Dedicated Financial Services Representative with a strong focus on customer service, problem-solving, and financial product knowledge. Proven ability to resolve issues promptly and maintain data integrity.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Services Representative
QNB Bank
Quakertown, Pennsylvania
02.2024 - 11.2025
Applied product knowledge to recommend suitable banking solutions, enhancing client satisfaction and engagement.
Supported customers with account inquiries and processed transactions to ensure smooth banking experiences.
Educated clients on banking products and services available at QNB Bank.
Resolved customer issues promptly to ensure satisfaction and loyalty.
Processed transactions quickly and accurately in accordance with established procedures.
Handled cash transactions accurately while adhering to security protocols.
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Ensured that all customer inquiries were answered promptly and completely.
Partnered with team members to streamline customer service processes and improve response times.
Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Managed client records and maintained data integrity in the banking system.
Established strong and positive working relationships within the organization to contribute to team success.
Education
High School Diploma -
Souderton Area High School
Souderton, PA
06-2023
High School Diploma -
North Montco Technical Career Center
Lansdale, PA
05-2023
Bachelor of Science - Political Science And Government
William Paterson University of New Jersey
Wayne, NJ
04-2026
Skills
Customer service
Sales techniques
Financial analysis
Team collaboration
Communication skills
Conflict resolution
Certification
ABA-OFAC
ABA-Cyber Security Fundamentals
ABA-Fraud Prevention
Timeline
Financial Services Representative
QNB Bank
02.2024 - 11.2025
High School Diploma -
Souderton Area High School
High School Diploma -
North Montco Technical Career Center
Bachelor of Science - Political Science And Government
Financial Services Representative at World Finance Company of South Carolina, LLCFinancial Services Representative at World Finance Company of South Carolina, LLC