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Finance service advisor skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Raymond Peters,

David M. Lang

Below we've compiled a list of the most critical finance service advisor skills. We ranked the top skills for finance service advisors based on the percentage of resumes they appeared on. For example, 11.1% of finance service advisor resumes contained cash handling as a skill. Continue reading to find out what skills a finance service advisor needs to be successful in the workplace.

15 finance service advisor skills for your resume and career

1. Cash Handling

Here's how finance service advisors use cash handling:

Trained and developed colleagues in areas of cash handling, lending, auditing, accounting, and investment services.
Cross trained in teller functions with extensive cash handling and customer record keeping experience.

2. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how finance service advisors use customer relationships:

Maintain existing customer relationships by providing exceptional customer service and creating profitable financial plans for customers.
Cultivated Customer Relationships, Initiate Referrals and Effectively cross-sell Bank Products and Services.

3. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance service advisors use financial services:

Cultivated and maintained a customer base through advising and selling financial services to potential customers.
Trained other departments in Financial Services requirements during company reorganization.

4. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how finance service advisors use bank products:

Expand customer base through successful selling of bank products such as 1st and 2nd mortgages and money market accounts.
Promoted bank products and services daily through PA's, aisle marketing, & outbound calling.

5. Client Relationships

Here's how finance service advisors use client relationships:

Succeeded by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships.
Cultivated client relationships to drive sales leads and provided clients with needs based advice on their internal and external portfolios.

6. Financial Aid

Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.

Here's how finance service advisors use financial aid:

Participate in the development of institutional financial aid policies and procedures that will positively impact efficiency and quality of service provided.
Educated and assisted prospective and/or current students regarding policies and requirements for selected finance options, including federal financial aid.

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7. Bank Operations

Here's how finance service advisors use bank operations:

Maintained the morality and security of bank operations.
Participated in the management of bank operations by serving as: ATM custodian, Vault custodian and courier services.

8. Securities

Here's how finance service advisors use securities:

Licensed to represent and sell securities and insurance.
Help and implement financial securities plan.

9. Customer Satisfaction

Here's how finance service advisors use customer satisfaction:

Maintained highest level of customer satisfaction while resolving all escalations, miscellaneous complaint handling and staff development.
Provided customer service and issue resolution while increasing customer satisfaction for credit card products.

10. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how finance service advisors use account maintenance:

Performed account maintenance for business credit account owners.
Process in-store and online credit card applications, data entry for faxed applications, account maintenance for Chase credit card holders.

11. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how finance service advisors use crm:

Developed automated referral tracking and CRM system.
Offer banking solutions to customers after capturing the customer profile conversation on Customer Relationship Management system (CRM).

12. Cross-Selling

Here's how finance service advisors use cross-selling:

Initiated problem solving and cross-selling bank related services in a call center environment.
Performed cross-selling of banking products to help maximize company's profits.

13. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how finance service advisors use loan applications:

Processed loan applications for customers.
Advised customers of products that suited their financial needs as well as processed loan applications for home loans and education loans.

14. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how finance service advisors use estate planning:

Help clients with retirement and estate planning, funding the college education of children, and general financial choices.
Conducted meetings and sales presentations with clients involving Life, Annuity, Mutual Funds or Estate Planning needs.

15. Origination

Here's how finance service advisors use origination:

Assisted consumers regarding options for refinancing, origination, and loss mitigation.
Specialized in reviewing transaction disputes from origination to present date.

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What skills help Finance Service Advisors find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance service advisor resumes?

Raymond Peters

MBA Director & Leadership Instructor, Nicholls State University

We repeatedly hear from employers that "essential/soft" skills remain high on their recruiting wish list. As someone who has hired professionals for over 40 years, you generally assume that if an applicant has experience at a reputable institution, they should have the technical qualifications for the role. What you are looking for is credential separation. What makes them stand out? Have they been in parts to practice his/her communication skills? Similarly, with conflict resolution and problem-solving skills. Internships and applied work experience are always beneficial. Lastly, the customer service experience is desirable.

What finance service advisor skills would you recommend for someone trying to advance their career?

David M. Lang

Professor, California State University - Sacramento

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

What type of skills will young finance service advisors need?

Stephen Miller Ph.D.

Professor & Director, Center for Business and Economic Research, University of Nevada, Las Vegas

All the coping skills in the job search and any skills related to communicating remotely and online will pay good dividends to the graduates.

Do you want to know more?

List of finance service advisor skills to add to your resume

The most important skills for a finance service advisor resume and required skills for a finance service advisor to have include:

Cash Handling
Customer Relationships
Financial Services
Bank Products
Client Relationships
Financial Aid
Bank Operations
Securities
Customer Satisfaction
Account Maintenance
CRM
Cross-Selling
Loan Applications
Estate Planning
Origination
Inbound Calls

Financial Products
Investment Products
Financial Advice
Annuities
Outbound Calls
Retirement Planning
CDS
Title IV
Life Insurance
Commercial Banking
Credit Card Accounts
Student Accounts
Customer Accounts
Anti-Money Laundering
ATM
Balance Transfers

Payment Arrangements
FAFSA
Institutional Policies
Bank Secrecy Act
NSLDS
Financial Objectives
Account Transactions
Customer Issues
Product Knowledge
Business Accounts
Payment Options
Loan Payments
Customer Calls
Customer Complaints
Student Loans

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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