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Financial Services Consultant Resume Sample

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Enjoy this expertly developed sample financial services consultant resume with complimentary cover letter strategies included. Unlike most resume samples you will find, this one is a completely editable Word document, which means you can revise this resume as needed to suit your needs while keeping the stylish format in tact.

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									                                              JESSE KENDALL
                     123 Elm Street ♦ Columbus, OH 43203 ♦ 614.555.5555 ♦ jkendall@notmail.com

                     EXCEPTIONAL FINANCIAL SERVICES CONSULTANT
                             Dedicated to providing unsurpassed financial strategies and advisement

Dynamic financial services consultant with extensive experience in all aspects of mortgage and credit. Strengths in portfolio and
pipeline revenue management, pricing, and strategies execution. Proven leader with expertise leveraging core strengths to
maximize volume, productivity, and processes. Consistently exceed rigorous organizational objectives.

                                                AREAS OF EXCELLENCE

   Deal Tracking                         Database Management                          Risk Mitigation
   Pricing Analysis                      Increased Productivity                       Training/Mentoring
   Process Improvements                  Bid Deals Management                         Relationship Management
   Deal Dynamics Strategy                $250 Million Pricing Authority               $10/$15 Billion Deal Volume


                                        FINANCIAL SERVICES EXCELLENCE

ABC Bank, Columbus, OH, 20xx-20xx
FINANCIAL SERVICES CONSULTANT: Managed overall sales performance of five Financial Service Representatives (FSRs)
across Chicagoland Financial Centers. Generated multimillion-dollar deposit/growth activity and market competition reports.
Interviewed FSR candidates, coached underperforming representatives, and trained new employees. Ensured accounts were
handled properly and resolved critical issues for clients.
       Earned recognition as the top-performing Market Area Representative in the country, ranked one of the highest-
        performing employees for production, cross-sales, and partner referrals for Q2 in 2006. Received the Financial Service
        Representatives’ Circle of Excellence Award Q1 in 2005 for ranking in the top 30 of 130.
       Recognized as the highest-performing employee in Illinois with an average of $10 million in quarterly production.
        Achieved regional ranking of #3 in the country for production for Q1 in 2006.
       Selected to interview FSR candidates after just six months in the FSR role. Chosen as one of three employees out of
        2,000 to evaluate software and make recommendations to the COO.

BCD Bank, Columbus, OH, 20xx-20xx
FINANCIAL SERVICES CONSULTANT: Ensured compliance with all banking regulations. Built an extensive customer base
through cold-call investment appointments, client cultivation, new account development, cross-selling, client needs analysis,
publicity, account solicitations, and partner referrals.
       Reached or exceeded organizational sales expectations for 18 consecutive months.
       Spearheaded build out, setup-up, proper fulfillment, order submission, and tracking across new locations. Arranged
        grand openings and community activities to drive local interest.
       Petitioned an increase in the range of on-site account maintenance procedures performed, which increased response to
        maintenance issues, customer satisfaction, and productivity.
       Wrote a practical training manual for new hires, which was adopted across Illinois, Ohio, and Michigan.


                                      ACADEMIC & TECHNICAL EXCELLENCE
                                             XYZ College, Columbus, OH, 20xx
             Bachelor of Arts (GPA: 3.9): Economics, Psychology, Concentration in Finance and Management
                       Presidential Scholarship / Omicron Delta Epsilon, Honorary Economics Society

         Proficient in MS Office, Lotus Notes, Siebel, Aperio, Macromedia Fireworks, MySQL, FTP Client Software
Creating a Compelling Cover Letter

A powerfully written cover letter is necessary to land most interviews and ensure job search success. When an advertised
position creates a pile of 100+ resumes, it becomes the responsibility of the hiring personnel to shortlist the applications.
Resumes without cover letters are usually the first to go, followed by the ones with poorly written cover letters. Avoid this
fate by following these effective strategies:




Address your cover letter appropriately:

Be sure that you get the name of the hiring manager before sending your resume, and address the letter to that individual.
The proper greeting will be either “Dear Mr. (Smith),” or “Dear Ms. (Smith).” Avoid using Miss or Mrs., and do not address
your letter to “Dear Sirs,” as it is considered inappropriate. If you are unsure of your contact’s gender, address them by
their first and last name, as in “Dear Pat Smith,” to avoid an embarrassing mistake. If you don’t know the name of the
hiring manager, simply use the greeting “Dear Hiring Manager,”– it’s clear, to the point, and gender neutral.




Get to the point in your opening paragraph:

One of the most common interviewing questions employers ask is “Why should I hire you among other candidates?”
Provide an answer to that question right off the bat in your opening paragraph. This is a very important section because it
is the first thing the employer will read. It must be powerful and make an immediate impact. Be sure sell yourself and your
unique abilities. Do not use a generic opening paragraph that can apply to any Tom, Dick or Harry.

Every line should sell you, so use aggressive language here and throughout the rest of your cover letter. For example,
instead of writing “My background is in finance management, making me well-suited for your advertised Corporate
Finance Director position.” you can write “A background in finance management and a proven record of developing
effective strategies that drive revenue, growth and shareholder value make me a strong candidate for your advertised
Corporate Finance Director position.”




Show your interest and sell your accomplishments in the body of the letter:

In this section, you need to show your interest in the job and the company. Research is a key ingredient to a successful
job search. The more you are able to demonstrate your interest and knowledge about a company, the better your chances
are to secure an interview. Get to know the company’s mission and new corporate initiatives, and tell them how you can
help them meet their objectives or resolve their problems. Praise the company for public recognitions or recent
accomplishments. The employer will surely take notice of your active interest.

Use “I” and “my” sparingly. Try not to use these words more than six times in your cover letter. You need to focus on what
you will bring to the company and how you will help them improve their profitability. Too much use of the word “I” will also
make your letter look elementary and poorly written.

For executive-level candidates and professionals with substantial achievements, a bullet point format is often the most
effective and efficient way to highlight accomplishments. If you fall into this category, be sure to keep the bullet point
statements unique and fresh. Do not copy and paste the exact same phrases from the resume as it will make you look
lazy. All sentences and achievements transferred from the resume should be rephrased.
Close your letter with a strong paragraph:

In the closing paragraph, you need to address several issues. At the very least, you need to ask for the interview and
provide contact information. This is also the ideal place to mention your salary requirements (if the employer insists on it),
or your desire to relocate.

To demonstrate your drive and interest, mention that you will call within a week to follow up. This is a great way to ensure
the resume was successfully received, and it creates an opportunity to establish a dialog. However, do not mention this in
your cover letter if you do not intend to follow up.



In summation, an aggressive and dynamic cover letter will help you stand out among the competition. Remember that the
goal is to market yourself – not to compose a dull biography.

								
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