Resume Templates: Financial Service Representative


If you’re friendly, analytical, and a people-person, you might find that a career as a financial service representative is a rewarding experience. When you’re ready to start looking for the perfect position, it’s important that you make sure your resume is up to par. Your resume serves as a valuable marketing tool, so it’s important to make the most of it. Highlighting your best skills is one of the most effective ways you can use your resume to your advantage.


Financial service representatives need to have a strong understanding of confidentiality and excellent communication skills. Use your resume to highlight your best abilities, including your knowledge of computer software. Hiring managers want to know that you can not only handle the computer side of your job, but that you’re able to explain things clearly and provide excellent customer service when necessary.

Are you ready to take your resume to the next level? Take a look at our financial service representative resume templates for more information.

Resume Templates: Financial Service Representative

Financial Service Representative Resume Questions

1. How do you write the header of a financial service representative resume?

You only have about six seconds to convince hiring professionals to continue reading your document. This means your first 15-20 words are the most important and your header contains a good portion of those words. Keep the section concise, including your name and contact information. Carefully consider before adding gratuitous titles, middle names, or additional phone numbers. Refer to the concise content in our financial service representative resume sample.

2. How do your list certifications on your financial service representative resume?

Specific certifications are often not necessary, so you may feel confident placing yours in the education section at the bottom of the page. However, if you have earned the Chartered Financial Analyst designation, you have a lot of value to potential employers. This type of credential belongs in your skills section.

As you work through your document, weigh the value of each academic credential and experience-driven accomplishment, placing more impressive items higher on the page. As you can see in the education section of our financial service representative resume sample, include the name of any degrees or courses with the name of the school and year of graduation.

3. How can you highlight team experience on a financial service representative resume?

You may have already learned that it’s important to increase the impact of your experiences by combining them with facts and figures to show the value of your skills. This same strategy works for soft skills, such as team experience. The jobseeker from our resume sample used a variety of verbs to describe services, such as “assisted” and “answered.” Other words to show your skills as a team member include “collaborated,” “contributed,” and “partnered.” Remember to use present tense for your current job and in your professional summary, using past tense for previous work history examples.

4. How do you list schools in a financial service representative resume?

Refer to our financial service representative resume sample for a good example of an education section. Most employers just want to know that you have earned relevant degrees. Keep this in mind as you write this short, but important, section. Present the names of any degrees you’ve earned and the name of the institution. You should also include the date of graduation. You do not need to include your grades or GPAs. If you haven’t finished your degree, list your anticipated graduation date and label it as such.

5. How do you format a financial service representative resume?

There are three traditional formats for resumes. These include the chronological list of your current and previous work experiences, the functional format with a focus on your achievements and transferable skills, and the hybrid, which gives equal weight to work and achievements. The chronological format is the most common for jobseekers with a relevant work history. The functional format satisfies jobseekers who want to present transferable skills gathered from a variety of jobs, volunteer experiences, or academic efforts. Read through our resume builder to perfect your professional document with industry-specific text examples.

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Resume Text

Isaac Loancrod

890 Exxon Avenue Anchorage, AK, 99379

Cell: (555) 987-1234


Financial Service Representative takes care of all customer needs for money. Cashes checks, markets the financial services of the bank to the public and prints out reports of account balances for all customers. Specializes in signing up new customers for savings accounts.


  • Friendly

  • Financial

  • Analytical

  • Mathematical

  • People-person

  • Confidentiality

  • Microsoft Office

  • Notary Public

  • Spoken and written communication skills

Work Experience

October 2006 to May 2008 Save A Penny Savings & Loan

– Anchorage, AK Financial Service Representative

– Answered any questions that customers had in face-to-face over-the-counter interactions.

– Served an average of 75 customers per day.

– Used bill counting machine to provide exact change.

June 2008 to April 2010 Anchorage Peoples Bank

– Anchorage, AK Financial Service Representative

– Checked documents and plastic cards of bank customers.

– Provided services for an average of 88 customers per day.

– Assisted clients with money orders and notary public services.

May 2010 to July 2012 Get More Money Banking Operations

– Anchorage, AK Financial Service Representative

– Counted out bills and coins for customers.

– Serviced an average of 101 customers per day.

– Handled all customer complaints quickly and adroitly.



2004, Exxon Academy for the Study of Higher Learning, Anchorage, AK Bachelors, Finance