Financial Service Representative Resume Sample

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Brody Terry
149 Kub Hills,  Philadelphia, PA
+1 (555) 704 5022

Work Experience

Associate Financial Service Representative August Class
10/2015 - PRESENT
Phoenix, AZ
  • Resolve client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade’s Banking products
  • 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
  • Adhere to Scottrade’s series 7 and 63 license study timeline and schedule
  • Resolve complex client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade Banking products
  • LI-LP1 Basic Qualifications
  • Possess a working knowledge of the Bank’s products and services
  • Supercede Signature Cards
Financial Service Representative
04/2011 - 06/2015
New York, NY
  • Perform all aspects of new account opening procedures for all bank products/services
  • Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution
  • Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes
  • Maintain confidentiality of customer information as well as Bank proprietary information
  • Perform deposits and withdrawal transactions
  • Reconcile and balance teller cash drawer
  • Process outgoing wires
  • Essential functions of Safe Deposit box (e.g. entry, opening, maintenance)
Customer Financial Service Representative
06/2008 - 01/2011
Phoenix, AZ
  • Assist customers with problem resolution
  • Assist in ATM balancing
  • Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports
  • Cash application of daily Wire transfers, credit cards or checks for payment of Int’l accounts receivable
  • New customer review & maintain all new customer criteria is met before set up of Int’l New accounts
  • Work with Int’l Customer Service department on a daily basis, releasing orders & assist in dispute resolutions
  • Work with area managers as well as distributors to ensure problems are resolved & goals are met
  • Prepare weekly reports (credit hold & cash received) which are sent to the country managers, customer service


Lindenwood University - Belleville Campus
2003 - 2007
Bachelor's Degree in Finance

Professional Skills

  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning,and comprehensive product training
  • Previous hospital experience and insurance/ billing experience
  • Skill in evaluating bills and paying or requesting collection in a timely manner
  • Skill in providing assistance or training to other staff members in a team environment
  • Secretarial/ clerical experience in medical field with insurance pre-authorization, billing, admitting and charge entry
  • Skill in evaluating bills/claims for payers or patients in order to collect payment in a timely manner
  • Skill in the use of computer applications and systems including:Excel, Word, Internet, email, and miscellaneous programs and networked computer systems

How to write Financial Service Representative Resume

Financial Service Representative role is responsible for customer, credit, regulatory, financial, resolve, money, balance, etc.), efficient, positions.
To write great resume for financial service representative job, your resume must include:

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

Contact Information For Financial Service Representative Resume

The section contact information is important in your financial service representative 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 Representative Resume

The section work experience is an essential part of your financial service representative 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 representative 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 representative position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Financial Service Representative resume experience can include:

  • Excellent customer service, negotiation, communication and analytical skills
  • Experience in collection, risk or accounting
  • Experience in working with an ERP system
  • 6+ months cash handling experience
  • Banking center experience
  • Excellent telephone demeanor to support collection efforts/calls regarding accounts receivable

Education on a Financial Service Representative Resume

Make sure to make education a priority on your financial service representative 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 representative 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 Representative Resume

When listing skills on your financial service representative 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 representative skills:

  • Detail-oriented and organized with good note taking and follow-up skills
  • Demonstrated customer services skills in a detail oriented setting
  • Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services
  • Effective interpersonal and customer relations skills through both phone and face-to-face contact
  • Prioritize and do multiple tasks effectively and efficiently
  • Friendly and caring communication skills

List of Typical Experience For a Financial Service Representative Resume


Experience For Patient Financial Service Representative Resume

  • Cash collections report (compares actual collections to projected collections for the period with commentary)
  • FX Rates (enter FX rates into JDE 9.0)
  • Assist in month end responsibilities for the team, cash reconciliation to general ledger
  • Assist the supervisor with bad debt (calculation and recon)
  • Work with various Banks for review of Letters of Credit
  • Presentations (IDS AR process, historical info, etc.)

Experience For Customer Financial Service Representative Resume

  • Intermediate Microsoft Excel (Vlook-ups, Pivot Tables)
  • Multi task and problem solve in a fast paced environment
  • Sell and cross-sell bank products and services
  • Coordinate legal account documentation to ensure compliance to various regulations
  • Process teller transactions and customer service requests

Experience For Customer Financial Service Representative With German Resume

  • Solve problems and handle multiple tasks
  • Review assigned accounts to maintain credit limits and review dates to monitor risk
  • Review orders based on credit guidelines, explain rejections to customers as required
  • Assist customers with other credit alternatives
  • Meet and exceed sales and referral goals by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs
  • Previous retail banking experience required

Experience For Instore Bilingual Preferred Financial Service Representative Resume

  • Uccessful sales experience where defined sales goals and accountabilities were routinely met or exceeded required
  • FINRA Series 7 & Series 63 registrations (or commitment to attain in allotted timeframe)
  • High service aptitude and client focus
  • Accurately and comprehensively collects and enter registration and insurance information for outpatients, inpatient, partial, residential patients
  • Contact third party payers to determines eligibility via phone or online systems
  • Assign appropriate insurance to admission and carveout
  • Review daily census logs/admission list in EPIC for accuracy of admitted patients

Experience For Financial Service Representative Trainee Resume

  • Collect payments for various McLean programs
  • Track and monitor Medicare Days for inpatients
  • Daily management and resolution within EPIC workqueues and accounts
  • Act as a liaison between hospitals, payers, vendors, and patient
  • Respects patient confidentiality at all time
  • LI-DW1 Basic Qualifications
  • One year experience as a Teller, Client Service Specialist, or In-Store Financial Services Representative, or an equivalent position at a comparable financial institution; or two years experience in a sales and service based position in a retail environment, which includes cash handling responsibilities with established processing procedures and controls

List of Typical Skills For a Financial Service Representative Resume


Skills For Patient Financial Service Representative Resume

  • Effectively present information and respond to inquiries or complaints from payors, patients and/or their representatives, and the general public
  • Prior experience within the financial services industry
  • One (1) year of experience in hospital admitting environment
  • Some college or equivalent customer service experience
  • Work requires the ability to operate accounts receivable inquiries
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client’s investment needs
  • Working knowledge of Healthcare billing and collections
  • Documenting daily collection activity
  • Working knowledge of MS Office software packages (Word, PowerPoint, Outlook)

Skills For Customer Financial Service Representative Resume

  • Knowledge of medical terminology and coding Related to hospital billing and/or professional billing such as revenue, CPT diagnosis codes and modifiers
  • Successfully complete E TRADE FINANCIAL licensing training and pass Series 7 and 63 exams
  • Maintain a positive public relations manner at all times, displaying care and compassion. Explain admitting/departmental process to patients
  • Processes incoming telephone calls, correspondence, visiting patients, responsible parties and guarantors in a timely and professional manner
  • Process credit applications, creating and maintaining credit history files
  • Research account disputes and billing discrepancies, including account/payment reconciliations
  • We are just 5 minutes away from the St. Johns Town Center, the largest shopping and dining destination in Northeast Florida

Skills For Customer Financial Service Representative With German Resume

  • Processes incoming telephone 500-700 calls a month, correspondence, visiting patients, responsible parties and guarantors in a timely and professional manner
  • DSO reporting (using HFM numbers with iIDS AR cash numbers)
  • Knowledge ofgovernment and non government uniform billing guidelines
  • Possesses and maintains knowledge of current regulatory and third party payer requirements to support billing reimbursement
  • Write correspondence; ability to effectively present information in one-on-one and small groups situations to customers, clients, and other employees of the organization
  • Knowledge of government and non government uniform billing guidelines
  • Actively participates in coaching sessions
  • Desire to learn the banking industry, help others, and work in a professional environment

Skills For Instore Bilingual Preferred Financial Service Representative Resume

  • Knowledge of medical insurance, billing, and collections guidelines/ criteria
  • Further college, clerical, medical terminology and/or computer certification or training
  • Proficient use of Excel, Word, HPA, EPIC, adding machine use, and credit card terminals
  • Travel to and support all 6 DFW Banking Center locations as needed
  • Resolve questions and complaints concerning credit and accounts receivable
  • Client-facing for over four million participants in Retirement and Benefit Plans
  • Volunteer and Matching Gift programs/opportunities
  • Take advantage of a beautiful campus – the Bank of America Merrill Lynch Deer Lake campus features lake views, walking paths and a waterfall feature

Skills For Financial Service Representative Trainee Resume

  • Flexibility to adapt in a changing field
  • Communicate with social works and/or patient regarding MSPQ surveys daily
  • Provide cross coverage for other staff members for absences, vacations and during variations in workflow as needed
  • Normal Collection responsibilities thru out the month-sending statements & follow up communication
  • Innovative, Detail-oriented thinking
  • Apply common senses understanding to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Skills For Email & Chat Financial Service Representative Resume

  • Knowledge of third party payers and AHCCCS guidelines
  • Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, insurance companies and federal and state regulatory agencies
  • Learn the Hospital Information system’s Revenue cycle modules and utilize them efficiently
  • Prepares for Life and Health Licensing exams through proactive engagement in the education process and successful achievement of licensing requirements within the specified time frame
  • Works with Store Manager to ensure appropriate study time for licensing exams is allotted while Store coverage is maintained

Skills For Associate Financial Service Representative August Class Resume

  • Acts as a Wealth referral champion for the store
  • Knows and adheres to all laws and regulations pertaining to patient health, safety and medical information. Maintains knowledge and complies with bankruptcy and estate state laws
  • Proven experience and engagement with the latest digital technology and mobile "apps"
  • Good listening and interpersonal skills – can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations
  • Can maintain good attendance and arrive consistently at scheduled start time
  • Accurately and efficiently accept and process transaction and maintenance requests
  • General knowledge of office procedures
  • Basic computer knowledge and the ability to navigate through multiple screens

Skills For Instore Financial Service Representative Resume

  • Interact with Partners and McLean Hospital personnel, as well as, insurance administrators and vendors
  • Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver a legendary customer experiences and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
  • Provide sound advice at every customer interaction to create a positive customer experience
  • Knowledge of basic computer operation
  • Additional Information: Seeking someone whom likes to go out in the community to volunteer with one or more of the following: Schools, Organizations, Civic Clubs, and Chamber Events
  • Strong understanding and ability to communicate the suite of E TRADE FINANCIAL products and services

Skills For Float Financial Service Representative Resume

  • Perform in multiple computer applications
  • Further strengthen customer relationships by articulating the competitive advantage of E TRADE FINANCIAL’s product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions
  • Maintain a high level of personal integrity and comply with the Code of Conduct as stated by E TRADE FINANCIAL
  • Maintain pre-admit files. Maintain Emergency Room logs (written and computerized)
  • Counsels patients/responsible parties on third party insurance issues, charges and self pay balances. Educates patients on insurance coverage and payment alternatives, including budgets and courtesy programs. Researches and resolves all issues
  • Resoles duplicate record issues. Processes registration audit trail and other reports as required or directed. Completes new patient registrations for affiliate practices and services provided at remote locations. Assists with monitoring all electronic medical record registration interfaces
  • Assists in processing accounts eligible for bad debt and collection agency submission. Coordinates issues with providers and collection agencies in a professional manner
  • Provide exceptional customer service for miscellaneous account issues that occur within the banking center

Skills For In-store Financial Service Representative Resume

  • Prepares, processes, and maintains all accounts for all payer categories
  • High level of contract knowledge required
  • Coordinate legal account documentation to ensure compliance with various regulations
  • Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
  • Proficient knowledge of PC (Microsoft Word, Excel and Internet)

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