teams to develop and grow financial services

Responsibilities For Financial Service Rep Resume

  • Responsible for revenue and margin contribution for financial services
  • Work experience, including 5+ year of system implementation execution, system implementation design, and/or lean / six-sigma operational improvement projects
  • Vendor assessment, selection, and transformation
  • Channel (branch, online, ATM, mobile, contact center) transformation
  • Respond to client inquiries on retirement plan products and services, the overall financial markets, and related legal, tax, and regulatory issues. Develop basic knowledge of funds, products and services, and the overall financial services industry through classroom training, on-the-job training, and self-study
  • Respond to participant phone inquiries and provide account and plan information from various information systems

Responsibilities For Financial Service Segment Manager Resume

  • Provide fund and investment performance information to participants over the phone
  • Assessment and redesign of business, risk and control processes
  • Process, review and decision register referrals, transactions and credit line increase requests
  • Answer and resolve escalated customer, store and helpline calls
  • Deploy assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile as determined by the IA
  • Proactively provide exceptional client service by demonstrating professionalism, commitment to service and following up every client interaction and identify opportunities and proactively refer them to the advisor
  • SAP product application experience and /or relevant industry/solutions experience. Industry/ business experience in one of SAP’s target Industry Clusters (like Financial Service Industries, Consumer Industries, Discrete Industries)

Responsibilities For Financial Service Coordinator Resume

  • Coordinates participation in various University events, including first-year student move-in, graduate student orientation, and other information sessions and fairs
  • Work experience, including 5+ years of system implementation execution, system implementation design, and/or lean / six-sigma operational improvement
  • Previous exposure to SAP ECC or S/4 HANA
  • Willingness and ability to travel up to 70-100%
  • Relate, empathize and quickly build rapport with participants over the phone
  • Punctuality is VERY IMPORTANT
  • Work experience, including 3+ year of system implementation execution, system implementation design, and/or lean / six-sigma operational improvement projects

Responsibilities For Intake Financial Service Representatives Resume

  • Change management leadership across multiple business functions with the ability to interact with all levels within the organization
  • Advanced financial analysis and problem solving skills – the ability to explore strategic options, developing creative solutions to complex business issues, and/or supporting decision-making
  • Perform analyses that require the application of single or multiple financial and non-financial concepts and tools, e.g. NPV, IRR, Discounted Cash Flow, loss projection as well as exposure and risk assessment
  • Work experience, including 2+ year of system implementation execution, system implementation design, and/or lean / six-sigma operational improvement projects
  • The opportunity to manage a portfolio of talent within a designated service line
  • Balance multiple tasks in accordance with changing deadlines and priorities in a fast-paced environment to ensure Nordstrom Card Services is meeting the needs and demands of internal and external customers
  • Ensures adherence to all Card Services policies, procedures, and practices
  • Ensures a clean, safe and accident-free work environment and comply with Card Services safety rules

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