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Top 50 Bank Advisor Skills

Below we've compiled a list of the most important skills for a Bank Advisor. We ranked the top skills based on the percentage of Bank Advisor resumes they appeared on. For example, 18.7% of Bank Advisor resumes contained Financial Needs as a skill. Let's find out what skills a Bank Advisor actually needs in order to be successful in the workplace.

These are the most important skills for a Bank Advisor:

1. Financial Needs

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high Demand
Here's how Financial Needs is used in Bank Advisor jobs:
  • Help clients determine what their financial needs are and goals should be.
  • Interacted With Clients To Assess Their Financial Needs And Growth Opportunities.

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2. Loan Applications

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high Demand

3. Credit Card Applications

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high Demand

4. Client Relationships

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high Demand
Here's how Client Relationships is used in Bank Advisor jobs:
  • Reviewed client relationships to uncover new loan and investment management opportunities.
  • Utilize a variety of methods to network, prospect, and obtain client relationships.

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4 Client Relationships Jobs

No jobs at selected location

5. Sales Goals

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high Demand
Here's how Sales Goals is used in Bank Advisor jobs:
  • Generate and maximize sales, while ensuring that all company sales goals are met and exceeded.
  • Achieved personal sales goals by expanding and acquiring new business.
  • Top performer achieving several top sales recognitions, exceeded team sales goals monthly, quarterly & annually.

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1 Sales Goals Jobs

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6. Phone Calls

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high Demand

7. Bank Products

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high Demand
Here's how Bank Products is used in Bank Advisor jobs:
  • Remain educated on all bank products, services and technology offered by the bank.

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2 Bank Products Jobs

No jobs at selected location

8. Additional Products

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high Demand
Here's how Additional Products is used in Bank Advisor jobs:
  • Initiated customer follow-up calls to determine customer satisfaction and recommend additional products and services.
  • Achieve assigned sales goals while cross selling and referring additional products and services.

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9. New Account Services

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high Demand
2 New Account Services Jobs

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10. Online

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high Demand
Here's how Online is used in Bank Advisor jobs:
  • Developed a strategic troubleshooting guide for our online banking customer service representatives.
  • Assisted members with CitibankOnline troubleshooting issues.
  • Worked with the Business Procedure Management Unit to update online modules, an electronic user/training manual.
  • Administer Sales and Service of Financial Deposit Accounts via over the phone for Online Bank environment.
  • Assisted members and branch personnel with account, policy, and procedural questions via telephone and thru CitibankOnline.
  • Assisted customer with online assistance, password changes and how to navigate through the web site.
  • Enlarged the online customer base for Nordea Bank by presenting eBanking features to new and existing customers.

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11. Customer Service

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high Demand
Here's how Customer Service is used in Bank Advisor jobs:
  • Administer professional and courteous customer service to clients Nationwide.
  • Greeted customers and provided highly professional customer service.
  • Provide exceptional customer service while educating clients in business forms and documents required from the State and Fifth Third Bank.
  • Generate sales of financial products and services through cold calling, customer service, and ongoing account management.
  • Assigned to work for USAA Federal Savings Bank; trained in customer service on inbound call system.
  • Trained fellow customer service reps on the new CTI (Computer Telephony Interface) transition.
  • Provided superior customer service to both new and existing customers, with a sales-oriented purpose.
  • Provided world class customer service to Chase Credit Card customers by taking inbound phone calls.
  • Provided world-class customer service and built trusting relationships with military members worldwide.
  • Achieved multiple customer service awards and recognitions.
  • Provide excellent customer service by responding to and resolving customer concerns in a timely manner.
  • Worked one-on-one with customers in Account Services Provided customer service Handled monetary transactions

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12. Financial Advisor

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high Demand
Here's how Financial Advisor is used in Bank Advisor jobs:
  • Served as Referral/Retention champion, to help develop new ways of putting customers in touch with local Financial Advisors.
  • Cement solid relationships with Financial Advisors (FA's) and top clients.
  • Support 42 Financial Advisors in banking products and mortgage production.
  • Conducted joint seminars with Financial Advisor partners.
  • Partnered with management and bankers to achieve $1,000,000 in investable assets per month as a financial advisor.

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13. New Clients

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high Demand
1 New Clients Jobs

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14. Financial Services

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high Demand
Here's how Financial Services is used in Bank Advisor jobs:
  • Retail Banking & Financial Services: Knowledge of banking laws & regulations; Retail, Automovile, Branch operations.

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6 Financial Services Jobs

No jobs at selected location

15. Potential Customers

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Here's how Potential Customers is used in Bank Advisor jobs:
  • Identified potential customers and business development opportunities.

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16. Savings Accounts

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Here's how Savings Accounts is used in Bank Advisor jobs:
  • Referred clients to loan officers/contributed to the branch s sales goal Assisted customers in opening checking or savings accounts

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17. General Ledger Accounts

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average Demand

18. New Accounts

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average Demand
Here's how New Accounts is used in Bank Advisor jobs:
  • Compile information about new accounts, enter account information into computers and file related forms or other documents.
  • Open new accounts and identify different products and services to meet the client's needs.
  • Resolve credit inquiries on new accounts and authorize sales on existing accounts.
  • Open New Accounts online for new and existing customers.
  • Open New Accounts, Loans and Line of credits.

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19. Investment Strategies

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Here's how Investment Strategies is used in Bank Advisor jobs:
  • Create comprehensive investment strategies using thorough client discovery review and planning software !

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20. Full Range

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Here's how Full Range is used in Bank Advisor jobs:
  • Adhere to established policies and procedures while opening/servicing the full range of Retail products.

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21. High NET

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average Demand
Here's how High NET is used in Bank Advisor jobs:
  • Provide complex mortgage solutions for existing and prospective high net worth ($5MM - $1B) clientele.
  • Manage the sale and delivery of banking solutions to a portfolio of high net worth and ultra-affluent clients.
  • Support banking and lending activity through leveraging securities to provide lending solutions for high net worth clients.
  • Coordinated the funding of credit lines to deliver liquidity to high net worth clients.
  • Pension solutions for high net worth individuals.

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1 High NET Jobs

No jobs at selected location

22. Product Knowledge

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average Demand
Here's how Product Knowledge is used in Bank Advisor jobs:
  • Learned referenced and applied product knowledge information.
  • Demonstrated thorough attention to detail and product knowledge within sensitive timeframes and delicate circumstances.

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23. Customer Accounts

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Here's how Customer Accounts is used in Bank Advisor jobs:
  • Assisted customers by telephone or in person with new account services including additions or changes in customer accounts.

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24. Account Maintenance

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average Demand
Here's how Account Maintenance is used in Bank Advisor jobs:
  • Performed account maintenance per customer request.
  • Submit request for account maintenance and process funding via Electronic Funds Transfer.
  • Handle customer account maintenance such as CD renewal and term changes.
  • Performed weekly account maintenance on dormant accounts.

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1 Account Maintenance Jobs

No jobs at selected location

25. PNC

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Here's how PNC is used in Bank Advisor jobs:
  • Completed wealth training from PNC University with top scores of 90% or above for expert certification.

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3 PNC Jobs

No jobs at selected location

26. CDS

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average Demand
Here's how CDS is used in Bank Advisor jobs:
  • Provide assistance in personal account such as Money Market, Checking, Savings, CDs, IRA accounts.
  • Opened new CDs and Money Market accounts Renewed existing accounts at maturity date.

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27. Financial Plans

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average Demand
Here's how Financial Plans is used in Bank Advisor jobs:
  • Answered clients' questions about the purposes and details of financial plans and strategies.
  • Research and investigate available retail banking products, investment, and insurance opportunities to determine whether they fit into financial plans.

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28. Prospective Customers

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average Demand
Here's how Prospective Customers is used in Bank Advisor jobs:
  • Initiated and leveraged financial solutions with the existing and prospective customers while developing and maintaining key clients.
  • Develop strategies to grow the client base and implement appropriate sales plans to target prospective customers.
  • Cross sold consumer personal loans to prospective customers.
  • RETAIL DIRECT SALES High emphasis on consultative conversations with current and prospective customers, recommending solutions for each individual need.

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29. Financial Institutions

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average Demand
Here's how Financial Institutions is used in Bank Advisor jobs:
  • Maintain a workload of between 50 and 90 projects which involves the coordination of about 25 different financial institutions.

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30. Customer Relationships

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low Demand

31. Customer Calls

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low Demand
Here's how Customer Calls is used in Bank Advisor jobs:
  • Involved in creation & pilot of new system for recording and service of customer calls.

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32. Wire Transfers

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low Demand
2 Wire Transfers Jobs

No jobs at selected location

33. Metlife

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low Demand
Here's how Metlife is used in Bank Advisor jobs:
  • Certified MetLife Job Coach, trained/coached new CSR's, and work with them as they adjust to their jobs.
  • Serviced and sold MetLife Bank products.

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34. Special Needs

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low Demand

35. Equity

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low Demand
Here's how Equity is used in Bank Advisor jobs:
  • Generate new business via consulting client needs for home refinancing, deposit accounts, credit cards and equity loan products.
  • Averaged 7.2 million in equity loans over last 7 years.
  • Initiated mortgage loan refinancing, home equity loans, home equity lines of credit and auto loan refinancing.
  • Performed due diligence on separately managed accounts, hedge funds, private equity and other alternative investments !

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36. SME

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low Demand
Here's how SME is used in Bank Advisor jobs:
  • Conduct needs assessment analysis through consultative selling to make appropriate recommendation of products that best fit customer's needs.
  • Provided risk assessment and CAMELS analyses for country, lender, borrower, and transaction risk.
  • Conducted detailed analytical research and assessment; consulted with clients on matters of tax, estate and financial planning.
  • Team Leader of an assessment mission to determine insurance sector supervision capacity at Superintendencia Bancaria de Colombia.

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37. In-Depth Knowledge

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low Demand
Here's how In-Depth Knowledge is used in Bank Advisor jobs:
  • Maintain an in-depth knowledge of Retail consumer products/services and recommend appropriate solutions using our value proposition.

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38. World Bank

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low Demand

39. PRR

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low Demand

40. HNW

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low Demand

41. Financial Goals

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low Demand
Here's how Financial Goals is used in Bank Advisor jobs:
  • Provide clients with advice on financial matters using their financial planning tools in order to satisfy their financial goals.

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4 Financial Goals Jobs

No jobs at selected location

42. Financial Statements

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low Demand
Here's how Financial Statements is used in Bank Advisor jobs:
  • Analyzed financial statements to determine customers' credit score and reduce risk reserves at the Corporate and Institutional segment.

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43. Usaid

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low Demand

44. Financial Solutions

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low Demand
Here's how Financial Solutions is used in Bank Advisor jobs:
  • Provided members with personalized financial solutions to expand their financial growth.

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4 Financial Solutions Jobs

No jobs at selected location

45. Appropriate Solutions

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low Demand

46. Business Clients

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low Demand
Here's how Business Clients is used in Bank Advisor jobs:
  • Provided financial advice to personal and business clients and maintain statistical/financial records.
  • Established new lines of business through relationships with Small Business clients to help them with their banking and lending needs.

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47. Current Customers

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low Demand
Here's how Current Customers is used in Bank Advisor jobs:
  • Cross selling of new account services and increased account services to current customers.

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48. Loan Portfolio

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low Demand
Here's how Loan Portfolio is used in Bank Advisor jobs:
  • Monitored commercial loan portfolio to reduce loans past maturity, while limiting need for extensions.
  • Identified problem areas within the loan portfolio, analyzed risks and suggested appropriate solutions.

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49. Financial Situations

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low Demand
Here's how Financial Situations is used in Bank Advisor jobs:
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Advise consumers through difficult financial situations.

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50. Business Partners

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low Demand

Bank Advisor Jobs

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20 Most Common Skills For A Bank Advisor

Financial Needs

24.3%

Loan Applications

11.3%

Credit Card Applications

7.0%

Client Relationships

6.0%

Sales Goals

5.8%

Phone Calls

5.8%

Bank Products

5.1%

Additional Products

4.9%

New Account Services

4.7%

Online

4.1%

Customer Service

3.4%

Financial Advisor

2.6%

New Clients

2.3%

Financial Services

2.1%

Potential Customers

2.1%

Savings Accounts

1.9%

General Ledger Accounts

1.7%

New Accounts

1.7%

Investment Strategies

1.7%

Full Range

1.5%
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Typical Skill-Sets Required For A Bank Advisor

Rank Skill
1 Financial Needs 18.7%
2 Loan Applications 8.7%
3 Credit Card Applications 5.4%
4 Client Relationships 4.6%
5 Sales Goals 4.4%
6 Phone Calls 4.4%
7 Bank Products 3.9%
8 Additional Products 3.8%
9 New Account Services 3.6%
10 Online 3.1%
11 Customer Service 2.6%
12 Financial Advisor 2.0%
13 New Clients 1.8%
14 Financial Services 1.6%
15 Potential Customers 1.6%
16 Savings Accounts 1.5%
17 General Ledger Accounts 1.3%
18 New Accounts 1.3%
19 Investment Strategies 1.3%
20 Full Range 1.1%
21 High NET 1.1%
22 Product Knowledge 1.0%
23 Customer Accounts 1.0%
24 Account Maintenance 1.0%
25 PNC 0.8%
26 CDS 0.8%
27 Financial Plans 0.8%
28 Prospective Customers 0.8%
29 Financial Institutions 0.8%
30 Customer Relationships 0.8%
31 Customer Calls 0.8%
32 Wire Transfers 0.8%
33 Metlife 0.8%
34 Special Needs 0.8%
35 Equity 0.8%
36 SME 0.7%
37 In-Depth Knowledge 0.7%
38 World Bank 0.7%
39 PRR 0.7%
40 HNW 0.7%
41 Financial Goals 0.7%
42 Financial Statements 0.7%
43 Usaid 0.7%
44 Financial Solutions 0.7%
45 Appropriate Solutions 0.7%
46 Business Clients 0.7%
47 Current Customers 0.7%
48 Loan Portfolio 0.7%
49 Financial Situations 0.7%
50 Business Partners 0.7%
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4,230 Bank Advisor Jobs

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