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Finance service representative skills for your resume and career

Updated January 8, 2025
5 min read
Quoted experts
Chad Newswander Ph.D.,
John Cicala Ph.D.
Finance service representative example skills
Below we've compiled a list of the most critical finance service representative skills. We ranked the top skills for finance service representatives based on the percentage of resumes they appeared on. For example, 15.0% of finance service representative resumes contained financial services as a skill. Continue reading to find out what skills a finance service representative needs to be successful in the workplace.

15 finance service representative skills for your resume and career

1. 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 service representatives use financial services:
  • Developed a comprehensive operational understanding of the financial services industry, in addition to keeping up-to-date with new products and services.
  • Established and maintained a full financial service business offering personal and small business financial management and planning.

2. Patients

Here's how finance service representatives use patients:
  • Review information submitted, request additional information from patients when needed and process Financial Applications to be approved by supervisor.
  • Advised patients of insurance/hospital information, prepared admission forms and entered patient data into the patient data accounting system.

3. Team-Oriented Environment

Here's how finance service representatives use team-oriented environment:
  • Provided exceptional member services and demonstrated the ability to work in a team-oriented environment.

4. Mutual Funds

Here's how finance service representatives use mutual funds:
  • Licensed bank/insurance representative responsible for selling/providing customers with options regarding insurance, stocks, mutual funds, and other investment/retirement plans.
  • Develop diversified portfolio through asset allocation involving mutual funds

5. 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 service representatives use financial products:
  • Positioned marketing of internal and external financial products in alignment with research on current market conditions and investment performance.
  • Build professional relationships with customers through making recommendations for and providing financial products to meet the customer's financial goals

6. 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 service representatives use customer service:
  • Provided superior customer service and work quality while demonstrating attention to detail, flexibility, and innovation in resolving problems
  • Trained and developed associates on effective customer service through identifying consumer needs and moving consumers through the purchasing process.

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7. FSR

Here's how finance service representatives use fsr:
  • Recognized for high quality of work to meet diverse financial needs when selected to move directly from CSR to FSR position.
  • Transferred upon branch manager approval to in store branch as FSR to excel further in providing service to customers' financial.

8. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how finance service representatives use data entry:
  • Conducted all paying/receiving transitions, data entry and records all pertinent information accurately and thoroughly.
  • Performed on-line data entry transfers, exchanges and redemption request for Institutional Shareholders.

9. Life Insurance

Here's how finance service representatives use life insurance:
  • Generated financial needs analysis for individuals and middle income families, including life insurance needs, debt consolidation and retirement strategies.
  • Prepare personalized financial needs analysis profiles to recommend acquisition of life insurance, investments and financial service products.

10. 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 service representatives use loan applications:
  • Explained necessary information and documentation needed to facilitate timely processing of loan applications, payment deferral requests, and/or fraudulent transactions.
  • Assisted current and prospective clients by processing loan applications, opening commercial and personal accounts, while maintaining confidential information.

11. Cash Handling

Here's how finance service representatives use cash handling:
  • Opened and closed accounts/Cross-sell bank products -Acknowledge customer complaints and followed up to ensure customer satisfaction -Customer service/Cash handling/Credit Card team captain
  • Cash handling and balancing management of according to bank policy and procedure

12. Payment Arrangements

Here's how finance service representatives use payment arrangements:
  • Key responsibilities included discussing collection of outstanding accounts, make payment arrangements and process financial assistance applications per patient needs.
  • Negotiated payment arrangements and approved and denied service and extension eligibility for customers with delinquent or suspended.

13. Cross-Sell

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Here's how finance service representatives use cross-sell:
  • Nurtured relationships on a consistent basis to identify opportunities to cross-sell additional products.
  • Managed clients' profiles and utilized profiling analysis tools to identify cross-sell opportunities.

14. Cross-Selling

Here's how finance service representatives use cross-selling:
  • Facilitated timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
  • Performed basic teller duties, while actively cross-selling services * Participated in marketing and operational strategies to increase membership.

15. Develop Understanding

Here's how finance service representatives use develop understanding:
  • Meet with customers and prospects to develop understanding of financial objectives and needs.
top-skills

What skills help Finance Service Representatives find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What technical skills for a finance service representative stand out to employers?

Chad Newswander Ph.D.Chad Newswander Ph.D. LinkedIn profile

Professor of Political Science, Brigham Young University-Idaho

It is a combination of soft and hard skills. Young professionals need to be reliable, conscientious, hardworking, and be able to work well with others. They also need to show early signs of leadership, allowing them to grow within the organization. Above all, they need to be trusted to get the work done and be likeable. They also need to have a concrete skillset that allows them to contribute. Each young professional needs to think how they can add value to their organization (not just what the organization will do for them). Those skills can range from data/statistical analysis, writing, speaking, research, etc. In order to show that they have these skills, students should do multiple internships while in school from credible organizations.

What soft skills should all finance service representatives possess?

John Cicala Ph.D.John Cicala Ph.D. LinkedIn profile

Associate Professor of Digital Marketing, University of North Alabama

The ability to write for reading and not to write as if they are simply transcribing an internal conversation with the paper or whatever media is being used to communicate. They should also possess the ability to interact and to converse with others in person and to actively listen.
Do you want to know more?
Read more about what experts have to say about finance service representative

List of finance service representative skills to add to your resume

Finance service representative skills

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

  • 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
  • Credit Card
  • Account Balances
  • Financial Assistance
  • Customer Inquiries
  • Problem Resolution
  • Financial Objectives
  • Bank Secrecy Act
  • Insurance Products
  • Patient Accounts
  • Customer Issues
  • Customer Accounts
  • ATM
  • Notary
  • Financial Solutions
  • Bank Services
  • Annuities
  • Loan Products
  • Business Clients
  • Savings Accounts

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.

Updated January 8, 2025

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