Finance service representative resume examples from 2025
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How to write a finance service representative resume
Craft a resume summary statement
Put a resume summary on the top of your resume to highlight your accomplishments. A resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to write a strong, impressive resume summary:
Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.
Step 2: Next put your years of experience in finance service representative-related roles.
Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.
Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.
These four steps should give you a strong elevator pitch and land you some finance service representative interviews.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
- Consider all the software and tools you use on a daily basis. When in doubt, list them!
- Make sure you use accurate and up to date terms for all the skills listed.
Here are example skills to include in your “Area of Expertise” on a finance service representative resume:
- Financial Services
- Patients
- Team-Oriented Environment
- Mutual Funds
- Financial Products
- Customer Service
- FSR
- Data Entry
- Life Insurance
- Loan Applications
- Cash Handling
- Payment Arrangements
- Cross-Sell
- Cross-Selling
- Develop Understanding
- Insurance Coverage
- Customer Relationships
- Bank Products
- Health Insurance
- Outbound Calls
- Work Ethic
- Client Relationships
- Inbound Calls
- Product Knowledge
- Financial Transactions
- Bank Policies
- FINRA
- Account Maintenance
- Loan Payments
- Medicaid
Zippia’s AI can customize your resume for you.
How to structure your work experience
A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.
- Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
- Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.
How to write finance service representative experience bullet points
Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:
- Use strong action verbs like Led, Built, or Optimized.
- Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
- Wrap it up by explaining the actions you took to achieve the result and how you made an impact.
Here are effective examples from finance service representative resumes:
Work history example #1
Finance Service Representative
MetLife
- Maintained existing clientele relationship through communication and account reviews.
- Executed tactical marketing communication plans quarterly.
- Established and maintained communications with top producing representatives.
- Handled store inventory and deposits.
- Recognized as a top-20 sales representative in 100-person sales office within six months of completing the MetLife corporate training program.
Work history example #2
Banking Associate
Bank of America
- Monitored daily operation's on 52 ATM Machine.
- Achieved 300% of 2007 purchase mortgage goal) Coached and motivated 8 customer facing employees, conducted quarterly performance evaluations.
- Served as Notary Public representing Commonwealth of Virginia and would perform signature notaries.
- Handled day to day monetary instruments * Replenish and balance atm s * Balanced draw * Customer service.
- Balanced and reconciled four separate ATMs.
Work history example #3
Member Service Specialist
J. C. Penney
- Provided excellent customer service resulting in increased sales and repeat customers.
- Placed special custom orders for windows.
- Obtained referral orders from customer from internet service and catalog departments.
- Conducted sales transactions through Internet-based electronic commerce.
- Trained CSRs struggling to meet monthly quotas, and contributed to significant improvements in customer satisfaction and sales.
Work history example #4
Finance Service Representative
Benchmark Bank
- Composed structure and guidelines of 401k plans for three specific companies within corporate parameters.
- Authorized by management to complete branch opening and closing procedures.
- Assisted with online banking issues.
- Worked as a Drive up teller when needed and assisted with loading the ATM.
- Completed daily transactions and sales of deposit accounts, business loans, home equity lines of credit, and mortgages.
Zippia’s AI can customize your resume for you.
Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries for resumes:
High School Diploma
2013 - 2013
High School Diploma
2010 - 2010
Highlight your finance service representative certifications on your resume
Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.
To list, use the full name of the certification and the organization that issued it, along with the date of achievement.
Here are some of the best certifications to have on finance service representative resumes:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Management Accountant (CMA)
- International Accredited Business Accountant (IABA)
- Certified Resume Specialist: Accounting and Finance (CRS+AF)
- Certified Medical Office Manager (CMOM)
- Certified in Financial Management
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Nationally Certified Insurance and Coding Specialist (NCICS)
- Certified Bank Teller (CBT)