Rolander Terry
Missouri City,Texas
Summary
Logical Client Advisor ready to bring 21 years of experience to a new team. Successful in providing exceptional client support and services and organized to work with little to no supervision.
Overview
5
5
years of professional experience
Work History
Client Advisor
Bayway Cadillac SW
HOUSTON, TX
04.2022 - Current
- Informed and suggested new banking products to customers.
- Opened new accounts according to laid down rules and guidelines.
- Assisted customers in depositing and withdrawing cash.
- Assessed client's viability for financial services and facilitated closings and referrals.
- Completed daily logs, tracked data and managed clients' book of business.
Client Advisor
Gillman Honda
HOUSTON, TX
07.2017 - 04.2022
- Informed and suggested new banking products to customers.
- Opened new accounts according to laid down rules and guidelines.
- Assisted customers in depositing and withdrawing cash.
- Assessed client's viability for financial services and facilitated closings and referrals.
Education
High School Diploma -
Lamar High School
Houston, TXSkills
- Relationship Management
- Customer consultations
- Business Development
- Loan processing
- New account setup
- Information Collection
Timeline
Client Advisor
Bayway Cadillac SW
04.2022 - Current
Client Advisor
Gillman Honda
07.2017 - 04.2022
High School Diploma -
Lamar High School
Golf
I love to play on my off days!!!!
Golf
I love to play on my off days!!!!
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