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
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Accomplishments
Outstanding employee of the year.
Teller of the year.
Exceed above and beyond quarterly goals.
Notary Public
Experience
Client AdvisorFeb 2006 to Aug 2016
Company Name － City, State
Company Name － City, State
- 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/TellerJan 2004 to Jan 2006
Company Name － City, State
Company Name － City, State
- 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/TellerJan 2001 to Jan 2004
Company Name － City, State
Company Name － City, State
- 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, BusinessPalm Beach State CollegeBusiness (still pursuing)
Diploma, BusinessAabboutnutt Gallimore High JamaicaBusiness
Skills
Balance funds, Access, Excel, Microsoft Office, PowerPoint, Quick Books.
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Resume Strength
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- Strong summary
- Typos
Resume Overview
School Attended
- Palm Beach State College
- Aabboutnutt Gallimore High Jamaica
Job TitlesHeld:
- Client Advisor
- Personal Banker/Teller
- Customer Service Representative/Teller
Degrees
- Associate of Applied Science , Business
Diploma , Business
