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.
