Banking

Bank client advisor CV: example and template

This example is for personal and business client advisors at bank branches, credit advisors and people from customer service, sales and insurance who want to work at a bank.

The bank wants to know which products you sell, how you meet your target, how you assess creditworthiness and how you ensure compliance with regulations. We show you how to describe this on your CV.

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Example CV: bank client advisor

All the details in this example are fictional. Treat it as a model of layout and wording, and replace the content with your own experience.

Łukasz Ostrowski

Bank client advisor

Rzeszow +48 123 456 789 lukasz.ostrowski@example.com

Professional profile

Bank client advisor with 5 years of experience at a branch serving personal customers and small businesses. I open accounts and sell cards, personal loans, mortgages, deposits and insurance, and manage a portfolio of about 400 customers. For 3 years I have delivered more than 110% of my sales target, and in 2025 I granted mortgages worth about PLN 18 million in total.

Work experience

Client advisor

04.2021 - present

Bank, branch, Rzeszow

  • A portfolio of about 400 personal and small business customers.
  • Mortgages worth about PLN 18 million in 2025.
  • Personal loans, cards, accounts, deposits and insurance, more than 110% of target for 3 years.
  • Creditworthiness analysis and preparing documents for applications.
  • Customer identification and anti-money laundering procedures.

Teller, junior advisor

07.2019 - 03.2021

Bank, branch, Rzeszow

  • Cash services and transfers.
  • Opening accounts and activating online banking.
  • Booking customers for meetings with advisors.

Education

Bachelor's degree, finance and accounting

2015 - 2018

University of Rzeszow

Skills

  • Selling banking products
  • Personal loans and mortgages
  • Creditworthiness analysis
  • AML procedures and customer identification
  • Banking systems
  • Serving and retaining customers

Training and certificates

  • Training and tests required for selling mortgages
  • Anti-money laundering training, 2025
  • Personal data protection training, 2025

Languages

  • English: B2

Additional information

  • High scores in the branch's customer satisfaction surveys

I hereby consent to the processing of my personal data for the purposes necessary to carry out the recruitment process, in accordance with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (GDPR).

How to write a bank client advisor CV

Professional summary

Write which customers you serve, which products you sell and what your results are: target delivery, loan value, the number of customers in your portfolio. Add regulations and procedures, because the bank must know you sell by the rules. Mention mortgages if you handle them, because they are the most demanding product.

Sales advisor at an operator's store with 3 years of experience selling contracts and add-ons. I regularly beat my target and enjoy talking to customers. I studied finance and I am looking for work as a bank client advisor.

Experience: duties and achievements

Describe your customer portfolio, products, sales results, credit analysis and procedures. Show results with a period and values approximately. Add customer retention and ratings, because banks also measure satisfaction.

Weaker: Serving customers.

Better: A portfolio of about 400 personal and small business customers.

Weaker: Selling loans.

Better: Mortgages worth about PLN 18 million in 2025.

Weaker: Procedures.

Better: Customer identification and anti-money laundering procedures.

Skills worth listing

List products, credit analysis, procedures and systems. In your soft skills show building trust, honesty and results focus, because customers trust you with their money.

Professional skills

  • Banking products
  • Loans
  • Creditworthiness analysis
  • Procedures and regulations
  • Banking systems
  • Customer retention

Personal skills

  • Building trust
  • Honesty
  • Results focus
  • Communication
  • Accuracy

Training and certificates

List the bank's training and tests, especially those required for mortgages and investment products, and anti-money laundering training. Banks attach great importance to them.

Bank client advisor CV with no experience

Describe sales or customer service work with results. Add economics studies or finance courses.

Start as a teller or junior advisor. Banks train new staff on products and procedures.

Tailoring your CV to the job offer

A bank branch looks for sales and service to personal customers, business banking for working capital loans and company finances, and a mortgage centre for creditworthiness analysis and documents. Move to the top what the job ad is about.

The most common mistakes on a bank client advisor CV

Questions and answers

What should a bank client advisor put on a CV?

Customers, products, the portfolio, sales results, creditworthiness analysis, procedures, training and customer ratings.

Can you work at a bank with no experience?

Yes, often as a teller or junior advisor. On your CV show sales or customer service and your education.

Should loan sales go on the CV?

Yes, approximately, with no customer data. It shows the scale of your work best.

Which training matters at a bank?

Product training, mortgage training, anti-money laundering and data protection.

Create a bank client advisor CV in the builder

In the CV Majster builder you enter your details step by step and see right away what the document looks like. You can copy the wording from this page and adapt it to yourself. The finished CV as a PDF costs a one-off PLN 5, with no subscription, and you see the preview before you pay.

Go to the CV builder

See also

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