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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Sample Financial Services Resume Format Creates Avalanches Of Job Interviews

Sample Financial Services Resume

Problems With Writing Your Own Resume... And What You Can Do About It!