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Yyyyyy x. yyyyyy
2044 Hebron Rd.-St. Marys, WV 26170 abc@xyz.com
Finance ~ Financial Planning ~ Auditing ~ Banking
Profile
Recent Graduate with BS in Economics and concentration in Financial Economics, including studies in Finance and Financial Planning, backed by professional experience in financial services sector:
Solid grasp of financial practices, systems, processes, and planning strategies
Bank Teller since 2015, with comprehensive knowledge of banking/financial products, services, target markets, trends, and industry standards
Active member of Financial Planning Association for several years; served as Chapter Secretary
Attended Financial Planning Association Experience as Student Volunteer, including collaborating in fundraising supporting club participation, 2014-2015
Participated in Charles Schwab Impact, 2013
Strategically managed funds as Treasurer for John Riggs for Senate campaign
Valuable additional experience in maintaining general ledgers and operating expenditures, processing payroll, managing/supporting administrative operations, and providing customer service
Dynamic communication, needs assessment and interpersonal relation skills crucial to productively interfacing with customers, management and staff
Self-motivated professional equally effective in independent and collaborative teamwork roles
Effectively balance and manage priorities/projects to maximize productivity and efficiency in achieving critical timelines and performance goals while maintaining high quality standards
Proficient in MS Office Suite, Intuit QuickBooks, SPSS, and Plan Builder financial planning software
Education
BS, Economics w Concentration in Financial Economics and minor in Business; Spring 2015
Shepherd University Shepherdstown, WV
Professional Background
Teller/Proof Operator, Pleasants County Bank St. Marys, WV 2015-Present
Proficiently manage customer banking transactions while capitalizing on opportunities to drive business growth by consulting in and promoting additional financial services and products
Consistently deliver world-class service crucial to optimizing satisfaction and building loyalty in effectively responding to inquiries and troubleshooting issues for prompt resolution
Entrusted with securely and accurately managing bank vault cash
Efficiently manage workflow in fast-paced, high-volume and time-sensitive environment
Effectively develop and maintain quality records and reports
Server, Applebee s Charles Town, WV 2012-2013
Provided superior customer service in advising on menu selections, processing orders and monitoring section to anticipate and meet needs
Generated additional revenue by persuasively up-selling and cross-selling menu items
Administrative Assistant, Riggs Realty/Willow Run Energy St. Marys, WV 2012
Effectively processed payroll for real estate and oil and gas company as well as maintained company ledgers and daily operational expenditures
Efficiently scheduled appointments, documented rental information, filed contracts, and ensured optimal maintenance of rental properties
Direct Service Provider, REM Community Options St. Marys, WV 2011
Provided quality disability services for patients with mental and physical trauma challenges; included direct assistance with activities of daily living
Yyyyyy x. yyyyyy
2044 Hebron Rd.-St. Marys, WV 26170 abc@xyz.com
Date
Hiring Agent Name
Title
Company Name
Address
City/State/Zip Code
Dear__________________:
I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for review. In advance, thank you for your time and consideration.
As demonstrated, I graduated with a BS in Economics, with concentration in Financial Economics and minor in Business, in 2015. In addition to completing studies in finance and financial planning, I was an active member of the Financial Planning Association for several years and also participated in multiple financial planning-related conferences/events as a key strategy for gaining practical skills in and knowledge of the industry. Complementing this, since graduating I have capitalized on the opportunity to gain professional experience in financial services through employment as a Bank Teller.
Concurrent with my academic pursuits, I also acquired valuable experience through positions in customer service and administrative/business operations across a wide range of industries. I believe this illustrates my strong work ethic, drive to achieve goals and ability to rapidly adapt my skills and acquire and apply new knowledge, qualities I am confident can translate to immediate and long-range results as a member of your team.
As an employee, you will find me to be a self-motivated, collaborative team player committed to supporting you in achieving your objectives through superior performance. I believe I would be a valuable asset to your organization, and look forward to interviewing with you in the near future.
Sincerely,
Taylor Covey
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