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Financial Services Associate Resume Samples
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0-5 years of experience
- Prepared financial investment portfolio analysis, models, and illustrations for asset portfolios $70MM+
- Provided efficient customer service by completing portfolio assessments and financial analysis for new and existing clients
- Communicated with clients to assess their needs while also identifying and solving financial services-related challenges
6-10 years of experience
- Handled all Nabisco and Cadbury accounts receivables for assigned customers.
- Applied customer payments daily, including both EFT remittances and paper checks for account reconciliations in Vistex/SAP.
- Took all necessary steps to collect on past due invoices using both customer contacts and the customer’s web portal.
- Completed yearly credit reviews on multiple Mondelēz customers performing a full credit analysis to determine customer credit worthiness and appropriate credit limits.
- Properly coded, researched, and resolved customer deductions in a timely manner by working with sales, sales service associates, and the customer.
- Completed special projects such as customer analysis and breakdown and abandoned property monies owed to customer accounts.
- Assisted other associates with problem solving, customer issues, or SAP system questions. Provide full desk coverage for coworkers in short or lengthy absences from work.
6-10 years of experience
- Deepened customer relationships by seeking out and opening new accounts
- Cross sold other products and services, completed the maintenance in the system for customer profiles, input changes to accounts, input changes to debits cards, automatic transfers, etc.
- Created and maintained a rotation schedule of tasks and rotation of associates from the teller line to the platform side
- Processed transactions, captured checks, verified checks and branch balance, scanned documents
0-5 years of experience
- Located and trained individuals for ownership within the firm.
- Educated individual clients on financial concepts of savings and secure retirements.
- Resulted in protection of client’s family and financial assets.
6-10 years of experience
- Responsible for providing high quality customer service
- Formed relationships with co-workers and clients ensuring excellent communication
- Scrutinizing checks, cash, and mathematics on deposit /withdrawal slips for validity
- Accurately carries out transactions and entry into the Miser data base system
- Efficient multitasking cross-selling bank services meeting goals and deadlines
- Organized and adherent to established bank policies and procedures.
- Maintaining highly confidential information
- Mentor and trainer to new hires
0-5 years of experience
- Receive inbound calls from investors and financial advisors across the country
- Help callers manage their mutual fund accounts by completing transactions, such as investments, redemptions and account maintenance
- Educate callers about American Funds services and broader industry policies
- Research and resolve client inquiries
- Send mailings, including account statements, dividend and other checks, year-end tax forms and shareholder reports
0-5 years of experience
- Identify and uncover perspective business through customer service interactions.
- Open and service new and existing accounts.
- Process client service requests and perform teller transactions as needed.
- Cross sell investment/insurance/bank products using reactive and proactive sales techniques.
0-5 years of experience
- Processes all customer related financial transactions in accordance with the rules, regulations, and guidelines of the bank.
- Opens new accounts that include but are not limited to savings, checking, certificates and IRAs
- Proactively solicits and promotes new business by actively selling Bank products, conducting sales
0-5 years of experience
- Provide check cashing, money orders, cash advance services.
- Balance currency, coin, and checks in cash drawer.
- Provide Western Union, fax, copies, stamps, pay bill services.
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Financial Services Associate
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
