Financial Service Representative CV Template›

Outgoing and friendly Financial Service Representative with 8 years banking experience. Possesses in-depth knowledge of banking regulations and account ownership types. Demonstrates exceptional skill in multi-tasking, organising, and communicating.

Better Banking and Trust 2/1/2012 to Current Financial Service Representative
London

• Process the redemption of savings bonds.
• Contact customers for signatures or additional documentation needed for accounts or loan applications.
• Promote IRA creation, transfers, distributions, and rollovers.

London Bank of London 4/1/2009 to 2/1/2012 Financial Service Representative
London

• Cross-sold bank services and products based on customer banking needs.
• Researched disputes and customer issues with accounts; liaised between bank departments to resolve customer complaints.
• Evaluated requests for service charge refunds and prepare and process refunds as necessary.

Regional Banking 6/1/2006 to 4/1/2009 Financial Service Representative
London

• Greeted customers promptly and courteously over the phone or upon entering bank.
• Assisted customers in opening and closing accounts including checking, savings, IRAs, HSAs, CDs, and accessing safe deposit boxes.
• Serviced customers with account-related requests such as fund transfers and stop payments.