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Sample Financial Services Resume Format Creates Avalanches Of Job Interviews

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Sample Financial Services Resume


When writing a financial services resume it is important to focus on education and experience.

The chronological resume format allows the candidate to do this.

The following financial services resume example was written utilizing the chronological resume format.

Note it begins with a strong objective statement, clearly outlining the candidate’s target job.




Glenn Flemming

3216 Right Way Blvd.
Alpine, Washington 55555
1-555-555-1212
glennf@email.com


Objective: To utilize my extensive skills and experience as a financial services sales representative with a dynamic and progressive firm.


Professional Experience

Loughton and Loughton, Inc. Alpine, WA
Financial Services Sales Representative 1998 to Present
  • Sold financial services to customers
  • Developed prospects from current commercial customers, referral leads and other services
  • Contacted customers to present information on available services such as deposit accounts, lines-of-credit, sales or inventory financing, cash management and investment services
  • Determined customers’ financial service needs and prepared proposals to sell services
  • Reviewed business trends and advised customers regarding expected fluctuations

Business Sense Alpine, WA
Financial Services Sales Representative 1995 to 1998
  • Made presentations on financial services to groups to attract new clients
  • Evaluated costs and revenue of agreements to determine if they were profitable to continue
  • Sold services such as check processing and collecting, record keeping and reporting, trust, investment and safekeeping services as well as products such as travelers checks to other financial institutions
  • Solicited businesses to participate in consumer credit card program

Education

Washington State University
MBA - Business



The chronological resume format also allows for some flexibility. For example, if the candidate wished he or she could add a summary of qualifications to highlight unique skills and abilities.

The financial services resume example above also allows sufficient room to add notable accomplishments along with special training. This information might include certifications or awards.

You are welcome to copy / use this sample financial services resume for your personal use only.

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Resume Tip #1
You need to stand out from the crowd and get noticed by the hiring manager by having a compelling resume.


Cover Letter Tip #2
Get yourself a cover letter that makes hiring managers desperate to interview you before you accept another job offer.


Interview Tip #3
Be prepared and confident to easily answer tough interview questions that impress employers and get you more job offers.