The work of a customer advisor requires constant contact with other people. Therefore, it is extremely important the ability to negotiate and understand the client’s needs. A good service employee is one who can find a common language with the interested party and encourage them to buy the indicated product.

From this article you will learn :

  • how to write a good CV for the position of a client advisor
  • what skills should pay special attention to

How do you write a good CV for a client advisor?

Particular attention when writing a CV for a client advisor should be paid to:

  • experience (especially experience in sales, consulting)
  • skills (especially soft skills such as communication and negotiation)

As you will be working with other people, your presence is important. Remember that your photo presents you as a trustworthy person.

Job Summary in the CV of a Client Advisor

Are you first hearing about a career summary, also known as a career goal? It is nothing more than a short (3-4 sentence) summary of your current career path and an overview of your most important achievements.

Most often when writing a professional goal, answer the following 3 questions:

  • Who are you (position, experience, education)?
  • What are your most important skills and achievements?
  • What job are you looking for and what do you expect from her?

Example:

For over 3 years I have been working as a professional client advisor in the financial industry. I have extensive knowledge of banking, banking products and services for individual clients. In your company, I would like to further develop my sales and negotiation skills.

What should I enter in my professional experience in my advisor / customer service CV?

Experience and documented achievement of good results for the employer are extremely important in sales. If you show the recruiter that you can achieve your sales goals, he or she will think you are the right candidate.

The numbers that affect the employers’ imagination the most. Use them to present your successes, for example: In Q2 2020, I increased sales of product X by 30%.

Example:

Customer advisor / PKO BP SA / 02.2017 – now

  • Sales of banking products (bank accounts, credit cards, open and closed mutual funds, treasury bonds)
  • Analyzing customer expectations and needs and presenting solutions to them based on an interview
  • Systematic implementation of set business goals
  • Building long-term relationships with customers
  • Very good results in the mystery shopper assessment

Achievements:

  • In Q2 2020, I increased sales of the mutual fund product by 30%.

Education, courses, training – what to enter in the CV of a client advisor?

Remember to describe the last stage of education. List the names of the university, field of study and years of study.

Education example:

  • Economic Technical School in Warsaw / 09.2014 – 06.2018Economist Technician
  • Course – sales techniques / 2019Organizer: Kosecki Inv.

Skills in the CV of a client advisor – what to enter?

Skills is the second most important section in a CV after professional experience. With a poor employment history, its value increases even more. The customer advisor should demonstrate communication and negotiation skills. Equally important are the widely understood selling techniques, i.e. soft skills.

In this section you can also enter your knowledge of e.g. English.

Example:

  • Effective negotiation
  • Effective verbal communication
  • Learning fast
  • Inner Strong Motivation
  • A vigorous approach to work
  • Focus on customer satisfaction
  • Establishing a good relationship with clients
  • Computer proficiency
  • Good knowledge of MS Office
  • Communicative English – C1 level

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