Under general supervision, a Financial Services Supervisor will oversee the sales reps and associates and perform technical and administrative analytical tasks like purchasing, budgeting; and maintaining fiscal records. A well-written Financial Services Supervisor Resume includes duties such as – managing client’s experience by advising and coaching them, mastering bank policies and procedures; coordinating and participating in budget preparation process; supervising assigned operations; reviewing and evaluating programs and services; performing periodic reviews and audit of internal controls, and ensuring the assigned areas of responsibility are performed within the budget.
The most sought-after skills for the post include the following – strong background in finance, ability to juggle between multiple tasks; selling skills; being good at numbers; independent working skills; and solid grasp over accounting software. The position generally requires a degree in accounting or finance; however, possessing lots of experience in finance can make up for a lack of a degree.
Summary : Innovative strategist with a consistent history of outstanding results in risk management, financial reporting, and process improvement. Developer of a highly motivated professional staff. Decisive, effective communicator, with excellent interpersonal and negotiation skills. An ethical, knowledgeable leader and team player with the ability to meet or exceed expectations.
Skills : Microsoft Office, Computer, Customer Service, Customer Service.
Description :
Created an environment that fostered credit knowledge and understanding, resulting in more proactive risk management coupled with the normal collection activity.
Relied on experience and judgment to plan and accomplish goals.
Monitored mail volumes and ensure that all mail/faxes/overnights have been accounted for and scanned in on a daily basis.
Observed and ensured a 24 hours cash applications process.
Researched and implemented an electronic payment tool to add efficiency in the company's cash flow and customers' convenience.
Played a significant role at trial in obtaining positive ruling for the company.
Ran daily, weekly, and monthly reports, and activity logs in Access and Excel.
Achieved bad debt levels of less than .5%.
Experience
10+ Years
Level
Senior
Education
Masters
Sr. Financial Services Supervisor Resume
Summary : Financial Services Supervisor is responsible for the day-to-day operational management of all the financial services activities in a particular department. This includes opening and closing positions, managing risk, maintaining compliance and regulatory requirements, and maximizing profitability.
Skills : MS Office, Management.
Description :
Responsible for the daily operations of the Merrill Lynch Direct online brokerage team (10-24+).
Responsible for the financial and business strategies relating to a discount brokerage.
Monitored the purchase and sale of securities.
Ensured accurate transactions, oversaw account maintenance, and acted as a liaison with the organization's full-service brokers as needed.
Required NASD series 7/63,9 & 10 license.
Ensured compliance with all relevant government regulations.
Kept abreast of market conditions.
Experience
10+ Years
Level
Senior
Education
MBA
Financial Services Supervisor Resume
Objective : Hardworking, organized, Financial Services Supervisor professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.
Skills : Management, Organizing Skills.
Description :
Supervised, coached, and directed the activities of the Investor Solutions team.
Ensured representatives are accurate and timely in their communications with shareholders.
Motivated employees and create solutions to boost employee morale and satisfaction.
Completed one on ones and annual reviews
Monitored an ongoing metric system for the team and individual associates.
Understood daily shareholder requests and knows what is needed in order to complete those requests/inquiries.
Ability to guide the team with appropriate direction on shareholder requests/inquiries as needed.
Experience
2-5 Years
Level
Junior
Education
MBA
Financial Services Supervisor I Resume
Objective : Bilingual, multifaceted and goal-oriented professional with valuable experience in Human Resources administration, including experience in employee recruitment and retention, staff development, mediation, process improvement, benefits administration, HR records management, HR policies development and legal compliance.
Skills : Coordinating Skills, Financial Skills.
Description :
Promoted to perform as the Credit & Collections department supervising 3 collectors, 2 cash applications specialists, and 1 administrative assistant.
Trained the departments' personnel utilizing creative methods in order to promote a team-oriented environment within the department and reflect it on improved DSO results.
Designed creative collections and cash applications measuring tools in order to measure efficiency and create incentive programs.
Overlooked and reported monthly results and DSO performance to Senior Manager.
Conducted quarterly performance evaluations and managed Progressive Improvement Plans when needed.
Managed escalated situations with customers, credit holds, and credit approval.
Reviewed and collected all required reports for customer credit approval process.
Experience
2-5 Years
Level
Junior
Education
BA
Financial Services Supervisor II Resume
Headline : A qualified, results oriented financial operations Supervisor with strong leadership development. Instituted in new strategies utilizing 15 years of financial and operational controls. Excellent capabilities to direct, plan and implement key business goals. Experience including, documentation, planning and budgeting, cost center accounting, project management, project management, financial and operational analysis, Internal Audit and Risk Management.
Skills : Accounting Supervisor, Accounts Receivable, Account Reconciliation, Microsoft Office.
Description :
Responsible for nationwide commissions for over 40 carriers and 5,000 dealers.
Supervised the financial services group of 20 employees.
Partnered with vendors and service providers to reconcile accounts and services.
Integrated new software accounting system to streamline efficient processes.
Evaluated, made recommendations, and supervised accounts receivable and commission's processes.
Enforced best practices for communicating with staff, management, clients & other agencies to maintain a positive image of the company.
Prepared documentations to support company in litigations.
Experience
5-7 Years
Level
Executive
Education
Bachelors
Financial Services Supervisor Resume
Summary : Seeking a Financial Services Supervisor position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Office Administration, Process Improvement, Budget Management, Management Skills.
Description :
Managed daily workflow activities and projects
Worked closely with DST and other Transfer Agency supervisors and managers to prepare for client launches and conversions.
Ensured all team responsibilities are completed daily/monthly/annually
Understood procedural requirements, industry regulations, and identify solutions when alternatives are needed.
Created and implemented controls, ensure completion of checklists, and maintain department records to reduce risk of errors and facilitate audit review.
Provided progress updates and documentation to Management.
Assisted customer service representatives with customer retention, feature sales, goal achievement, and escalated calls.
Experience
7-10 Years
Level
Management
Education
Master's
Asst. Financial Services Supervisor Resume
Objective : A dynamic educator, strategic project professional, and business leader with extensive experience in making rapid business assessments of diverse situational challenges, developing and leading the resulting action plan. A proactive and forward-looking leader that is skilled in developing strategic business partnerships and securing sponsorships.
Scheduled employee hours to reflect a balance between customer needs and bank budget objectives.
Operated a teller station as needed.
Improved loan volume and total dollar deposits over previous years' numbers.
Experience
2-5 Years
Level
Junior
Education
Bachelor's
Associate Financial Services Supervisor Resume
Headline : Top-performing Financial Services Supervisor professional with the entrepreneurial vision and leadership skills to drive expansion. Meets goals through strategic business planning and innovative sales initiatives.
Skills : Microsoft Office, Excel, MAC OS.
Description :
Answered product questions with up-to-date knowledge of sales.
Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems.
Developed reputation as an efficient service provider with high levels of accuracy.
Managed a wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Answered clients' questions about the purposes and details of financial plans and strategies.
Trained new team members on applying due diligence procedures and regulatory mandates.
Maintained friendly and professional client interactions at all times.
Experience
5-7 Years
Level
Executive
Education
Associates
Lead Financial Services Supervisor Resume
Summary : Over 6 years' experience in campus administration, operations, and academic oversight. Areas of expertise include leadership, organizational development, and change management. Provided effective, positive leadership through periods of intense transition, reduction in force/realignment, and start-up processes.
Skills : Financial Skills, Coordinating Skills.
Description :
Managed Financial Services team of 7 and redesigned processes to improve service for students.
Worked in collaboration with a centralized processing team to reduce processing times from an average of 60 days to an average of 11 days.
Led team to reduce campus accounts receivable by $128K within a 3-month period.
Investigated and resolved customer complaints and managed student grievance process.
Participated in development of institutional vision and mission; developed campus strategic plans and SWOT analyses, Developed and facilitated training and presentations for staff and students.
Supervised financial literacy initiatives, new student orientations, and entrance and exit counseling.
Developed and implemented new call center/financial services processes.
Experience
10+ Years
Level
Senior
Education
Master's
Financial Services Supervisor Resume
Summary : Developing consultative sales skills through a needs-based process to provide helpful and relevant solutions to clients, and also Developing your skills with help from a hands-on manager who will assist with navigation through the Academy and your transition to a role in a TD Ameritrade branch.
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