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Become A Bank Advisor

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Working As A Bank Advisor

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $76,725

    Average Salary

What Does A Bank Advisor Do At Fifth Third Bank

* Apply knowledge of consumer banking products and financial need assessment tools to create a memorable customer experience and help customers achieve their financial goals
* Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions
* Maintain a well-developed, working knowledge of products, services, and processes offered
* Work collaboratively with internal partners to ensure customer's needs are met
* Analyze customer credit data and other related financial information to ensure customers are in the appropriate solutions that align with their needs
* Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp
* Other duties as assigned

What Does A Bank Advisor Do At Fhi360

* Design and develop the project MEL system including establishing key output, outcome, and impact indicators for the program
* Develop systems for timely collection, management, analysis and reporting of valid and reliable data that meets donor reporting requirements
* Support data analysis and use data to promote evidence-based programming and provide timely feedback in relation to project targets, work plan activities and objectives, and addressing gaps in programming.
* Support key project research related to MEL findings and analysis
* Design and implement key project assessments in partnership with other technical staff and project partners
* Develop high quality quantitative and qualitative methods and participatory methodologies to monitor program quality for performance and results
* Conduct regular review of the Activity Monitoring and Evaluation Plan (AMEP) for relevance, quality, and compliance with donor requirements
* Provide technical assistance and training to project partners to strengthen their MEL system to provide quality monitoring and reporting of results
* Work with the Communications staff to identify best practices for documentation such as success stories, technical reports, or peer reviewed publications
* Oversee M&E support staff

What Does A Bank Advisor Do At Umpqua Bank

* Develops and fosters full balance sheet relationships for Private Bank clients.
* Facilitates the financial planning process and team approach to result in financial solutions for clients and drive business.
* Actively networks to identify and target new opportunities to develop and expand client relationships.
* Meets with existing and prospective clients to assess financial service needs and propose solutions.
* Provides financial advice and counsel to existing and potential customers within appropriate legal constraints.
* Develops and maintains professional referral networks.
* Builds relationships with internal referral partners and identifies when partners need to be brought in as part of the client experience and wealth management team.
* Coordinates the sponsorship of client events to generate business opportunities.
* Maintains a working knowledge of all Umpqua Bank and Umpqua Investments, Inc. products and services in order to effectively cross-sell all appropriate services.
* Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act, its implementing regulation (Regulation G), and SAFE Act registration and renewal rules as defined by the bank.
* Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities -- knowledge may be gained through coursework and on-the-job training.
* Keeps up to date on regulation changes.
* Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
* Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
* May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
* Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
* Takes personal initiative and is a positive example for others to emulate.
* Embraces our vision to become "The World's Greatest Bank."
* May perform other duties as assigned.

What Does A Bank Advisor Do At South Shore Bank

* include the following.
* Other duties may be assigned.
* Assists customers by telephone or in person with new account services including additions or changes in customer accounts.
* Actively cross sells all bank products.
* Fills out contract forms, determines charges or fees for service requested, collects deposits, prepares change of address records, and proper disclosure forms.
* Remain educated on all bank products, services and technology offered by the bank.
* Adapts quickly to the changing technology.
* Increase consumer awareness of the technology available to them through our products and services.
* Educate customers on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
* Solve customer complaints, questions or problems.
* Assists in all branch supervisory functions including branch settlement, teller balancing, ATM settlement.
* Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
* Cashes checks and pays out money after verification of signatures and customer balances.
* Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
* Places holds on accounts for uncollected funds
* Responds to audit reviews and helps complete branch monthly audit reports.
* Allows customers access to safe deposit boxes, following specified procedures.
* Monitors and reviews financial institution's security procedures and control access to vault.
* Assist in maintaining all dual control logs.
* Uses supervisory authority in support of teller transactions.
* Ensure the security and safety of all employees.
* Other duties as assigned.
* Supervisor authority appropriate to level assigned

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How To Become A Bank Advisor

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Bank Advisor jobs

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Bank Advisor Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Portuguese

  • Russian

  • Swedish

  • Norwegian

  • German

  • French

  • Tigrinya

  • Polish

  • Arabic

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Top Skills for A Bank Advisor


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Top Bank Advisor Skills

  1. Financial Needs
  2. Mortgage Loans
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Help clients determine what their financial needs are and goals should be.
  • Originated mortgage loans for Private Banking clients.
  • Developed a strategic troubleshooting guide for our online banking customer service representatives.
  • Assess and recommend appropriate credit solutions as well as collaborating with the credit department to ensure portfolio quality and adequate yield.
  • Cross selling of new account services and increased account services to current customers.

Top Bank Advisor Employers

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