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Financial Services Representative Cover Letter Sample

Financial Service Representative Cover Letter

Financial service representatives will be found in only those organizations, which offer financial services and products. Successful financial service representatives will have a good combination of effective communication skills, sales ability and financial knowledge. These professionals have to meet the potential and existing customers for helping them understand the effect of market fluctuations and interest rates on the investment goals and planning.

In credit or bank union environment, financial service representatives will have to help the customers in opening a savings or checking account and give them proper customer service for their existing account. Sometimes they will have to interview the customers for finding out what kind of loan is best suited for their need. Once they are done with the interview, then only they determine the best kind of loan, and decide the timeline for repayment.

Financial service representatives should be able to cross-sell all the opportunities. In addition, they must be able to read credit reports for advising their customers on how they need to improve their credit score. Moreover, from time-to-time they have to educate their customers on how their credit score will be affecting the interest rate of the loan products. These professionals constantly need to perform a research on the financial market, available financial products and interest rates for their clients.

If you think that you have the ability to perform all these tasks and the required skills for performing the same, then you can start applying for jobs. However, remember that the most important thing that you need to send with your resume in a covering letter. People usually think that cover letters are not important, but they are wrong. It is way of highlighting yourself to the hiring manager that, you have what it takes to become a financial service representative. This article will give you a sample financial service representative cover letter, so that you get a better idea.

Sample Financial Service Representative Cover Letter


Your Contact Information
Harold Jenkins
4726 Miller Street
Walhalla, ND58264
Mobile: 846-238-1743
E-mail id: j.harold@example.com

Employer Contact Information
Ms. Clara Ford
Deloitte
163 Winston Drive
Walhalla, ND56352

Date: July 10, 2011

Dear Ms. Ford,

I am writing this letter to apply for the position of Financial Service Representative with your organization and I have attached my resume for further review. My background is financial and I would be bringing a positive attitude to every job and every day, which will definitely make me an asset in Deloitte.

I offer you my background summary, which you can find in detail with my resume as well:

  • More than six years of experience in working as a financial representative and I know that my impressive personality will make every client and customer feel welcome
  • My well-honed customer service skills and good communication abilities offer good assistance with smile
  • I am aware of the fact that every transaction needs a great detail to attention for making sure that the company and customer's account are well balanced

Every organization will require a fully functional team to become a huge success. This is the reason I am sure that I will be a valued member in your team at Deloitte.

A further detailed discussion will reveal many skills that I will be bringing with me to this organization. You can contact me at 846-238-1743 or e-mail me at j.harold@example.com to discuss more about this job opening.

Sincerely,
Harold Jenkins
Your Signature


A cover letter is crucial so do not just copy paste, follow the format and write your own cover letter. The hiring manager can identify a copied letter easily and he/she will simply throw it away. Show your creativity and communication skills through your covering letter.


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Customer Service Representative Advice

Becoming a customer service representative for an accounting or financial management company takes hard work and plenty of training and experience. It also takes a great cover letter. The cover letter examples below have been designed to help you create a customer service representative cover letter that will put you in position to land more interviews, and get hired faster. Click on any the cover letter examples to begin building your cover letter now.

Cover Letter Tips for Customer Service Representative

When looking for work in the Accounting and Finance field, always be aware that many jobs are not always posted in newspapers or other periodicals. Check the company websites or job boards as well as to find possible employment. When you create a well-written cover letter, you may find that a company will open up a position to hire a great employee. The following information can help you design a cover letter that can get any hiring managers attention. Even if a job is not openly advertised, companies still need employees. Here are five tips to creating a very effective cover letter:

1. Positive OutlookCompanies want employees that have a can do attitude. A positive character can go a long way in getting you a job. When an employer sees you as a problem solver, your job search will be much more effective and you will find employers more receptive to you. Having a positive and confident demeanor is contagious and will help more than just your job search.

2. Be SpecificFocus your cover letter on only the information that is pertinent to the job you are applying for. The employer looks for the important details.

3. What image do you Present?What will an employer discover about you in your cover letter? The cover letter is their first impression of you. Make sure you present yourself as professional and organized. A sloppy, unimpressive cover letter will cast a bad light on you and likely get your cover letter thrown away.

4. Interview YourselfPut yourself in the employers shoes and interview yourself based on your cover letter. After looking at your cover letter, would you call you in for an interview? Create a cover letter that gets your attention.

5. Get rid of Mistakes. Always proofread your work. It’s important that you eliminate any mistakes or spelling errors so your cover letter looks professional and well-written. A professional cover letter will make an employer want to take another look and call you.

Customer Service Representative Job Seeking Tips

When you are looking for work as a Customer Service Representative or anywhere else, pay attention to the small details and create a more effective job search by including simple steps. Here are five easy tips that will help you create an effective job search.

1. Face-to-FaceOne of the most effective job search tools is talking to people. Tell everyone you know that you are looking for work and what kind of work you want. Word of mouth has always been the most effective way to conduct a job search. You never know who just might be looking for someone like you to hire.

2. Classes HelpWhen you take the initiative to improve your skills, the employer will take notice of you.

3. Job Search PlanHow will you measure your job search? Have a plan to measure your success.

4. Learn about your Job. Before going on the interview, learn all you can about the job you are applying for. When you do the research, you will impress the employer by knowing about the job and what is expected of you.

5. Practice InterviewHave a friend or family member interview you and practice what you would say to a real employer.

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