Financial Services Officer Resume

Charles Poe

3207 Wyatt Street

Palm Beach Gardens, FL 33418

(555)-555-5555

[email]

Job Objective Highly motivated Financial Services Officer seeking an opportunity to aid the advancement of the organization and make positive contributions to the business.

Highlights of Qualifications:

  • Excellent knowledge of accounts and finance
  • Strong knowledge of preparing reports, correspondence and other data
  • Proficient with Windows office suite
  • Ability to provide outstanding customer service
  • Exceptional written and verbal communication ability

Professional Experience:

Financial Services Officer

Union Bank, Palm Beach Gardens, FL

August 2005 – Present

  • Supported company’s mission through sales and service leadership.
  • Provided necessary assistance in overall business development and community involvement.
  • Managed and implemented marketing and business development plans to achieve business objectives.
  • Planned and implemented various strategies to drive bank’s growth and profits.
  • Managed retail and business banking relationships as per the company’s business operations guidelines and prescribed sales process.
  • Initiated and achieved deposit growth, loan production and sales of non-credit fee-based products.

Financial Services Officer

Bank of the West, Palm Beach Gardens, FL

May 2000 – July 2005

  • Worked closely with members to identify their financial requirements.
  • Marketed all financial products such as consumer and mortgage loans, deposit products and related services.
  • Organized marketing campaigns and worked with external sources to build new businesses.
  • Completed applications and associated paperwork and followed-up on them.
  • Interacted with other external and internal staff in a cooperative and professional manner.
  • Provided clients with the information on various international and national financial aids and grants.

Education

Bachelor’s Degree in Accounting

Regis College, Weston, MA

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

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