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Financial Services Sales-transferable Skills


Anastasia13

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I'm trying to work through what might be transferable skills if I were to be a financial services associate for a while. I know this includes sales and teaching (about the services). Can you think of some others?

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Roamin Catholic

[quote name='Light and Truth' timestamp='1352453100' post='2507050']
I'm trying to work through what might be transferable skills if I were to be a financial services associate for a while. I know this includes sales and teaching (about the services). Can you think of some others?
[/quote]

When you say transferable do you mean skills that you might be able to on your resume as a result of having this job and using those skills to get a job that you actually want?

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[quote name='Nihil Obstat' timestamp='1352453143' post='2507051']
Are you proficient with Excel?
[/quote]
I get by. I've taken two classes on or emphasizing the program and did well.

[quote name='Roamin_Catholic' timestamp='1352473948' post='2507168']
When you say transferable do you mean skills that you might be able to on your resume as a result of having this job and using those skills to get a job that you actually want?
[/quote]
Exactly.

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Roamin Catholic

[quote name='Light and Truth' timestamp='1352475867' post='2507182']
I get by. I've taken two classes on or emphasizing the program and did well.


Exactly.
[/quote]

[font=comic sans ms,cursive]It is a pretty extensive list. Have you had this job before? Or is this brand new? [/font]

[font=comic sans ms,cursive]I work in the field; so I'll list a bunch of generic croutons for ya. [/font]


[font=comic sans ms,cursive]mathematical and analytical skills; [/font]
[font=comic sans ms,cursive]computer application skills;[/font]
[font=comic sans ms,cursive]financial analysis; [/font]
[font=comic sans ms,cursive]general accounting and book keeping; [/font]
[font=comic sans ms,cursive]knowledge of personal financial counseling and planning; [/font]
[font=comic sans ms,cursive]credit and collections; [/font]
[font=comic sans ms,cursive]electronic transaction processing; [/font]
[font=comic sans ms,cursive]customer relations; and interpersonal and communication skills.[/font]
[font=comic sans ms,cursive] Examining and evaluating financial records.[/font]
[font=comic sans ms,cursive] Giving advice on financial matters.[/font]
[font=comic sans ms,cursive] Planning and administering budgets.[/font]
[font=comic sans ms,cursive]preparing and organizing numerical records. [/font]
[font=comic sans ms,cursive]Preparing financial reports. [/font]
[font=comic sans ms,cursive]Processing data on computers[/font]

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Roamin Catholic

[quote name='Roamin_Catholic' timestamp='1352477155' post='2507189']

[font=comic sans ms,cursive]It is a pretty extensive list. Have you had this job before? Or is this brand new? [/font]

[font=comic sans ms,cursive]I work in the field; so I'll list a bunch of generic croutons for ya. [/font]


[font=comic sans ms,cursive]mathematical and analytical skills; [/font]
[font=comic sans ms,cursive]computer application skills;[/font]
[font=comic sans ms,cursive]financial analysis; [/font]
[font=comic sans ms,cursive]general accounting and book keeping; [/font]
[font=comic sans ms,cursive]knowledge of personal financial counseling and planning; [/font]
[font=comic sans ms,cursive]credit and collections; [/font]
[font=comic sans ms,cursive]electronic transaction processing; [/font]
[font=comic sans ms,cursive]customer relations; and interpersonal and communication skills.[/font]
[font=comic sans ms,cursive]Examining and evaluating financial records.[/font]
[font=comic sans ms,cursive]Giving advice on financial matters.[/font]
[font=comic sans ms,cursive]Planning and administering budgets.[/font]
[font=comic sans ms,cursive]preparing and organizing numerical records. [/font]
[font=comic sans ms,cursive]Preparing financial reports. [/font]
[font=comic sans ms,cursive]Processing data on computers[/font]
[/quote]

There is of course a bunch of stuff beyond this that you can put on there depending on what exactly the job you are performing is.

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Roamin Catholic

[quote name='MIkolbe' timestamp='1352477444' post='2507191']
yes, very
[/quote]

Good for you..Want a cookie?

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[quote name='Light and Truth' timestamp='1352475867' post='2507182']
I get by. I've taken two classes on or emphasizing the program and did well.
[/quote]
If you are quite good with it, it is definitely worth mentioning. But do not exaggerate. :P

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