A financial services customer service representative is banking or a financial professional who works for a bank or a financial institution and provides customers with information on various financial products that the bank or institution has to offer. A financial services representatives job is a high paying job with many perks, one needs to have a strong financial services customer service representative resume that will help a candidate secure a job by focusing on the skills and qualifications of the candidate.

Job Description: A financial services representative is required to interact with customers of the bank and sell the financial products or packages that suit their requirements. The representative is required to not only have an in-depth knowledge of financial products like savings and checking accounts, investment planning, loan products, educating customers on credit scores etc, they are also required to have great customer service skills a as they are required to interact with customers on a daily basis. The representative are required to assist the customers in understanding market conditions and provide the customers with a financial or investment plan that will help secure the interests of the customer.

Skills Requirements: The financial services customer service representative is required to have very good communication skills, good customer service skills, should be positive, motivated and should have great organizational skills, in addition the candidate must also have great convincing skills and sales skills and should have in-depth knowledge of the various financial products the bank has to offer.

Educational Requirements: the candidate interested in applying for the job is required to have a bachelor’s degree or a post graduate degree in the banking, finance or business administration. Having additional trainings, certifications or having completed vocational courses in financial planning or management will be an added advantage for the candidate.


Here we have a few sample financial services customer service representative resumes that have been written by expert resume writers and which focus on the key skills and requirements that a good candidate should have. These samples will help you create a great financial professionals profile and will help you get noticed by recruiters when you apply for the job. You can refer to these samples and create your very own resume that will help you create a great first impression on employers and help you get a job.

Browse through the sample resumes given below: