Banking Resume—Examples, Template, Skills, Objective & More

Banking Resume—Examples, Template, Skills, Objective & More

You know that keeping money under your mattress is not a good idea. Show your skills and write the perfect banking resume.

Dominika Kowalska, CPRW
Dominika Kowalska, CPRW
Certified Professional Resume Writer, Career Expert

The banking sector has been undergoing massive changes in recent years. New banking technologies may leave you wondering—does it make sense to look for a job in the banking sector? The answer is simple—yes, it is!

But the competition is fierce. How can you make sure that your banking resume won’t bounce back like a bad check? You need to have a solid banking resume. Let’s see how to write one!

In this guide:

  • A banking resume sample that gets jobs.
  • How to ace your banking job description on a resume.
  • How to write a resume for a banking job that gets the interview.
  • Expert tips and examples to boost your chances of landing a career in the financial sector.

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Your job is not on the list? See our full list of resume examples.

Banking Resume Template

Eloise J. Baker

Associate Banker

Phone: 917-264-9657

E-mail: eloisejbaker@reslabmail.com

linkedin.com/in/8eloise.baker

Summary

Detail-oriented banker with over 5 years of experience in the international banking sector. 

Eager to support Santos National Bank increase the number of newly opened accounts by introducing improvements along every step of the clients’ funnel. Maintained 95% customer satisfaction scores for 12 months straight. 

Experience

Associate Banker

Equity Capital Bank, Lakeport, CA

March 2017–April 2021

Key Qualifications & Responsibilities

  • Decreased waiting times to meet with a banker by 15% by implementing a scheduling system.
  • Improved customers’ satisfaction rates for the brand by 25%. 
  • Increased the number of banking products sold by 23% by meeting clients needs. 
  • Helped clients with everyday transactions, such as depositing or cashing checks.

Key Achievements: 

  • Voted Employee of the Month for 6 consecutive months. 
  • Maintained 95% customer satisfaction scores for 12 months. 

Bank Teller

First Credit Union, Philadelphia, PA 

February 2015–February 2017

Key Qualifications & Responsibilities

  • Performed member transactions with a 99% of accuracy.
  • Processed deposit and loan payments per credit union procedures.
  • Improved sales by 15% by identifying cross-sell opportunities. 

Education

B.Sc. in Accounting and Finance

Southeastern Louisiana University, Hammond, LA

September 2010–June 2014

Skills

  • Financial planning
  • Risk assessment
  • Customer service
  • Problem-solving
  • Technical skills
  • Interpersonal skills
  • Investment management
  • Negotiation

Certifications

  • Certified Management Accountant, Institute of Management Accountants, 2015

Awards

  • Paul M. and DeNise S. Marek Scholarship in Finance and Accounting, Southeastern Louisiana University, 2012

Languages

  • Spanish—Fluent
  • French—Intermediate

Bankers provide versatile services, including but not limited to retail, corporate, or investment banking. The purpose of your banking resume is to clearly and concisely present a case for your suitability for a given job. 

Here’s exactly how to write a perfect banking resume that hits the mark:

1. Start with the Right Banking Resume Format

The recruiter won’t have time to delve deep into your resume. According to industry research, employers spend as little as 6 seconds reading a resume, on average. 

On top of that, you have to compete not only with other skilled candidates, but also with apps and bots—the rapid spread of technology can disrupt the way banks operate, making some employees redundant. 

To counteract these risks and catch the recruiter’s eye, the first thing you need to do is make your resume look sleek, modern, and easy to read. To this end, follow these resume formatting rules:

Banking Resume Template—Format

Save your resume as a PDF file to make sure it looks the way you intend it to on any device. Word files have a tendency to mess up the layout. 

2. Write a Convincing Banking Resume Objective or Summary

Introduce yourself by adding a resume profile to your document. A resume profile is a short paragraph right at the beginning of your resume. It can convince managers that you have the skills they are looking for. 

If you’ve been crunching the numbers for a couple of years, start with a resume summary

  1. One adjective (efficient, detail-oriented, friendly)
  2. Job title (Banker)
  3. Years of experience (2+, 5+)
  4. How you’ll help (decrease waiting times by introducing a scheduling system)
  5. Most impressive achievement (performed daily transactions with 99% accuracy).

If you’re applying for an entry-level banking job, write a resume objective. Lean on transferable skills from other jobs you’ve had, as well as from internships, volunteering, and education. 

Expert Hint: Writing a resume profile can be challenging, so leave it for last. Once you’ve written down all your experience and skills, it will be much easier to sum them up in a resume profile. 

3. Add Work Experience to Your Banking Resume and List Key Skills

Your banking resume needs a convincing work experience section. The decision of whether you’ll get invited to an interview may depend on how appealing this section is. 

And just as a loan application targets a specific banking product, a great banking resume targets a specific job posting

Here’s how to write a targeted job description for a banking resume:

  1. Read the job ad carefully. 
  2. Pay attention to the resume keywords. All skills and requirements you need to show to get the job are listed in the ad. 
  3. Think about situations where you showed these skills. 
  4. Write the examples down using bullet points. Start each bullet with an action word and focus on accomplishments rather than basic duties. 

Analytical skills are just as important as people skills in the banking sector. That’s why a list of skills for a resume plays a vital role in a banking resume. 

The skills section needs to be tailored to a specific job posting, just like your job description. Use resume keywords in this section so that both hiring managers and ATS can easily understand your resume.

Here’s a list of banking skills for a resume to get you started: 

Banking Resume Skills

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4. Highlight Your Banker Resume Education Section

A resume education section is an essential part of any job application, especially for demanding jobs like banking positions. 

If you already have experience, stating your school name, degree, and graduation date will suffice. But if you’re writing a resume with no experience, elaborate on what you did at college. You can include:

  • Extracurricular activities
  • Relevant coursework
  • Projects
  • Academic achievements
  • GPA (but only if it’s above 3.7)

5. Enrich Your Banking Resume with Extra Sections

You can enrich your banking resume by adding extra sections. For banking jobs, you can start with listing any certifications you hold on your resume. What follows is a personal preference, but consider taking your pick from those:

Extra Hint: Write a cover letter to send with your resume. It’s another opportunity to convince the recruiter to give you a call. 

Double your impact with a matching resume and cover letter combo. Use our cover letter generator and make your application documents pop out.

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Want to try a different look? There's 21 more. A single click will give your document a total makeover. Pick a cover letter template here.

Key Points

Before you send your banking resume, make sure it follows these guidelines:

  • Follow the banking resume format guidelines—reverse-chronological format, margins, fonts.
  • Boost your job description with achievements and numbers.
  • Select the right banking resume skills.
  • Enclose a banking cover letter. 

Thanks for reading! Were the banking resume examples provided helpful? Or do you have any questions on how to write a money-making banking resume? Leave us a comment. We’ll be more than happy to reply!

About ResumeLab’s Editorial Process

At ResumeLab, quality is at the crux of our values, supporting our commitment to delivering top-notch career resources. The editorial team of career experts carefully reviews every article in accordance with editorial guidelines, ensuring the high quality and reliability of our content. We actively conduct original research, shedding light on the job market's intricacies and earning recognition from numerous influential news outlets. Our dedication to delivering expert career advice attracts millions of readers to our blog each year.

Dominika Kowalska, CPRW

Dominika is a job expert with a focus on career development and onboarding processes. At ResumeLab, she co-manages our team of career experts.

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