Banking Resume Template for Word

The competition for job openings may be tough, particularly in service sectors where job security is relatively high, such as the banking industry. Having a strong resume to submit alongside your job applications can give you an advantage over other applicants. A banking resume template for Word has been provided here to help you understand how such a document should be formatted. Grouping your information into sections that list your skills, work experience, and education, while starting it all off with a professional summary statement, helps ensure you include only information employers want to see on a resume.
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Ian Isaacson

Oklahoma City, OK 11111

E: T: 555-555-1111

Professional Summary

Experienced financial professional looking to return to the banking industry as a branch banking manager. Work history has included assisting clients of a non-profit income management firm as well as working as a loan officer for a commercial bank. Comprehensive understanding of the credit acquisition process as well as federal regulations governing financial institutions. Committed to growing bank brand loyalty by providing excellent service to customers.

  • * Strong understanding of commercial and personal finance principles, credit acquisition methods, money management strategies, and debt resolution techniques
    * Stay current on all money market news and trends, particularly issues that affect the mortgage and personal banking industries
    * Skilled in the use of financial data warehousing programs and forecasting applications
    * Good listener who is able to empathize with customers regarding their financial situations and identify solutions based on their stated goals
    * Well-organized and meticulous in following daily workflow processes
    * Leadership skills developed through spearheading several process improvement initiatives with past employers
Work Experience
Budgeting Consultant
2011 – Current

Private Principal Solutions

    * Assist clients in the management of their income, assets, and property by suggesting different investment vehicles and helping set up budget plans, bank accounts, and consumer credit to help meet their individual goals.
    * Work with asset management firms to gain access to advisory services for clients looking to invest in different securities.
    * Teach courses on budgeting and income management as part of firm’s community outreach program.
    * Have advised over 220 clients during tenure, helping with the management of over $8.3 million in personal funds.
    * Serve as member of service team recognized by local civic leaders in 2015 as being Outstanding Stewards of the Community.

Loan Officer
2006 – 2011

Downtown Community Bank

    * Explained financing tools offered through the institution and reviewed clients’ financial and personal circumstances to see which were right for them.
    * Assisted local entrepreneurs and small business owners to secure funding to help cover franchising costs, consolidate business debt, or secure new commercial properties.
    * Worked with branch banking manager to monitor on-site cash volumes and coordinate with corporate security personnel to arrange for transfer of deposited funds.
    * Recognized for providing outstanding service based upon 85+ percent client loan approval rate.
    * Helped clients to secure more than $35 million in borrowed funds.

Bachelor of Arts in Communications

University of Tulsa
Tulsa OK

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15 Tips for Writing Your Banking Resume

Summary Statement

1. Use your industry insider knowledge to your advantage. Identify issues employers in your sector are forced to deal with, and then present yourself and your skill set as a solution.
2. Write your summary statement as a basic overview of your skills. However, if you are looking to progress into a leadership or management position, it is okay to state that objective (just as has been done in the banking resume template for Word).
3. Highlight only work experience and skills that relate directly to the job you are applying for.
4. Keep details to a minimum in your three-lined statement, as more space is reserved to share them later on in your resume.

Skills Section

1. List your skills in terms of relevance to the position you seek, with the most relevant listed first.
2. Follow the format given in the banking resume template for Word by listing your skills as bullet points. This improves your document’s readability as most hiring managers only have time to skim over resumes.
3. Omit skills that some may view as being basic requirements to work in your field (I.e., being good with numbers).

Work Experience Section

1. Use the space reserved here wisely by only listing previous work experience that is relatable to the position you currently desire.
2. As you can see in the banking resume template for Word, your past jobs should be listed chronologically. Time gaps between the positions you list are alright if an older job is more similar to the one being applied for than a newer one.
3. Do all you can to use metrics in highlighting the kind of results your contributions produced in past positions.
4. Only go back further than 15-20 years when detailing your work experience, unless all that time was spent within the same organization.
5. Always begin each line confidently by using a strong verb to detail your experience.

Education Section

1. Professional training and certifications are okay to list in this section if they pertain to the position you are seeking.
2. List your highest degree completed first in your resume, unless you are currently enrolled in a higher degree program.
3. Do not list the details of your high school education.


As stated earlier, hiring managers typically do not have the time to dedicate to thoroughly reading a resume (at least not during the initial screening process). That is why the banking resume template for Word is formatted using elements such as distinct sections and bullet points. Presenting your information in this manner makes it easy for a reader to quickly review your document yet still retain its key points. Do not worry that there is no space reserved to talk more about yourself personally. You will get the chance to do that in your interview.