Financial Service Associate Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

An experienced and professional financial service associate aiming for a similar position in the area of an investment banking sector to help clients choose investment and insurance policies by utilizing my fiscal and sales skills and accounting knowledge.

Summary of Skills:

  • Knowledge of services and products related to banking and insurance
  • Strong mathematical, computer, and communication skills
  • Exceptional customer service, sales, and problem-solving skills
  • Skilled in managing accounting and financial functions
  • Excellent public relations and cross-sell services skills
  • Strong attention detail, professionalism, maturity, and efficiency

Work Experience:

Financial Service Associate
PCB Financial Group, Knoxville, TN
June 2013 – Present

  • Contacting customers and providing information on new financial services
  • Providing efficient and quality service to walk-in customers
  • Answering calls and emails in a timely manner and expediting response
  • Recognizing needs of customers and providing them two options to avail from
  • Processing all loan applications and financial transactions following company rules
  • Opening and closing accounts as required and performing paperwork

Financial Service Associate
Omni Finance, Knoxville, TN
March 2012 – May 2013

  • Promoted new business and sold financial products to clients
  • Answered inquiries and provided information via telephone and emails
  • Identified client’s business objectives and future growth prospect and provided loan
  • Processed several cash, check, and credit-card payment transactions
  • Performed ATM deposits, withdrawals, check deposits, check cashing, and account closing
  • Prepared and posted monthly statement to customers and collected overdue payments


  • Bachelor’s Degree in Accounting
    Knoxville University, Knoxville, TN


On request.