Financial Services Specialist Resume

Posted in Specialist Resume Examples

Harvey Owenby

4338 Crowfield Road

Phoenix, AZ 85017



Job Objective To secure a position as Financial Services Specialist with a reputable company where my skills can grow and help strengthen the company.

Highlights of Qualifications:

  • Remarkable experience in lending function
  • Amazing ability to manage with all levels of customers
  • Outstanding ability to maintain confidentiality
  • Ability to refer bank products and services
  • Superior interpersonal and listening skills

Professional Experience:

Financial Services Specialist

Union Bank, Phoenix, AZ

May 2006 – Present

  • Acted as first line of contact for customers.
  • Managed new accounts and issued counter checks.
  • Handled customer problems and outlined sales opportunities.
  • Aided basic service transactions.
  • Updated customer account records.

Financial Services Specialist

Sterling Savings Bank, Phoenix, AZ

March 2003 – April 2006

  • Outlined customer needs and suggested right solutions.
  • Introduced varied accounts and imparted personal and business loan solutions.
  • Evaluated and submitted personal and business loan requests.
  • Managed running cash drawer.
  • Imparted service to customers with banking needs.


Bachelor’s Degree in Business Management

Fresno City College, Fresno, CA

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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