Banking Resume Examples and Templates for 2023

Jacob Meade headshot

Jacob Meade

Certified Professional Resume Writer (CPRW, ACRW)

Jacob Meade is a resume writer and editor with nearly a decade of experience. His writing method centers on understanding and then expressing each person’s unique work history and strengths toward their career goal. Jacob has enjoyed working with jobseekers of all ages and career levels, finding that a clear and focused resume can help people from any walk of life. He is an Academy Certified Resume Writer (ACRW) with the Resume Writing Academy, and a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers & Career Coaches.

Create a professional resume in minutes for free.

Build Resume

Downloadable Resume Examples


Example #1 Entry-level


Example #2 Mid-career


Example #3 Senior-level

Banking Resume Examples

Years of Experience
  • Entry-level Entry-level
  • Mid-career Mid-career
  • Senior-level Senior-level

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


Commercial Banking Professional with 2+ years of experience. Skilled at handling complex negotiations and meeting/exceeding financial targets.

Key Skills

  • Commercial Banking Procedures
  • Customer Service
  • Foreign Currency Handling
  • Negotiations
  • Risk Assessment & Management
  • Team Leadership
  • Wealth Management

Professional Experience

Commercial Bank of California, Los Angeles, CA | November 2018 to January 2021

Commercial Banking Officer (September 2019 to January 2021)

  • Opened and closed 50+ accounts per week
  • Helped clients analyze risks and set appropriate banking plans
  • Attended and contributed to industry conferences and panel discussions
  • Led and managed a 5-person team

Junior Banking Associate (November 2018 to August 2019)

  • Built and maintained positive client relationships
  • Provided payroll, bookkeeping, and tax return preparation services
  • Clarified clients’ banking needs and suggested appropriate accounts and services

Education & Credentials

Bachelor of Science (BS) – Finance, Loyola Marymount University, Los Angeles, CA

Certified Public Accountant, American Institute of Certified Public Accountants

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


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


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


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

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


Commercial Banking Associate with 10+ years’ experience providing quality services to personal and business clients. Expertly address and solve client problems, drawing on deep knowledge of bank products. Confident leader who trains and motivates junior associates to deliver consistent positive results. Bilingual: Fluent in English and Spanish.

Professional Experience

Commercial Banking Associate, Bank of San Francisco, San Francisco, CA | November 2017 to Present

  • Lead and performance-manage a team of 12 associates
  • Help customers open new bank accounts and access online services


  • Consistently earned 98%+ client satisfaction rating
  • Drove a 45% increase in customer use of online services
  • Trained and mentored 7 new hires in 2021

Banking Associate, Bank of America, San Francisco, CA | September 2012 to October 2017

  • Delivered prompt, thorough service to 50+ small business clients
  • Gathered information for new account holders by completing CIP and Enhanced Due Diligence forms
  • Clarified each client’s needs and suggested appropriate credit cards, personal loans, and other bank products


  • Consistently ranked in top 5% of team for upselling


Bachelor of Science in Business Administration (Finance), University of San Francisco, CA | 2012

Key Skills

  • Customer Service & Relations
  • New Hire Training & Mentoring
  • Regulatory Compliance
  • Task Prioritization
  • Team Leadership


Fluency in Spanish

Tips for Writing a Better Banking Resume

Strike the right tone to describe your banking background

For nearly any piece of regular writing, it’s important to choose language that sets and maintains a clear tone or “voice”. That rule applies equally to your job search documents. Here’s a quick overview of the voice you should aim for on each one:

  • Resume: formal, forthright
  • Cover Letter: engaged, confident
  • LinkedIn Profile: friendly, personable

To achieve a forthright voice on your resume, use simple sentences and straightforward accounts of your experience. Keep this advice in mind especially when writing your Profile section, since you may be tempted (or think you need) to use “promotional” terms like “Exceptional” or “Outstanding at” when a more modest yet direct phrase like “Skilled at” is better.



Commercial Banking Professional with 2+ years of experience. Skilled at handling complex negotiations and meeting/exceeding financial targets.

Rely on traditional fonts

For jobseekers in the banking sector, the best resume font is usually a classic serif style. Try one of these four: Cambria, Century, Book Antiqua, or Bookman Old Style. (Also, note that Century looks great in small caps for section headers.)

Avoid non-banking jargon

Any time you use a long word or phrase when a short one would do, that’s jargon. A classic example: People use the words “utilize” or “utilization” when they should use “use”.

Large companies and government agencies use jargon all the time to soften the blow of bad news. For instance, General Motors once described a plant shutdown as a “volume-related production-schedule adjustment”. (You’ll find this and many other examples of corporate jargon in William Zinsser’s classic book “On Writing Well”.)

Take the opposite approach on your resume. Your goal isn’t to conceal bad news, but to share the good news of your candidacy for a job opening. Any time you find yourself using a long word or phrase in your job descriptions, stop and ask: Is there a shorter equivalent? This habit will help make your resume a clear, concise record of what you offer to employers.



Drove a 45% increase in customer use of online services


Drove a 45% increase in customer utilization and implementation of online services

Common Key Skills for Banking Resumes

Companies looking to fill a position often use an applicant tracking system (ATS). This computer program scans each submitted resume for keywords relevant to the job at hand. When the ATS scans a resume with many relevant keywords, it’s more likely to flag the document for the hiring manager.

For this reason, you should add a keyword-rich “Skills” or “Expertise” section to your resume (as in the examples above). With this section you can show the breadth of your skillset and boost the chance your application gets noticed. Below are common keywords for banking professionals:

Key Skills & Proficiencies
Accounting Balance Allocation
Bank Procedure Improvement Cash Handling
Complex Problem-Solving Customer Service & Relations
Data Entry Ledger Balancing
Loan Processing Regulatory Compliance
Task Prioritization Transaction Processing

Common Action Verbs for Banking Resumes

One of the most frequent (yet avoidable) resume mistakes is using too few verbs. When you repeat the same generic verb (say, “Manage”) several times, it distracts the reader and fails to show the dynamic nature of your work. You can prevent this issue by using a healthy variety of action verbs on your resume. Consider the following options:

Action Verbs
Assess Audit
Balance Communicate
Count Deposit
Handle Help
Identify Invest
Maintain Organize
Prepare Prioritize
Process Recommend
Record Report
Resolve Withdraw

How to Align Your Resume With the Job Description

One of the best ways to tailor your resume for each posting is to give special attention to the industry.

In what industry or sector is the job posting? Do you have any experience in that industry as well? If so, cite that common experience in the first line of your resume’s Profile section. For example, if the job is at a brokerage firm you might start your Profile like this:

Investment Banker with 7 years of experience including 5 years at a leading brokerage firm.

If you don’t have experience in the same industry, consider instead adding a line to your Profile that calls out your overall adaptability to new work settings.

For example

Highly adaptable to new work challenges and industry conditions.

Jobseekers with experience in various industries often list them in their resume Profile. We discourage this practice because it can make your overall resume seem unfocused and tends not to speak to a hiring manager’s specific needs. The only exception is if you’re applying for a consulting role or other job where you’d interact with people in many industries.