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Finance service specialist skills for your resume and career

Updated January 8, 2025
5 min read
Finance service specialist example skills
Below we've compiled a list of the most critical finance service specialist skills. We ranked the top skills for finance service specialists based on the percentage of resumes they appeared on. For example, 24.2% of finance service specialist resumes contained excellent interpersonal as a skill. Continue reading to find out what skills a finance service specialist needs to be successful in the workplace.

15 finance service specialist skills for your resume and career

1. Excellent Interpersonal

Here's how finance service specialists use excellent interpersonal:
  • Demonstrated strong oral and written communication skills and possess excellent interpersonal and customer relations skills.
  • Demonstrate excellent interpersonal skills and instills a teamwork philosophy.

2. Mutual Funds

Here's how finance service specialists use mutual funds:
  • Registered Representative of SunAmerica Securities offering investments in mutual funds and annuities.
  • Assisted customers in achieving their long term financial goals through selective investments in mutual funds, term life insurances and mortgages.

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 service specialists use customer service:
  • Licensed Senior Trading/Service representative; recognized in consecutive quarters for quality of customer service and performance on sales related initiatives.
  • Served as focus group member to encourage collaboration of Financial Services and Customer Service increasing inter department communication.

4. Patients

Here's how finance service specialists use patients:
  • Assessed patient financial requirements and advised patients on insurance benefits, co-pays and financial obligations.
  • Confirm patient's eligibility and benefits for potential patients or coverage of existing patients.

5. 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 specialists use financial services:
  • Produced various insurance policies and financial services products across a wide territory spanning Greater Louisville and west-central Kentucky.
  • Improved and documented procedures for financial services operations to increase the accuracy and efficiency of the business.

6. 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 specialists use loan applications:
  • Prepare, assemble and compile documents while verifying and examining information and accuracy of loan application and closing documents.
  • Interviewed potential customers, obtained financial information including balance sheets, earning statements, and loan applications.

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7. Life Insurance

Here's how finance service specialists use life insurance:
  • Obtained license with the Missouri Department of Insurance to sell annuities, whole and term life insurance investment products.
  • Performed B2B sales calls to offer our account services for 401k, direct deposit, and life insurance/annuities.

8. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how finance service specialists use credit card:
  • Reviewed and reconciled monthly credit card statements.
  • Reviewed monthly credit card expiration reports.

9. PowerPoint

Here's how finance service specialists use powerpoint:
  • Developed all training manuals, PowerPoint presentations, and Web Ex presentations for new and continuing staff, including supervisors.
  • Created effective sales and training presentations using Microsoft Word, Excel, and PowerPoint.

10. Client Relationships

Here's how finance service specialists use client relationships:
  • Delivered informational sales presentations to potential clients and guided them throughout completion of the application process while strengthening client relationships.
  • Sourced and acquired proactively new client relationships while deepening existing relationships.

11. Customer Inquiries

Here's how finance service specialists use customer inquiries:
  • Investigate and resolve customer inquiries and processing specialized trade finance transactions.
  • Processed customer inquiries, researched and determined solutions to problems.

12. Financial Aid

Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.

Here's how finance service specialists use financial aid:
  • Performed financial aid eligibility calculations and worked with Department of Education to identify and solve student award discrepancies.
  • Utilize professional judgment regarding appeals to approve or deny financial aid based on circumstances presented.

13. Account Balances

When viewing one's bank account, the Account Balance is the information which represents how much money and of what kind is found on said account. It is often simply referred to as ‘the balance'.

Here's how finance service specialists use account balances:
  • Monitored negative account balances weekly report and contacted customers to collect negative account balances.
  • Maintained monthly statistical reports to resolve business tax and employer withholding account balances.

14. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how finance service specialists use customer relationships:
  • Leveraged the insights gained from continuing education opportunities to strengthen customer relationships, improve work processes and enhance cross-functional effectiveness.
  • Maintained customer relationships and collaborated with internal/external business partners to address data integrity, accounting, and control concerns.

15. 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 service specialists use bank products:
  • Determined customer suitability and conducted persuasiveness presentations while exhibiting a solid knowledge of client needs and bank products.
  • Developed difficult financial plans that would address customers concerns and cross sold various bank products to meet client's solutions.
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List of finance service specialist skills to add to your resume

Finance service specialist skills

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

  • Excellent Interpersonal
  • Mutual Funds
  • Customer Service
  • Patients
  • Financial Services
  • Loan Applications
  • Life Insurance
  • Credit Card
  • PowerPoint
  • Client Relationships
  • Customer Inquiries
  • Financial Aid
  • Account Balances
  • Customer Relationships
  • Bank Products
  • Customer Issues
  • Financial Eligibility
  • Payment Arrangements
  • NMLS
  • Financial Transactions
  • Financial Data
  • Outbound Calls
  • Business Development
  • Customer Accounts
  • Delinquent Accounts
  • Account Maintenance
  • Sales Quota
  • Financial Products
  • Wire Transfers
  • Financial Statements
  • Branch Management
  • Inbound Calls
  • Annuities
  • Financial Reports
  • FSS
  • General Ledger
  • Customer Problems
  • Notary
  • Loan Payments
  • Quality Customer Service
  • Journal Entries
  • Medical Assistance
  • Direct Action
  • Bank Secrecy Act
  • ATM
  • Savings Accounts
  • Financial Solutions
  • A/R
  • Past Due 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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