Financial Service Cover Letter

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:

Employer Contact Information
Ms. Clara Ford
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 to discuss more about this job opening.

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.

Contact Us : Privacy Policy

Entry Level Finance Cover Letter and Resume Samples

When you are applying for a job in finance, be sure to follow the instructions in the job posting exactly. If a cover letter is required, make sure yours is a good one. It can help to look at a sample of an entry level finance cover letter to help you know what to include. It’s also helpful to review resume examples so you can see how yours compares.

The following is an example of a cover letter for an entry level finance position.

When you are applying for an entry level job that doesn't require significant work experience, include information on the related courses you have taken, any internships you have done, and the finance skills you have gained while in college.

It's important to be specific, and to take the time to match your qualifications to the job description. The closer the match, the better your chances will be of getting picked for an interview.

Also see below for an example of a resume for a finance position.

Sample Cover Letter - Entry Level Finance Position

Your Contact Information
City, State, Zip Code
Phone Number
Cell Phone Number

Employer Contact Information
City, State, Zip Code


Dear Mr./Ms. LastName,

I am very interested in the entry-level position that is available at ABC Investment Partners. I recently graduated from XYZ University College and am actively seeking employment with firms in the San Francisco area.

My courses in investments, finance, and business have given me a solid base upon which I plan to build my career.

During my college internships, I dealt with a variety of budgets and conducted market research while handling numerous administrative duties. The experience allowed me to learn important skills and to develop the confidence needed to succeed in a competitive environment.

I have enclosed my resume for your review. Thank you for your time and consideration.

It would be a pleasure to interview with you and I look forward to hearing from you soon.


Your Signature (hard copy letter)

Your Typed Name

Sample Finance Resume

First Last Name
Street Address, City, State, Zip
Phone (Cell/Home)
Email Address

Qualifications Profile

Analytical and detail-oriented emerging professional positioned to excel within a challenging entry-level Finance position requiring solid knowledge of investment strategies and international financial markets.


University of Arkansas at Little Rock, Little Rock, Arkansas
Bachelor of Business Administration, Finance Major

Southern Technical College, Little Rock, Arkansas
Associate Degree of Applied Science, Computer Aided Drafting

Experience Highlights

12/20XX – 6/20XX: Finance Student
University of Arkansas, Little Rock, Arkansas
Successfully pursued and completed comprehensive course of study in Business Administration and Finance, laying solid groundwork for a career as a Financial Analyst. Relevant coursework included: Financial Accounting, Financial Analysis, Financial Econometrics I & II, Corporate Finance, Asset Pricing, and Macroeconomics I & II.

Structured, researched, and presented well-received individual and group case studies of corporate financial structures, futures markets, commodities pricing, and trading strategies. Completed internships with Frank Financial Services and Premium Tax Services.

1/20XX - Present: Teller
2nd Street Bank, Little Rock, Arkansas
Concurrent with education, gained practical experience as a Teller for established banking firm. Provided first-class customer service to clients at drive-through window; handled cash transactions with 100% accuracy and accountability.

Computer Skills

Microsoft Office Suite; Bloomberg, Sage 50 Accounting, SAS, QlikView, PrevisionEPM Financial Reporting, QuickBooks

Related:Finance Major Skills List

Sending an Email Cover Letter and Resume

If you're sending your cover letter via email, list your name and the job title in the subject line of the email message:

Subject:  Job Title - Your Name

Include your contact information in your email signature, and don't list the employer contact information. Start your email message with the salutation. Here's an example of a formatted email cover letter.

More Resumes and Cover Letters

More Sample Cover Letters
Cover letter samples for a variety of career fields and employment levels, including an internship cover letter sample, entry-level, targeted and email cover letters.

Resume Samples
More than 100 resume samples, examples and templates for different types of resumes, jobs and level of job seeker, plus writing and formatting tips.

0 Replies to “Financial Service Cover Letter”

Lascia un Commento

L'indirizzo email non verrà pubblicato. I campi obbligatori sono contrassegnati *