Financial Service Representative Cover Letter

I would like to submit my application for the financial service representative opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for governance on ensuring the staff and IT solutions adhere to company policies, security risk standards, and compliant to local regulations.

Please consider my experience and qualifications for this position:

• Professional demeanor in speaking with clients
• Proficiency with ServicePoint
• Previous Service Desk experience in a banking or financial services environment
• Has in depth knowledge in all the functions of the Admitting Department
• Interact with Partners and McLean Hospital personnel, , insurance administrators and vendors
• Successful completion of the Canadian Securities Course is a definite asset
• Experience in a client support capacity
• Excellent client service, verbal and written communication skillsa

I am excited to be applying for the position of financial service representative. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for assistance and/or guidance to other financial aid staff to ensure that processing activities adhere to established policies and procedures.

My experience is an excellent fit for the list of requirements in this job:

• Update Guarantor information as requested
• Correct contractual adjustments when deemed appropriate
• Media industry experience, and/or Shared Services environment
• Preferred experience with strong accounting background and PeopleSoft system
• Customer service experience preferred – understanding and acting upon differing needs of diverse stakeholders
• Solid typing and ten-key skills
• Excellent customer service and communication skills - communicate effectively with superiors & peers from diverse businesses and regions across the US via phone, email and face-to-face
• Excellent listening skills, and organizational skills

I submit this application to express my sincere interest in the financial service representative position.

In the previous role, I was responsible for clear and accurate documentation of transactions, conversations, interactions, and edits to records affecting student eligibility and/or compliance with applicable regulations, statutes, and/or policies.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Operates independently and is able to adapt to new tasks in a quick manner
• Knowledge of various insurances
• Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
• History of effective problem-solving and decision-making skills that balances the needs of all parties involved
• Recent experience with identifying creative solutions to improve a customer experience or key process
• Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day
• Knowledge of financial terms and concepts
• Understanding of retirement plans and products

In response to your job posting for financial service representative, I am including this letter and my resume for your review.

Previously, I was responsible for exceptional customer service while maintaining compliance with Bank policies and procedures and regulatory compliance requirements.

Please consider my qualifications and experience:

• Representatives are client-facing customer service professionals who work in a team environment assisting Merrill Lynch clients with financial transactions and inquiries relating to retirement and benefit plans
• Meet minimum daily productivity and quality standards according to department policy
• Respond to inquiries on account balances
• Respond to inquiries regarding receipt of payment(s)
• Generate itemized bill requests when appropriate
• Process Physician Office Requests
• Respond to request for addition/deletion of insurance coverage
• Initiate payment arrangements

I am excited to be applying for the position of financial service representative. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for expertise and guidance in interpreting governmental regulations, agency guidelines and internal policies to assure compliance.

Please consider my qualifications and experience:

• Advanced knowledge of UB-04, HCFA-1500’s and Explanation of Benefits (EOB) interpretation
• Educate clients on bank products and financial services and make referrals when a potential opportunity has been identified
• Work effectively within deadlines
• Use of EPIC experience preferred
• Knowledge of medical or health insurance terminology
• A minimum of a High School diploma, GED, Certificate of Completion or equivalent achievement
• Some college and/or medical terminology education is strongly preferred
• Previous experience within health-care registration and/or scheduling is preferred