Customer Advisor Skills you Need for your CV and Career in Banking

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Customer Advisor Skills List in Banking

Below we have compiled a list of the most popular skills for a Customer Advisor role. We ranked the top skills based on the percentage of Customer Advisor job descriptions they appeared on. For example, 65% of Customer Advisor job descriptions contained customer service as a required skill.

Keywords / Skills

Popularity

customer service
65%
financial services
36%
financial advice
29%
building society
29%
banking
22%
credit risk
22%
lending
15%
commercial lending
15%
trusted advisor
15%
analytical skills
15%
highly detailed
15%
loan documents
15%
numerical ability
15%
prioritize workload
15%
real estate
15%
adviser
15%
customer experience
15%
advisor
15%
mortgage
15%
mortgage advisor
15%
sales
15%
funding
15%
invoice finance
15%
commercial banking
15%
commercial finance
15%
business development
15%
brokerage
15%
communication skills
8%
knowledge of financial services
8%
bridging
8%
commercial property owners
8%
positive team player
8%
real estate transactions
8%
relationship management
8%
sme banking
8%
transaction processing
8%
microsoft project
8%
call centre
8%

While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


Do you want
more job interviews?

Improve your CV's success rate by using these Customer Advisor skills and keywords or scan your CV to get a personalised score.