Financial Services Representative

Financial Services Representative Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Financial Services Representative job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Financial Services
  • Banking
  • Life Insurance
  • Retirement Planning
  • Loans
  • Retail Banking
  • Finance
  • Credit
  • Fixed Annuities
  • Consumer Lending
  • Investments
  • Disability Insurance
  • Insurance
  • Financial Analysis
  • Financial Planning
  • Long Term Care Insurance
  • Term Life Insurance
  • Sales
  • Mutual Funds
  • Mortgage Lending
  • Credit Analysis
  • Customer Service
  • Risk Management
  • Portfolio Management
  •   Show full list

Resume Skills: Finance Software

  • Moody's Analytics
  • Bloomberg Terminal
  • Microsoft Office Suite (Excel, PowerPoint, Word)
  • Thomson Reuters Eikon
  • MS Excel
  • MS Access
  • Oracle Financial
  • QuickBooks
  • SAP
  • FactSet
  • Oracle Financials
  • Microsoft Dynamics GP
  • Tally ERP

Resume Skills: Credit Analysis

  • Balance Sheet Review
  • Cash Flow Analysis
  • Ratios & Trend Analysis
  • Budgeting & Forecasting
  • Balance Sheet Analysis
  • Financial Modeling
  • Revenue Forecasting
  • Risk Assessment
  • P&L Management
  • Financial Analysis
  • Risk Evaluation
  • Credit Scoring
  • Loan Structuring
  • Portfolio Management

Resume Skills: Regulatory Knowledge

  • SEC & FINRA Regulations
  • Dodd-Frank Act
  • Sarbanes-Oxley Act
  • MiFID II
  • GAAP
  • IFRS
  • Basel III
  • Credit Risk Standards

Resume Skills: Financial Analysis Techniques

  • Portfolios Management
  • Investment Strategies
  • Risk & Quantitative Analysis
  • Market Trend Predictions

Resume Skills: Languages

  • English
  • Spanish
  • French

Resume Skills: Regulatory Compliance

  • Federal Reserve Regulations
  • Anti-Money Laundering (AML)
  • Know Your Customer (KYC)

Resume Skills: Customer Service Platforms

  • Salesforce
  • Zendesk
  • LiveAgent
  • Zoho Desk
  • Freshdesk

Resume Skills: Computational

  • MS Excel
  • SQL
  • MS Access
  • SAP
  • QuickBooks

Resume Skills: Regulations & Compliance

  • SEC Regulations
  • SOX Compliance
  • Financial Industry Regulatory Authority (FINRA)
  • Insurance Laws
  • Banking Laws

Resume Skills: Products & Concepts

  • Investment Products
  • Wealth Management
  • Insurance Products
  • Retirement Planning
  • Estate Planning
  • Taxation

Resume Skills: Analytical Tools

  • Excel (Pivot Tables, VLOOKUP, Macros)
  • Tableau
  • SPSS
  • Alteryx

Resume Skills: Investment Strategies

  • Portfolio Diversification
  • Risk Management
  • Debt & Fixed Income Strategies
  • Equity Investment
  • Algorithmic Trading

Resume Skills: Statistical Tools

  • SPSS
  • R
  • Python (Pandas, NumPy)
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Sample Financial Services Representative Resume: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Financial Services Representative
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2020 - Present
Senior Financial Services Representative
Streamlined financial services processes, reducing processing time by 35%
Advised 100+ clients on various investment products such as mutual funds, term life insurance, and fixed annuities
Implemented new retirement planning strategies, resulting in a 40% increase in customer satisfaction scores
Developed a comprehensive financial analysis system which boosted team efficiency by 20%
Partnered in long-term care insurance sales, contributing to a 15% increase in annual revenues
JPMorgan Chase May 2017 - June 2020
Financial Services Representative
Increased mortgage lending by 25% through targeted consumer lending campaigns
Increased credit analysis efficiency with a new algorithm, improving accuracy by 10%
Spearheaded a sales team that exceeded yearly targets by 15% through focussed strategy
Bank of America January 2014 - April 2017
Assistant Financial Services Representative
Assumed responsibility for managing a portfolio of high-value accounts, resulted in a 7% boost in overall profit
Launched new disability insurance product, leading to an expansion in the customer base by 10%
Coordinated the creation of a new retail banking platform, contributing to a 20% spike in user engagement
Resume Worded University June 2019
Master of Business Administration (MBA)
Specialization in Finance and Accounting
Resume Worded Academic Center May 2016
Certified Financial Planner (CFP)
Completed while working full-time at Bank of America
Financial Analysis: Balance Sheet Analysis, Cash Flow Analysis, Financial Modeling, Revenue Forecasting, Risk Assessment, P&L Management
Computational: MS Excel (Advanced), SQL, MS Access, SAP, QuickBooks
Regulations & Compliance: SEC Regulations, SOX Compliance, Financial Industry Regulatory Authority (FINRA), Insurance Laws, Banking Laws
Products & Concepts: Investment Products, Wealth Management, Insurance Products, Retirement Planning, Estate Planning, Taxation
Certifications: Series 6 License - Investment Company and Variable Contracts Products Representative (May 2014), Series 63 License - Uniform Securities Agent State Law Examination (March 2014)
Memberships: Member of the Financial Planning Association (FPA), Member of the American Bankers Association (ABA)
Volunteering: Financial Coach at Money Management International, providing free advice to low-income families (2018 - Present)
Publications: Published article on 'The Future of Personal Wealth Management' in the Finance Monthly Magazine (July 2021)
Your Name
Senior Investment Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE March 2019 - Present
Senior Investment Advisor
Spearheaded talent development, resulting in the promotion of 3 team members
Boosted the returns of managed mutual funds by almost 20% through strategic portfolio reshuffling
Championed financial planning initiatives, leading to a 10% yearly increase in customer savings
Counseled clients on intricate facets of insurance and banking, thereby promoting financial literacy
Increased disability insurance sales by 15% through customized customer outreach programs
Resume Worded February 2016 - February 2019
Financial Advisor
Boosted mortgage lending rates by implementing proactive investment strategies
Implemented competitive, science-driven credit analyses, increasing fund allocation accuracy by 20%
Developed robust sales approaches, contributing to a 10% increase in revenue year-over-year
Goldman Sachs January 2013 - January 2016
Investment Associate
Enhanced client engagement through strategic relationship management, leading to a 20% increase in client retention
Facilitated consumer lending operations, achieving a 15% annual growth in the portfolio
Resume Worded Institute February 2016
Chartered Financial Analyst (CFA) - Level III
Part-time coursework alongside full-time Financial Advisor role at Resume Worded
Resume Worded University July 2012
Master of Business Administration - Finance
Cum Laude graduate
Specialization in Investment Strategies and Portfolio Management
Finance Software: Bloomberg Terminal, FactSet, QuickBooks, Oracle Financials, Microsoft Dynamics GP
Analytical Tools: Excel (Pivot Tables, VLOOKUP, Macros), Tableau, SPSS, Alteryx
Investment Strategies: Portfolio Diversification, Risk Management, Debt & Fixed Income Strategies, Equity Investment, Algorithmic Trading
Regulatory Knowledge: SEC & FINRA Regulations, Dodd-Frank Act, Sarbanes-Oxley Act, MiFID II
Certifications: Certificate in Advanced Risk Management (CAIA), Certified Financial Planner (CFP)
Leadership & Volunteering: Treasurer for Local Charity Organization, Mentor for Young Finance Professionals Network
Courses: Advanced Portfolio Management - Coursera (Completed April 2018), Advanced Financial Statement Analysis - LinkedIn Learning (Complete June 2017)
Projects: Created 'Wisdom of Finance' Blog, discussing investment strategies and market analysis
Your Name
Senior Credit Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE August 2018 - Present
Senior Credit Analyst
Created analytics-based protocols to expedite financial analysis, boosting team productivity by 30%
Managed a $5M credit portfolio, reducing bad debts by 20% through meticulous credit analysis
Implemented efficient banking methods, leading to improved customer satisfaction scores
Balanced the risk and return of fixed annuities, helping clients achieve their retirement planning goals
Strengthened regulatory compliance by creating stringent audit procedures
Resume Worded July 2015 - July 2018
Credit Analyst
Boosted fixed annuity sales by 15% by pitching the benefits of guaranteed income in retirement planning
Spearheaded a project that improved credit analysis efficiency and reduced errors by 18%
Added $10M in loans through strategic retail banking initiatives
CitiBank January 2012 - June 2015
Junior Credit Analyst
Participated in crafting a proactive financial planning strategy, bringing in significant profits
Coordinated with the finance team to turn around low-performing credit products, improving portfolio yield by 10%
Resume Worded Institute December 2011
Master’s in Finance
Concentration in risk management and capital markets
Resume Worded University June 2009
Bachelor of Science in Accounting & Finance
Summa Cum Laude (Top 5% of class)
Awards: Resume Worded Academic Excellence Scholar
Credit Analysis: Financial Analysis, Risk Evaluation, Credit Scoring, Cash Flow Analysis, Loan Structuring, Portfolio Management
Financial Software: MS Excel (Advanced), MS Access, Oracle Financial, QuickBooks, SAP
Statistical Tools: SPSS, R, Python (Pandas, NumPy)
Regulations Knowledge: GAAP, IFRS, Basel III, Dodd-Frank Act, Credit Risk Standards
Certifications: Chartered Financial Analyst (CFA) Level III, Certified Risk Analyst (CRA)
Professional Development: Member of the Global Association of Risk Professionals, Regular attendee at finance and credit risk workshops and webinars
Leadership & Volunteering: Volunteer Financial Counselor at Local Non-Profit, Treasurer for Neighborhood Community Association
Projects: Conducted Independent Research Project on Emerging Markets Credit Risk

Compare Your Resume To These Financial Services Representative Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

How do I add skills to a Financial Services Representative resume?

Review the job posting closely.

Go through the Financial Services Representative posting you're applying to, and identify hard skills the company is looking for. For example, skills like Credit, Retail Banking and Retirement Planning are possible skills. These are skills you should try to include on your resume.

Add industry skills like Finance and Banking.

Add other common skills from your industry - such as Financial Services, Life Insurance and Loans - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Insurance, Long Term Care Insurance and Mortgage Lending - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight specific financial experience.

On Financial Services Representative resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

Emphasize your accounting skills.

As the job title suggests, accounting is a pretty common skill for Financial Services Representative roles. Use the infographic for examples of how to show accounting experience.

Use the exact job title.

Try to add the exact job title, Financial Services Representative, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Financial Services Representative Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Services Representative job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Financial Services Representative Skills and Keywords to Include On Your Resume

Financial Services Representative Soft Skills

Here are common soft skills that appear on Financial Services Representative job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

Get your Resume Instantly Checked, For Free

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Financial Services Representative Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Senior Financial Analyst

Resume Example
Entry Level/Junior Financial Analyst

Resume Example
Real Estate Financial Analyst

Resume Example
Chief Financial Officer (CFO) - 1

Resume Example
Chief Financial Officer (CFO) - 2

Resume Example
E-Commerce Chief Financial Officer

Browse Skills from Similar Jobs

Frequently Asked Questions

What hard skills should you include on a Financial Services Representative resume?

Some popular Financial Services Representative hard skills are Financial Services, Banking, Life Insurance, Retirement Planning, Loans, Retail Banking, Finance and Credit.

Depending on the job you apply to, skills like Long Term Care Insurance, Credit Analysis, Risk Management, Mortgage Lending and Insurance can also be good to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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