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Operations Manager (Financial Services) Resume

This page contains sample operations manager resume for financial services sector job opening. The sample resume highlights the professional way of sharing the credentials in the resume, and how to present them, so that they are appropriately highlighted for employers to observe them. A resume which is visually attractive, legible and inciting, is the key to winning the interview call. Thus, as part of any job application, resumes always hold a crucial place.

There are many sections in a resume, of which some are mandatory because of their importance, and some are optional depending on their contribution to candidature promotion. Therefore, while drafting a financial services operations manager resume, candidates must decide carefully on every section before excluding or including it. We have categorized these sections below, for candidates' assistance.

Sections in an operations manager resume


  • Name and contact details
  • Career Goal
  • Career summary
  • Work experience
  • Academic qualifications


  • Professional skills (recommended)
  • Awards and achievements (recommended)
  • Professional memberships or affiliations
  • Interests and hobbies (recommended for freshers)
  • References (not mandatory, unless specifically asked by employers, but can be included if the person holds a credible position in the industry)
  • Self declaration
  • Others, if any

While deciding the sections of your resume for operations manager of financial services, candidates must also take care that they have appropriate documented proofs to support them. Number of pages also play important role in deciding the details to be shared. Your resume should neither be too lengthy that it discourages employers from viewing it, nor it should be too small that they find it insignificant. Number of pages, ideally should be limited to 3 or maximum 5, depending on the experience held by candidate. For example, a candidate for directorial level position would be having a prolonged work history, and so the resume can be lengthy.

For more details and illustrations, applicants can refer to the financial services operations manager resume sample given below.

Sample Operations Manager (Financial Services) Resume (For a candidate with experience in the field of BFIS - banking, finance, insurance and securities)

Arthur C. Eells

3065 Walt Nuzum Farm Road
New York - 14009
Tel: (585) 496 5618

Career Goal

To work with a leading financial service company as an Operations Manager, where my experience and knowledge can be brought to effective use in achieving organizational, and leading the team to success, along with personal development and growth.

Career Summary

An experienced professional with 12 years of experience working with reputed banks and insurance companies, I have headed operations department with team strength of 25 - 30 members, and achieved the assigned revenue targets satisfactorily. Imbibed my experience, leadership skills have helped me to motivate my team and contribute towards organizational growth and team development.

Professional Experience

Assistant Manager (Operations)(2009 - till date)
Stanton Financial Services Pvt. Ltd., Saw Mill River Rd., Ardsley, NY

Duties and Responsibilities

  • Assist Financial Service manager in regulating and monitoring the projects and developments
  • Analyze the work flow and progress in writing work
  • To prepare periodic reports, such as monthly, quarterly and annual reports, for work done
  • Assign duties and responsibilities to sub ordinates, and supervise their work
  • Make sure prescribed formats and protocols are followed
  • Guide on field team and coordinate entire area work
  • Analyze work flow for possible bottlenecks and provide possible solutions
  • Take necessary feedback from staff and employees for assisting Financial Services Manager in developing new plans and strategies
  • Evaluate employee performance and develop training plans and modules
  • Assist in the performance appraisal of the staff

Operations Supervisor(2005 - 2009)
Bank of America, Main St., White Plains, NY

Duties and Responsibilities

  • Supervised a team of 12 members, and guided them in on field sales activities
  • Assisted HR department in hiring new employees
  • Prepare individual staff work reports, and evaluate their performance for appraisal and recommendations
  • Provide basic training to all employees (team members) and new staff
  • Maintained necessary documents and records of clients served by the team
  • Coordinated on filed team movement
  • Made sure that SOPs are followed
  • Scrutinized the authenticity of daily reports submitted by team members
  • Collected all client documents and filed the same in central record room
  • Updated daily reports on central database and the system
  • Informed staff about the benefits and incentive programs run by the organization for them

Other Work Experience

Senior Sales Executive(2003 - 2005)
H&R Insurance Solutions Pvt. Ltd., Halstead Ave., Mamaroneck, NY

Sales Executive, Halstead Ave., Mamaroneck, NY(2000 - 2003)
H&R Insurance Solutions Pvt. Ltd.,

Professional Skills

  • In depth knowledge of BFIS sector, competitors and the products in the market
  • Leadership skills
  • Quick decision making
  • Strong mathematical and analytical skills
  • Negotiation skills
  • Computer expertise, MS Office
  • Interpersonal skills

Educational Qualifications

MBA (Masters in Business Administration) Marketing(1998 - 2000)
Penn Foster University, Washington Mews, New York, NY

BAF (B.Com in Accounting and Finance)(1995 - 1998)
Cambridge College, Columbia St., New York, NY


Suitable references could be made available on prior information.


I confirm that the details shared above are true to the best of my knowledge and belief, and if found wrong can result in candidature termination.

Signature: ####

Name: Arthur C. EellsDate: April 27, 2012Place: Arcade, NY

While referring to the above shared financial services operations manager resume example candidates can include personal ideas as well, to make the resume inciting and personalized.

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