An effective banking resume should demonstrate a thorough understanding of financial regulations and services, as well as customer service ability. Whether you’re new to the banking industry or taking the next step in your career, a solid resume that highlights your skills and achievements can help land your next job.
This entry-level candidate lists their key skills at the top of their resume to highlight what they can do that might not be reflected in their previous experience.
In addition to listing their career experience, this candidate made an easy-to-read list of their extensive education, key skills, and relevant certifications.
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Banking Text-Only Resume Templates and Examples
Entry-Level Banking
Experienced Banking
Senior-Level Banking
Financial Analyst
Finance
Senior Financial Analyst
Karen Lane
(655) 863-6548 [email protected]
72 Light Lane, Los Angeles, CA 90003
Profile
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
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
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
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
Highlight:
Consistently ranked in top 5% of team for upselling
Education
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
Language
Fluency in Spanish
Pedro Pennington
(111) 222-3333 [email protected]
New York, NY 10001
Profile
Energetic, detail-oriented financial analyst with over eight years of experience. I can lean on an accounting background to process large amounts of financial information and investigate the strength of potential investments. A good communicator who can create digestible reports and give presentations that assist upper-level decision-makers.
Professional Experience
Financial Analyst, RRR Finances, New York, NY
November 2015 – present
Perform risk-assessment analyses on potential and current investments
Help executive team formulate financial goals, then adjust as necessary each quarter
Using spreadsheets to present data, report on the performance of current holdings, and recommend courses of action
Identify process improvements that have, to date, resulted in a 9% decrease in overhead costs
Examine financial documents of businesses seeking funding to determine solvency and potential
Junior Financial Analyst, ACE Bank, New York, NY
July 2012 – November 2015
Created reports on stock and bond trends
Prepared technical reports, integrating graphs and charts to show data
Maintained long-term database on income and expenses from ACE Bank’s 35 real estate property holdings
Education
Master of Finance, Buffalo School Of Finance, Buffalo, NY June 2012
Bachelor of Science in Accounting, Rochester Business Academy, Rochester, NY June 2010
Key Skills
Microsoft Excel
Interpreting business documents, including business plans and financial statements
Conducting and contributing to meetings
Communication through verbal and written means
Certifications
Certified Financial Analyst, Finance Professionals’ Association of New York, 2020
Allison Rosenberg
(123) 456-7890 [email protected]
San Francisco, CA 12345
Profile
Investment banker with seven years of experience specializing in equity research, strategic investing, and financial modeling. Strong history of performing due diligence on investment opportunities to maximize return on investment (ROI) potential for high-net-worth clients.
Key Skills
Client relations
Economics
Financial analysis
Investment banking
Portfolio management
Professional Experience
Investment Banker, Johnson & Goldman Inc., San Francisco, CA
October 2017 to present
Develop financial models and investment strategies for client portfolios valued at $300,000 to $1 million and provide recommendations for valuations, mergers and acquisitions (M&A), and product offerings
Conduct equity research, identify long-term investment opportunities in companies with best-in-class management teams and business models, and recommend investment opportunities in businesses committed to solving complex customer problems
Perform in-depth valuations of intangible assets for purchase price allocations by evaluating income, market indicators, and company financials
Investment Banker, Invest Today Inc., San Francisco, CA
May 2015 to October 2017
Managed financial analysis and determined valuations for startup technology companies, which included providing recommendations to investors on business based on economic data, product use case, and organizational effectiveness
Created in-depth financial models using data and long-term market indicators to inform investment decisions and establish long-term ROI potential
Education
Bachelor of Science (BS) – Economics, University of San Francisco, CA | 2015
Certifications
Financial Industry Regulatory Authority (FINRA) | 2015
Series 7
Series 63
Series 65
Allison Rosenberg
(123) 456-7890 [email protected]
New York, NY 12345
Profile
A senior financial analyst with eight years of experience defining financial strategies and leading change management initiatives for enterprise organizations. A strong history of identifying opportunities to enhance business transparency and drive long-term revenue growth.
Professional Experience
Senior Financial Analyst, Excelsior Financial Partners, New York, NY
April 2016 – Present
Define modeling and financial strategies for an enterprise financial firm, improve business transparency to enhance planning and execution, and lead strategic initiatives to support revenue growth from $50 million to $300 million over five years
Manage a team of five financial analysts, oversee modeling, analysis, and reporting of complex financial data and trends, and conduct forecasting to define strategies
Spearhead change management initiatives and transformation projects to overhaul financial reporting, auditing, and key performance indicators (KPIs) for the organization
Financial Analyst, Cadence Manufacturing, New York, NY
June 2013 – April 2016
Coordinated with the financial analysis and planning team to perform comprehensive audits of financial statements, data, and operating budgets for a multi-million-dollar manufacturing company
Delivered presentations to senior management on overhead costs, resource allocation, and annual projections to support long-term financial planning
Education
Bachelor of Science (B.S.) Accounting, Columbia University, New York, NY | June 2013
Key Skills
Financial modeling
Budget development
Change management
Financial planning and analysis (FP&A)
Financial reporting
Certifications
Chartered Financial Analyst (CFA), 2014
How To Write a Banking Resume
1. Write a dynamic profile summarizing your banking qualifications
The first section of your resume is one of the most important because it’s what hooks the hiring manager and makes them interested enough to keep reading. The profile summary section goes at the top of your resume after the header with your name and contact information. It is designed to give a reviewer an overall idea of who you are and what you can offer. Draw attention to your most valuable qualities, such as extensive experience or the ability to speak more than one language.
Senior-Level Profile Example
Commercial banking associate with over 10 years of 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.
Entry-Level Profile Example
Commercial banking professional with over two years of experience. Skilled at handling complex negotiations and meeting/exceeding financial targets.
2. Outline your banking experience in a compelling list
The professional experience section of your resume should explain what your duties and responsibilities have been in previous positions. Also, it must be a soft sales pitch about the value you can bring to your next position. It can be helpful to separate each job listing into sections: one for your job duties and one to highlight achievements. What’s worth mentioning depends on the position you’re applying for, but most banking positions rely on customer satisfaction and efficiency, so these are good places to start.
Senior-Level Professional Experience Example
Commercial Banking Associate
Bank of San Francisco, San Francisco, CA | November 2017 – present
Lead and performance-manage a team of 12 associates
Help customers open new bank accounts and access online services
Highlights:
Consistently earned 98% and higher client satisfaction rating
Drove a 45% increase in customer use of online services
Trained and mentored seven new hires in 2021
Entry-Level Professional Experience Example
Commercial Banking Officer
Commercial Bank of California, Los Angeles, CA | November 2018 – January 2021
Opened and closed over 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 five-person team
3. Include banking-related education and certifications
A degree in finance or business or accounting-related certifications can put you ahead of the pack when applying for a job in the banking industry. Some jobs may require a certain educational background, such as being a certified financial planner. Customer-facing positions like tellers may focus more on cash-handling experience and sales skills. List your education and any relevant credentials or certifications clearly on your resume so the hiring manager can determine if you have the necessary qualifications.
Education
Template
[Degree Name]
[School Name], [City, State Abbreviation] – [Graduation Month and Year]
Example
Bachelor of Science in Finance
California State University, Northridge, CA – July 2012
Certified Chartered Financial Analyst, CFA Institute, 2013
4. List your banking-related skills and proficiencies
The objective of your resume is to show the person reviewing it you’re a good fit for the position and that you will add value once you’re hired. Make it easy to see your skills and proficiencies. A bulleted list works well for this and can be divided into two sections: technical and banking-related skills and general professional skills.
Action Verbs
Client relationship management
Compliance with banking regulations
Credit risk assessment
Cross-selling abilities
Customer service skills
Data-driven decision making
Financial statement analysis
Fraud detection and prevention
Investment portfolio management
Loan underwriting
Regulatory reporting
Retail banking operations
Risk management
Sales skills
How To Pick the Best Banking Resume Template
Using a banking resume template lets you spend more time crafting compelling copy that positions you as a top candidate and less time messing with spacing and bolding. But all templates aren’t created equal. Look for non-fussy designs that prioritize readability and organization. Your resume is a professional document, and a hiring manager must quickly and easily determine if you’re a match for the position. Use headings, bullets, and lines for easier skimming.
Frequently Asked Questions: Banking Resume Examples and Advice
What are common action verbs for banking resumes?-
Action verbs take your bullets from bland descriptions of your job duties to compelling marketing materials for yourself as an applicant. It’s important to use various action verbs to avoid repetition and keep your resume as engaging as possible. If you’re getting stuck while writing this section, try these options that work well for banking positions. Another useful technique is to quickly read through the job description and identify any matching phrasing for the job responsibilities.
Action Verbs
Analyzed
Assisted
Documented
Educated
Highlighted
Informed
Liaised
Prepared
Presented
Proposed
Qualified
Trained
Underwrote
Valued
How do you align your resume with a job description?-
Targeting your resume to a specific job description can increase the chances that a hiring manager identifies you as a good fit. Look for keywords, qualifications, skills, and other must-haves listed in the job description and use these when creating your resume. Consider including a specific software in your list of key skills or adding a bullet point in your work experience section that highlights your knowledge of loans and other related products. This is especially important for those applying for competitive positions, such as loan officers, who are expected to experience just average growth, and tellers, who are expected to see a 12% decline through 2031.
What is the best banking resume format?-
The right format for a banking resume depends on how much experience you have, what kind of position you’re applying for, and the company, but you can’t go wrong with a reverse chronological format in this industry. This traditional design will be what most hiring managers expect and lets you list your work history, skills, and education in an organized, easy-to-read manner. You can also play around with this format, such as listing key skills first or using a double-column design to make more use of white space.
Should my banking resume be one or two pages?-
Your banking resume should ideally be one page, especially if you have fewer than 10 years of experience. A two-page resume can be effective for seasoned professionals with a longer track record if it highlights accomplishments and skills directly relevant to the job. Every detail should add value and strengthen your candidacy.
Limit your work experience to the past 10 to 15 years, unless earlier positions are highly relevant. Keeping your resume concise and targeted will make a strong and memorable impression on potential employers.
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Including a cover letter with your resume shows you're serious about the position and willing to put in extra effort. It provides an additional opportunity to describe your achievements and qualifications. If you need help writing a banking cover letter, this guide provides tips and examples.
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.
