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
  •  Find out what your resume's missing
  • 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
  •  Match your resume to these skills

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
  •  Match your resume to these skills

Resume Skills: Regulatory Knowledge

Resume Skills: Financial Analysis Techniques

Resume Skills: Languages

Resume Skills: Regulatory Compliance

Resume Skills: Customer Service Platforms

Resume Skills: Computational

Resume Skills: Regulations & Compliance

Resume Skills: Products & Concepts

Resume Skills: Analytical Tools

Resume Skills: Investment Strategies

Resume Skills: Statistical Tools

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

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.

Sample Financial Services Representative Resume Examples: 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.

Select a free resume example
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
Your Name
Financial Representative
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2019 - Present
Senior Financial Representative
Realigned company investment approach by conducting financial analysis and research which led to increased profit margins by 15%.
Managed a portfolio of $20M worth assets and consistently achieved a revenue growth rate of 12.5%.
Led a dynamic team of five Financial Representatives that increased client retention by 20% with the strategic implementation of Customer Relationship Management (CRM).
AXA Advisors January 2015 - May 2019
Financial Consultant
Spearheaded the execution of complex financial strategies including tax planning, asset allocation and risk management that successfully increased client portfolio by 25%
Provided financial planning solutions in the areas of retirement planning and life insurance, increasing client satisfaction by 30%
Implemented new accounting procedures resulting in 10% cost savings after thorough financial accounting review. April 2013 - December 2014
Financial Analyst
Developed full-life cycle of financial reporting processes, and optimized budgeting functions, reducing month-end close timeline by 15%.
Conducted in-depth data analysis, improving the accuracy of budget forecasts by 20%.
Collaborated with HR to streamline payroll operations, reducing errors by 10%.
Resume Worded Academic Center June 2012
Master of Business Administration - Finance
Course concentration in Corporate Finance
Resume Worded University May 2011
Bachelor of Science - Economics
Minor in Statistics
Awards: Resume Worded Academic Excellence (Top 5%)
Financial Analysis: Risk Management, Forecasting, Budgeting, Cost Analysis, Financial Modeling, Variance Analysis
Software & Tools: Microsoft Excel (Advanced), QuickBooks, Oracle ERP, SAP, PowerPoint, CRM Softwares, Zoho Finance Plus
Regulatory Knowledge: SOX, GAAP, IFRS, SEC regulations, US tax laws, Basel III
Languages: English (Native), French (Conversational), Spanish (Intermediate)
Certifications: Chartered Financial Analyst (CFA) - Level II (2018), Certified Financial Planner (CFP) (2017)
Leadership & Volunteering: Local High School Financial Literacy Program (Mentor), Resume Worded Foundation (Member)
Courses: Investment and Portfolio Management (Coursera, 2020), Financial Markets (Yale University online, 2019)
Awards: Top Financial Representative – AXA Advisors (2018), Coach's Leadership Award - (2014)
Your Name
Financial Consultant
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded March 2019 - Present
Lead Financial Consultant
Orchestrated the formulation and implementation of comprehensive business control strategies resulting in 17% decrease in operational expenses.
Created preeminent financial planning architectures which increased gross revenue by 35% alongside 20% client base growth.
Administered professional development and training initiatives for junior consultants, fostering team spirit and reducing turnover by 12%.
Morgan Stanley October 2015 - February 2019
Financial Advisor
Boosted the effectiveness of retirement planning services, elevating client satisfaction by 20%
Skillfully managed large-scale client portfolios of up to $25M, consistently outperforming market indices.
Pioneered money management strategies that increased client investment returns by a median of 14%. May 2012 - September 2015
Financial Assistant
Augmented financial data analysis methods, yielding an 8% increase in the accuracy of quarterly financial forecasting.
Utilized Microsoft Access to automate admin tasks, improving office efficiency by 15%.
Prepared and processed transactions, receipts, and reports, contributing to client satisfaction rates above 90%.
Resume Worded Institute February 2019
Chartered Financial Analyst (CFA) - Level II
CFA award obtained while working as a Financial Advisor at Morgan Stanley
Resume Worded University May 2012
Master of Business Administration - Finance Specialty
Elected treasurer of Resume Worded Student Investment fund.
Received finance faculty award for exceptional performance in coursework.
Financial Analysis Tools: Microsoft Office Suite (Excel, PowerPoint), MATLAB, Bloomberg, QuickBooks, Tableau
Financial Concepts: Investment Strategies, Risk Management, Financial Forecasting, Equity Research, Budget Planning, Financial Modeling
Regulations & Compliance: Sarbanes-Oxley (SOX), Dodd-Frank, Securities Exchange Act, Internal Audit, KYC procedures
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Certified Treasury Professional (2020), Certified Financial Planner (2018)
Leadership & Volunteering: Volunteer tax preparer for AARP (Annually since 2018), Treasurer for Local Community Center
Projects: Developed financial literacy curriculum for charter schools in underprivileged areas (2016 - Present)
Professional Associations: Financial Planning Association Member, National Association of Personal Financial Advisors Member
Your Name
Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2018 - Present
Senior Financial Advisor
Pioneered new project management techniques with 10% cost reduction and 15% faster implementation.
Leveraged financial software solutions to perform accounting and financial analysis tasks, successfully improving budgeting operations.
Innovated customer service strategies, establishing a customer-focused culture and enhancing client relationship management, increasing client portfolio by 30%.
Raytheon Technologies July 2014 - December 2017
Finance Officer
Streamlined financial planning operations, resulting in cost savings of 15%
Performed robust financial analysis to guide strategic decision-making, contributing to 20% increase in company revenue.
Strategically managed operations to meet HR and budgetary goals, reducing overhead costs by 10%. January 2012 - June 2014
Finance Analyst
Automated routine financial tasks, resulting in an overall reduction of operational time by 30%.
Actively collaborated in key research projects that informed business control strategies.
Undertook comprehensive data analysis which improved the budgeting process, cutting resource expenditure by 10%.
Resume Worded University December 2017
Master of Business Administration (MBA)
Specializations in Finance and Economics
Resume Worded Academic Center June 2010
Chartered Financial Analyst (CFA) - Level III
Completed level III CFA Program alongside full time employment
Finance Softwares: QuickBooks, Oracle Financial, Microsoft Dynamics GP, SAP, BETA Systems, TurboTax
Data Analytics: Python, R, MATLAB, SAS, SQL, SPSS
Financial Analysis Techniques: Financial Risk Management, Cash Flow Analysis, Balance Sheet Analysis, Asset Management, Investment Strategies, Portfolio Management
Other Skills: Microsoft Office Suite, Project Management, Compliance, Regulatory Reporting, Bloomberg Terminal
Certifications: Certified Treasury Professional (CTP), Bloomberg Market Concepts Certification (BMC)
Memberships: Member of the Financial Planning Association (FPA), Member of the National Association of Personal Financial Advisors (NAPFA)
Volunteering: Financial Planning Counselor at Community Tax Aid, Financial Literacy Speaker at Local Schools
Awards: Raytheon Technologies 'Finance Officer of the Year' 2016, 'Analyst with Highest Accuracy Rate' 2013
Your Name
Financial Services Associate
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE January 2020 - Present
Senior Financial Services Associate
Optimized portfolio performance by 10% by leveraging Financial Modeling and Investment strategies.
Led team of 5 in implementing new auditing systems, enhancing operational efficiency by 15%.
Reduced risk exposure by 20% by refining company-wide Risk Management process and guidelines.
Improved financial reporting accuracy by 25% by introducing International Financial Reporting Standards (IFRS).
Spearheaded initiative to provide Capital Market insights, boosted client engagement rate by 30%.
Resume Worded June 2016 - December 2019
Financial Services Associate
Achieved an annual growth rate of 12% in managing client investments.
Enhanced efficiencies of financial analysis functions by 20%, leading to quicker client turnaround time.
Successfully decreased company bad debt by 15% by thorough financial health checks and stricter credit controls.
Goldman Sachs January 2014 - May 2016
Junior Financial Services Associate
Generated 25+ detailed analytics reports per month, facilitating data-driven decision making.
Collaborated in cross-functional teams, contributing to an increase in team efficiency by 10%.
Resume Worded Academic Center May 2016
Master’s of Business Administration (MBA) - Finance
Specialization in Financial Planning and Strategy. GPA: 3.8/4.0
Resume Worded University May 2014
Bachelor of Science - Finance
Served as an executive member of the Finance Club, Selected for an exclusive Financial summer training program with J.P. Morgan
Financial Analysis: Financial Forecasting, Budgeting, Capital Allocation, Equity Research, Cash Flow Analysis, Risk Management
Finance Software: Bloomberg Terminal, Oracle Financials, Quickbooks, Tableau, Microsoft Office Suite (Excel, PowerPoint, Word)
Regulatory Compliance: Sarbanes Oxley (SOX), GAAP, IFRS, SEC Filings
Languages: English (Native), French (Conversational), Spanish (Basic)
Certifications: Certified Financial Planner (CFP) (2020), Chartered Financial Analyst (CFA) Level III (2019)
Leadership & Volunteering: Board Member, Resume Worded For Financial Literacy (2020 - Present), Volunteer Income Tax Assistant (2015 - 2016)
Projects: Developed a stock market investment bot using Python and Yahoo Finance API, which optimized portfolio returns by 15% (2020)
Professional Memberships: Member, Financial Planners Association (2018 - Present), Member, CFA Institute (2017 - Present)
Your Name
Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE February 2021 - Present
Senior Financial Analyst
Oversaw financial reporting process, improving reporting accuracy by 20%.
Achieved a 30% increase in portfolio performance by leveraging Bloomberg for Financial Modeling.
Led and trained a team of three junior financial analysts in best practices, elevating team output by 15%.
Redesigned financial analysis procedures, leading to 20% savings in man-hours.
Enhanced capital market investment strategy, delivering 25% higher returns.
Resume Worded July 2017 - January 2021
Financial Analyst
Executed thorough financial analysis that led to a 15% reduction in operating costs.
Utilized data analysis to identify financial risks, aiding in the development of risk management strategies.
Implemented new forecasting models, improving budgeting accuracy by 20%.
JPMorgan Chase & Co. October 2014 - June 2017
Junior Financial Analyst
Contributed to a 10% increase in operational efficiency through validation and interpretation of financial data.
Assisted in the preparation of quarterly financial reports, increasing efficiency by 15%.
Resume Worded University August 2015
Master of Business Administration (MBA) - Finance
President of the Student Managed Investment Fund club, Achieved 12% fund growth in 1 year
Resume Worded University June 2014
Bachelor of Science (BS), Finance
GPA: 3.9 / 4.0, Honors: Summa Cum Laude, Relevant coursework: Financial Accounting, Business Statistics, Micro & Macro Economics
Financial Analysis: Financial Modeling, Revenue Forecasting, Investments, Budgeting, Financial Reporting, Cost Analysis
Software/Tools: Microsoft Excel (Advanced), QuickBooks, SAP, Oracle, Microsoft Power BI, Zoho Analytics
Techniques: Risk Management, Data Analysis, Asset Allocation, Investment Strategies, Capital Budgeting
Certifications: Chartered Financial Analyst (CFA) - Level II (2016), Certified Risk Analyst - GARP (2017)
Leadership & Volunteering: Volunteer Financial Adviser, United Way (2019 - Present), Financial Literacy Coach, Resume Worded Outreach Program (2015 - 2017)
Projects: Designed and implemented a 5-year financial projection model for a local business to help increase revenues by 15%
Your Name
Investment Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE March 2019 - Present
Senior Investment Analyst
Attained a 35% increase in Fixed Income portfolio performance by integrating innovative investment strategies.
Reduced financial risk by 15% by developing and implementing a novel risk management model.
Boosted investment team’s efficiency by 20% by introducing a customized financial analysis tool.
Led a project that streamlined financial reporting, led to a 10% decrease in reporting inaccuracies.
Initiated a Valuation audit that improved assets valuation accuracy by 15%.
Resume Worded September 2014 - February 2019
Investment Analyst
Delivered quarterly reports on investment performance, influencing strategy adjustments, and leading to a 6% increase in portfolio value.
Leveraged financial modeling to minimize financial risk and enhance investment decisions.
Streamlined the budgeting process, cutting down time taken for budget setting by 10%.
Morgan Stanley June 2013 - August 2014
Financial Analyst Intern
Assisted in preparation of financial models and projections, increasing team’s efficiency by 8%.
Supported the process of financial report creation, contributing to an improvement in report accuracy.
Resume Worded Institute April 2020
Chartered Financial Analyst (CFA) - Level II
Completed coursework with a focus on investment analysis, economics, financial statement analysis and professional standards and ethics.
Resume Worded University May 2015
Master of Business Administration (MBA) - Finance
Participated in Finance Club and Investment analysis case competitions. GPA: 3.9/4.0
Financial Analysis Tools: Excel (Advanced), Python (Intermediate), SAS (Basic), Bloomberg Terminal, MATLAB, SQL
Financial Modeling Techniques: DCF, WACC, CAPM, Sensitivity Analysis, Scenario Analysis, Monte Carlo Simulation
Business Intelligence Tools: Tableau, Power BI, Looker
Languages: English (Native), Spanish (Conversational), Chinese (Basic)
Certifications: Investment Management Certificate (IMC)
Projects: Initiated and led a sector-specific investment strategy project that yielded 12% return on investment in the first year
Professional Affiliations: Member, CFA Institute and CFA UK
Volunteering: Mentor, The Aspiring Professional, providing career advice and guidance to students interested in finance careers
Your Name
Financial Professional
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE June 2018 - Present
Senior Financial Analyst
Streamlined the financial reporting process thereby reducing the report generation time by 20% using improved financial accounting system.
Managed a finance team of 8, guiding financial analysis that boosted company revenues by 18% annually.
Implemented risk management strategies, mitigating potential financial risks by 30%.
Increased efficiency of accounts receivable and payable processes by 15% by re-engineering workflow.
Led monthly reconciliation of over 500 business accounts promoting financial health and accuracy.
Goldman Sachs January 2017 - May 2018
Financial Analyst
Introduced automated account reconciliation processes, reducing cash flow discrepancies by 25%.
Augmented financial forecasts and projections accuracy by 20% through in-depth financial analysis.
Boosted customer service rates by 10% by resolving financial disputes and queries promptly.
Resume Worded August 2015 - December 2016
Associate Financial Analyst
Managed petty cash transactions, improving transaction speed by 15%.
Ensured financial reporting compliance with internal controls improving financial transparency.
Financial Analysis: Budgeting, Cost Management, Risk Assessment, Pricing Strategy, Financial Modelling, Revenue Growth
Software proficiency: Advanced Excel (Macros, Pivot tables), QuickBooks, SAP, Oracle Business Intelligence, NetSuite, Tableau
Regulatory Understanding: SOX, GAAP, FASB, IFRS
Certifications: Accredited Financial Examiner (AFE), Certified Public Accountant (CPA)
Projects: Created a financial model forecasting 3-years of revenue for a new product launch at Resume Worded
Volunteering: Big Brothers Big Sisters – volunteer mentor helping shape the financial literacy of younger peers
Professional Development: Attended CFA Institute Annual Conference, 2019 & 2020
Your Name
Investment Banker
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded October 2017 - Present
Senior Investment Banker
Directed 10+ banking projects, increasing project portfolio ROI by 18% through intelligent risk management.
Leveraged financial analysis skills to advise clients on mergers and acquisitions, leading to 22% annual profit increase.
Enhanced the financial accounting and reporting system, resulting in increased efficiency by 20%.
Managed relationships with 100+ high-profile clients bolstering customer service reputation.
Improved company's financial risk assessment strategies, leading to a reduction in potential losses by 25%.
J.P. Morgan August 2016 - September 2017
Investment Analyst
Boosted portfolio returns by 15% through advanced financial analysis and forecasting.
Managed accounts receivable and payable systems reducing discrepancies by 20%.
Conducted regular account reconciliation thereby promoting financial accuracy and compliance. June 2015 - July 2016
Junior Investment Analyst
Managed petty cash transactions with 100% accuracy.
Assisted in the preparation of financial reports in line with internal controls.
Handeled customer inquiries fulfilling client expectations and enhancing customer service.
Resume Worded University May 2017
Master of Business Administration - Finance
Specializations: Investment Banking, Mergers & Acquisitions
Resume Worded Academic Center May 2015
Bachelor of Commerce - Finance
Awards: Dean's List 2014 (Top 10%), Resume Worded Academic Excellence Scholarship
Clubs: Member, Finance Students Association; Junior Analyst, Student Investment Fund
Financial Analysis: Portfolio Management, Financial Modeling, Risk Management, Investment Strategies, Quantitative Analysis
Technical Skills: Bloomberg, Microsoft Excel (Macros, Pivot Tables), Financial Reporting Software, MATLAB, SQL
Certifications: Chartered Financial Analyst (CFA) - Passed Level II, Certified Financial Planner (CFP)
Languages: English (Native)
Leadership & Volunteering: Treasurer, Local Rotary Club 2018-Present; Financial Advisor, Local Non-profit Organization
Professional Development: Attended 'Investment Strategies for Changing Markets' seminar, Bloomberg 'Financial Markets Conference'
Projects: Financial Analysis of leading Tech Companies for personal blog, Analysis of IPO trends for online finance forum
Awards: J.P. Morgan 'Top Performing Analyst' (2017), Resume Worded 'Best New Hire' (2017)
Your Name
Finance Manager
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE May 2019 - Present
Finance Manager
Overhauled accounting practices, enhancing accounts payable and receivable efficiency by 30%.
Developed new financial analysis models resulting in 15% increase in company profits.
Directed a team of 5 accountants, driving financial process improvements and boosting team efficiency by 20%.
Managed budget planning process, saving company $1M+ annually through strategic financial planning.
Led financial reporting initiatives, leveraging Microsoft Access to enhance report generation speed and accuracy.
Resume Worded January 2018 - April 2019
Assistant Finance Manager
Approved petty cash transactions ensuring operational efficiency.
Achieved 10% reduction in financial discrepancies through rigorous account reconciliation.
Implemented customer-centric strategies in the finance department enhancing customer service ratings by 15%.
Bank of America July 2015 - December 2017
Finance Associate
Conducted thorough financial analysis facilitating investment decisions.
Collaborated with the accounting team to augment financial accounting processes.
Managed office administration tasks maintaining seamless financial operations.
Resume Worded Institute June 2016
Master of Business Administration - Finance
Concentration in Corporate Finance, Strategy, and Operations Management
Resume Worded University June 2013
Bachelor of Science in Business Administration
Majored in Finance, Minor in Economics
Graduated with Honors, Membership in Beta Gamma Sigma Business Honor Society
Finance: Financial Analysis, Financial Modeling, Financial Risk Management, Cost Accounting, Auditing, Forecasting
Technical Skills: Microsoft Excel (Advanced, including pivot tables and VBA), SAP, Oracle Financial, QuickBooks, Bloomberg Terminal
Legal Compliance: GAAP, IFRS, Sarbanes-Oxley Act (SOX), SEC filings, Internal Controls
Data Analysis: SQL, Python, R, SAS, Tableau, Power BI
Certifications: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) - Level II
Professional Development: Financial Management and Strategy Course - Resume Worded Institute (2018), Project Management Professional (PMP) - PMI (2019)
Leadeship & Volunteering: Treasurer - Local Finance Professionals Association, Volunteer Financial Advisor - NonProfit Inc.
Awards: Finance Manager of the Year - (2020), Rising Star in Finance - Resume Worded (2019)

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.

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