The Resume
What is the first section that should be on your resume (just below your name/ contact info)
The Professional Summary
Why is a FICO credit score important when working with a potential customer
A FICO credit score (ranging from 300 to 850) determines interest rates, loan approvals, and credit card eligibility.
This tab should summarize the email’s purpose
The Subject line
This is the first thing you should do when meeting your interviewer.
Introduce yourself with a smile and handshake
The first modern ____________ was created in 1950 after its founder Frank McNamara forgot his wallet at a restaurant and wanted a way to pay without cash.
Credit Card
How many bullet points should you list for each job
100 bonus points if you can explain why?
3-5
Because too many bullet points can be distracting for the employer/ they may not read through all of them if there are too many.
List 3 relevant skills in your industry?
• Microsoft Office
• Budget Management
• Problem Solving
• Financial Planning
• Risk Management
• Customer Service
• Interpersonal Skills
• Financial Literacy
•Critical Thinking
• Active Listening
The ________is the term you would use when starting your email.
Extra 100 points if you can give an example of
Greeting
Example: Dear Ms. Smith
This type of body language shows confidence.
Sitting up straight and making eye contact
Entrepreneurs pitch ideas to investors on this show
Shark Tank
What verb tense should you use if you list a previous job vs. a current job
Past tense for previous jobs (E.g. Managed a team of 4 cooks)
Present tense for current jobs (E.g. Managing a team of 4 cooks)
What are some of the services offered at retail banks in your industry:
Retail banks provide checking, savings, loans, and credit services.
Give an example of how you would end your email to a professional in your industry:
Correct answers:
"Best Regards"
"Sincerely"
"Thank you"
Wearing this type of clothing is expected in most financial services interviews.
Business professional attire
This athlete is known for smart investments and business ventures.
LeBron James
How long should your resume ideally be
1 page.
if 2 pages, should at least fill out halfway down the second page, or be 2 full pages.
List at least 2 emerging industry trends and innovations that could impact/ are impacting your industry.
- Rise in digital banking and mobile payments (e.g. apple pay/ stripe/ square)
- AI & Automation in Finance
- Financial Regulations
- Regulatory Technology
- Cybersecurity and Fraud Prevention
What does "Reply All" mean, and why should you use caution when using this email option?
Reply all means your email will be sent to all recipients in an email chain.
You should only use this if you intend for your message to be seen to the entire email chain for your response.
When asked about weaknesses, you should include this.
How you are improving.
This former NBA player is known for investing in businesses like Google early.
Shaquille O'Neal
This term describes words that would stand out the employer/ be picked up by an applicant tracking software.
Hint, this is 2 word answer
Buzz Words
What does SIE stand for?
for 100 bonus points what does this exam help you do in your career?
Securities Industry Essentials (SIE) Exam
Anyone looking to start a career in investment banking, brokerage, asset management, or financial advising.
In what time frame should you respond to a professional email at work?
24-48 hours (1-2 days)
This part of the STAR method explains what you actually did.
Guess the Lyric
"I don't dance now, I make...
Money Moves