It may seem as if banking has moved entirely away from face-to-face service. So many people are relying on internet banking, drive-ups, and ATMs. In fact, it’s now possible to open an account, have your debit card delivered to your home, and never make contact with a single human being.
Digital banking indeed is fast and convenient. So no wonder 64.6% of Americans use such services. But the truth is that sometimes people need personalized advice and financial guidance from a professional. This is particularly true for high-net-worth individuals, looking for wealth management advice. So the demand for experienced personal bankers won’t abate any time soon.
You’re qualified to work as a personal banker, now you just have to prove that. The best way to do that is with a great application package. The most important part of that is your resume. Good news. We have a personal banker resume sample followed by some helpful tips.
Personal Banker Resume Sample (Word version)
Personal Banker Resume Example (text version)
Experienced personal banker with more than a decade of broad experience in retail banking. Brings proven communication, customer advocacy, sales, and organizational skills along with a thorough knowledge of banking products.
- Silverlake/CIF2020 banking software
- Retail lending
- Mortgage and HELOC
- Investment portfolio management
- KYC regulations
- OFAC compliance
- Fraud prevention
- Customer service
- Interpersonal skills
- Time management
Center City Credit Union
Center City, MI
Premium Personal Banker
May 2018 – Present
- Serviced non-commercial accounts with total balances in excess of 250K or loan liabilities of more than 750K
- Personally conducted banking transactions for high-value customers
- Provided advice on loans, time deposits, and DDA accounts to help ensure customers were best able to reach their financial goals
- Acted as a liaison between retail and investment banking groups
- Created and implemented financial education programs for HNWIs
- Provided personalized customer support to VIP customers
- Achieved a customer satisfaction rating of more than 90% each quarter
Bank of Northern Michigan
Personal Banker/Lead Teller
August 2014 – May 2018
- Assist customers with opening DDA and time deposit accounts
- Served customers at the drive up and teller line
- Provided telephone customer service
- Banking product sales
- Curated personal banking services
- Ensured that all transactions were in regulatory compliance
Bank of Traverse City
January 2011 – August 2014
- Assisted banking customers with opening accounts and other transactions
- Offered customers information on various banking products
- Performed teller drawer balancing
- Executed vault teller duties as assigned
- Banking product sales
University of Northern Michigan
BS in Business Administration
- 3.7 GPA
- Student Honor Society
- Vice President of Future Financial Professionals
Memberships and Certifications
- Gold Member – Center City Chamber of Commerce
- Customer Identity Certification 2022
- Elder Abuse/Fraud Prevention Training 2022
How to Write a Personal Banker Resume
Banking is a traditional industry. Hence, your resume must look “classy” and professional. Opt for the standard chronological resume format, use bullet points to outline your main duties and accomplishments, and round up your resume with education, training, and certifications information.
Finally, triple-check the job application instructions. Some banks require applicants to provide extra information for background checks during the application process. Others delay this to later stages. So make sure you are submitting all the details required.
To help you write a compelling resume, we’ve rounded up some extra tips.
Be Specific And Relevant
Write specific details about your skills and work experience. Customize the information you choose to emphasize according to the job description provided.
For example, the resume above details very specific banking software skills, training, and experience. So, they make sure to demonstrate the exact capabilities that may be listed as mandatory requirements in the job posting.
Keep it Brief
Brevity is much appreciated in banking. Your resume should be a page long. If it is longer than that, it’s time to do some editing. Try eliminating part-time jobs from irrelevant industries. List only skills that are relevant to banking. You can also reduce the number of bullet points per later entry. Also, use more action verbs to cut down on nouns, adjectives, and adverbs.
Establish Your Certifications
To work in the banking industry, you must be qualified to recommend various banking products to customers. Additionally, you are obligated to ensure that the transactions you process are valid and that they comply with all applicable regulations.
In the banking industry, there are a variety of training programs and certifications that you can take that ensure you are qualified to execute your duties as a personal banker. List these certifications or other proof of training on your resume.
Don’t get eliminated from consideration before the hiring manager ever has the chance to see your resume. Many banks now use ATS software to scan resumes and cover letters for specific keywords. If the software can’t find these keywords, your resume will be discarded.
Fortunately, it is pretty easy to find the keywords. They will be listed in the job description. You can also find them in relevant industry publications, social media sites, and more.
Final Tip: Choose The Right Resume Template
A resume template can take the guesswork out of creating a professional resume that is attractive and a good fit for the job you want. It also ensures that you can spend more time focusing on the content of your resume than the format.
For a position in the banking industry, you want to communicate professionalism and trustworthiness. Go for a minimalistic resume template in this case. If you choose to create your own, avoid stylized fonts, bright colors, or other elements that could be off-putting.