Bank Financial Advisor Resume

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Here is the Bank Financial Advisor Resume example:

Monty Miller

107 Veltri Drive

Mass, MI 49948

(555)-555-5555

[email]

Job Objective Looking for work as a Bank Financial Advisor with an organization today in order to practice my skills and experience in the industry.

Summary of Qualifications:

Remarkable sales experience in financial industry
Profound knowledge of financial industry
Ability to manage financial products and provide fee-based advice and planning services
Good understanding of mortgage banking, credit analysis and consumer lending policies and procedures
Possess PC skills and systems knowledge
Excellent organizational, presentation and client relationship management skills
Ability to identify cross-sell opportunities and refer customers to the bank
Ability to sell and refer financial opportunities
Amazing ability to quickly learn about financial products and services

Work Experience:

Bank Financial Advisor, August 2005 – Present

ViewPoint Bank, Mass, MI

Recognized the prospecting opportunities within the community.
Provided ongoing training to branch personnel to maximize their knowledge level and ability to profile and refer clients.
Provided timely feedback to internal referral sources regarding referral results.
Implemented the effective marketing and business development initiatives with the branches.
Actively identified and made referrals to all business partners.
Contacted all leads provided by various internal lead generation programs.
Analyzed client goals in all areas of financial planning including cash, debt, risk, tax, retirement, investment and estate planning.

Bank Financial Advisor, May 2000 – July 2005

Sovereign Bank, Mass, MI

Increased revenues and profits by building strategic client and business partner relationships.
Referred customers to the appropriate service provider and executed highly customized solutions to meet the needs of the customer.
Developed profitable and business partnerships.
Provided the securities, annuities and insurance products to new and established accounts.
Developed new business through leads generated from partnering and relationship building skills.
Recommended prudent and suitable investment to individual and corporate clients.

Education

Bachelor’s Degree in Finance, Rockefeller University, New York, NY