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Etrade Financial - Senior Financial Services Representative Resume Example

Abigail Morgan
XXXX XXXXXXXXX XXX, Woodstock, GA 30189
Professional Summary
Capable of performing under extreme work pressure and still meet dealines in an organized and proficient manner.  Able to navigate through a fast pace business environment, with a proven track record of exceeding company and personal goals all while staying positive, self-motivated and performing at a high level of energy.

Financial Industry Regulatory Authority (FINRA) Licenses Series 7 & 63 Proficient in Bloomberg, Microsoft Word, Excel, Outlook, and Powerpoint

Senior Financial Services Representative Nov 2011Jan 2014 E*TRADE Financial Alpharetta, GA Generated over $10 million in closed assets in calendar year 2013
Top 10% in sales 3 out of 4 quarters in department
Received numerous perfect scores for customer satisfaction surveys
Recognized for proactively resolving clients issues and concerns
Tasked with opening new brokerage, retirement, and business accounts for new clients
Provide clients with account information and place trades for both domestic and international accounts
Account Representative Feb 2009Jun 2010 Protocol Recovery Woodstock, GA

Followed Fair Debt Collections Practices Act regulations with zero violations
Educated borowers on recovery/repayment options
Managed accounts contracted by the Georgia Department of Revenue and U.S. Department of Education

Acount Manager May 2005Jun 2007 Bank of America Kennesaw, GA

Marketed and sold financial products in excess of $1 million per month
Analyzed customer risk and profitability using complex bank systems
Helped customers to understand their credit and maintain account in good standing

Staff Sergeant Jan 1997Feb 2004 United States Army Fayetteville, NC
BBA : Finance May 2007 Kennesaw State University Kennesaw, GA
Associate of Arts : Technology Jun 2002 Pierce Community College Lakewood, WA
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Resume Details

This is a real resume for a Senior Financial Services Representative in Woodstock, Georgia with experience working for such companies as Etrade Financial, Protocol Recovery, Bank Of America. This is one of the hundreds of Senior Financial Services Representative resumes available on our site for free. Use these resumes as templates to get help creating the best Senior Financial Services Representative resume.

Previous Companies:

  • ETRADE Financial
  • Protocol Recovery
  • Bank of America

Previous Job Positions:

  • Senior Financial Services Representative
  • Account Representative
  • Acount Manager
  • Staff Sergeant


  • Kennesaw State University
  • Pierce Community College

Level of Education:

  • BBA
  • Associate of Arts

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