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Top banking resume examples

Loan Officer

Loan Processor

Private Banker

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How to build your resume for a banking career

Looking to ascend the career ladder? Use our professional resume examples and tips for these common customer service career paths.

Career Track: Bank Management

No matter the economic climate, there will always be a need for dependable and knowledgeable banking professionals who can help individuals and enterprises with financial transactions, assist them in selecting accounts and financial services, and serving the local business community. According to the Statista Research Department, it is estimated that U.S. banking revenue will surpass the $500 billion mark by 2021.

Bank Teller $32,835 Median Salary

Resume Format

Functional Resume

For this job, showcase your technical skills and knowledge using the functional format, which highlights key professional skills in areas such as money handling, fraud prevention and customer service.

Summary statement tip

For this position, present a combination of your top technical skills, soft skills and relevant work experience, within a few crisp sentences. For example: “Highly competent banking professional with problem-solving abilities that help drive customer satisfaction” or “Reliable personal banker with knowledge of diverse banking and investment products, including loans and deposit accounts.”

Skills to feature

Introduce yourself as a well-deserved candidate for the position by giving a brief overview of your best skills. Scan the job description to find relevant skills that match your own, such as “processing transactions,” “cash counting,” and “accounting systems.” It also pays to emphasize your top soft skills, like “superior customer service,” “conflict resolution,” and “cross-selling expertise.”

Get to the next level

To advance in your career, focus on adding these skills and experiences to your resume:

  • Bachelor’s degree or advanced training in areas such as finance, business or economics that can help you attain positions such as loan officer or personal banker
  • Advanced soft skills that show you’re ready to tackle more responsibilities, (e.g., exceptional attention to detail, effective communication skills, contributing to improved banking procedures and efficiency, excellent decision-making ability in fast-paced environments, or ability to satisfy customers while adhering to bank guidelines and procedures)
  • Experience in successfully mentoring new tellers or leading teams

Personal Banker$37,059 Median Salary

Resume Format

Combination Resume

A combination format emphasizes both the skills and work history that are most relevant to the specific position. Feature skills such as customer support and sales skills, as well as industry-specific knowledge and achievements.

Summary statement tip

Present key skills (both technical and intangible), and show how you’ve used them in your career with specific, detailed examples. For example: “Goal-oriented personal banker who has driven sales of diverse credit lines and personal loans to increase branch revenue by 30%. Successfully managed 12+ clients of net worth more than $1M.”

Skills to feature

Mention your knowledge of specific financial products and segments, the ability to communicate with tact and diplomacy, referral abilities, proficiency with specialized software such as Quicken, and your interpersonal, analytical and organizational skills.

Get to the next level

To reach a managerial or leadership position like sales manager or branch manager, gather qualifications and skills that emphasize your ability to handle more responsibilities, such as: 

  • Certifications or diplomas in national or international banking regulations, financial products and banking procedures
  • Experience and training in audit and quality-assurance responsibilities
  • An advanced degree in related areas such as finance, business administration or accounting, or experience as a teller
  • Refine your abilities in customer service while demonstrating implementation of new customer service processes and strategies

Bank Branch Manager $59,380 Median Salary

Resume Format

Chronological Resume

For this senior-level position, use a chronological format that highlights your professional work experience, accompanied with a rundown of your banking skills. Provide detailed information on previous jobs, giving specific examples that show how your work accomplishments have contributed to company success (e.g., “Enhanced branch production rates by 13% through staff management and hiring processes”).

Summary statement tip

Provide a brief outline of your work experience and capabilities as a leader, and a taste of your expertise in bank management. For example: “Seasoned branch manager well-versed in all aspects of bank management and operation, including staff coordination, account management, customer service and product sales.” 

Skills to feature

Emphasize core competencies that relate to the specific job you’re applying for. For example, if the job requires recruitment and management of staff across sales and operations roles, you could include skills such as “employee development and retention,” or “strong sales and operations focus.” Don’t forget all-around qualifications such as portfolio assessment, revenue generation expertise, and strong communication and presentation skills.

Get to the next level

To move up the career ladder, show your experience and expertise in the following areas:

  • Consistently building relationships with customers and the local community
  • Creating and implementing new strategies to improve sales performance and productivity in order to achieve branch sales targets
  • Successfully handling onboarding and staff training processes, while keeping bank regulations in mind
  • Experience in coordinating with different teams and departments to ensure profitable results or improved customer service

Career Track: Mortgage Services

Mortgage Service professionals play a key role in both business and private sectors, assisting clients with loan products, maintaining current knowledge of loan requirements, and  keeping up to date on all policies and procedures, as well as federal and state regulatory changes. As the need for loan professionals continues to increase, keep these tips in mind as you put together your resume.

Mortgage Underwriter $39,580 Median Salary

Resume Format

Functional Resume

This format breaks skills and training into detailed categories, making it a good choice if you’re a bit short on professional experience. Emphasize your administrative abilities, attention to detail, and proficiency with mortgage systems such as FICS .

Summary statement tip

Think of this section as a lead off statement in which you describe your best abilities and experiences. Emphasize your financial systems knowledge and experiences handling financial matters. For example: “Detail-oriented Mortgage Professional well-versed in calculating debt burden and credit worthiness.”

Skills to feature

  • Appraisal compilation
  • Insurance knowledge
  • Great customer service skills
  • Excellent written and verbal communication
  • Problem-solving
  • Prospecting clients
  • FHA, VA and conventional loans
  • Financial analysis

Get to the next level

Take advantage of the expanding job market in this field by adding some of the following to your resume:

  • Job responsibilities that show your knowledge and proficiency at handling all parts of the loan process.
  • Attending Credit Union lead training sessions for financial advisors.
  • Participating in training programs in areas such as conventional, FHA, and VA underwriting.
  • Training as a Certified Mortgage Underwriter.

Mortgage Servicing Coordinator $63,270 Median Salary

Resume Format

Combination Resume

To show employers your professional skills and work experience, use the combination format, which features a balance of both. This format also works if you have transferable skills from a different industry, such as administrative support skills, or a focus on customer service.

Summary statement tip

Highlight your extensive real estate and financial regulations knowledge with quantifiable metrics  that match the potential job’s needs. For example, “Diligent Mortgage Servicing Coordinator with experience educating 200+ borrowers on risks, interest rates, loss mitigation and other topics pertaining to their loans.” Show you know the business and how to interact with customers.

Skills to feature

  • Adept at Microsoft Office Suite and loan software
  • Balance sheet expertise
  • Statement preparation
  • Dispute resolution
  • Financial documentation
  • Detail-oriented
  • Organizational skills
  • Risk management assessments
  • Financial analysis aptitude

Get to the next level

If you’re looking to move up to a more senior position, take advantage of it is recommended that you:

  • Get an MBA or advanced degree in Finance, Business Administration, Accounting or related area.
  • Become  a certified Chartered Financial Analyst (CFA) or Certified Management Accountant (CMA).
  • Show examples of sustained excellence at managing all types of mortgage transactions.

Operations Manager$100,780 Median Salary

Resume Format

Chronological Resume

For this senior position, highlight work experience and professional accomplishments using the chronological format. Show your proficiency at managing all types of accounts, and successfully working with businesses and clients to mutual benefit.

Summary statement tip

Use your work experience to your advantage right off the bat by leading with your most relevant job experiences, such as “Well-versed in managing accounts to new clients, guiding them through the process and explaining bank offerings,” as well as important personal traits such as customer service or leadership.

Skills to feature

  • Good knowledge of CRM software
  • Strategic leadership skills
  • Knowledge in Salesforce
  • Good negotiation skills
  • Client marketing and business objectives
  • Problem-solving
  • Organizational management
  • Leadership
  • Strategy
  • Great interpersonal and communication skills

Get to the next level 

Consider adding these achievements to your resume:

  • Join a professional organization such as The Mortgage Bankers Association, where you can gain knowledge about the latest advancements and changes in the financial field.
  • Show record of consistent success managing accounts and improving a company’s processes, standing, and bottom line.
  • Pursue MBA in Accounting or a DBA in Finance.
  • Become a Certified Business Economist (CBE).

Recommended Banking Resume templates

Use our professional resume templates as a foundation for your resume, and make the right impression on hiring managers who will read your document.

Essence

This well-organized layout “splits up” your work experience and key skills, making it readily scannable for recruiters.

Managerial

This professional template utilizes a two-column layout that showcases subtle shading, while a monogram treatment for the job applicant’s name provides a unique look.

Deluxe

This elegant and professional layout makes for a standout choice with its sleek color borders and section headings. The neat, organized look is both classic and streamlined.

To see more free templates, visit our templates section.

Banking resume FAQ

1. How do you format your resume based on the career level?

Use a resume format that’s ideal for the position you are applying for by following these guidelines:

Functional resume: If you’re a first-time job seeker or lack professional experience, functional resumes are a good choice as they focus on your job-related skills rather than your work history. Break up your skills into detailed subcategories such as banking skills and soft skills.

Combination resume: Ideal for mid-level positions like personal banker, this resume format — also called a hybrid resume — is ideal for showcasing a balance of both your work history and relevant skills.

Chronological resume: If you have a solid work history and a consistent career track in banking, use the chronological format for higher-level positions which emphasize proven work experience and best achievements.

2. What are some useful skills you should include on a banking resume?

  • Ability to work under pressure
  • Attention to detail
  • Interpersonal skills
  • Financial planning
  • Cash handling
  • Risk assessment
  • Financial analysis
  • Debt and credit management
  • Customer service
  • Time management skills
  • Problem-solving skills
  • Investment management
  • Strong analytical skills
  • Computer skills
  • Negotiation
  • Proficiency in Microsoft Office

3. What other certifications and training are useful for this industry?

Certifications and additional job-related training can help accelerate your career, and attract high-profile investors and clients looking for employees who have specialized knowledge and qualifications. Below we’ve listed some of the more valuable certifications for banking.

  • Certified AML and Fraud Professional (CAFP)
  • Certified Corporate Trust Specialist (CCTS)
  • Certified Enterprise Risk Professional (CERP)
  • Certified Financial Marketing Professional (CFMP)
  • Certified IRA Services Professional (CISP)
  • Certified Regulatory Compliance Manager (CRCM)
  • Certified Retirement Services Professional (CRSP)
  • Certified Securities Operations Professional (CSOP)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Chartered Financial Analysts (CFA)
  • Certified Financial Planner (CFP)
  • Financial Risk Manager (FRM)
  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Public Accountant (CPA)
  • Certified Management Accountant
  • Chartered Mutual Fund Counselor (CMFC)