Financial Representative CV Template›

Charismatic and professional Financial Representative with experienced in banking and insurance. Highly adept at cross-sellling through promotion and in-depth knowledge of industry products and services. Excellent team player with strong multi-tasking, problem-solving, and organisational skills.

Southern Trust Credit Union 1/1/2011 to Current Financial Representative
London

• Screen applicants for membership eligibility.
• Assist with monthly audits and reports as required by finance manager.
• Review, determine, and authorise override transactions within limits.

1st Priority Insurance 3/1/2008 to 1/1/2011 Financial Representative
London

• Interviewed customers to determine appropriate products and services which meet customer financial objectives.
• Assisted finance manager in the developments of sales goal plan.
• Mentored new employees and offered product and sales solution advice when needed.

Enterprise Financial Bank 7/1/2005 to 3/1/2008 Financial Representative
London

• Conducted all accounts payable and receivable transactions and recorded data accurately.
• Processes loan and mortgage applications and negotiates terms for compensation or gain.
• Sold and cross-sold insurance products for established and new customers.