Financial Service Representative Resume Example

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Looking for Cover Letter ideas? See our sample for Financial Service Representative Cover Letter and Financial Service Representative Responsibilities and Duties.

Here is the Financial Service Representative Resume example:

Mark Matthews

537 Alpaca Way

Irvine CA 92664



Job Objective Searching for the opportunity to work as a Financial Service Representative with growing company in which my abilities will be an asset to company.

Highlights of Qualifications:

  • Remarkable experience in cash handling, retail and customer service
  • Wide knowledge of general banking practices and procedures
  • Ability to utilize sales skills to meet team and individual sales goals
  • Ability to learn and adhere to compliance regulations
  • Ability to analyze, prepare and deliver presentations and seminars to clients
  • Ability to maintain confidentiality and achieve the corporate mission and work cooperatively with co-workers and supervisors
  • Outstanding ability to accurately manage arithmetic calculations
  • Proficient with Microsoft Office Suite, email software, and internet browsers
  • Business ethics, honesty and integrity
  • Superior communication and problem solving skills

Professional Experience:

Financial Service Representative

Flagstar Bancorp, Inc., Irvine CA

November 2006 – Present

  • Handled customers over the counter and processed various customer transactions.
  • Managed commercial and individual checking deposits, checked cash and issued receipts and even handled checks for cashing or paying.
  • Handled payments while checking the due date.
  • Marketed money orders, treasurer’s check, US savings bonds, and traveler’s checks as well as managed US savings bonds for payment.
  • Traded bank services and handled customer complaints.
  • Executed clerical functions.

Financial Service Representative

Susquehanna Bank, Irvine CA

February 2001 – October 2006

  • Handled financial transactions and educated customers with product information.
  • Introduced up-sell opportunities and maintained profitable households.
  • Handled Citadel’s operation and security practices.


Bachelor’s Degree In Finance

Lincoln Memorial University, Harrogate, TN

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  • March 1, 2023Create Date
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