Financial Services Consultant Resume

Posted in Consultant Resume Examples

Kristen Berry

4621 W 1st Street Rd

Visalia, CA 93277



Job Objective Seeking a position of Financial Services Consultant position in a reputed organization where I can use all my knowledge and experience in a better way to benefit the organization.

Work Experience:

Financial Services Consultant, August 2005 – Present

Transcend, Visalia, CA

  • Completed documentation required to establish and maintain new accounts.
  • Reviewed and completed consumer loan applications.
  • Participated in selling and cross-selling Bank products.
  • Generated new business through in-branch selling, outside calls, telemarketing, etc.

Financial Services Consultant, May 2000 – July 2005

Kingston, Inc., Visalia, CA

  • Participated in events to increase business opportunities for the Bank.
  • Complied with all policies and procedures related to new account process.
  • Assessed and managed risk and issues throughout all aspects of application implementation.
  • Provided results and reports based on financial services.

Summary of Qualifications:

  • Admirable experience in financial services and risk management
  • Good knowledge of credit-related market trends, customer requirements and interests
  • Great ability to comply with all policies and procedures related to new account process
  • Strong technical and organization skills
  • Basic Microsoft skills including Excel and Word
  • Outstanding ability to create, manage and develop a team environment
  • Strong verbal and written communication skills


Bachelor’s Degree in Business Administration, Southeast Arkansas College, Pine Bluff, AR

Master of Business Administration, Northern Kentucky University, Kentucky, KY

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