Sales Advisor Resume

Stephen Baker

1744 Martha Ellen Drive

Elko, NV89801



Career Objective Seeking a position as a Sales Advisor in a highly established organization that will further boost my career in the industry today.

Summary of Qualifications:

  • Huge experience in selling new account openings, cross-selling of all bank products
  • Excellent knowledge of Transaction Banking-infrastructure
  • Excellent customer service skills
  • Good communication and organizational skills
  • Excellent time management and analytical skills
  • Ability to identify and implement selling opportunities
  • Ability to multi-task in a fast paced environment

Work Experience:

Sales Advisor, August 2005 – Present

ChildServ, Elko, NV

  • Managed new account openings and cross-selling of all bank products.
  • Sold and referred investment products and services and achieved sales goals.
  • Sold retail products to all customers.
  • Maintained and updated customer database.
  • Prepared and maintained management reports and records of products sold.
  • Handled consumer inquiries related to direct and home equity related products.

Sales Advisor, May 2000 – July 2005

Step-By-Step, Inc, Elko, NV

  • Ensured attainment of team and individual goals and objectives.
  • Developed new clients through referrals and calling efforts.
  • Managed portfolio and actively deepened client relationships.
  • Developed solutions and cross-sold bank products.
  • Assisted customers with all service inquiries.
  • Ensured all account and loan documentation compliance to regulations, laws and policies.


Bachelor’s Degree in Finance, Bryan College, Dayton, TN

  • 1.0.0Version
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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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