client advisor resume example with 15+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
 Self-motivated professional with over 16 years experience in banking environments.
 Highly experienced  in customer service and has the ability to handle  high volume of customers' demands. Possess strong communication and critical  thinking skills. Works effectively on teams, as well as independently.

  • Strong organizational skills
  • Courteous demeanor
  • Active listening skills
  • Sharp problem solver
  • Energetic work attitude
  •  Large cash/check deposits expert
  • Top sales performer
  • Customer service expert
Palm Beach State College , Expected in Associate of Applied Science : Business - GPA : Business (still pursuing)
Aabboutnutt Gallimore High Jamaica , Expected in Diploma : Business - GPA : Business
Outstanding employee of the year. 
Teller of the year. 
Exceed above and beyond quarterly goals.
Notary Public
Fifth Wall - Client Advisor
Hartford, CT, 01/2006 - 07/2016
  • Established new customer accounts including checking, savings, lines of credit and loans.
  • Trained employees on cash drawer operation.
  • Processed cash withdrawals.
  • Adhered to Bank's security and audit procedures.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Loaded consumer loan applications into the  loan processing program.
  • Examined checks for identification and endorsement.
  • Maintained confidentiality of bank records and client information. Directed specific questions to appropriate branch personnel.
  • Delivered prompt, accurate and excellent customer service.
  • Accessed and verified customer profiles information online when necessary.
  • Informed and recommended product and services that benefit customer needs
Simmons Bank - Personal Banker/Teller
Florissant, MO, 2004 - 2006
  • Verified customer identity and open accounts.
  • Accessed and verified customer profiles information online when necessary
  • Monitored internal and external Wire Transfers
  • Reviewed checks for negotiability and examined endorsements
  • Placed deposit holds, disclosed funds availability to customers.
Glacier Bancorp - Customer Service Representative/Teller
Yuma, AZ, 2001 - 2004
  • Used teller system to accept deposits, cash checks and make payments.
  • Accepted customer transactions and cash deposits or make payments.
  • Balanced cash drawer at the end of each working day.
 Balance funds, Access, Excel, Microsoft Office, PowerPoint, Quick Books.

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Resume Overview

School Attended

  • Palm Beach State College
  • Aabboutnutt Gallimore High Jamaica

Job Titles Held:

  • Client Advisor
  • Personal Banker/Teller
  • Customer Service Representative/Teller


  • Associate of Applied Science
  • Diploma

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