Banking Resume Examples
Years of Experience
- 0
- 2-3
- 5-10
- 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