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Finance & Sales Representative skills for your resume and career

Updated January 8, 2025
6 min read
Quoted expert
E. Duff Wrobbel Ph.D.
Below we've compiled a list of the most critical finance & sales representative skills. We ranked the top skills for finance & sales representatives based on the percentage of resumes they appeared on. For example, 10.6% of finance & sales representative resumes contained financial products as a skill. Continue reading to find out what skills a finance & sales representative needs to be successful in the workplace.

15 finance & sales representative skills for your resume and career

1. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how finance & sales representatives use financial products:
  • Determined and recommended financial products and services based on customer need and individual circumstances.
  • Implemented financial recommendations, selling financial products and services to bank customers.

2. Work Ethic

Here's how finance & sales representatives use work ethic:
  • Received excellent performance evaluations for strong work ethic and customer service excellence.
  • Recruited to sales team from infrastructure based on excellent work ethic and attitude within the agency.

3. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how finance & sales representatives use customer service:
  • Retained primary branch relationships and business relationships by delivering superior customer service and the value benefits supporting the client's objectives.
  • Involved in all aspects of customer service including solving problems, establishing and accessing customer accounts and performing credit evaluations.

4. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how finance & sales representatives use loan applications:
  • Originate and evaluate loan applications with documentation to assess credit worthiness.
  • Ensured compliance with federal regulations on deposit and loan applications.

5. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how finance & sales representatives use product knowledge:
  • Mentored new and existing territory reps on customer relationship management, solutions-selling strategies, and advance product knowledge.
  • Maintained product knowledge and applied selling skills; Identified with customer's needs and sold the appropriate products.

6. FSR

Here's how finance & sales representatives use fsr:
  • Gained additional responsibility as a seasoned FSR.
  • Supervised other FSR's as Loan Monitor (a position reserved for senior FSR's).

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7. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how finance & sales representatives use bank products:
  • Promote bank products and services by regularly soliciting internal and external customers for extended business and referrals.
  • Identified Cross-selling opportunities for bank products/services that solidified clients as primary bank relationships.

8. Business Relationships

Here's how finance & sales representatives use business relationships:
  • Established, developed and maintained business relationships with current customers and prospective customers within an assigned territory and market segment.
  • Visited accounts to reaffirm business relationships and assuring continued sales.

9. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance & sales representatives use financial services:
  • Gained valuable business-to-business and individual sales experience with this leading financial services company in a straight commission sales position.
  • Leveraged knowledge of financial services and products to communicate benefits of financial planning; provided financial statement analysis.

10. Financial Objectives

Financial objectives are a company's financial goals and aims regarding the future. These objectives are determined and achieved through financial planning. Corporations normally set milestones for the fiscal year and build strategies and plan to fulfill those milestones.

Here's how finance & sales representatives use financial objectives:
  • Assessed customer assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies.
  • Identified Customers Financial Needs ** Evaluated Various Approached ** prioritized Financial Objectives ** Implemented Customers Fin.

11. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how finance & sales representatives use business development:
  • Devised and executed business development strategies attracting and acquiring new customers creating measurable outcomes supporting customer in achieving stability and profitability.
  • Participated in financial responsibilities involving cash management and initiated business development functions.

12. Life Insurance

Here's how finance & sales representatives use life insurance:
  • Conduct frequent competitive analysis for all major life insurance providers in order to accurately catalog all market advantages.
  • Completed many sales courses, obtained Kansas Life Insurance License, extensive training and coaching on selling products from certified trainers.

13. Bank Secrecy Act

Here's how finance & sales representatives use bank secrecy act:
  • Complied with regulatory requirements including Bank Secrecy Act Privacy Act and Community Reinvestment Act.
  • Keep informed of laws, regulations, and current practices pertaining to the Bank Secrecy Act and Anti-Money Laundering regulations.

14. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how finance & sales representatives use real estate:
  • Performed duties such as studying property listings, accompanying clients to property sites, and drawing up real estate contracts.
  • Worked closely with customers and real estate agents in selling the houses.

15. Wire Transfers

A wire transfer is an electronic bank transaction where funds are transferred from one person to another. The transfer can be within the same bank or from one bank to another. Wire transfer makes it possible to transfer money to anyone anywhere in the world and to also transfer money to multiple accounts seamlessly regardless of location.

Here's how finance & sales representatives use wire transfers:
  • Processed Western Unions, Wire Transfers, Money Grams, Check Cashing, Money Order processing
  • Performed wire transfers for customers.
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What skills help Finance & Sales Representatives find jobs?

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What Finance & Sales Representative skills would you recommend for someone trying to advance their career?

E. Duff Wrobbel Ph.D.

Chair, Southern Illinois University Edwardsville

All things social media are important, and so writing skills still matter.

List of finance & sales representative skills to add to your resume

Finance & Sales Representative skills

The most important skills for a finance & sales representative resume and required skills for a finance & sales representative to have include:

  • Financial Products
  • Work Ethic
  • Customer Service
  • Loan Applications
  • Product Knowledge
  • FSR
  • Bank Products
  • Business Relationships
  • Financial Services
  • Financial Objectives
  • Business Development
  • Life Insurance
  • Bank Secrecy Act
  • Real Estate
  • Wire Transfers
  • Customer Problems
  • Customer Complaints
  • Insurance Products
  • Financial Analysis
  • Health Insurance
  • Client Relationships
  • Financial Security
  • Annuities
  • Financial Institutions
  • Auto Loans
  • Customer Relations
  • Customer Inquiries
  • Financial Solutions
  • Consumer Loans
  • Outbound Calls
  • Investment Products
  • Customer Accounts
  • Cold Calls
  • Savings Accounts
  • Business Accounts
  • Commercial Banking
  • Loan Payments
  • ATM
  • Credit Card
  • Account Maintenance
  • Retirement Planning
  • Credit Reports
  • Account Management
  • Bank Policies
  • Sales Strategies
  • Financial Advice
  • Estate Planning
  • PowerPoint
  • Customer Issues

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.