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Client Advisor Resume Example

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CLIENT ADVISOR
Summary
 
 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.

Highlights
  • 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
Accomplishments
Outstanding employee of the year. 
Teller of the year. 
Exceed above and beyond quarterly goals.
Notary Public
Experience
Client Advisor Feb 2006 to Aug 2016
 Grand Bank & Trust subsequenly acquired by Seacoast Bank － West Palm Beach, Florida
 
  • 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
Personal Banker/Teller Jan 2004 to Jan 2006
 Bank Of America － West Palm Beach, Fl
  • 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.
Customer Service Representative/Teller Jan 2001 to Jan 2004
 Northfork Bank － Manhattan, New York
  • 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.
Education
Associate of Applied Science, Business Palm Beach State College Business (still pursuing)
Diploma, Business Aabboutnutt Gallimore High Jamaica Business
Skills
 Balance funds, Access, Excel, Microsoft Office, PowerPoint, Quick Books.
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Resume Overview

Companies Worked For:

  • Grand Bank & Trust subsequenly acquired by Seacoast Bank
  • Bank Of America
  • Northfork Bank

School Attended

  • Palm Beach State College
  • Aabboutnutt Gallimore High Jamaica

Job Titles Held:

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

Degrees

  • Associate of Applied Science , Business
    Diploma , Business

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