resume format for banking professional

Banking Resume - Examples & How-to Guide for 2024

As someone who works in banking, you’re a trusted professional who knows their way around the finance world.

You give financial advice and guidance to your clients.

But when it comes to creating a job-winning resume, you’re the one who needs advice.

What does a good banking resume look like, anyway?

With so many people competing for the top banking jobs, you can’t afford to leave any questions unanswered. 

But don’t worry! Our field-tested resume examples and tips will get your feet through the door of employment.

• A job-winning banking resume example
• How to create a banking resume that hiring managers love
• Specific tips and tricks for the banking industry

Here’s a banking resume example, built with our own resume builder :

Follow the steps below to create a banking resume of your own.

Are you looking for a resume example for a different job position? Head on over to one of our related resume examples instead:

• Bank Teller Resume
• Accountant Resume
• Bookkeeper Resume
• Business Analyst Resume
• Financial Analyst Resume
• Executive Assistant Resume
• Consultant Resume
• Administrative Assistant Resume
• Office Assistant Resume
• Career Change Resume

How to Format a Banking Resume

Banking is one of the fiercest industries you can enter.

As such, you really need to put your money where your mouth is.

This involves creating a resume that stands out from the competition. 

But before you can get writing, you need to choose the correct format.

You see, even the richest of experience won’t impress a hiring manager that is struggling to read the content.

Have relevant banking experience? Then you’ll want to use the most popular format, known as the “ reverse-chronological ” format. It starts with your most recent work experience and then works backward through your banking history and skills.

You may also want to try these two popular formats:

• Functional Resume - This format focuses on your banking skills, which makes it the best format for those who have the relevant skills, but don’t a wealth of experience as a banker.
• Combination Resume - This format mixes both “Functional” and “Reverse-Chronological” formats, making it perfect for those with both the relevant skills AND banking work experience. 
• For a professional and precise resume, keep your banking resume to one-page. Feel free to check out our one-page resume templates .

Once the format is sorted, you need to choose the correct resume layout .

We recommend the following layout:

• Margins – Use one-inch margins on all sides
• Font - Pick a professional font that stands out
• Font Size - 11-12pt for normal text and 14-16pt for headers
• Resume Length – Stick to 1-page. Having trouble fitting everything into one page? Check out these one-page resume templates .
• As professional banker, the recruiter expects to see a highly-professional resume. As such, limit how creative you are with the font and layout.

Use a Banking Resume Template

Word is great for a lot of things.

Well, except for building resumes.

You see, you need a banking resume with a professional structure.

Those who have used word to create their own resume will know that one tiny change can ruin the whole structure.

For a professional banking resume, you can use a resume template .

What to Include in a Banking Resume

The main sections in a banking resume are:

• Contact Information
• Work Experience

For a banking resume that rises above the other applications, add these optional sections:

• Awards & Certification

Interests & Hobbies

So that’s a general overview, now it’s time to get specific about each of the sections.

For even more information, check out our guide on What to Put on a Resume .

How to Write Your Contact Information Section

As a banker, you know that accuracy is vital.

And it’s no different than with your contact information section. 

In fact, just one digit out of place can render your whole application useless. 

For your resume contact information section, include:

• Title – Make this specific to the exact job you’re applying for
• Phone Number - Check this multiple times. You see, one minor error can really mess up your chances
• Email Address - Use a professional email address ([email protected]), NOT that email you created back in school [email protected])
• (Optional) Location - Applying for a job abroad? Mention your location
• Hannah Atkinson - Banker. 101-358-6095. [email protected]
• Hannah Atkinson - Banking Angel. 101-358-6095. [email protected]

How to Write a Banking Resume Summary or Objective

Creating a professional resume that stands out is the #1 goal .

But HOW is this done? 

By using an opening paragraph that brings home the bacon!

These opening paragraphs come in two types: resume summary or objective.

Although slightly different, both are introductory paragraphs that sum up the main points of your resume. 

The difference between a summary and objective is that:

A resume summary summarizes your most notable banking experiences and achievements. It’s designed for individuals who have multiple years of finance industry experience.  

• Experienced banking professional with five years of experience at YZX BANK, where I used analytical and interpersonal skills to maintain a 99.60% customer satisfaction rating. Seeking a chance to leverage my banking skills to maximize the operations and quality of service at BANK XYZ.

A resume objective gives a quick breakdown of your professional goals and aspirations, which makes it perfect for junior bankers. Now, even though you’re talking about your own goals, it’s important to align your message to what the employer wants. 

• Enthusiastic finance student looking for a banking role at BANK XYZ. Two years of experience at a local accounting firm. Excellent organization, communication, and analytical skills. Keen to support your banking team, where my interpersonal skills can be leveraged to achieve the best quality of service.

So, which one is best for bankers? 

Well, a summary is suited for bankers who have been crunching the numbers for a few years, whereas an objective is suited for individuals who are new to the banking world (student, graduate, or switching careers).

• The hiring manager wants to see the benefits you will bring to the bank, not what it will do for your career. Also, banks want employees who have strong quantitative and communication skills, so use powerful action verbs and be as specific as possible.

How to Make Your Banking Work Experience Stand Out

What’s the best way to impress a recruiter?

Work experience!

Sure, the recruiter wants to hear about your education and skill-set, but nothing proves your talents like a wealth of banking experience. 

Use this layout in your experience section:

• Position name
• Company Name
• Responsibilities & Achievements

02/2017 - 01/2020

• Voted “Banker of the Year” in 2018 and 2019
• Followed best practises to process over 1000 loan applications
• Studied market trends and produced risk assessment documentation for management – contributing in $430,000 savings for our clients
• Trained and empowered a team of eight new bank tellers

For a resume that shows your best qualities, make sure to mention your achievements, rather than your daily responsibilities.

Instead of saying:

“Risk assessment”

“Studied market trends and produced risk assessment documentation for management – contributing to $430,000 in savings for our clients”

So, how exactly do the two differ?

Well, the second statement goes into much greater detail. It’s a clear example of how your abilities will have a direct impact on the success of the bank.

What if You Don’t Have Work Experience?

Maybe you’ve got a finance degree but have yet to work in a bank?

Or maybe you’re transitioning from a junior position at a competing bank?

Whatever your personal situation, you have options. 

You see, despite a lack of bank experience, you are still able to include relevant skills and experiences from other previous jobs.

For example, if you’ve worked as a junior accountant, you can talk about the crossover experiences. Just like a banker, you would have to pay great attention to detail, work with customers, and enjoy working with numbers.

For the students reading this, you’ll enjoy our guide on how to make a student resume !

Use Action Words to Make Your Banking Resume POP!

• “Responsible for”     
• “Worked with”    

You’ll find these exact words on nearly all banking resumes.

And since you need your banking resume stand out, we’d recommend using some power words instead:

• Spearheaded
• Conceptualized

How to List Your Education Correctly

Up next in your banker resume comes the education section.

Now, there’s more than one educational path to becoming a bank employee. 

The bank manager just wants to know your education to date.

Follow this format: 

• Degree Type & Major/Courses
• University/School Name
• Years Studied
• GPA, Honours, Courses, and other relevant achievements 

B.A in Banking and Finance

Chicago State University 

• Relevant Modules: Principles of Accounting, Consumer Finance and Banking Fundamentals, Financial Management, Risk Analysis, Finance and Economics, Bank Lending and the Legal Environment, Quantitative Methods for Banking, and more]

Still have questions? If so, here are the most frequently asked questions:

What if I’m still studying?

• No matter if you’re still studying or not, you should still mention every year that you have studied to date

Is my high school education important?

• Only list your high school education if that is your highest form of education 

What is more important for a banker, education or experience?

• If you’re an experienced banker, your work experience should be listed before your education

If you still have questions, you can check out our guide on how to list education on a resume .

Top 16 Skills for a Banking Resume

Being a successful banker requires a certain set of skills.

And the bank manager needs to know you have what it takes!

Now, you could be the most skilled banker in the world, but they still need to be clearly displayed on your resume – not locked away in a bank vault!

Here are the main skills a hiring manager wants to see from a banker:

Hard Skills for a Banker:

• Balancing Ledgers
• Risk Assessment
• Mortgages and Loans 
• Deposits and Withdrawals 
• Account Maintenance 
• Foreign Currency Exchange
• Investment Management 
• Safety Deposit Boxes
• Cash Handling 

Soft Skills for a Banker:

• Excellent Communicator
• Problem Solving
• Confident & Professional Manner 
• Organization 
• Negotiation
• Time Management
• Although bankers need soft skills, we recommend only including the main skills on your resume. It is also wise to only include soft skills that you posses, just in case the interviewer asks.

Looking for a more comprehensive list? Here’s a mega-list of 150+ must-have skills .

Other Resume Sections You Can Include

By now, you should have a resume that’ll get you through the doors of any bank.

Your #1 goal is a resume that stands above the competition.

And this is not the time to leave your future to chance!

The following sections will set you apart from the other candidates.

Awards & Certifications

Have you been awarded at your previous place of work?  

Did you win any competitions at university?

Have you completed any certifications to enhance your expertise?

Whatever your case may be, the manager will want to see any relevant awards and certifications.

Awards & Certificates

• Certified Financial Planner (CFP)
• Certified Financial Analyst (CFA)
• “Learning How to Learn” - Coursera Certificate
• “Banker of the Year” 2019 - XYZ Bank

Able to speak other languages?

Whether or not the job description specifically requires it, the ability to speak another language is an impressive skill. 

So if you’re able to speak another language, even to a basic standard, feel free to include it inside your resume, but only if there is space. 

Order the languages by proficiency:

• Intermediate

Now, you may be wondering, “ why does the bank manager need to know about my love of golf? ”

Well, the manager doesn’t need to know, but it does show them more about who you really are.

And this is great, as banks want an employee who they’ll get along with.

As such, listing your hobbies and interests can be a good idea, especially if it involves social interaction.

If you want some ideas of hobbies & interests to put on your banking resume , we have a guide for that!

Match Your Cover Letter with Your Resume

You don’t need us to tell you how competitive the finance job market is.

And when competing with experienced professionals, you need an edge.

But HOW can you get one?

Well, with a convincing cover letter!

You see, a letter is the perfect tool for communicating with more depth and personality. 

Oh, and it shows that you want THIS banking position in THIS bank.

Just like when building the resume, your cover letter also needs the correct structure. 

Here’s how to do that:

We recommend writing the following for each section:

Contact Details

All personal contact information, including your full name, profession, email, phone number, location, website.

Hiring Manager’s Contact Information

Their full name, position, location, email

Opening Paragraph

Create a powerful introduction that hooks the reader. Make sure to mention:

• The specific position you’re applying for – Banker
• An impactful summary of your most notable experiences achievements

Once you’ve impressed the hiring manager with your opener, you can delve deeper into the rest of your working history. Some of the points you can mention here are:

• Why you want to work for this specific bank
• What you know about the bank’s culture and vision
• Your most notable experiences and how they relate to this job
• If you’ve worked in similar positions at other banks

Closing Paragraph

This is where you:

• Wrap up the main points of the body paragraph
• Thank the hiring manager for reading
• End with a call to action, such as “It would be great to further discuss how my experience as an X can help the bank with Y”

Formal Salutations

To keep your resume professional, use a formal closing, such as “ Sincerely ” or “ Best regards. ”

Now, if you’re not a professional wordsmith, creating a job-winning cover letter is a difficult task. But don’t worry, you can use our how to write a cover letter article for guidance.

Key Takeaways

You’ve now unlocked the bank vault and discovered how to create a job-winning resume.

Let’s quickly review everything we’ve covered:

• Based on your specific circumstances, choose the correct format. We recommend starting with a reverse-chronological format, and then following the best layout practices
• Use a captivating resume summary or objective
• In the work experience section, highlight your most notable achievements, not your daily duties
• Match your banking resume with a convincing cover letter

Suggested Reading:

• How to Write a Bank Teller Resume in 2024
• How to Ace Interviews with the STAR Method [9+ Examples]
• 26+ Biggest Interview Mistakes (To Avoid in 2024)

To provide a safer experience, the best content and great communication, we use cookies. Learn how we use them for non-authenticated users.

• Resume Builder
• Resume Templates
• Resume Formats
• Resume Examples
• Cover Letter Builder
• Cover Letter Templates
• Cover Letter Formats
• Cover Letter Examples
• Career Advice
• Interview Questions
• Resume Skills
• Resume Objectives
• Job Description
• Job Responsibilities
• FAQ’s

Professional Banker Resume Examples

If you are looking to apply for a position as a professional banker, having a well-written and effective resume can make all the difference. Your resume should accurately reflect your qualifications, experience, and skills, which will set you apart from the competition. To make sure your resume stands out, it’s helpful to look at professional banker resume examples. This resume writing guide will provide you with some useful tips and examples on how to create an effective resume that can help you stand out to employers. With this guide, you will be able to craft a resume that will showcase your qualifications and increase your chances of getting the job.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

Create your professional resume in just 5 minutes with our easy-to-use resume builder!

Professional Banker

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am a professional banker with over 10 years of banking industry experience. I have a proven track record of providing innovative solutions to complex financial challenges and exceeding customer expectations. I am adept at delivering effective customer service and maintaining positive relations with all stakeholders. I am a team player and have strong communication, problem- solving, and analytical skills. I am confident that I can be a valuable asset to any organization.

Core Skills :

• Excellent customer service skills
• Detail- oriented
• Strong problem solving and analytical skills
• Knowledge of banking industry trends and regulations
• Proficient in MS Office Suite and banking software
• Excellent communication and interpersonal skills

Professional Experience : Banker, ABC Bank, NY

• Provided excellent customer service to all clients
• Resolved complex customer inquiries in a timely manner
• Performed loan and account closings, as well as account reviews
• Identified banking and financial services needs of customers
• Assisted with the development of new banking products and services
• Maintained banking industry knowledge by attending monthly seminars

Education : Bachelor of Science in Finance, New York University, NY

• Graduated with honors
• Received the Dean’s Award for Outstanding Academic Performance

Create My Resume

Build a professional resume in just minutes for free.

Professional Banker Resume Examples Resume with No Experience

• Recent college graduate with a Bachelor of Business Administration degree in Banking and Finance
• Strong understanding of banking principles, processes and procedures
• Well- developed analytical and problem- solving skills
• Excellent written and verbal communication skills
• Ability to work independently or in a team setting
• Proficiency in Microsoft Office Suite (Word, Excel and PowerPoint)
• Knowledge of financial analysis and reporting
• Familiarity with banking systems and software
• Excellent organizational, time management, and multitasking skills
• Ability to maintain confidentiality in financial matters

Responsibilities :

• Processing banking transactions, such as deposits, withdrawals, and transfers
• Providing customer service to banking clients
• Performing account reconciliation and balancing
• Assisting customers with questions and concerns about their banking accounts
• Identifying and recommending banking products and services
• Managing daily banking operations and reporting
• Recommending banking procedures and policies to management

Experience 0 Years

Level Junior

Education Bachelor’s

Professional Banker Resume Examples Resume with 2 Years of Experience

Dynamic and self- motivated professional banker with more than 2 years of experience in the financial services industry. Possess strong knowledge of banking regulations, customer service techniques, and loan evaluation process. Proven ability to identify and analyze financial trends, create reports, and develop customized solutions for clients. Possess excellent communication, interpersonal, and organizational skills.

• Knowledge about banking regulations, products, and services
• Customer service and problem- solving abilities
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
• Strong analytical and research capabilities
• Ability to identify and capitalize on market trends
• Excellent verbal and written communication skills
• Assisting customers in understanding banking services and products
• Developing customized loan and investment plans
• Evaluating investment and loan requests
• Monitoring and researching economic and market trends
• Analyzing client financial data
• Supporting sales and marketing initiatives
• Maintaining customer relationships
• Ensuring compliance with banking regulations

Experience 2+ Years

Professional Banker Resume Examples Resume with 5 Years of Experience

I am a professional banker with over 5 years of experience in the banking industry. During my career, I have been responsible for a wide range of banking operations, from loan processing to customer service. I am a highly motivated and organized individual, with excellent communication and problem- solving skills. My experience has allowed me to develop a deep understanding of banking operations, regulations, and customer service. I am confident that I will be an asset to any organization that requires my banking skills.

• Financial analysis
• Loan processing
• Customer service
• Risk assessment
• Banking operations
• Regulatory compliance
• Problem- solving
• Communication
• Processed loan applications and obtained credit checks
• Assisted customers with banking needs such as deposits, withdrawals, and transfers
• Reviewed financial documents and ensured compliance with banking regulations
• Assessed risk associated with loan applications
• Developed and maintained relationships with customers
• Resolved customer inquiries and complaints in a timely manner
• Monitored financial market trends and advised clients on investment decisions
• Processed payment requests and reviewed accounts for accuracy
• Developed and implemented strategies to improve banking operations

Experience 5+ Years

Level Senior

Professional Banker Resume Examples Resume with 7 Years of Experience

Highly experienced and knowledgeable banking professional with 7+ years of experience in banking operations, customer service and sales. Proven ability to develop strong working relationships with clients and colleagues, optimize processes in order to increase operational efficiency and manage complex projects. Fully equipped to review, analyze and assess financial data while delivering top- notch customer service.

• Extensive experience in banking operations.
• Excellent customer service and interpersonal skills.
• Strong problem- solving and analytical skills.
• Proficiency in MS Office Suite and financial software applications.
• Ability to quickly assess financial and market trends.
• Ability to explain complex financial topics in an easy- to- understand manner.
• Conducted financial analysis on various banking products and services.
• Managed customer accounts, ensuring compliance with banking regulations.
• Responded to customer inquiries regarding account statements, loans, rates and services.
• Developed and implemented strategies to maximize customer satisfaction.
• Provided support in managing branch operations, including daily banking activities and audits.
• Performed financial analysis on customer’s portfolio to assess investment opportunities.
• Analyzed and monitored the performance of financial markets and indices.

Experience 7+ Years

Professional Banker Resume Examples Resume with 10 Years of Experience

Highly motivated and experienced banking professional with 10 years of experience in the banking industry. Possess a proven track record of providing financial services and advice to customers, managing portfolios, and providing solutions to challenging situations. Possess a strong work ethic, excellent interpersonal and communication skills, and the ability to work well in a team environment.

• Client Relationship Management
• Business Development
• Portfolio Management
• Financial Analysis
• Credit Risk Management
• Banking and Financial Regulations
• Sales and Marketing
• Actively engaging with clients to understand their financial needs, developing relationships, and providing advice
• Managing a portfolio of clients and providing solutions to their financial situations
• Analyzing financial data and conducting risk assessments
• Developing and adhering to banking and financial regulations
• Identifying and developing new business opportunities
• Promoting the bank’s products and services to potential customers
• Providing sales and marketing support for the bank’s products and services

Experience 10+ Years

Level Senior Manager

Education Master’s

Professional Banker Resume Examples Resume with 15 Years of Experience

Highly experienced Professional Banker with 15 years of experience in the banking sector. Expert in financial analysis and risk management, with a solid understanding of the banking industry. Skilled at developing and managing client relationships, analyzing financial data, and supervising staff. Proven success in developing strategies to increase profitability and create financially sound portfolios.

• Risk management
• Client relations
• Investment strategy
• Staff supervision
• Asset management
• Loan origination
• Portfolio management
• Develop and manage client relationships, providing tailored advice to them
• Analyze financial data, identify trends and recommend solutions to increase profitability
• Supervise and train staff, hold regular performance reviews, and address any issues
• Develop investment strategies to create financially sound portfolios
• Manage assets, originate loans and adhere to relevant regulations
• Identify and mitigate risk in the portfolio, while working to optimize returns

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Professional Banker Resume Examples resume?

A professional banker resume should be a reflection of your qualifications, certifications, and experience that is tailored to your desired banking industry. Here is a list of the components you should include in a professional banker resume:

• Contact Information: Your name, address, phone number, and email address.
• Professional Summary: A brief overview of your skills, qualifications, and objectives.
• Work Experience: Include all relevant banking positions, including job titles, the name of the company you worked for, the length of time in the position, and the duties you performed.
• Education: Include all relevant degrees, certificates, and other qualifications.
• Professional Skills: List all skills related to the banking industry, such as risk management, financial analysis, customer service, and loan processing.
• Achievements: Include any awards or recognition you have received in the banking industry.
• Certifications: Include any banking or financial certifications you may have.
• References: Include contact information for two to three professional references.

By including all of the above components in your professional banker resume, you will be better equipped to stand out in the competitive banking industry.

What is a good summary for a Professional Banker Resume Examples resume?

A professional banker resume example should include a brief summary that highlights the individual’s experience and qualifications in the banking industry. This summary should include any relevant certifications, such as those from the American Bankers Association or the Institute of Financial Professionals, as well as any relevant experience in the financial services sector. Additionally, the summary should touch on the individual’s skillset in areas such as financial analysis, asset management, credit risk management, and other areas of banking. Finally, the summary should also include any relevant education and qualifications, such as a Bachelor’s degree in finance or accounting. By providing a brief summary of the individual’s qualifications and experience, a professional banker resume example can help employers quickly assess the individual’s credentials and determine whether they are suitable for a banking position.

What is a good objective for a Professional Banker Resume Examples resume?

A professional banker resume should have an objective that emphasizes your career goals and accomplishments. The objective should be tailored to the specific job you are applying for and should be succinct, yet compelling. Here are some examples of good objectives for a professional banker resume:

• To leverage my five years of banking experience and financial acumen to lead a high-performing team and grow the bank’s assets.
• To utilize my MBA in Finance and banking experience to develop and implement strategies that increase the value of bank assets.
• To leverage my expertise in financial analysis, banking regulations, and customer service to maximize profitability and ensure customer satisfaction.
• To use my strong interpersonal and communication skills to build strong relationships with customers and colleagues, while providing superior customer service.
• To use my experience in financial analysis, risk management, and banking regulations to identify and exploit opportunities for growth and expansion.
• To employ my experience in credit analysis, banking operations, and portfolio management to increase the efficiency and profitability of the bank.

How do you list Professional Banker Resume Examples skills on a resume?

When writing a resume for a banking position, it’s important to focus on skills that are pertinent to the position. This is especially true for banking positions, as employers in the banking industry require specific skills and knowledge to complete the job.

When creating a resume, it’s important to make sure that you list the skills you have that are relevant to the position. Here are some of the skills that you should consider including in a professional banker resume example:

• Analytical Thinking: Analytical thinking skills are important for banking professionals, as they help you to analyze financial trends, identify potential problems, and solve them.
• Risk Analysis: Risk analysis is a crucial part of any banking job. Being able to assess the risks associated with a particular financial move is key to making the right decisions for the bank’s customers and the bank itself.
• Financial Planning: Bankers need to be able to create comprehensive financial plans for their customers. This includes helping customers develop budgets, developing retirement plans, and more.
• Negotiation Skills: Bankers need to be able to negotiate with customers and other financial institutions in order to get the best possible deals.
• Customer Service: Bankers must have excellent customer service skills in order to provide their customers with the best banking experience possible.
• Organizational Skills: Being organized is essential for a banker. Bankers must be able to keep track of customer information, documents, and more in order to ensure that everything runs smoothly.

By including these skills in your professional banker resume example, you will be able to show employers that you have the skills and knowledge necessary to excel in the position.

What skills should I put on my resume for Professional Banker Resume Examples?

A professional banker resume should highlight your relevant expertise and experiences in the banking industry. When creating your resume, make sure to include the following skills:

• Understanding of banking regulations: As a professional banker, you must have a thorough knowledge of financial regulations and banking laws. Your resume should emphasize your understanding of banking regulations and compliance.
• Financial analysis: As a banker, you must be able to analyze financial data and trends in order to make informed decisions. Make sure to include your ability to analyze financial data on your resume.
• Risk management: In banking, risk management is key. Make sure to emphasize your experience in managing risk and developing strategies to mitigate risk.
• Customer service: A successful banker must be able to provide excellent customer service. Make sure to include your customer service experience on your resume.
• Problem-solving: In banking, problem-solving skills are essential. Showcase your problem-solving abilities on your resume.
• Communication: As a banker, you will need to be able to communicate effectively with customers, colleagues, and other stakeholders. Showcase your communication skills on your resume.

By including these skills and experiences on your professional banker resume, you will be able to demonstrate to potential employers that you have the skills and knowledge necessary to be a successful professional banker.

Key takeaways for an Professional Banker Resume Examples resume

A professional banker resume is an important tool for any individual who is entering the world of banking and finance. It is essential to ensure that your resume stands out from the crowd and accurately reflects your skills, knowledge, and experience. Here are some key takeaways to consider when creating a professional banker resume:

• Focus on your achievements – When creating a professional banker resume, it is important to emphasize your accomplishments. Make sure to include any awards, honors, or other accomplishments that you have achieved in the banking field. This will demonstrate to potential employers your level of expertise and dedication to the industry.
• Highlight relevant skills – When crafting a professional banker resume, be sure to emphasize any relevant skills and knowledge that you possess. These could include knowledge of banking regulations, experience with financial analysis, or familiarity with financial software.
• Keep it concise – A professional banker resume should be succinct, yet comprehensive. Avoid long paragraphs and instead focus on providing key information in an organized and easily readable format.
• Utilize a professional design – When creating a professional banker resume, make sure to utilize a professional design. This will help ensure that the document is visually appealing and communicates the information in an effective manner.

By following these key takeaways, you can ensure that your professional banker resume is both effective and impressive.

Let us help you build your Resume!

Make your resume more organized and attractive with our Resume Builder

• • Managed relationships with over 500 customers, maintaining a 95% satisfaction rate
• • Resolved customer issues, reducing complaints by 30%
• • Implemented a new CRM system, improving customer tracking and communication
• • Assisted in managing relationships with over 300 customers
• • Contributed to a 20% improvement in customer retention
• • Helped implement a new customer feedback system
• • Provided service to over 100 customers per day, ensuring their satisfaction
• • Received 'Employee of the Month' award for exceptional customer service in 2016
• • Contributed to a 10% improvement in customer satisfaction

6 Banking Resume Examples & Guide for 2024

Your banking resume must succinctly demonstrate your financial acumen. It should highlight your proficiency in risk management and regulatory compliance. Ensure you include specific examples of successful projects or transactions you've managed. Tailor your experience to showcase your expertise in various banking functions, from personal banking to investment strategies.

All resume examples in this guide

Commercial Banking

Corporate Banking

Loan Officer

Loan Processor

Phone Banking

Resume guide, what you’ll learn here, looking for related resumes, how to write a banker resume, how to write a complete resume header, how to display your financial expertise in your summary, banker resume experience section: top tips for success, important technical and soft skills for banking jobs, how to present your education on a banker resume, do banking roles require certifications, key takeaways for a banker resume.

Being a banker is one of the most sought after jobs in the world.

It’s prestigious and well paid, even at the entry level. You get to work with notable clients, helping them make enormous amounts of money.

That being said, competition is fierce. Becoming a banker, especially an investment banker, is notoriously difficult.

It all starts with writing a resume that stands-out from the crowd.

No stress – keep reading because this guide will help you write a resume that could land you a dream job.

Let’s get started.

• How to write a resume header that has all the right information
• Our best advice for showing off your banking experience
• The most essential technical and soft skills needed to get hired
• How to format and display information on your banking resume
• Bank Teller resume
• Loan Officer resume
• Personal Banker resume
• Loan Processor resume
• Investment Banking Analyst resume

If you’re an entry level banker fresh out of college, your resume should be formatted differently as a banker with 10+ years of experience.

An entry-level banker should lean towards a functional resume format . This style brings attention to your skills and educational background (rather than your lack of experience).

When you’re just starting out, you will either have minimal or no banking experience at all. Instead of making that glaringly obvious to the recruiter, a functional resume format will draw their eye to your education and skills when they first scan your resume.

On the other hand, if you’re an experienced banker looking for a new position, use the reverse-chronological resume format . This emphasizes your work experience, and puts less of the focus on your education. As you progress in your career, your education becomes less and less important – experience takes precedence.

Once you have your resume format selected, keep these other tips in mind to make your resume clear and concise:

• Use bullet points in your experience, skills, education and certifications sections to make your resume easily scannable.
• Don’t include a photo on your resume if you’re applying in the U.S. – it’s illegal. Check the guidelines for your own country.
• Use a clear and legible font.
• Export your resume as a PDF so the formatting stays intact.

The essential sections in a banker resume

• Resume header
• Resume summary that describes your expertise
• An education & certifications section
• Skills section, with a mix of technical and soft skills

What recruiters want to see in a banker resume

• Experience in banking, private equity or finance
• Knowledge of financial modeling and valuation
• Excellent communication and relationship management skills
• An undergraduate or graduate degree in economics, finance, mathematics, or another related field

A resume header is the very first thing recruiters see when looking at your resume, so it’s important to make a good first impression.

It’s where you’ll list out all of your contact details, your title, and your LinkedIn profile.

Here are a few things to keep in mind when writing your header:

• Include multiple options for contact information like your phone number and email.
• State your seniority level (intern, junior, senior, etc.)
• Add in your LinkedIn profile to give the recruiter an opportunity to validate your information.

Present yourself professionally and you’re off to a great start.

Here are two examples of resume headers – one done wrong, and one done well.

2 investment banker resume header examples

This header gives off an unprofessional impression.

• No links to external sites like a LinkedIn profile
• Only one contact method included
• Non-specific title

Now, let’s take a look at a better resume header.

This header is much better:

• Specified title including the university name and subject area (assuming this is an entry-level position)
• Two options for contact: email and phone number
• LinkedIn profile included

Once you’re done writing your resume header, it’s time to move onto the resume summary where you’ll start to paint a picture of your expertise.

A banking resume summary should instantly present yourself as the ideal candidate for the role, even when a recruiter is doing a quick first scan.

Here’s how to achieve that:

• If you’re a recent graduate, include your university name, area of study and GPA.
• More experienced? Directly state how many years of experience you have, your key areas of expertise, and any notable companies you worked at.
• Highlight any specific quantifiable achievements, using real numbers and figures if possible.
• Showcase some soft skills, especially around client management or presenting.

2 Banking Resume Summary Examples

Let's begin with what to avoid:

A summary like this does not include enough eye catching information.

Anything that isn't detailed information like names, numbers, and specifics is fluff.

Now let’s look at a better example:

At a glance, this entry-level summary delivers valuable information.

• It’s specific about the college name, degree and GPA.
• Includes information about internships, with real data.
• It shows the candidate has leadership skills, as the president of a university club.

The experience section is the one that recruiters care most about.

Pay special attention to making this section of your resume stand out to improve your chances of landing an interview.

This is your spot to describe all of your responsibilities and achievements from previous roles.

The best way to make an impact is to personalize your resume for the job you’re applying to.

While most banking jobs are similar, some will have extra requirements that you’ll want to address in your resume. Make a copy of your original resume and update your experience and skills sections to reflect what the employer is looking for.

For example, do they want someone who knows the mergers and acquisitions process like the back of their hand? If that sounds like you, focus on your past experience and achievements in these areas when writing your experience descriptions.

If you’re applying for a senior role, the employer might be looking for a candidate with leadership experience. If you’ve managed a team in your previous role, talk about the details (how many people, their success rate, etc.)

That’s a sure-fire way to convince the recruiter that you’re the one for the role (just don’t lie – that will catch up with you).

Let’s see these tips in action – here’s a bad resume experience section that needs work, and one that’s ready to be submitted.

Banker resume experience examples

• • Worked side by side with professional Banking Analysts
• • Developed both hard and soft skills and interpersonal skills
• • Helped to build financial statements using Excel
• • Completed market research

This example is okay, but could be improved. It’s not very descriptive, and doesn’t showcase expertise in the banking industry.

Let’s try again.

• • Assisted with acquisition deals ranging in value from $1 million to $300 million
• • Provided financial advice to 50+ clients, completing market research and managing investment portfolios
• • Built financial statements using Excel, and prepared M&A reports
• • Maintained excellent relationships with a 98% client retention rate

Much better!

This description is more detailed, showcasing real figures and achievements. It is specific about the responsibilities of the role, and includes “buzzwords” that will instantly capture a recruiter’s attention.

It also touches on important soft skills, like relationship management, which is essential in banking.

Now that’s done, we can move onto the skills section.

A recruiter’s ideal banker will have both technical and soft skills. They’ll be looking for evidence of this combination in your resume.

Technical skills are the practical knowledge of banking. Do you know how to run a valuation analysis? Can you research and analyze industry and market data? What about executing M&A transactions? Are you a master at creating presentations to deliver to clients or stakeholders?

These are all questions and “buzzwords” that recruiters will be scanning for in your resume.

Our biggest tip for you is to check the job description to see what technical skills they’re looking for in the ideal candidate, and use those same buzzwords in your resume.

Hint: Look at the “responsibilities” or “requirements” section in the job description.

On the other hand, soft skills are the personality traits that will help you excel in such a client-facing role.

Recruiters are looking for candidates who not only know the in’s and out’s of finances, but who can develop and maintain great client relationships, communicate information in an understandable way, and who have excellent analytical skills.

You’re also expected to be able to work well with a team.

How to list technical and soft skills on your banker resume

As far as how to show off those skills, give them their own dedicated section and list them in bullet point format.

Start with ones that are most relevant to the role (and that appear in the job description).

18 technical skills to include on a banker resume

• M&A transactions
• Private placements
• Alternative asset management
• Valuation analysis
• Financial modeling
• Mergers and acquisitions
• Researching businesses and markets
• Deal making and negotiating
• Capital analysis and review
• Internal audit
• Eternal audit
• Credit management
• Risk management
• Expertise with investment products & financial instruments (equity securities, foreign exchange, trading of derivatives, commodity markets)
• Compliance measures
• Data presentation

14 soft skills to include on a banker resume

• Problem solving
• Client relationship management
• Presentation skills
• Works well under pressure
• Ability to meet tight deadlines
• Strong verbal and written communication
• Team collaboration
• Ability to work remotely
• High level of integrity

This section is essential in a banking resume – most roles require a degree, so recruiters will be looking for mention of one.

Here’s what to include:

• List the name of your college, years attended, include your major and your GPA . (The most common majors are finance, math, accounting, economics and statistics)
• List some relevant coursework.
• Include extracurricular clubs and activities, school projects, volunteering or anything else related to finance and/or banking.

If you already have years of banking experience, you can afford to lose some information in your education section in favor of a more detailed experience section. Your resume should be concise and preferably one-page long, so show off what’s most important.

Some jobs might require additional certification. You can check the job description to find out which ones.

In many entry-level banking roles, the employer will set you up to get more training, certifications or licensing. This could include CFA exams, CA designation, a Mutual Funds accreditation, etc. If you already have it, or are currently working on extra certifications, that’s a huge added bonus. Add an extra section on your resume dedicated to certifications, designations and licenses. List them in bullet point format, starting with the most relevant to the role.

CFA certification is most commonly mentioned on job descriptions as an asset for analysts.

Here’s a list of banking-related certifications that would be a great asset to your resume:

Top 7 banking certifications for your resume

• CFP (Certified Financial Planner)
• CAIA (Chartered Alternative Investment Analyst)
• Certified Management Accountant
• Financial Modelling Certification
• Bloomberg Market Concepts
• FINRA Series 7
• CPA (Certified Public Accountant)
• FRM (Financial Risk Manager)
• Personalize every resume for each application you send. Look at the job description before you start writing to see what they’re looking for in their ideal candidate, and use those same “buzzwords” in your resume.
• Showcase a balance of soft and technical skills, listing them in the order of importance (based on what’s listed in the job description)
• Be specific in your summary and experience section about your previous responsibilities and any accomplishments you achieved.
• Include separate sections for education and certifications.
• Triple check your resume for any grammar or spelling mistakes. Attention to detail is important!

Banking resume examples

Explore additional banking resume samples and guides and see what works for your level of experience or role.

When it comes to corporate banking, knowledge of risk management, portfolio management, and a keen understanding of macro-economic factors are vital. Here is what to focus on when applying for a role:

• Feature your knowledge in areas such as portfolio management, analysis of credit risk, or understanding of trade finance. These show your capability to handle the complex nature of corporate banking.
• Experience matters. Highlight your prior roles in tackling large scale deals, managing corporate client portfolios, or risk reduction endeavors. Remember, it's not just about the role you held, it's about the difference you made.
• Similarly, instead of plainly mentioning these skills and experiences, elaborate on metric-based results delivered, such as 'increased portfolio value by...', 'increased client base through...', etc.
• If you have an MBA or any specialized finance certification, don't forget to include this in your application, as it enhances your credibility.

Feature your ability to build and maintain relationships with clients. In fact, throw in some quantifiable results to back this up, such as 'increased customer acquisition rate by…' or 'improved client retention rate by…'.

Showcase your knowledge of various lending products and banking procedures. It could be how you simplified the loan approval process or kept a clean portfolio with a high percentage of performing loans.

Top-notch sales skills are a key part of this job. Highlight any major up-selling or cross-selling successes, signifying your ability to generate revenue for the bank.

Favorable ratings in any past customer service roles will definitely boost your profile.

• Highlight meticulousness and accuracy in the processing of loan applications. Use phrases like ‘managed error-free documentations for…’ to spotlight this skill.
• Demonstrating prioritization and organization abilities is paramount. Show how your top-notch management skills directly contributed to reducing loan approval times or handled a high volume of applications.
• Note down tackling complex mortgage scenarios, situations showcasing your problem-solving skills and adaptation in the changing regulatory landscape.
• Familiarity with loan processing software or tools will stand you in good stead. If you're proficient in specific industry platforms, make sure to mention it.

Highlight your ability to deliver high-quality customer service over the phone. Mention tangible outcomes like ‘improved customer satisfaction scores by…’ or 'reduced average handling time by…'

Knowledge about various banking products and services is crucial. Illustrate how your product advice resulted in an increase in sales or customer retention.

Given the fast-paced nature of this role, attention to detail and the ability to multitask are valued skills. If you can provide examples of managing high call volumes or handling frequent, complex client queries, it will certainly strengthen your application.

Any experience with specific customer relationship management (CRM) tools can be significant. Make sure it's highlighted in your application.

Looking to build your own Banking resume?

• Resume Examples

How to Ask an Employer for Feedback on Why You Didn't Get the Job

How to improve your resume in under 30 minutes, how to list an internship on your resume, how to include study abroad on a resume, making the call: will calling after a job application give you a better chance, how to explain being fired on a job application: tips and strategies.

• Create Resume
• Terms of Service
• Privacy Policy
• Cookie Preferences
• Resume Templates
• AI Resume Builder
• Resume Summary Generator
• Resume Formats
• Resume Checker
• Resume Skills
• How to Write a Resume
• Modern Resume Templates
• Simple Resume Templates
• Cover Letter Builder
• Cover Letter Examples
• Cover Letter Templates
• Cover Letter Formats
• How to Write a Cover Letter
• Resume Guides
• Cover Letter Guides
• Job Interview Guides
• Job Interview Questions
• Career Resources
• Meet our customers
• Career resources
• English (UK)
• French (FR)
• German (DE)
• Spanish (ES)
• Swedish (SE)

© 2024 . All rights reserved.

Made with love by people who care.

• Banking resume examples

Banking Resume examples

28 Banking resume examples found

All examples are written by certified resume experts, and free for personal use. Copy any of the Banking resume examples to your own resume, or use one of our free downloadable Word templates. We recommend using these Banking resume examples as inspiration only, while creating your own resume.

Learn more about: how to write a perfect resume

While in college, took on a part-time position as a cashier for a local grocery store.

• Established cordial relationships with patrons to provide premium services and build loyalty.
• Efficiently processed all payment transactions in form of cash, checks, and coupons.
• Provided assistance to customers to help them in their selection of available items.
• Managed relations with clients and provided them with information on special offers and promotions.

Bank teller

Performed financial transactions including receiving checks and cash for deposit to savings and checking accounts, verifying deposit amounts, examining checks for endorsement and negotiability. Ensure compliance with security and regulation procedures for the protection of cash and other assets.

• Entered transactions into bank records utilizing the online teller terminal.
• Cashed customer checks and paid money from savings and checking accounts upon verification of signatures and customer account balances. 
• Inspected all negotiable items including checks, money orders, and saving withdrawals to determine their negotiability.
• Achieved an excellent drawer balancing record of zero shortages or overages throughout tenure.
• Lowered average wait-time by 15%, leading to highest customer satisfaction scores.
• Educated customers on online service offerings and mobile applications.
• Assisted account holders access technology to enhance banking convenience via multiple self-service channels.

Personal banker

Generated $1 M deposits in one year. Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.

• Performed effective life cycle planning and developed marketing strategies for targeted clients; identified new business opportunities and grew customer base through cross-selling products and services to existing clients.
• Processed and approved all mortgage loan, credit card, and credit line applications for Personal and Professional customers; compiled and verified application information, reviewed agreements for accuracy and compliance, and monitored time-critical turnaround requirements.
• Provided excellent quality customer service, utilizing Gallop scoring and Mystery Shops.

Investment banker

Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Educated senior management regarding portfolio management and liquidity.

• Executed the investment operations and strategies of the bank streamlining portfolio structure, asset allocation, and risk profile.
• Provided leadership to all trade execution and portfolio servicing activities including trade review, settlement, and documentation, corporate actions, cash, and collateral management across a range of products including bonds, swaps, and exchange-traded derivatives.
• Monitored the compliance of financial instruments with established policies, procedures, and regulations.
• Served as a voting member of the Bank's Asset/Liability Committee for establishing strategic objectives and managing the Bank's risk profile.
• Presented results, strategies, and recommendations to Bank and association senior management, ALCO, and the Board of Directors.
• Instrumented processes for the ongoing assessment of liquidity and marketability of portfolio holdings.
• Worked closely with funding and derivatives personnel in the formulation and execution of debt and derivatives strategies that support the bank's asset/liability objectives.
• Created and maintained policies and procedures, regulatory compliance, and Sarbanes Oxley compliance documentation.

Loan officer

Multifaceted role requiring critical thinking and relations management skills to support seamless financial processes.

• Compiled loan and credit documents required for appraisals to process loan applications.
• Led one-on-one client consultations to compile and assess clients’ financial standing and eligibility for loans.
• Managed information systems, ensuring the accuracy of each loan application incompliance with established standards of practice.
• Analyzed current trends and changes in regards to the financial market and policies to provide clients with the most up-to-date information.

Loan processor

Oversaw a variety of Loan Servicing functions including Commercial, Real Estate, and Consumer loans. Processed final closing and distribution of paid loans and payoff demand statements. Guided lenders and staff regarding documentation, commercial loan booking, and underwriting compiled and stored credit and collateral files as per state, federal, and banking regulations. Analyzed loan data, documentation, and calculations per GAAP standards; identified risks and recommended policies /procedures to correct deficiencies and improve performance.

• Conducted system data quality audits for all loans and transferred loan specifications to the Fiserv banking system; updated rate changes, borrowing base, loan grades, and payment changes into the system.
• Resolved issues related to the overall financial integrity of banking institutions including loan investment, portfolios, capital, earnings, and large troubled accounts.
• Performed routine credit transactions including new loan funding, advances, payments, payoff, paydown, and fee waivers.

Challenging position providing comprehensive assistance to bank customers whilst supporting corporate goals.

• Oversaw the onboarding and training of new recruits in the company’s specified procedural standards to ensure compliance and the delivery of premium service all over.
• Evaluated customers’ financial reports to identify needs and recommend strategic financial products and opportunities to facilitate their financial goals.
• Consistently surpassed sales targets by leveraging practiced customer service and sales skills.
• Worked collaboratively with colleagues to uphold defined company policies and facilitate corporate goals.

Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, and selling cashier's checks, answering customer questions, and referring to other bank services. Ensured compliance with bank operations and security procedures by participating in all dual-control functions.

• Cross-sell bank products by answering routine inquiries, analyzing customers' needs, promoted banking products and services, and directed customers to a branch representative as needed.
• Managed cash transactions through reconciliation, counted and packaged currency and coins, turned excess cash and mutilated currency to head teller, maintained supply of cash and currency.

Responsible for a portfolio of 20 million and achieved a growth of 2 million monthly through cross-selling bank products encompassing Individual Accounts, Personal Loans, Credit Cards, etc.

• Meticulously monitored clients’ accounts and delivered comprehensive reports to keep them up-to-date on recent developments.
• Consistently achieved defined targets by liaising with colleagues and international branches to generate sales leads for new services.
• Researched and updated all required materials needed to facilitate transactions for clients.
• Facilitated a 20% annual portfolio growth by establishing and nurturing client relationships.

Provided personal, customized, financial counsel and wealth management services for an established full-service investment firm. Managed and retained full-service investment relationships for over 400 clients; provided and administered investment portfolio management, financial planning, wealth management, custodial, trust, and brokerage accounts, and retirement and 401K planning.

• Coordinated and oversaw entire client relationship; served as the single point of contact, monitored changing client investments/financial objectives, and periodically re-evaluated clients’ needs.
• Developed, expanded, and administered relationships with existing and potential wealth management clients.
• Identified, generated, and managed new business opportunities through prospecting, lead utilization, and local market and community involvement.
• Provided expert financial counsel to clients, guaranteed a consistently high level of service, achieved company profitability, and exceeded fiduciary standards.
• Mentored junior account representatives; provided leadership and direction on investment services and new business generation.
• Easy step-by-step builder
• Professional templates
• Try for free!

Professional resume templates

Make a resume that wins you interviews! Choose one of these professionally-designed resume templates and follow 3 easy steps to complete.

Create a perfect resume in a few minutes

• Field-tested resume templates created by experts
• Powered by Resume.io
• Try now for free!

Free resume templates

• Free for personal use
• Direct download as a Microsoft Word document
• Created by a CPRW certified resume expert
• Optimized for applicant tracking system (ATS) screening

Choosing a correct resume format and template

Resume template

Download our American style resume template. Chronological resume format. Download a functional resume template .

Learn more about the differences between a resume and a CV .

CV template

Download our British/European style cv template. Similar to a resume but more commonly used in Europe, Asia and Africa.

Download cv-template.docx 29.34 KB

Build my resume

• Build a better resume in minutes
• Resume examples
• 2,000+ examples that work in 2024
• Resume templates
• Free templates for all levels
• Cover letters
• Cover letter generator
• It's like magic, we promise
• Cover letter examples
• Free downloads in Word & Docs

7 Investment Banking Resume Examples & Guide for 2024

Investment Banking Resume

• Investment Banking Resumes by Experience
• Investment Banking Resumes by Role

Investment banking is a challenging profession. Typical work weeks demand far more hours than most jobs, and high-stress and tight deadlines are the norms, not the exception. 

Despite this, investment banking jobs can be very lucrative and rewarding. If you’re looking to take your career to the next level, writing a cover letter for a job and  building your resume  are necessary steps you gotta take. 

Your time is precious, which is why  we’ve researched the best resumes and what employers are looking for in 2024 . We’ve created seven investment banking resume samples, plus a guide to making this as painless as possible. Check out our tips and see what skills you’ll need to land that high-paying position

or download as PDF

Why this resume works

• A good investment banking resume starts with a  professional resume format .
• The reverse-chronological format is an excellent way to go, as it lists your most relevant and current experience toward the top of the page; if your information’s buried, there’s little chance a busy hiring manager will have the time or desire to dig for it.
• Sometimes, there’s a tendency for people to want to include every internship or job they’ve held since they were 10. But, the lemonade stand you operated with your neighbor isn’t really relevant here. Limit your work experience to the most relevant and recent two to four jobs you’ve held, and make sure you keep your resume at exactly one page.

Investment Banking Intern Resume

• What would make this experience go from simple to great are the results you discuss in your investment banking cover letter and resume. Show the employer why you’re above the average with any past relevant project highlighting your knowledge on how to spot market trends and analyze a firm’s potential.

Entry-Level Investment Banking Resume

• When you don’t have much job experience in the field, make sure to include relevant internships,  school projects, hobbies, or even volunteer work .
• If you lack internships or volunteer work, don’t worry! Any experience can be written to highlight  skills on your resume  that are especially relevant to investment banking.
• For example, restaurant jobs also require high-pressure, high-stress work where you must work quickly with a team. 
• However, career objectives need to be made highly specific to each job you apply to!
• You’ll make an impact when you include the name of the company you’re applying to while also briefly discussing transferrable skills you can bring to the job. 

Goldman Sachs Investment Banking Resume

• Qualifications such as a master’s degree and various financial roles that show your expertise with tools like Bloomberg Terminal and Aladdin are an added advantage for your Goldman Sachs investment banking resume.

Investment Banking Analyst Resume

• Aside from earning stellar grades and gaining applicable experience, you need a resume that will reflect those details while visually attracting the eye. 
• If, say, you apply to Barclays with impressive work experience, it’s a great start; but how you demonstrate your impressive work history will  determine whether your resume makes the cut …or ends up in the garbage.
• Metrics are an efficient way to demonstrate your abilities, as numbers show (rather than tell) employers the results you’ve achieved.
• Examples of quantifiable metrics relevant for investment bankers include the number of clients you’ve worked with, client satisfaction ratings, your average rate of returns, how data you’ve compiled and analyzed financially benefited the company, etc.

Investment Banking Associate Resume

• It’s a small part; nonetheless, a skills section is a critical part of your resume.
• That’s because investment banking jobs are incredibly competitive. It’s common for 300-400 applicants to apply to a single job posting! So, hiring managers use Applicant Tracking Systems (ATS), which filters and discards resumes that are lacking or light on keywords, to quickly eliminate applicants who may not be a good fit.
• While content is king, employers are likely to miss your content if the resume itself is dull and underwhelming. 

Real Estate Investment Banking Resume

• When you’re writing your real estate investment banking resume , make sure it’s flawless by  double-checking your resume  for thoughtful word choices, sentence structure, and formatting.
• Avoid diminishing or devaluing language when writing about your experience. 
• A great place to start “owning it” is your  resume summary .
• Hey, if you’ve got 10 or more years under your belt in the same industry, say so! And take the time to dazzle employers with any specializations you’ve honed in two to three power-packed summary sentences while you’re at it.
• Unlike the  resume objective , a summary is exclusive to candidates with extensive experience.
• Did you know that 80 percent of investment banking hiring managers surveyed said they wouldn’t hire a candidate who didn’t present themselves confidently?
• Use action words to start each sentence and active voice to strengthen the flow.

Related resume guides

• Financial analyst
• Data analyst

• ResumeBuild

5 Amazing banking Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, banking: resume samples & writing guide, ursula upton, employment history.

• Provide customer service and assist customers with their banking needs
• Process customer transactions, including deposits, withdrawals, and loan payments
• Handle incoming and outgoing payments
• Identify customer needs and recommend appropriate financial services
• Assist with branch operations and administrative tasks
• Ensure compliance with banking regulations and procedures
• Monitor and report suspicious activity

Do you already have a resume? Use our PDF converter and edit your resume.

Bernie Benson

Professional summary.

• Participate in training and development courses
• Answer customer inquiries and resolve customer complaints
• Open new accounts and help customers with account maintenance
• Assist in the development of marketing strategies
• Cross-sell bank products and services
• Balance cash drawers at the end of the day

Yolie Nelson

• Perform customer verifications and credit checks
• Maintain accurate records of customer accounts

Stanley Gray

Not in love with this template? Browse our full library of resume templates

Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

banking Job Descriptions; Explained

If you're applying for an banking position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers. When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

• here we processing NEW LOAN SETUP (the begining stage of mortgage)
• Providing process information, daily work updates and delivers the loans with clients.· Handling the Preparing higher escalation calls.· Take Responsibility of enter floor.· Meet in daily service level and Answering level.· Meet the Difficulties of customer queries.
• we have worked with CENLAR bank with follow screens
• ADD1,ADD2,BOR1,PCR,MERS,HZD,FLD,SSN…etc 

banking/liv clerk

• Oversee cashiers and conduct cash-ups
• Investigate and report shortages and surpluses
• Manage branch float and and ensure cashier floats are readily available 
•  Work within strict audit requirements 
• Compile daily banking pack and submit to Admin Manager
• Coordinate training for new cashiers and Banking back up
• Recruit new cashiers. Interview and selection process
• Investigating and process invoices parked by Receiving department
• Liaison with suppliers for credits or incorrect prices

banking Job Skills

For an banking position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Data Analysis
• Database Management
• Project Management
• Quality Assurance
• Troubleshooting
• Computer Literacy
• Technical Writing
• Financial Management
• Visualization
• Business Acumen
• Process Improvement
• Risk Management
• Software Development
• Data Mining
• Cloud Computing
• Programming
• Mobile Development

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Strategic Thinking
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Customer Service
• Presentation
• Written Communication
• Social Media
• Supervisory
• Documentation
• Relationship Management.

How to Improve Your banking Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Charles Carter

Provide your contact information and address year gaps, always explain any gaps in your work history to your advantage..

• Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
• Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your banking Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

• Perform custmer verifications an credit checks.
• Balence cash drawerss at teh end of teh day.
• Maintane inaccurat records of customer accounts.
• Perform custmer verifications, and credit checkes.
• Handel incommin and outgoin paymants.
• Anser customer inquires n' resolve customer compliants.

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume..

• Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
• Before submitting your resume, double check to avoid typos.

banking Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an banking position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

To the respected PNC Bank Hiring Team

I am writing to express my interest in the Senior Banking role at PNC Bank. As a Banking with 5 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.

As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for the Banking field, I am excited to apply my skills to this role and contribute to your organization's growth and success.

Thank you for considering my application for the Senior Banking position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Contemporary

Professional

Looking to explore other career options within the Banking field?

Check out our other resume of resume examples.

• Banking Resume
• Loan Processor Resume
• Personal Banker Resume
• Treasury Analyst Resume
• Loan Officer Resume
• Bank Teller Resume
• Banker Resume

FIND EVERYTHING YOU NEED HERE.

IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.

4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)

If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...

Avoid These 3 Resume Mistakes at All Costs

Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...

Resume Design Tips and Tricks

Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...

Build your Resume in 15 minutes

How to write a banking CV

Getting an investment banking job isn’t easy.

Get Morning Coffee  ☕  in your inbox. Sign up here.

JPMorgan said yesterday that it accepted less than 1% of applicants to its summer internship programs, and Goldman Sachs last year said that it had 300 applicants for each open position , an acceptance rate of 0.33%. How do you stand out from such a big crowd?

Your first step is your CV/resume. Although some banks have their own little preferences during an application process (we have a whole article on Goldman’s quirks here , and we've included their CV template at the bottom of this article, too), the keystone of any good job application is a high-quality CV. Here’s how to write one.

Banking CV Education and Qualifications

Although people see “financial services” and imagine that their degree in finance will help them cruise to a financial services role, things aren’t quite that simple. There’s remarkably little – if any – overlap between what you learn in a finance undergraduate course and the skills you’ll use as an investment banker. The reason investment banks like finance students (and STEM students) is because it shows an analytical mind, and that is exceptionally valuable to them. You’ll also have to be personable, but you can show that off in the interview process.

That being said, banks hiring humanities or generally unconventional-subject students is far from unheard of – in fact, it’s exceptionally common. So don’t get too hung up on that.

Grade requirements vary by school and situation. In the US, you’ll want to show off your GPA of around 3.5 if you’re from a target school, and a higher GPA if you’re from a non-target school or studying a humanities or humanities-adjacent subject. In the UK, you’ll want a 2:1, and although banks don't stipulate A level grades, it will help if you have 216 UCAS points (A*A*A*A).

It can help to show you're serious about finance. You might want to consider the Chartered Financial Analyst (CFA) course. You’ll have to have work experience to complete the last level of the course (there are three), but you can do Levels I and II as a student. Given that you’ll be applying for a summer internship as a second-year student, you can realistically have a Level I pass on your CV – consider having it.

It's worth noting, however, that the CFA isn’t quite what it used to be. It doesn’t carry as much weight with banks as it used to, either. But having it (and having it on your CV) hurts nothing and more likely than not helps your application.

Banking Resume Format & Structure

Formatting your CV/Resume is a topic worth writing a book on. There are significant variations in how a CV is formatted based on geography, industry, employer, and seniority.

“The ideal investment banking CV format in the USA is preferred to be conservative,” said Mary DeLuca, an executive resume writer for financial professionals. That means using standardized fonts and standardized sizes. DeLuca recommends either Calibri, Arial, or Cambria between 10.5pts and 11.5pts, with 10.5 to 11.0pts the ideal.

Victoria McLean, CEO of careers consultancy CityCV , named Arial, Tahoma, Verdana and Calibri as her ideal fonts. The specific choice of font might seem banal, but it has an important benefit: letting bank Applicant Tracking Systems (ATS) read what you’ve written. “Almost all of the IBs in the City [of London] are using the ATS approach,” McLean said. DeLuca, who works with Wall Street firms and their applicants, confirmed that she was aware of ATS use, too. We’ll get to hacking them in a minute; for now, let’s get back to formatting.

CVs in the US are often one page for graduates, two pages for experienced professionals, and 3+ pages for an executive. Two pages is standard in the UK.

DeLuca recommends including a candidate’s name, phone number, email address, and LinkedIn at the top of the page – addresses are going out of fashion, due to location discrimination. For discriminatory (although age, this time) reasons, candidates with more than 15 years of experience should only list the last ten or so. You also shouldn’t include your graduation date, for the same reason, unless you’ve graduated in the last five years.

Don’t include a picture, if you’re applying in the UK or US – that’s long gone out of fashion, even though any and every employer can find your face on social media (and your LinkedIn profile has to include a picture, McLean notes).

Beneath your personal details, you’ll want three main sections: Experience , Education , and Skills , in that order (unless you’re a student or graduate, in which case education goes above experience). Some people include an Interests  section, but there’s a bit of an overlap with Skills , so if that can be one section, make it. 

Banking CV Keywords

Investment banks (and big employers generally) run ATS systems. Those systems “analyse keywords, dates, titles and other key data in order to screen out approximately 75% of candidates, streamlining the process for employers,” McLean says. Candidates need to beat the ATS before anything else.

Both McLean and DeLuca agree that the best place to find keywords is in related job postings, if not the job you’re applying to directly. “Those just starting in the space will see requirements for the basics and. where the relevant courses taken will have influence,” DeLuca says.

Whilst graduate applicants will have the bulk of their CV in the education section, experienced professionals should front-load their experience section at the top of their CV. “A summary or profile at the beginning of the CV, followed by a clearly marked list of skills and qualifications, helps the ATS locate the most important information straight away,” McLean says.

The ATS is part of the reason why fonts were so important in the formatting section, by the way – you want to make sure that the robot can read what you’ve written.

Banking Resume Skills & Achievements

“The best way to present individual/team achievements is with quantified information whenever possible,” DeLuca says. When that’s not possible, such as for graduates who only have internship (especially spring) experience, loaded adjectives are the name of the game. DeLuca says that “notable”, “substantial”, “noteworthy”, and “vast” are all good choices.

Quantifying is also important to McLean. Quantifying your achievements “shows employers the measurable impact you had on an organisation and this adds credibility to your banking CV,” she says.

You want to learn (if you haven’t already) the ins and outs of the S.T.A.R. technique (we have a whole article about it here ). S.T.A.R. stands for Situation, Task, Action, Result – the gist of the technique is that it’s an efficient story telling structure that showcases your actions, thought processes, and results.

If you’re a student, there’s also another to angle to consider: the fact that, unlike an experienced professional, your commitment to banking and/or financial services is still in question. Your CV “should show the hiring manager or recruiter that this is a long-term career path for you and every step you have taken has been a stepping stone to get you where you are today,” McLean says. “Show your commercial awareness and industry knowledge in a unique and creative way.” She recommends starting a blog.

Banking CV Hobbies & Personality

Personality is a funny part of any CV.

Front-office bank people work insanely long hours ( 100+ a week, at times ). They spend most of that time with their colleagues – so you’d be damn right if you thought the bank you’re applying to cares about who you are in a personal capacity.

One senior banker told us about the “airport test” that he puts new candidates through: how much fun would a candidate be if you were stuck in an airport with them for 100 hours. Being a fun person might not get you an investment banking job, but not  being one can certainly lose you it.

“Many people do not see the value of adding a hobbies and interest section to a CV,” McLean says. “However, it does show that you have a life outside of work and it has been known for some recruiters to pick up on your extra-curricular activities, especially if you play a sport that they may be interested in or have an unusual hobby that warrants further discussion.”

DeLuca agrees. “I tell my clients only to list noteworthy interests that can provoke conversation—for example, an avid mountain climber, a competitive tennis player, etc.”

It’s wise to steer clear of any generic interests, however, as well as any that might make you seem potentially… Unprofessional. Neither gave an example of what this could be, but over-zealous political affiliations fit this bill well. Or anything you wouldn’t mention to your grandmother.

Banking Resumes for senior students

There are certain other rules that are worth following for non-traditional applicants, especially those with a bit of experience under their belt.

“If you are applying for your first graduate role,” McLean says, “and you don't have any experience, the first thing to say is don't worry about it. What the banks are looking for is potential and passion.” It’s more important to demonstrate commitment to the field (and role) than it is to tick every past experience box directly.

Besides, your unique experience might be more useful to a bank than you think. McLean gives the example of a client of hers who worked for a major supermarket chain and (separately) as a kitchen appliance salesperson, and then got an internship at a “top tier” US investment bank.

“What he did was put a lot of spin on those two roles. At the electrical retailer organization where he was working, he talked about the fact that he got involved in merchandising. He increased customer service ratings by a particular amount. He wrote about the kind of impact it had on sales,” McLean explained.

“What you need to be thinking about really is what skills is that organization looking for. If I'm looking forward to working at Goldman Sachs, what do I know they're looking for, and what are their core values or their core principles?” That sort of information is readily available on their website, she notes. “How can I match my experience to show that I have the skills and the values that align with what they need? And secondarily, what might I have learned from my experience that might be relevant to that organization?”

Free Banking CV/Resume Template

Here is DeLuca's ideal CV template. Note that it's for an experienced applicant.

... And here is Goldman's. It's worth noting that Goldman likes a specific type of cover letter in addition to a candidate's CV, but if you're applying to Goldman, check out not just their Ideal Resume but also our article on applying there .

Apologies for the poor image quality - rest assured, the body of the text isn't as important as the headings and structure.

Have a confidential story, tip, or comment you’d like to share? Contact: +44 7537 182250 (SMS, WhatsApp or voicemail). Telegram: @SarahButcher.  Click here to fill in our anonymous form , or email [email protected]. Signal also available.

Bear with us if you leave a comment at the bottom of this article: all our comments are moderated by human beings. Sometimes these humans might be asleep, or away from their desks, so it may take a while for your comment to appear. Eventually it will – unless it’s offensive or libelous (in which case it won’t.)

Many years ago I aspired to work in IBD and would check this website daily (which I loved to do and found it exceptionally helpful). Thank you Sarah its great to see your name still on here when I first started to explore my career (way back in 2007).

I had a check list of "must do's" that I collected reading this website. I ended up in Asset Management Sales and the experience was excellent as I found my people skills were far better than my number skills. Sales, mind you, ended up being a much more profitable career path too.

Five years down the track, a change of management and much reflection on what was important I decided to move on and establish my own independent wealth management firm. It has been a hoot and find that my yearly sales salary can now be achieved in a number of months.

I encourage everyone here to reflect about the requirements for applying for an IBD role. Being young and chasing all of the "elite" activities is fun but there really is much more to life. Now, I look at these requirements and my stomach turns.

Would I hire the candidate that has a collection of elite activities? Probably not. I want the hungry guy that hasn't had a chance and wants to prove ones worth.

It is great to dream - but there is a whole world out there which is better than selling your soul to a Wall Street firm. Most of the people I know started off in the top tier IBs and Legal Firms and ended up hating it. They also ended up hating themselves.

She is a journalist not banker.

A sound and very relevant article by Sarah but the competition to get into a decent IB as a graduate is fierce and requires a world class CV to stand a chance of getting noticed. As an ex Director with Morgan Stanley I saw countless CVs pass over my desk and I know what makes the grade.

The arrogant and pompous comments of some people on this website are astonishing! A common characteristic of many seems to be, like the cowardly cybernats, hiding behind anonymity. Pillocks like Snottynose, sorry - Brasenose, would be put in charge of cleaning the bogs at my firm until they are suitably chastened. An apology from this likely frustrated (probably in many ways!) to the author would be in order. This guidance is not ground breaking nor perfect (nor could it be), but may well be useful to young people trying to start out who realise that they don't know everything already.

Thank you so much for updating this.

Sign up to Morning Coffee!

The essential daily roundup of news and analysis read by everyone from senior bankers and traders to new recruits.

Boost your career

Edward Ruff, 40 year-old Citigroup MD accused of shouting at juniors, had a rough start

JPMorgan's new top 28-year-old is in product management

Associate at US bank said to die after working 120 hour weeks

Morning Coffee: Citigroup's surprise layoff suggests the perils of being promoted. Goldman Sachs' London office struggling with departure of favourite person

JPMorgan's new "young" investment bank head is inordinately popular

Morgan Stanley poached Goldman Sachs' head of M&A strats to build a team

Engineers at hedge fund Balyasny are being hired by Jane Street and Point72

Bank CEO suggests 2024 is a great year to be a summer intern

Who needs Tinder (and Bumble) when you work in fintech?

The London hedge fund paying £274k and helping staff with the cost of living crisis

Related articles

What's a quant researcher? The life of a quant researcher at Citadel Securities in Miami

The qualifications you need to work in banking, trading, and more

The qualifications you need to get a job and get ahead as an investment banker