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15 Banking Resume Examples That Made the Cut in 2024

Best for professionals eager to make a mark

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Banking Resume

• Banking Resume by Experience
• Banking Resumes by Role
• Write Your Banking Resume

Banking FAQs

Whether you’re an entry-level bank teller or you’ve climbed the ladder to being a manager, working in banking requires that you know your stuff. Thanks to your in-depth knowledge of the financial landscape, interpersonal skills, and keen eye for numbers, your bank’s customers walk away happy after each visit.

With various legal regulations, keeping up to date with the latest banking software, and studying new products, you’ve got your hands full on a daily basis. However, you’ll need to find the time to create an effective resume to advance your career.

That’s where we come in. Our AI cover letter generator , banking resume examples and handy resume tips helped hundreds of banking professionals land their next jobs, and now, it’s your turn!

or download as PDF

Why this resume works

• Show your workplace impact in your banking resume by detailing your numbers in driving customer satisfaction, solving problems, and cutting down process time to optimize profits.

Experienced Banker Resume

• On top of your achievements, including a certification such as a Certified Bank Teller further lends credibility to your application and gets you closer to the door.

Associate Banker  Resume

• Your Certified Wealth Strategist (CWS) or Commercial Banking & Credit Analyst (CBCA) certification, for instance, can give your associate banker resume a much-needed facelift. It signals to recruiters that you meet industry benchmarks and are willing to go the extra mile to strengthen your skill set and propel your career forward.

Senior Banker Resume

• Integrate your measurable achievements such as meeting sales quotas, solving customer problems, driving up profits, and so on in your personal banker resume .

Bank Branch Manager  Resume

• To do this, display how you’ve streamlined processes, led teams, and boosted customer satisfaction. Now is great time to introduce metrics such as cutting administrative overhead, spearheading staff training, and more.

Personal Banker Resume

Bank Manager  Resume

• Impress potential employers by showing your sales performance, customer service, and business growth metrics in your bank manager resume .

Relationship Banker Resume

• We suggest injecting some life into your work history with quantified accomplishments. Take “…ensuring 100% compliance with JPMorgan’s regulatory standards while processing $2.7 million in assets over six months” and “…preventing over $$99K in load default losses,” for instance. Now, that’s how you turn a good narration into a wow moment for hiring managers.

Universal Banker  Resume

• Get down to specifics like how you turned detective with Experian Fraud Detection tools, screening transaction data, and customer behavior, thus preventing six fraud attempts in a month. Or how you advocated the integration of DocuSign for account opening procedures, which not only trimmed document turnaround time (by maybe two days) but also boosted client satisfaction. That’s gold!

Business Banker Resume

• Calling attention to at least one experience in a work setting similar to that you’re vying to join can do the trick for your business banker resume. And don’t rattle off your duties to give recruiters a taste of your potential; do them one better by serving up your proudest accomplishments complemented by genuine metrics.

Private Banker  Resume

• Your updated contact deets (think phone number and professional email address) should sit at the top, regardless of the resume template you go with. And right after that, it’s smart to hyperlink to your LinkedIn profile, inviting hiring managers to dig deeper into your professional world.

Mortgage Banker Resume

• So, why not let software like Calyx Point, Salesforce, Dropbox Business, ComplianceEase, and LoanSifter steal the show in the skills part of your mortgage banker resume? Spice things up a bit, though—your work history section should illustrate how you’ve milked the tools dry to squeeze out impressive results at various companies.

Retail Banker  Resume

• You see statements such as “Processed $2.3M in in-person and online card payments through Worldpay” and “…spearheading a new membership growth initiative that attracted 854 new customers over six months?” That will catch the recruiter’s eye and showcase your value straight away. Keep the accentuation to the right amount, though—a single phrase per job listing will do.

Commercial Banker Resume

• Nailing the look of your commercial banker resume comes down to a few key elements: white space, a legible, consistent font, and well-defined sections. A splash of color doesn’t hurt either. So, feel free to give your header, names of former places of work, and sidebar sections a pop with something vibrant like burnt orange.

Corporate Banker  Resume

• Let’s say you have a bachelor’s degree in finance. Mentioning it boosts professionalism and credibility, plus signals you have the chops for this job. Now, if you’ve pursued a Master’s in something related, that’s even cooler. Let it take the lead in your education credentials, with your bachelor’s degree sitting proudly after that—reverse chronological order, remember.

Related resume examples

• Investment Banking
• Bank Teller
• Financial Analyst

Create a Banking Resume that Matches the Job Description Perfectly

The key to crafting an irresistible application is to match the job description as closely as you can. 

For instance, if you’re applying for a senior bank teller role, include a good mix of skills that point to your banking proficiency as well as a couple of your interpersonal abilities. That includes things like conflict resolution and cross-selling, but also knowledge of anti-fraudulent measures and Oracle Flexcube.

In any case, try to check some of the most important boxes in the job listing. Keep things specific—instead of a vague “team player,” use more descriptive skills like “relationship building.”

Want some inspiration?

15 popular banking skills

• Fiserv Signature
• Loan Processing
• Banking Regulations
• Credit Analysis
• Oracle Flexcube
• Microsoft Dynamics
• Fraud Detection
• Basic Accounting
• Customer Service
• Sales Strategies
• FIS Horizon
• Crisis Management
• Temenos T24 Transact

Your banking work experience bullet points

You’re no stranger to various kinds of data, be it financial figures or customer satisfaction metrics. Data will be your best friend as you work on this part of your resume and discuss your greatest achievements. 

Refrain from simply listing off every single task from your past jobs—instead, frame your work as accomplishments and back it up with metrics.

In banking, money speaks volumes. Talk about the types of client accounts you’ve handled, investments you’ve guided, or branch budgets you’ve handled. There are many equally useful metrics, from reducing customer complaints to lowering the average wait times at your branch.

• Discuss your success in driving profits for the bank and its clients with financial metrics, such as revenue growth, ROI, and cost-to-income ratio.
• Mention any increases in efficiency, such as the branch performance rate, directing customers to other channels to free up more tellers, or optimizing client documentation.
• Take a customer-centric approach and talk about customer satisfaction ratings, retention, and engagement.
• Sales play a big part in banking, so show off metrics related to cross-selling, up-selling, handling loans, credit cards, and investments.

See what we mean?

• Fixed minor jam errors on NCR Selfserv that decreased customer wait time by 67%
• Detected 91% of fraud cases on Verafin and thwarted them without escalation to the supervisor
• Built 101 long-term client relationships, exceeding annual sales quota by 117%
• Conceptualized payment strategies for 12 big clients on Acuity that improved repayments to 98% rates

9 active verbs to start your banking work experience bullet points

• Facilitated

3 Tips for Writing a Banking Resume if You’re Starting Your Career

• You may be new to banking, but as long as you have any experience in working with customers, you’ve got a lot to talk about. Highlight past jobs where you worked with people, such as retail or tech support, but also college projects and internships. 
• Banking requires a great deal of attention to detail, so don’t make the mistake of sending out a resume that’s tailored to a different job. Take the time to read the job description and update your work experience and skills accordingly.
• Pick a resume template that lets you add courses or certifications and include them to increase your credibility. The Certified Bank Teller (CBT) certification is great, but so is the Anti-Money Laundering (AML).

3 Tips for Writing a Banking Resume for a Seasoned Financial Expert

• As you advance in your career, leadership becomes a key skill, whether it is training new colleagues or managing an entire branch. Provide examples of times when you were in charge, such as assigning tasks or handling performance appraisals.
• Don’t be afraid to flaunt your financial acumen by talking about your ability to manage budgets, control costs, or drive growth. For instance, discuss the kinds of budgets you managed for your branch or for particular business accounts, making sure to mention ROI to showcase your impact.
• A successful banker is one who leaves a trail of happy customers behind. Underscore this in your resume by including metrics like customer retention, cross-selling, or satisfaction ratings, as well as mentioning how you helped your staff stick to bank policies.

Unless your career spans over 10 years, we recommend sticking to a one-page resume . Much the way customers only skim the contracts they sometimes sign, recruiters only spend a few seconds scanning your resume, so it’s best to keep it short and sweet.

A resume summary or objective can be an effective way to quickly highlight a career-defining achievement or describe why you’re the right fit for this particular banking job. Use it to mention a couple of key skills, such as your risk management, and include the name of the company you’re applying to.

You can, but it’s better to show them through your work experience bullet points. If you do add some, make them relevant to the job—for instance, employee engagement for a bank manager position.

Banking Resume - Examples & How-to Guide for 2024

As someone who works in banking, you’re a trusted professional who knows their way around the finance world.

You give financial advice and guidance to your clients.

But when it comes to creating a job-winning resume, you’re the one who needs advice.

What does a good banking resume look like, anyway?

With so many people competing for the top banking jobs, you can’t afford to leave any questions unanswered. 

But don’t worry! Our field-tested resume examples and tips will get your feet through the door of employment.

• A job-winning banking resume example
• How to create a banking resume that hiring managers love
• Specific tips and tricks for the banking industry

Here’s a banking resume example, built with our own resume builder :

Follow the steps below to create a banking resume of your own.

Are you looking for a resume example for a different job position? Head on over to one of our related resume examples instead:

• Bank Teller Resume
• Accountant Resume
• Bookkeeper Resume
• Business Analyst Resume
• Financial Analyst Resume
• Executive Assistant Resume
• Consultant Resume
• Administrative Assistant Resume
• Office Assistant Resume
• Career Change Resume

How to Format a Banking Resume

Banking is one of the fiercest industries you can enter.

As such, you really need to put your money where your mouth is.

This involves creating a resume that stands out from the competition. 

But before you can get writing, you need to choose the correct format.

You see, even the richest of experience won’t impress a hiring manager that is struggling to read the content.

Have relevant banking experience? Then you’ll want to use the most popular format, known as the “ reverse-chronological ” format. It starts with your most recent work experience and then works backward through your banking history and skills.

You may also want to try these two popular formats:

• Functional Resume - This format focuses on your banking skills, which makes it the best format for those who have the relevant skills, but don’t a wealth of experience as a banker.
• Combination Resume - This format mixes both “Functional” and “Reverse-Chronological” formats, making it perfect for those with both the relevant skills AND banking work experience. 
• For a professional and precise resume, keep your banking resume to one-page. Feel free to check out our one-page resume templates .

Once the format is sorted, you need to choose the correct resume layout .

We recommend the following layout:

• Margins – Use one-inch margins on all sides
• Font - Pick a professional font that stands out
• Font Size - 11-12pt for normal text and 14-16pt for headers
• Resume Length – Stick to 1-page. Having trouble fitting everything into one page? Check out these one-page resume templates .
• As professional banker, the recruiter expects to see a highly-professional resume. As such, limit how creative you are with the font and layout.

Use a Banking Resume Template

Word is great for a lot of things.

Well, except for building resumes.

You see, you need a banking resume with a professional structure.

Those who have used word to create their own resume will know that one tiny change can ruin the whole structure.

For a professional banking resume, you can use a resume template .

What to Include in a Banking Resume

The main sections in a banking resume are:

• Contact Information
• Work Experience

For a banking resume that rises above the other applications, add these optional sections:

• Awards & Certification

Interests & Hobbies

So that’s a general overview, now it’s time to get specific about each of the sections.

For even more information, check out our guide on What to Put on a Resume .

How to Write Your Contact Information Section

As a banker, you know that accuracy is vital.

And it’s no different than with your contact information section. 

In fact, just one digit out of place can render your whole application useless. 

For your resume contact information section, include:

• Title – Make this specific to the exact job you’re applying for
• Phone Number - Check this multiple times. You see, one minor error can really mess up your chances
• Email Address - Use a professional email address ([email protected]), NOT that email you created back in school [email protected])
• (Optional) Location - Applying for a job abroad? Mention your location
• Hannah Atkinson - Banker. 101-358-6095. [email protected]
• Hannah Atkinson - Banking Angel. 101-358-6095. [email protected]

How to Write a Banking Resume Summary or Objective

Creating a professional resume that stands out is the #1 goal .

But HOW is this done? 

By using an opening paragraph that brings home the bacon!

These opening paragraphs come in two types: resume summary or objective.

Although slightly different, both are introductory paragraphs that sum up the main points of your resume. 

The difference between a summary and objective is that:

A resume summary summarizes your most notable banking experiences and achievements. It’s designed for individuals who have multiple years of finance industry experience.  

• Experienced banking professional with five years of experience at YZX BANK, where I used analytical and interpersonal skills to maintain a 99.60% customer satisfaction rating. Seeking a chance to leverage my banking skills to maximize the operations and quality of service at BANK XYZ.

A resume objective gives a quick breakdown of your professional goals and aspirations, which makes it perfect for junior bankers. Now, even though you’re talking about your own goals, it’s important to align your message to what the employer wants. 

• Enthusiastic finance student looking for a banking role at BANK XYZ. Two years of experience at a local accounting firm. Excellent organization, communication, and analytical skills. Keen to support your banking team, where my interpersonal skills can be leveraged to achieve the best quality of service.

So, which one is best for bankers? 

Well, a summary is suited for bankers who have been crunching the numbers for a few years, whereas an objective is suited for individuals who are new to the banking world (student, graduate, or switching careers).

• The hiring manager wants to see the benefits you will bring to the bank, not what it will do for your career. Also, banks want employees who have strong quantitative and communication skills, so use powerful action verbs and be as specific as possible.

How to Make Your Banking Work Experience Stand Out

What’s the best way to impress a recruiter?

Work experience!

Sure, the recruiter wants to hear about your education and skill-set, but nothing proves your talents like a wealth of banking experience. 

Use this layout in your experience section:

• Position name
• Company Name
• Responsibilities & Achievements

02/2017 - 01/2020

• Voted “Banker of the Year” in 2018 and 2019
• Followed best practises to process over 1000 loan applications
• Studied market trends and produced risk assessment documentation for management – contributing in $430,000 savings for our clients
• Trained and empowered a team of eight new bank tellers

For a resume that shows your best qualities, make sure to mention your achievements, rather than your daily responsibilities.

Instead of saying:

“Risk assessment”

“Studied market trends and produced risk assessment documentation for management – contributing to $430,000 in savings for our clients”

So, how exactly do the two differ?

Well, the second statement goes into much greater detail. It’s a clear example of how your abilities will have a direct impact on the success of the bank.

What if You Don’t Have Work Experience?

Maybe you’ve got a finance degree but have yet to work in a bank?

Or maybe you’re transitioning from a junior position at a competing bank?

Whatever your personal situation, you have options. 

You see, despite a lack of bank experience, you are still able to include relevant skills and experiences from other previous jobs.

For example, if you’ve worked as a junior accountant, you can talk about the crossover experiences. Just like a banker, you would have to pay great attention to detail, work with customers, and enjoy working with numbers.

For the students reading this, you’ll enjoy our guide on how to make a student resume !

Use Action Words to Make Your Banking Resume POP!

• “Responsible for”     
• “Worked with”    

You’ll find these exact words on nearly all banking resumes.

And since you need your banking resume stand out, we’d recommend using some power words instead:

• Spearheaded
• Conceptualized

How to List Your Education Correctly

Up next in your banker resume comes the education section.

Now, there’s more than one educational path to becoming a bank employee. 

The bank manager just wants to know your education to date.

Follow this format: 

• Degree Type & Major/Courses
• University/School Name
• Years Studied
• GPA, Honours, Courses, and other relevant achievements 

B.A in Banking and Finance

Chicago State University 

• Relevant Modules: Principles of Accounting, Consumer Finance and Banking Fundamentals, Financial Management, Risk Analysis, Finance and Economics, Bank Lending and the Legal Environment, Quantitative Methods for Banking, and more]

Still have questions? If so, here are the most frequently asked questions:

What if I’m still studying?

• No matter if you’re still studying or not, you should still mention every year that you have studied to date

Is my high school education important?

• Only list your high school education if that is your highest form of education 

What is more important for a banker, education or experience?

• If you’re an experienced banker, your work experience should be listed before your education

If you still have questions, you can check out our guide on how to list education on a resume .

Top 16 Skills for a Banking Resume

Being a successful banker requires a certain set of skills.

And the bank manager needs to know you have what it takes!

Now, you could be the most skilled banker in the world, but they still need to be clearly displayed on your resume – not locked away in a bank vault!

Here are the main skills a hiring manager wants to see from a banker:

Hard Skills for a Banker:

• Balancing Ledgers
• Risk Assessment
• Mortgages and Loans 
• Deposits and Withdrawals 
• Account Maintenance 
• Foreign Currency Exchange
• Investment Management 
• Safety Deposit Boxes
• Cash Handling 

Soft Skills for a Banker:

• Excellent Communicator
• Problem Solving
• Confident & Professional Manner 
• Organization 
• Negotiation
• Time Management
• Although bankers need soft skills, we recommend only including the main skills on your resume. It is also wise to only include soft skills that you posses, just in case the interviewer asks.

Looking for a more comprehensive list? Here’s a mega-list of 150+ must-have skills .

Other Resume Sections You Can Include

By now, you should have a resume that’ll get you through the doors of any bank.

Your #1 goal is a resume that stands above the competition.

And this is not the time to leave your future to chance!

The following sections will set you apart from the other candidates.

Awards & Certifications

Have you been awarded at your previous place of work?  

Did you win any competitions at university?

Have you completed any certifications to enhance your expertise?

Whatever your case may be, the manager will want to see any relevant awards and certifications.

Awards & Certificates

• Certified Financial Planner (CFP)
• Certified Financial Analyst (CFA)
• “Learning How to Learn” - Coursera Certificate
• “Banker of the Year” 2019 - XYZ Bank

Able to speak other languages?

Whether or not the job description specifically requires it, the ability to speak another language is an impressive skill. 

So if you’re able to speak another language, even to a basic standard, feel free to include it inside your resume, but only if there is space. 

Order the languages by proficiency:

• Intermediate

Now, you may be wondering, “ why does the bank manager need to know about my love of golf? ”

Well, the manager doesn’t need to know, but it does show them more about who you really are.

And this is great, as banks want an employee who they’ll get along with.

As such, listing your hobbies and interests can be a good idea, especially if it involves social interaction.

If you want some ideas of hobbies & interests to put on your banking resume , we have a guide for that!

Match Your Cover Letter with Your Resume

You don’t need us to tell you how competitive the finance job market is.

And when competing with experienced professionals, you need an edge.

But HOW can you get one?

Well, with a convincing cover letter!

You see, a letter is the perfect tool for communicating with more depth and personality. 

Oh, and it shows that you want THIS banking position in THIS bank.

Just like when building the resume, your cover letter also needs the correct structure. 

Here’s how to do that:

We recommend writing the following for each section:

Contact Details

All personal contact information, including your full name, profession, email, phone number, location, website.

Hiring Manager’s Contact Information

Their full name, position, location, email

Opening Paragraph

Create a powerful introduction that hooks the reader. Make sure to mention:

• The specific position you’re applying for – Banker
• An impactful summary of your most notable experiences achievements

Once you’ve impressed the hiring manager with your opener, you can delve deeper into the rest of your working history. Some of the points you can mention here are:

• Why you want to work for this specific bank
• What you know about the bank’s culture and vision
• Your most notable experiences and how they relate to this job
• If you’ve worked in similar positions at other banks

Closing Paragraph

This is where you:

• Wrap up the main points of the body paragraph
• Thank the hiring manager for reading
• End with a call to action, such as “It would be great to further discuss how my experience as an X can help the bank with Y”

Formal Salutations

To keep your resume professional, use a formal closing, such as “ Sincerely ” or “ Best regards. ”

Now, if you’re not a professional wordsmith, creating a job-winning cover letter is a difficult task. But don’t worry, you can use our how to write a cover letter article for guidance.

Key Takeaways

You’ve now unlocked the bank vault and discovered how to create a job-winning resume.

Let’s quickly review everything we’ve covered:

• Based on your specific circumstances, choose the correct format. We recommend starting with a reverse-chronological format, and then following the best layout practices
• Use a captivating resume summary or objective
• In the work experience section, highlight your most notable achievements, not your daily duties
• Match your banking resume with a convincing cover letter

Suggested Reading:

• How to Write a Bank Teller Resume in 2024
• How to Ace Interviews with the STAR Method [9+ Examples]
• 26+ Biggest Interview Mistakes (To Avoid in 2024)

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Banking Resume Examples and Templates for 2024

Banking Resume Templates and Examples (Downloadable)

How to write a banking resume, how to pick the best banking resume template, banking text-only resume templates and examples, frequently asked questions: banking resume examples and advice, check out related examples.

• Banking Center Manager
• Associate Investment Banker

This guide provides expert tips for creating a results-driven resume that emphasizes the best aspects of your banking experience.

Key takeaways: 

• Use bullet points to showcase your work highlights. Start each bullet point with a strong verb like “Created” or “Enhanced.”
• Spell out the results of your past work as a banking professional, and describe how your efforts helped customers or the wider organization.
• Show your skills relevant to a banking role, such as customer service, financial analysis, or portfolio management.

Using a template can help you write an effective banking resume. Your banking resume should usually include these sections:

• Contact information
• Professional experience
• Education and certifications

1. Share your contact information

Give your full name, phone number, email address, location, and links to any online professional profiles. Ensure your contact information is current so employers can reach you for an interview.

Your Name (123) 456-7890 [email protected] City, State Abbreviation Zip Code LinkedIn Profile

2. Create a profile by summarizing your banking qualifications

Impress hiring managers at the top of your resume by giving the three to five primary reasons you excel in banking.

Banking center manager with a strong background in financial management, customer service, and risk management. Demonstrated success overseeing daily operations, improving customer satisfaction, and leading top-caliber teams.

3. Create a powerful list of your banking experience

View the experience section as a chance to give detailed examples of your work and success as a banker or in other banking roles.

Banking Center Manager, ABC Finance Inc., Boston, MA | January 2019 to present

• Train, supervise, and evaluate a 15-member team, ensuring adherence to the bank’s policies and procedures
• Streamlined daily reporting procedures, increasing efficiency by 15%
• Resolved various customer issues, decreasing complaints by 30% within the first year

Resume writer’s tip: Quantify your experience

Avoid bland job descriptions by using relevant performance data and metrics to show the results you’ve achieved as a banking professional. Hard numbers put your work in context and give recruiters a better sense of your scope and impact.

• “Analyzed and modeled over 30 investment opportunities, resulting in 10 successful deals”
• “Analyzed investment opportunities”

Resume writer’s tip: Tailor your resume for each application

Most finance organizations rely on some form of applicant tracking system (ATS) to identify qualified candidates for job openings. To get your resume through the initial screening and into the hiring manager’s hands, incorporate keywords from the job posting directly into your profile, professional experience, and skills section.

What if you don’t have experience?

Writing a resume can be hard if you don’t have real-world experience. But you still have valuable skills and knowledge from your education and training. Showcase any relevant coursework you’ve done or certifications you’ve earned. Also, consider including volunteer work or internships you’ve completed in your field, and emphasize your work ethic and willingness to learn. By highlighting these qualities, you can show how you’d be an asset to any team.

4. List any education and certifications relevant to banking

With the education and certifications sections, you can show you have a strong knowledge base in your field. Cite any credentials you’ve earned that speak to your abilities as a banker or banking professional. Following are templates to help you organize this information on your resume (note: years are optional).

[Degree Name], [School Name], [City, State Abbreviation] | [Graduation Year]

Master of Business Administration (MBA), Concentration in Finance, Harvard Business School, Boston, MA

Certifications

[Certification Name], [Awarding Organization] | [Completion Year]

• Certified Financial Services Auditor (CFSA), Institute of Internal Auditors

5. List key skills and proficiencies for banking

A separate skills section lets you quickly display the different ways you can add value to a bank or financial services company. Below, you’ll find some key banking-related terms and skills to consider for this section:

Resume writer’s tip: Use specific action verbs

One of the best ways to enhance your resume is by starting each bullet point with a strong action verb. Dynamic verbs help you keep the hiring manager’s attention and show the varied nature of your experience. The following list can help you find a good mix of action verbs for your banking resume:

A resume is a simple tool for professional communication and should be formatted accordingly. Choose a clear and straightforward template, and avoid any template with elaborate graphics or various colors and font styles. Simple resume design helps a hiring manager scan for relevant information. It also helps you tailor the document to each job application and make updates to your work history going forward.

Allison Rosenberg Detroit, MI 12345 | (123) 456-7890 | [email protected] | LinkedIn

Banker with strong experience assessing risk and managing portfolios. Use consultative sales methods to build positive long-term relationships with clients. Credentials include Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP).

• Business development
• Consultative sales
• Customer service
• Financial analysis
• Investment strategy
• Portfolio management
• Risk assessment and management
• Strategic planning

Master of Business Administration, Concentration in Finance, Harvard Business School, Boston, MA

Bachelor of Science in Finance, University of Pennsylvania – The Wharton School, Philadelphia, PA

Professional Experience

Senior Banker, XYZ Financial Services, Philadelphia, PA | June 2018 to present

• Manage a diverse portfolio of high-net-worth clients, consistently exceeding financial targets by over 15%
• Conduct detailed risk assessments for various financial decisions, reducing potential losses by 20%
• Foster and maintain strong client relationships, increasing retention by 30%

Associate Banker, LMN Bank, Boston, MA | May 2015 to June 2018

• Directed a portfolio of clients, providing financial advice and making investment decisions that increased portfolio value by 25%
• Assessed financial risks associated with each client account, reducing potential losses by 18%
• Built strong client relationships, increasing client satisfaction by 20%

Professional Development

• Chartered Financial Analyst (CFA), CFA Institute
• Certified Financial Planner (CFP), Certified Financial Planner Board of Standards
• Financial Risk Manager (FRM), Global Association of Risk Professionals

Why this banking resume example is strong: 

This resume excels with a prominent skills section that shows Allison’s different ways of adding value to an organization.

Amar Singh Miami, FL 12345 | (123) 456-7890 | [email protected] | LinkedIn

• Customer service and retention
• Financial management
• Process streamlining
• Risk management and mitigation
• Team leadership

Master of Business Administration (MBA), Harvard Business School, Boston, MA

Assistant Banking Center Manager, LMN Bank, Philadelphia, PA | June 2015 to December 2018

• Helped streamline daily operations of the banking center, improving productivity by 12%
• Co-developed service strategies that increased customer satisfaction ratings by 20%
• Trained and motivated a team of 10, fostering a high-performance work environment
• Certified Anti-Money Laundering Specialist (CAMS), Association of Certified Anti-Money Laundering Specialists
• Certified Trust and Financial Advisor (CTFA), American Bankers Association

Why this banking resume example is strong:

This resume has impressive data on customer service improvement, showing how Amar helped build and maintain effective banking centers.

Yaling Zhang Seattle, WA 12345 | (123) 456-7890 | [email protected] | LinkedIn

Skilled associate investment banker with extensive experience in financial analysis and deal execution at Ernst & Young and PricewaterhouseCoopers. Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certified Financial Planner (CFP).

• Client service and retention
• Data gathering and analysis
• Deal closures
• Financial modeling
• Risk management

Master of Finance, London School of Economics, London, U.K.

Bachelor of Economics, University of California, Berkeley, CA

Senior Associate, Investment Banking, Ernst & Young (EY), Boston, MA | June 2018 to present

• Led a team of junior associates to analyze and model over 50 investment opportunities, resulting in 20 successful deals
• Restored positive relationships with key clients, increasing retention by 30%
• Played a key role in deal execution, helping increase closures by 25%

Associate, Investment Banking, PricewaterhouseCoopers (PwC), London, U.K. | August 2016 to May 2018

• Analyzed and modeled over 30 investment opportunities, resulting in 10 successful deals
• Helped execute each deal by preparing pitch books, conducting due diligence, negotiating terms, and closing transactions

This resume uses dynamic verbs like “restored” and “led” to express how Yaling has been an active contributor at each past employer.

First, look closely at the job post text and words that are repeated or emphasized. Compare these highlighted phrases to the language you’re using in your resume, particularly the profile and key skills sections. Then, seek ways to align your resume language with the job posting while not copying phrases or misstating your background.

For example, if the firm seeks someone collaborative, describe that aspect of your experience in your profile. Or say the company has many non-English speaking customers. Display your foreign language skills both in your profile and as a separate section farther down the document. With adjustments like these, you can make your resume more relevant to each opportunity.

The combination or hybrid format, which merges a functional resume's profile section with a chronological resume's experience section. Most modern resumes (including the three on this page) follow this format because it gives hiring managers the clearest view of an applicant's strengths and work history.

Include a cover letter with your resume

A good cover letter enhances most job applications. To write a standout letter, get specific. Tell the hiring manager why you’re interested in their organization and the specific banking role they hope to fill.

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Executive Resume Writer and Career Coach

Andrew Stoner is an executive career coach and resume writer with 17 years of experience as a hiring manager and operations leader at two Fortune 500 Financial Services companies, and as the career services director at two major university business schools.

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