Financial Services Representative Resume Format in Word Free Download -->

Financial Services Representative Resume Format in Word Free Download

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Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download
JADA  KAPOOR
309 Centrepointe Way
Fairfax Station, Virginia  22001
Cell: (703) 582-9876/Email: jada.kapoor@gmail.com
                       
Education:                 
Bachelor of Science in Finance and Business Management
Virginia Polytechnic Institute and State University, Blacksburg, Virginia
Pamplin College of Business

Work Experience:
Catch the Wind, Inc.-through Dixon Hughes Goodman (October 2011 – January 2012)
Accounts Payable
  • Perform bank and account reconciliations
  • Process daily accounts payable invoices and payments
  • Review/audit of purchase order and matched invoices prior to the generation of the check run
  • Monitor monthly utilities and recurring charges and schedule for payment
  • Identify potential billing errors and assist with resolution

Suntrust Bank (January 2010 – August 2010)
Financial Services Representative
  • Responsible for the promotion, presentation, and sale of bank products and services to new and existing customers
  • Ensured all activities and work functions meet compliance requirements as defined in company policies and procedures as well as state/federal law and regulations
  • Answered confidential inquiries regarding customer account balances, account numbers, interest charges and account activity
  • Obtained legal documentation and all customer information in compliance with the Bank Secrecy Act and the USA Patriot Act Customer Identification Program
  • Processed customer account information changes

UXB International Inc. (January 2009 – May 2009)
Accounting Intern
·         Verified and posted details of business transactions such as funds received, disbursed and total accounts to ledgers and/or databases
·         Computed and recorded charges, refunds, cost of lost or damaged goods, freight charges, rentals and similar transactions
·         Prepared vouchers, invoices, checks, account statements and reports
·         Reconciled bank statements
·         Reconciled report discrepancies
·         Coded data for input into a financial data processing system in accordance with company procedures

Newman Library (January 2008 – December 2008)
Cashier
  • Assisted students with photocopy and printing needs

Virginia Tech Student Calling Center (September 2006 – December 2007)
Caller
  • Contacted  alumni and parents of current students regarding fundraising at Virginia Tech

Skills:
Deltek Costpoint, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Microsoft Visio, Microsoft Project


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Neetu Singh is the founder of Resume Formats .Neetu Singh holds an Engineering degree in Computer Science with MBA Degree in Finance and Human Resource (HR). Currently she is running a Global Manpower Consultancy. Contact Her Here

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