Sample Financial Services Consultant Resume

Posted in Consultant Resume Examples

Kristen Berry
4621 W 1st Street Rd
Visalia, CA 93277
(777)-953-7518
[email]

Job Objective Seeking a position of Financial Services Consultant position in a reputed organization where I can use all my knowledge and experience in a better way to benefit the organization.

Work Experience:

Financial Services Consultant, August 2005 – Present
Transcend, Visalia, CA

  • Completed documentation required to establish and maintain new accounts.
  • Reviewed and completed consumer loan applications.
  • Participated in selling and cross-selling Bank products.
  • Generated new business through in-branch selling, outside calls, telemarketing, etc.

Financial Services Consultant, May 2000 – July 2005
Kingston, Inc., Visalia, CA

  • Participated in events to increase business opportunities for the Bank.
  • Complied with all policies and procedures related to new account process.
  • Assessed and managed risk and issues throughout all aspects of application implementation.
  • Provided results and reports based on financial services.

Summary of Qualifications:

  • Admirable experience in financial services and risk management
  • Good knowledge of credit-related market trends, customer requirements and interests
  • Great ability to comply with all policies and procedures related to new account process
  • Strong technical and organization skills
  • Basic Microsoft skills including Excel and Word
  • Outstanding ability to create, manage and develop a team environment
  • Strong verbal and written communication skills

Education

Bachelor’s Degree in Business Administration, Southeast Arkansas College, Pine Bluff, AR

Master of Business Administration, Northern Kentucky University, Kentucky, KY

We know how to prepare a professional resume!