The main duty of a Financial Foundations Associate is to provide member service and facilitate product acquisition through various channels. While the duties vary based on the type of the organization, the following are certain core duties found on the Financial Foundations Associate Resume – assisting with billing questions and taking payments, handling administrative tasks, serving as an advocate for the members, gathering information, and closing product sales, solving directly client’s issues, calculating interests, interest rates, and required minimum distribution for taxes, and motivating team members.
The nature of the job demands the following skills and abilities – strong customer skills and knowledge of insurance contracts; knowledge of billing, and medical coding; fast typing skills, and multitasking abilities; computer proficiency, and hands-on knowledge of reporting and drafting statements. It is preferred for applicants to have a degree in finance or accounting while applying for this role.
Objective : Professional Financial Foundations Associate with over nine years of experience in both in-person and call center environments. Strong background in medical and insurance. Possess excellent typing, multitasking, and organizing, written, verbal, and interpersonal skills.
Skills : Microsoft Office Word, Excel And PowerPoint, Typing 50 WPM, Verbal And Written Communication, Medical Terminology.
Description :
Able to work independently, as well as a part of a team to carry out tasks to completion and meet or exceed the accepted standards of practice.
Maintained member confidentiality and ensure their financial security.
Provided exceptional bank member service by gathering situational information, and addressing financial questions and concerns.
Led members thru identifying life events and providing solutions on products, as well as securing product sales that meet the member's needs and facilitate the member's financial security.
Maintained a 98% quality assurance rating thru training, consistent feedback of excellent customer service and positive attitude.
Currently maintained a 92% overall member satisfaction rating with meeting members' needs and generating referrals.
Able to make deadlines for routine training and compliance, while also serving as event coordinator for team.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science In Business
Financial Foundations Associate Resume
Summary : Extremely dependable, very outgoing and friendly. Excellent communication and typing skills, over 11 years of experience working directly with customers and management team. Comfortable working in a very fast paced environment and able to adapt to sudden changes.
Skills : Had my Series 6, 7, and 63. Currently have my Property and Causality, Life, and Health Licenses.
Description :
Acquired and demonstrated proficiency in applying intermediate knowledge of products, services, and processes.
Acquired and demonstrated proficiency in applying intermediate referral skills and relationship building with members by understanding life events and learning the multi-company product opportunities.
Licensed in Personal Lines of Property and Casualty Insurance Skills Used Acquires and demonstrates proficiency in applying intermediate knowledge of products, services, and processes.
Acquired and demonstrated proficiency in applying intermediate product acquisition and/or member service techniques.
Sought guidance from team members to resolve issues and to identify appropriate issues for escalation.
Efficiently answered incoming calls regarding member auto and property policies.
Cross-sold financial products and services while taking care of customer's initial needs through fact finding questioning.
Experience
10+ Years
Level
Senior
Education
BA In Business Management
Financial Foundations Associate Resume
Objective : Seasoned Financial Foundations Associate with background in providing advice on diverse customer situations.
Skills : Proficient In Microsoft Office, Able To Navigate Through Multiple Windows, Works Well With Others, Punctual, And Dedicated.
Description :
Scheduled multiple call backs with members.
Scheduled, attended, and facilitated meetings as team leader.
Used Speed and accuracy in completing tasks.
Submitted concise and detail tickets to level 2 and 3 troubleshooting techs if I was unable to resolve.
Obtained insurance licensing in 26 states.
Wrote new auto and property policies for active duty members of U.S. military and their families.
Maintained high levels of organization of all files to enhance the flow and accuracy of all transactions.
Experience
2-5 Years
Level
Executive
Education
BS
Financial Foundations Associate Resume
Objective : Financial Foundations Associate is a key member of the Finance team. The team is responsible for supporting and developing the financials of all of our products. This person will be responsible for driving financial performance through process improvements, analyzing and reporting on financial metrics, and collaborating with Finance to identify opportunities for future product development.
Skills : MS office, FInancial Skills.
Description :
Attended presentations and sends product knowledge of USAA services.
Empathized with members and provides offers and solutions to make it easy for members to acquire a USAA product.
Contributed to team/organizational goals by creating an IRA PowerPoint provided as training for the team to enhanced IRA Servicing knowledge.
Abided and complied with bank rules and regulations on a daily basis.
Worked under minimal supervision and applies advanced knowledge of USAA product lines.
Acquired and applied developing knowledge of products, services, and processes to facilitate members' financial security.
Utilized knowledge of relationship-based sales to assist in product acquisition through various channels.
Experience
2-5 Years
Level
Executive
Education
Business Administration In BAS
Financial Foundations Associate Resume
Headline : Highly qualified Financial Foundations Associate with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : Customer Service, Call Center Experience, Computer , Copier, Filing, Phone , Fax Machines, Payment Processing, Cash Register, Outlook, Internet Explorer, Outlook, Microsoft Word, Microsoft Excel, Report Writing.
Description :
Acquired and applied developing product acquisition and/or member service techniques.
Recognized life events, understands member's needs and provides advice to deliver solutions to the member.
Handled basic billing inquiries focusing on One & Done philosophy.
Sought guidance from team members to resolve issues and to identify appropriate issues for escalation.
Effectively utilized Commonwealth Financial Network as well as others to request quotes/illustrations, prepare paperwork, deliver completed policies, and collect first payment.
Utilized Commonwealth Financial Network as well as other resources, provide the front stage (Financial Advisors) with the resources and expertise necessary to add a life insurance sale to every client case.
Fulfilled client cash flow needs while maintaining investment portfolio integrity and incorporating upcoming portfolio rebalancing requests.
Experience
5-7 Years
Level
Executive
Education
GED
Financial Foundations Associate Resume
Headline : A dedicated Financial Foundations Associate professional with 7+ years of experience in customer service, 6 years in the financial industry, and 3+ years of management. Specializing in Microsoft Office, various web based software, accuracy of work load, and a dynamic team player. Now seeking to contribute my experience, skills and expertise to a great company.
Skills : MS Office, Presentational Skills.
Description :
Gathered information and close on product sales demonstrating intermediate skills and knowledge of USAA products and benefits.
Identified member events to provide solutions on products and close on product sales that meet the member's needs and facilitate the member's financial security.
Empathized with members and provide offers & solutions to make it easy for members to acquire a USAA product.
Responded to and complete member requests.
Prepared for client meetings.
Anticipated Financial Advisor needs and handles them proactively.
Made suggestions to systematize and improve office function.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Financial Foundations Associate Resume
Objective : Motivated, personable Financial Foundations Associate professional with fifteen years of successful sales and custumer service experience. Talent for quickly mastering technology. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records. Demonstrated history of producing accurate, timely reports meeting strict guidelines.
Skills : Microsoft Office, Apple OS X, Apple iOS, Sharepoint, Google Docs, Dropbox.
Description :
Obtained TX property and casualty insurance sales license.
Worked in a call center.
Used IMS and various microsoft applications.
Used superior customer service skills to build client relationships by phone, email, and face to face contact.
Utilized Commonwealths services, such as COMMunity Link and online trading, efficiently.
Spearheaded special projects on an as needed basis.
Owned, managed and developed the technical business relationship with the CIO/CTO of the customer.
Experience
0-2 Years
Level
Entry Level
Education
GED
Financial Foundations Associate Resume
Headline : To provide exceptional Financial Foundations Associate to improve the efficiency, promptness and quality of the human resources functions for the business and the employees. I would like to utilize my quick learning abilities, attention to detail, great soft skills and forward thinking to create and maintain a positive impact on the overall business and be an effective liaison between the company, its employees and outside entities.
Skills : Microsoft Outlook, DOS, Customer Service, Banking, Money Handling, Microsoft Lync.
Description :
Led the translation of the customers desired business outcomes into industry technical architecture.
Led the technical delivery by motivating and inspiring all technical resources involved in delivering the customers desired outcome.
Worked to create strong relationships between sales teams and partner to execute joint selling initiatives.
Met with Partner Sales Executives to understand the Account Plans for customers that are within the target of partners to attach partner resources in all phases of sales, adoption, and deployment.
Generated geography-focused proforma plan that includes revenue, visible deals by program, product, strategy, annuity, etc.
Generated a clear and mutually aligned critical deal list with key sales stakeholders by the 10th of each month.
Aligned expectations with Field Enablement managers and key sales stakeholders on all critical deals for the month.
Experience
5-7 Years
Level
Executive
Education
Associates Of Business Administration
Financial Foundations Associate Resume
Objective : As a Financial Foundations Associate, responsible for Managing and orchestrating Customer Hold Resolution, credit & rebill approvals, and also Representing and leading geography Ops requirements in the Close war room ROB.
Skills : Microsoft, Excel, Publisher, Dentrix.
Description :
Provided member service and/or facilitates product sales through various channels (e.g., phone, mail, e-mail, face-to-face).
Develops member relationships through needs assessment and solution offerings from USAA products and services.
Gathers information and close on product sales for a suite of services demonstrating advanced skills and knowledge of USAA products and benefits.
Identifies member events to provide integrated solutions on products and close on product sales that meet the members' needs and facilitate the members' financial security.
Empathizes with members and provide complex and/or integrated solutions to make it easy for members to acquire a USAA product.
In the Financial Center interacts with members face to face to close on integrated product sales.
Responds to and complete member requests.
Experience
2-5 Years
Level
Executive
Education
Associates Of Business Administration
Financial Foundations Associate Resume
Summary : Highly enthusiastic Financial Foundations Associate professional with over 30 years of customer service experience, with both face to face and over the phone contact. Reliable Customer Service Representative with extensive track record in demanding sales support and account management environments. Dedicated Service Representative motivated to maintain customer satisfaction, accurate order completion with a contribution to company success.
Skills : Document Control, Data Entry, Configuration Management.
Description :
Worked in a call center environment of the Auto Property & Casualty Insurance Department providing various forms of customer service for USAA members.
Set up, moved, and/or modified member's insurance policies for auto, home, renter, and valuable personal properties based on expressed and identified member needs.
Identified specific member needs, answered questions and offered solutions.
Based on specific life events and expressed needs, I was able to facilitate the acquisition of products that would enhance the member's financial security.
Provided customer service on various billing inquiries, including questions, payment arrangements, and conflict resolution.
Utilized conflict resolution and advanced communication skills to de-escalate member dissatisfaction and manager escalations.
Demonstrated compassion and understanding for our military men and women, both active and retired, and their family, with each and every member call.
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