Bank Financial Advisor Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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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.


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