Financial Customer Service Representative Resume Sample

The bank manager hires the Financial Customer Service Representative to assist the customers of the bank who have purchased different financial products provided by the bank. They have to offer the advice on the bonds and stock to each client coming for the inquiry.

The work duties described in the typical resume of Financial Customer Service Representatives are to guide the customers for the correct financial plan and discuss their financial objectives. He/she has to act as a liaison between buyers and sellers.

The most sought-after skills for this job are expertise in financial products, computer proficiency, good numeracy skills and customer service outlook. Having a degree in economics or finance is required for all the candidates aiming to become the Financial Customer Service Representative.

Financial Customer Service Representative

Financial Customer Service Representative Resume Sample

Rob Wilson

Financial Customer Service Representative

743 Xyz Abc Road.
Chicago, IL – xxxxx

Email: | Home: xxx-xxx-xxxx | Mobile: xxx-xxx-xxxx

Professional Summary

Very motivated, customer-oriented individual seeking long-term employment where I can learn as well as display my knowledge, experience, and skills to ensure growth for my future employer.

Work Experience

1) Financial Customer Service Representative

ABC Company – Austin, TX

May 2014 to Present

  • Cash checks, process withdrawals and pay out up to $10,000 cash after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Receive checks and cash for deposit, verify amounts, and check the accuracy of deposit slips.
  • Process 200 transactions daily, on average, for personal, small business, and corporate accounts.
  • Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
  • Ensuring overall cash count is below $50,000 at any given time.
  • Count currency, coins, and checks received, by hand or using the currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
  • Carry out special services for customers, such as ordering bank cards and checks.
  • Process transactions, such as term deposits, automated teller transactions, web bill pay updates, night deposits, and mail deposits.
  • Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
  • Explain, promote, or sell products or services, such as checking and savings accounts, mortgage and auto financing, money orders, and cashier’s checks, using computerized information about customers to tailor recommendations.


2) Bilingual Customer Service Representative

XYZ Company – Austin, TX

May 2010 to 2014

  • Handled banking customer’s requests face to face, by phone and e-mail with excellent problem-solving skills and personal attention to their financial needs.
  • Provide Exemplary customer service to internal and external customers by addressing customer inquiries, solving problems, providing online support, accurately document, research and resolve customer service issues and resolve customer complaints.
  • Effectively manage a high-volume of inbound and outbound customer calls daily.
  • Gather and verify all required customer information for tracking purposes.
  • Resolve customer issues regarding Loan inquiries, debit/credit card payments, VOD, and account maintenance.
  • Mentored new employees and provided side by side coaching.

Educational Qualification

Bachelors in Computer Science

ABC University – Chicago, IL


Skills and Strengths

  • Excellent written and verbal communication skills.
  • Good customer orientation.
  • Strong time management skills.
  • Excellent computer and phone skills.
  • Accounting and research.

— References Available upon Request —


Properly writing roles, responsibilities, and skills in Financial Customer Service Representative’s Resume is very important. It is because the employer or the recruiter will check them to judge your capabilities. Mostly, the points of the job duties performed will come under the section of work experience in the Financial Customer Service Representative’s Resume. Whereas you can mention your skills within the skill section. The other key or highlighting points can be noted separately.

To get the job, making an accurate resume having precise points is necessary. Hence, here are few shorter examples which will give you a better idea about how to write roles, responsibilities, skills and work experience in the resume for the position of Financial Customer Service Representative.

From our resume database, I have gathered few examples. These resumes are selected on basis of different location and experience level. These Financial Customer Service Representative Resume samples of professionals will give you provide with a hint when you are writing your resume. You can change the points according to your location and experience level.

Check these Financial Customer Service Representative resume samples. I hope you will find something interesting and valuable from these examples.


Few More Financial Customer Service Representative Resume Sample:

Example 1:

Financial Customer Service Representative

Location – Montgomery, AL

Experience – 3 Years


  • Highly motivated, competent, and career-minded individual with high standards seeks Customer Service Representative position within an established company in which my skills and experience will be an asset.


  • Handles various incoming collections phone calls.
  • Resolves customer questions, complaints, and inquires in a professional, helpful manner.
  • Utilizes computer system to verify and document customer requests.
  • Maintains and updates customer information as necessary.
  • Calmly attempts to resolve and de-escalate any issues.
  • Escalates calls to a supervisor when necessary and appropriate.


  • Computer Skills.
  • Proficient in Microsoft Word, PowerPoint, and Excel.
  • Ability to adapt to new policies and procedures quickly providing walking tours for campus guest.
  • Open to feedback and willing to accept personal responsibility for actions.


Example 2:

Financial Customer Service Representative

Location – Pittsburgh, PA

Experience – 8 Years

  • Provided overall support to staff which included but not limited to:
  • Properly directed inbound calls in phone queues to improve call flow.
  • Made reasonable procedure exceptions to accommodate unusual customer requests.
  • Provided accurate and appropriate information in response to customer inquiries.
  • Developed effective relationships with all call center departments through clear communication.
  • Worked with upper management to ensure appropriate changes were made to improve customer satisfaction.
  • Maintained up-to-date records at all times.


  • Financial management.
  • Public relations and sales.
  • Accounting and research.
  • Excellent verbal and written Communication.
  • Mathematical applications.
  • Ability to train junior employees.


Example 3:

Financial Customer Service Representative

Location – N Charleston, SC

Experience – 3 Years

  • Collected on present and delinquent accounts for Sprint.
  • Assisted with refunds, customer care issues, requests, and billing inquiries.
  • Recommended services and payment arrangement options to meet customer needs.
  • Data collection and management.
  • Performed customer verification.
  • Opened new customer accounts.
  • Negotiated payment arrangements when needed.
  • Kept accurate records (customer information, received payments etc.)
  • Strong negotiation, analytical and problem-solving skills.
  • Demonstrated the ability to handle escalated calls.


Example 4:

Financial Customer Service Representative

Location – North Charleston, SC

Experience – 3 Years

  • In the name of the client, talk to customers over the phone, email or chat to bring resolution to unpaid accounts and answer their questions.
  • Accurately document and update customer records in the computer system.
  • Remain calm and helpful even when dealing with upset customers.
  • Escalate customer complaints and/or calls to your manager when necessary.
  • When requested, process correspondences while following all relevant laws and guidelines.
  • Provide feedback and recommendations to your manager on ways the company can improve.
  • Perform other duties as assigned by your management team.


Example 5:

Financial Customer Service Representative/Trainer

Location – Montgomery, AL

Experience – 3 Years

  • Processing the payments and withdrawals of customers.
  • Ensuring customer queries are answered to their satisfaction.
  • Using computerized systems to access the details of customers.
  • Promoting certain financial products and services.
  • Handling customer complaints or handing them over to a supervisor.
  • Referring customers to individuals qualified to offer and sell regulated financial products.
  • Service customers in opening and closing accounts.
  • Receive and process payments by cash, credit card, and automatic debit.
  • Research and resolve problems.
  • Answer any customer questions or concerns.


  • Flexibility and ability to multi-task.
  • Problem-solving.
  • Strong communication including excellent phone etiquette.
  • Patient in tensed situations.


These are some sample Resumes/CV of Financial Customer Service Representative. With the help of these examples, you can create a well-crafted resume yourself. You can select any of the lines/sentences from these all examples. Combine them, edit them and use them to make an effective resume. These resume samples can help you decide what experience and accomplishments to include your resume. It also guides for the proper highlighting points.

There are more than 3500 active jobs online for the position of Financial Customer Service Representative in the USA. Find the job suitable to you and start applying with your fresh and updated Financial Customer Service Representative resume and improve your chances of getting the job.


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