Bank Financial Advisor Resume
Bank financial advisors work for the banking sectors and device plans potential of attracting clients for investments thereby increasing bank's profit. They help the organizations make financial decisions by assessing risks and making provisions for protection of loss. They draft strategies to improve income sources and allocate finances responsibly to gain maximum returns. Further, drafting policies and regulations concerning interest rates, loan sanctioning and disbursement procedures, allocation of finances, making reservations against risks, etc. are taken care by them.
Bank Financial Advisor Resume Example
Lanny A. Ybarra
420 Werninger Street
Houston, TX 77021
Phone: 832-842-8838
Email: laybarra@anymail.com
Career Objective:
To attain the position of a bank financial advisor with a reputed financial institute and guide the organization in making decisions and planning financial activities.
Summary of Skills:
- Competent knowledge of finance, banking, and statistics
- Superior data comprehension abilities along with sound analytical skills
- Ability to identify opportunities in financial markets and draft plans
- Strong analytical skills that help interpret data and make conclusions
- Ability to plan and strategize financial activities in a result-oriented manner
Work Experience:
Banking Financial Advisor
Mason Bank, Houston, TX
July 2013 - Present
- Advising the Bank on making accurate financial decisions and attaining their client base and profit goals
- Identifying and tapping income sources and estimating total income expected in the coming financial period
- Ensuring appropriate allocation of finances and other resources as required to execute the set plans and activities
- Advising the organization on investment functions and helping them make reservations against investment risks
- Assisting the Director of Finance in long-term and short-term financial planning
- Evaluating the current value of Bank's assets and suggesting ways to improve the value
Bank Financial Advisor
Nippon Bank, Houston, TX
March 2012 - June 2013
- Advised the organization on ways for providing quality and prompt banking services to clients
- Studied the working pattern of the organization and eliminated the unproductive areas of the organization
- Supported the organization on forecasting, budgeting, and taxation processes
- Suggested investment options with high rate of interests to the organization
- Communicated with the bank clients and resolved their queries and doubts about the financial planning
- Recommended the organization on trading of securities, bonds and shares
Education:
-
Bachelor's Degree in Finance
Houston University, Houston, TX
2011
Reference:
On request.
