Financial Services Representative Resume Examples
Need help writing your resume? We’re here to help with our collection of Financial Services Representative resume examples you can easily edit for your job search.
:
Average time to create a resume with LiveCareer!
1/6
As seen in:
TABLE OF CONTENTS
Financial Services Representative resume summary examples
Most hiring managers only do a seven-second scan of your resume. If they don’t see what they’re looking for in your professional summary, they’re probably skipping to the next person.
A professional summary is a two-to-three-sentence paragraph that sells your top achievements as a Financial Services Representative and best qualifications for the job at hand.
Recent grads, career-changers and those without much work experience would be better served by writing an objective statement which mentions your goals for a position and the skills that you do have.
Below, we’ll share examples of Financial Services Representative professional summaries for different job candidates.
Good example:
“A highly experienced Financial Services Representative with 10+ years of experience in providing excellent customer service and managing financial accounts. Possess strong knowledge of banking regulations and financial products, as well as excellent problem-solving and communication skills. Proven track record of successfully resolving customer issues and increasing customer satisfaction.”
Why this example passes:
- Feature candidate’s success statistic to grab attention. Numbers add detail about how big the results you deliver are, e.g., test scores, passing rate and more.
- Shows career length, 11 years.
- Mentions employer-desired skills: student motivation and interactive lessons.
Bad example:
“ Highly motivated individual with a passion for finance. Experienced in customer service and working with clients. Looking to bring my skills to a financial services representative role.”
Why this example fails:
- Doesn’t include any numbers that quantify financial services representative’s performance
- Uses vague descriptions and skills.
- Doesn’t include years of teaching experience.
The fastest way to write your professional summary
Showcase your selling points as a Financial Services Representative with an attention-grabbing professional summary generated by our Resume Builder! It’s an automated tool that will suggest best-use phrases and content-rich sentences you can customize.
- 1
Enter the details about the job title you held. The builder comes preloaded with auto-suggested phrasing written by resume experts.
- 2
Then, just pick from these suggested phrases that best frame your experience and customize them to your liking!
- 3
All you have to do is choose the summary phrases that best frame your experience. It’s like having a professional do it for you!
Our Builder is the quickest and easiest tool for writing a stellar Financial Services Representative resume. However, you can also dive deeper with our professional resume-writing services. Take advantage of all the tools LiveCareer offers and start landing interviews!
The reviews are in!
See what they're saying about us on Trustpilot.
Financial Services Representative resume work experience examples
One of the most fundamental sections of your resume is the work experience. Including skills and accomplishments in your work experience section relevant to your Financial Services Representative role is critical to writing a good resume. Compare these work experience examples to understand what information to include to make a job-winning resume.
Good example:
Johnson Consulting I Rolling Meadows, IL I 8/2018-current
Why this example passes:
- Numbers and statistics add detail and quantify the results this financial services representative delivers: 4% improvement and a class size of 20-25.
- Good use of strong words and active language.
- References specialized value cahier provides with “individualized lesson plans.”
Bad example:
Malone Group I Redmond, WA I 4/2022-present
- Answered customer questions
- Processed customer transactions
- Handled customer complaints
- Filed paperwork
Why this example fails:
- Lacks numbers or statistics.
- Describes general tasks, not teaching achievements or career highlights.
- Uses active verbs, but doesn’t focus on results.
Financial Services Representative resume skills examples
Here are 18 sample skills for financial services representative:
- Cash Management
- Regulatory Compliance
- Financial Reporting
- Risk Management
- Customer Relationship Management
- Cash Handling
- Sales Quota Achievement
- Financial Markets
- Account Maintenance
- Sales Goals
- Customer Relationship Building
- Financial Product Sales
- Life Insurance
- Financial Services
- Loan Applications
- Account Retention
- Hospitality and accommodation
- Service delivery
You should sprinkle skills and abilities throughout your resume. Include them in your professional summary, work experience blurbs and a dedicated skills section.
Examples of additional resume sections
Your Financial Services Representative resume must include the following: contact information, resume summary, work experience, skills and education. These are the five main resume sections; however, you can customize your resume with additional sections.
Here are some examples of optional financial services representative resume sections that you could add to provide greater detail:
- Certifications
- References
- Additional skills
- Overview
- Languages
- Accomplishments
- Soft skills
- Professional skills
Ensure you only share relevant qualifications in your resume’s additional sections. Better to have a concise resume that’s quick to read!
Examples of resume formats
A resume format refers to how a resume’s parts are organized. There are three resume formats: chronological, functional or combination.
The main difference among them is whether or not they give more visual weight to your work history or to your skills section. The format you should select for your resume is based on your years of work experience as a financial services representative.
How to choose a resume format
0-3
Years of experience
Functional formats
- Focus on skills.
- Best for first-time financial services representative who lack work experience.
- Good for people re-entering workforce.
- May omit dates in the work history section.
Organization:
- Skills listed above work experience.
3-10
Years of experience
Combination formats
- Balance skills and work history.
- Ideal for mid-career financial services representative.
- Suitable for career changers and people seeking promotion.
Organization:
- Skills next to or above work experience.
10+
Years of experience
Chronological formats
- Put the most focus on work history.
- Best for financial services representative with a long, steady career.
- Most popular format.
- Preferred by recruiters.
Organization:
- Work experience listed above skills.
Once you know the best format for you, it’s easy to pick a financial services representative resume template. Templates are preformatted layouts created by design professionals to ensure your resume looks amazing!
Don’t forget your financial services representative cover letter
A cover letter works hand-in-hand with your resume to make a stronger case for why you deserve the job.
We always recommend submitting a cover letter with your resume because it’s a great way to increase your chances of getting hired.
Cover letters are a supplemental document to your resume that allows you to do many things, such as provide more context on your work experience or the achievements listed on your resume. You can share your career story and how you envision progressing. And you can even add more accomplishments you couldn’t fit on your resume!
Writing a full-page cover letter also shows your critical thinking, attention to detail and communication skills. Sure, it’s extra work, but it pays off, primarily if you use our Cover Letter Builder.
Our Builder will create a completely personalized cover letter from the information on your resume or write it from scratch considering your job title and years of experience. You’ll be done in 15 minutes or less!
If you want more examples of what to include in your cover letter, you can browse all cover letter examples available.
Don’t forget to tie it all together in a stylish yet professional design, which you can find in our cover letter templates library.
Finally, check out our blog article on How to Write a Cover Letter for a deep dive into cover letters.
Similar resume examples
Want to see more resume examples for jobs related to financial services representative?
More Financial Services Representative resume examples
Follow 
Read more stories by LiveCareer Staff Writer
As seen in*
*The names and logos of the companies referred to in this page are all trademarks of their respective holders. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer.