Financial Service Associate Resume

A financial service associate provides information on insurance policies, investment ideas, and sells investment banking solutions to clients. The job holder reviews financial data and recommends various fiscal plans to clients. The person also sells investment banking solutions to brokerage institutions. The incumbent work with insurance companies, banks, and investment firms. To work in this job position, individuals have to hold good financial, accounting and sales skills.

Financial Service Associate Resume Example

Career Objective:

An experienced and professional financial service associate aiming for a similar position in the area of an investment banking sector to help clients choose investment and insurance policies by utilizing my fiscal and sales skills and accounting knowledge.

Summary of Skills:

• Knowledge of services and products related to banking and insurance
• Strong mathematical, computer, and communication skills
• Exceptional customer service, sales, and problem-solving skills
• Skilled in managing accounting and financial functions
• Excellent public relations and cross-sell services skills
• Strong attention detail, professionalism, maturity, and efficiency

Work Experience:

Financial Service Associate
PCB Financial Group, Knoxville, TN
June 2013 - Present

• Contacting customers and providing information on new financial services
• Providing efficient and quality service to walk-in customers
• Answering calls and emails in a timely manner and expediting response
• Recognizing needs of customers and providing them two options to avail from
• Processing all loan applications and financial transactions following company rules
• Opening and closing accounts as required and performing paperwork

Financial Service Associate
Omni Finance, Knoxville, TN
March 2012 - May 2013

• Promoted new business and sold financial products to clients
• Answered inquiries and provided information via telephone and emails
• Identified client's business objectives and future growth prospect and provided loan
• Processed several cash, check, and credit-card payment transactions
• Performed ATM deposits, withdrawals, check deposits, check cashing, and account closing
• Prepared and posted monthly statement to customers and collected overdue payments

Education:

• Bachelor's Degree in Accounting
  Knoxville University, Knoxville, TN
  2011

Reference:

On request.