Banking Resume Examples

Updated June 11, 2021

Banking is a large industry, employing tellers, loan officers, bank managers, auditors and financial advisers. Employment prospects vary according to the career. Openings for bank tellers and branch managers are expected to decline by 15% from 2019 to 2029, or 68,600 jobs, according to the Bureau of Labor Statistics. Technological innovation is likely to reduce the demand for bank branches and the need for tellers and managers based at those locations. However, loan officers and financial analysts can expect a modest increase of 3% and 5%, respectively.

Whether it’s a robust or declining job market, it’s important to distinguish yourself from other candidates with a strong resume. Below, you can find downloadable resume examples and tips to improve your chances of getting an interview. Keep reading to learn how to best align your resume with the job description and get the attention of the hiring manager.

Downloadable Resume Examples

No Experience

Example #1 No Experience

2-3 years

Example #2 2-3 Years

5-10 Years

Example #3 5-10 Years

10+ Years

Example #4 10+ Years

Banking Resume Examples

Years of Experience
  • No experience 0
  • 2-3 Years 2-3
  • 5-10 Years 5-10
  • 10+ Years 10+

Michael Andrews
(765) 993-4868
[email protected]
65 Arrow Drive, Idaho Falls, Idaho, 83415

Profile

Driven and highly analytical finance graduate with commercial bank analyst experience. Recent graduate from the University of Idaho with a Bachelor of Science degree in finance and a master’s degree in Business Administration from Idaho State University. Proven ability to handle complex negotiations, approach work with a success-oriented mindset, and exceed financial targets.

Key Skills

  • Financial analysis
  • Portfolio management
  • Wealth management
  • Excellent communication skills
  • Keen attention to detail
  • Team leadership
  • Building strong client relationships
  • Experience handling foreign currency
  • Negotiations
  • Financial report evaluation

Education

Master of Business Administration
IDAHO STATE UNIVERSITY, Pocatello, ID, September 2019 – July 2020
Coursework Completed:

  • Applied Economics
  • Human Behavior in Organizations
  • Financial Reporting and Managerial Accounting

Bachelor of Science in Finance
THE UNIVERSITY OF IDAHO, Moscow, ID, September 2015 – July 2019
Coursework Completed:

  • Financial Accounting
  • Legal Environment of Business
  • Strategic Management

Professional Experience

Commercial Banking Analyst Assistant, Eagle Commercial Lending Center, Idaho, ID
September 2020 – Present

  • Assisted with portfolio management of 10+ clients
  • Provided financial risk analysis to help clients make optimal investment decisions
  • Attended client meetings as necessary
  • Assisted in the management of Due Diligence Forms

Certifications:

  • Certified in Commercial Lending by the Chartered Banker Institute, June 2020

Karen Lane
(655) 863-6548
[email protected]
72 Light Lane, Los Angeles, California, 90003

Profile

Success-driven and ambitious banking professional with two years of experience in commercial banking. Possesses a bachelor’s degree in finance from Loyola Marymount University. Skills include excellent communication, broad knowledge of commercial banking procedures, risk management experience, team leadership, and close attention to detail. Proven ability to meet and exceed financial company targets and handle complicated negotiations.

Key Skills

  • Strong customer service skills
  • Wealth management
  • In-depth knowledge of commercial banking
  • Experience handling foreign currencies
  • Impressive negotiation skills
  • Attention to detail
  • Excellent business judgment
  • Risk assessment and management
  • Team leadership

Education

Bachelor of Science in Finance
LOYOLA MARYMOUNT UNIVERSITY, Los Angeles, CA, September 2015 – July 2018

Professional Experience

Commercial Banking Officer, Commercial Bank of California, Los Angeles, CA
September 2019 – January 2021

  • Opened and closed more than 50 bank accounts each week
  • Assisted clients in making banking plans and analyzing risks
  • Participated in industry conferences and panel discussions
  • Managed a team of five and demonstrated leadership abilities

Junior Banking Associate, Commercial Bank of California, Los Angeles, CA
November 2018 – August 2019

  • Built and maintained lasting business relationships with a number of clients
  • Prepared basic tax returns
  • Advised clients on the services and accounts that best suited their banking requirements
  • Provided bookkeeping and payroll services

Certifications:

  • Certified Public Accountant by the American Institute of Certified Public Accountants, September 2020

Jerry Jones
(738) 274-2648
[email protected]
91 Riverside Avenue, Los Angeles, California, 90001

Profile

High achieving and analytical investment banker with seven years of experience in the banking industry. Proven ability to work alongside a wide variety of clients to provide useful investment insights and outline any potential risks. Possesses a bachelor’s degree in finance from California State University and a master’s degree from Claremont Mckenna College. Excellent communication skills, in-depth knowledge of the current trends in the investment banking industry, and success-orientated attitude.

Professional Experience

Investment Banker, 1st Capital Bank, Los Angeles, CA
June 2017 – March 2021

  • Oversaw and managed the relationship-banking team, which resulted in a 15% increase in revenue and increased profitability
  • Prepared and organized the execution of equity transactions
  • Successfully achieved the 2020 target of $15M
  • Participated in industry conferences and panel discussions

Investment Associate, American First National Bank, Los Angeles, CA
November 2014 – June 2017

  • Helped to increase the yearly revenue by 6% via regular client-orientated sales events
  • Performed company equity research
  • Contributed to the preparation of fact-based growth opportunity reports

Education

Master of Finance
CLAREMONT MCKENNA COLLEGE, Claremont, CA, September 2012 – July 2013

Bachelor of Science in Finance
CALIFORNIA STATE UNIVERSITY, Northridge, CA, September 2009 – July 2012

Key Skills

  • Tax audits
  • Risk management and compliance
  • Wealth management
  • Knowledge of commercial and private banking
  • Team leadership
  • Exceptional communication skills
  • Impressive ability to build and maintain working relationships

Certifications:

  • CFA Institute certified Chartered Financial Analyst (CFA), August 2013

Monica Reese
(246) 802-4680
[email protected]
135 Main Avenue, San Francisco, CA 35791

Profile

Diligent and detail-oriented commercial banking associate with a 12-year track record for providing outstanding financial services to personal and business clients. Detailed knowledge of banking best practices and products with a talent for solving clients’ problems. Assertive and inspiring leader with extensive experience training and overseeing junior colleagues.

Professional Experience

Commercial Banking Associate, Bank of San Francisco, San Francisco, CA
January 2013 – Present

  • Trained seven new hires in 2020 and provided ongoing professional guidance and mentorship
  • Support customers to open new depository accounts and assist with accessing online services, increasing service use by 45% in 2020
  • Provide prompt and professional customer service, receiving consistent satisfaction ratings of 98% and above over four years
  • Supervised a team of 12 colleagues and undertook performance management and target setting activities

Banking Associate, Bank of America, San Francisco, CA
July 2008 – January 2013

  • Managed a workload of over 50 small business clients, multitasking and prioritizing tasks to ensure timely and consistent service
  • Gathered information for new account holders by completing CIP and Enhanced Due Diligence forms
  • Listen actively to clients’ problems and requirements and suggest the most appropriate products, including personal loans and credit cards
  • Promoted additional products and services, consistently ranking in the top 5% for upselling

Education

Bachelor of Science in Business Administration (Finance)
UNIVERSITY OF SAN FRANCISCO, San Francisco, CA, September 2004 – June 2008

Key Skills

  • Mentorship and training
  • Strong leadership style
  • Relationship management
  • Customer service
  • Thorough understanding of regulation compliance
  • Fluent in Spanish

Common Key Skills and Action Verbs for Banking Resumes

Because they often receive a high volume of applications, hiring managers use applicant tracking systems (ATS) to help filter ideal candidates. An ATS scans your resume and assesses its value based on the number of key skills and action verb phrases that match the job description. Identifying the correct keywords and including these on your resume may help get the attention of the hiring manager.

Key Skills & Proficiencies
Accounting Attention to detail
Balance allocation Bank procedures and processes
Cash handling Computer skills
Conflict resolution Customer service
Data entry Discretion
Financial procedures Ledger balancing
Loan processing Mathematics
Organization Phone support
Problem-solving Transaction process
Typing Written and verbal communication
Action Verbs
Assess Audit
Balance Communicate
Count Deposit
Handle Help
Identify Invest
Maintain Organize
Prepare Prioritize
Problem solve Process
Recommend Record
Report Type
Withdraw

Tips for Writing a Better Banking Resume

Feature your customer service abilities as a bank teller

As a bank teller or relationship manager, you’ll have a high degree of customer interaction. Demonstrate your customer service experience with measurable results, so the hiring manager can understand the scope of your customer service skills. This may include positive customer reviews or successful initiatives.

Example #1

Good


Provided customers with education and solutions on how to access banking technologies for improved convenience, resulting in the highest number of online bank account setups out of all tellers

Bad


Provided customers with education and solutions on how to access banking technologies

Example #2

Good


Assisted customers with transactions, achieving high reviews and an overall 25% decreased wait time

Bad


Assisted customers with transactions

Showcase your key skills important to the banking role

Those in the banking industry usually work with computers to assist their clients. You’ll be expected to be familiar with banking software and office applications. Include your relevant technical skills and be sure to identify and match any software knowledge requirements listed in the job description.

Example #1

Good


Microsoft Office Specialist, Excel Associate 2019

Bad


Good with Excel

Example #2

Good


Hands-on experience with Mambu, TurnKey Lender, and CruiseNet

Bad


Familiar with banking software

How to Align Your Resume With the Job Description

Hiring managers need to filter and review many applications to find the right hire. Highlighting your relevant skills and qualifications to align your resume with the job description ensures that you’ll stand out from the other candidates.

Important skills and qualifications are usually featured first in the job description or mentioned repeatedly throughout. In your resume, detail how your experience and abilities meet the criteria of the job. Include any relevant achievements, and avoid using vague language when discussing your professional attributes and successes.

Sample Banking Job Description


Horizon Bank is currently seeking a motivated and team-oriented bank teller. The successful applicant will be tasked with responding to client needs and performing various transactions, including deposits, withdrawals, and credit applications. They should have knowledge of banking and financial procedures and will be responsible for maintaining cash ledgers and ensuring handling accuracy. Use your customer service and conflict resolution skills to promote high customer satisfaction. 

Responsibilities:

  • Process deposits, withdrawals, and other banking transactions
  • Maintain cash handling accuracy while responding to a high volume of clients
  • Provide education and assistance with transactions and online banking technology
  • Provide support and problem solving for client needs and problems
  • Maintain accuracy and compliance with financial and banking procedures, ensuring that ledgers and balances are maintained
  • Communicate with clients and team members with discretion as needed

Qualifications:

  • 1+ years of bank experience
  • 3+ years of cash handling experience
  • Bachelor’s degree or additional experience is an asset
  • Strong mathematical and numerical skills
  • Excellent customer service and conflict resolution skills
  • Knowledge of banking and financial procedures
  • Typing speed of 70wpm
  • Written and verbal communication skills
  • Computer skills, particularly with financial institution software

According to the job description, the ideal job applicant should have the following skills and experience:

  • Experience performing banking transactions
  • Knowledge of banking and financial procedures
  • Maintaining cash ledgers
  • Cash handling
  • Customer service
  • Conflict resolution
  • Accuracy
  • Written and verbal communication
  • Computer skills, particularly with financial institution software
  • Discretion

Write your resume to include the skills and experience keywords above. The example below shows how to incorporate your qualifications in your resume to match the job description: 

Banking Work Experience Example


Bank Teller, Coastal Bank, San Diego, CA

September 2016 – June 2019

  • Performed and processed a high volume of banking transactions during peak hours in compliance with company standards
  • Responded to client needs and concerns with empathy and discretion, achieving a customer satisfaction rate of 96%
  • Balanced cash ledgers and handled cash with 100% accuracy
  • Resolved client conflicts by providing clear support and communication
  • Used financial institution software, such as TellerApp, in conjunction with a high understanding of banking and financial procedures to assist clients, resulting in multiple awards for job performance