Personal Banker Resume Examples & Templates

Kellie Hanna, CPRW
By Kellie Hanna, CPRW, Career Advice Expert Last Updated: December 20, 2022
  • 30% higher chance of getting a job‡
  • 42% higher response rate from recruiters‡

If you’re ready to make a change, chances are you’re considering looking for a new job. Before you can start filling out applications, however, you need to spruce up your resume. Your resume is going to show potential employers exactly what you’re capable of, so it’s vital that you carefully craft your resume in a way that highlights your abilities, talents, and personality.

When you create a personal banker resume, ensure that you focus on your ability to use a variety of computer and accounting software. Your database input and management skills are very important to potential employers, so let them know immediately which software programs you’re comfortable using. Although you may perform a variety of tasks as a personal banker, your ability to keep immaculate records and carefully input information into databases is essential to landing a job in your field.

Are you ready to get started? Check out our personal banker resume examples for ideas on how you can create an unforgettable resume.

personal banker resume example

Personal Banker Resume Questions

1. What does a good personal banker resume look like?

Writing a resume becomes a lot simpler when you break it down into individual sections of the most common resume format. Our personal banker resume sample offers a good outline for this. You begin with your name and contact information. You next want to write a professional summary. This only needs to be three or four sentences long, but you want to focus on your qualities that will be most beneficial to this particular hiring manager.

Next, you can get into your skill set. Your work experience section should contain your two or three most recent places of work. Each position needs a list of responsibilities you conducted. Finally, you can state what degree you have in the education section.

2. How do you write the header of a personal banker resume?

The header needs to contain your name and contact information. The name often goes at the very top of the resume template, and it can come in a slightly larger resume font. It is most important that you include your phone number, which can either be your cell or home number, and your email. Although our personal banker resume sample lists the applicant’s home address, you do not have to put it in yours if it makes you uncomfortable to divulge that information.

3. What technical skills should you put on a personal banker resume?

Personal bankers should have an understanding of spreadsheet, financial analysis, document management, and scheduling software. This information would go in the skills section, and you want to list the specific name of the software when possible. For example, instead of having “Knowledge of Financial Analysis Software,” you would want to write, “Knowledge of Finance Logix Retirement Planner.”

4. How can you highlight team experience on a personal banker resume?

Another advantageous skill to emphasize is your experience leading or being part of a team. Specific skills related to good teamwork include conflict management, communication, reliability, respectfulness, and listening. You can provide additional information in the work history section detailing specific stories of when you were part of a team that achieved an important goal for a company.

5. How do you write the experience section of your personal banker resume?

You want to list two or three of your most recent jobs. Each job needs to contain the dates of your employment, the name of the company you worked for, your title at the company, the city of the company, and a list of your duties. Our personal banker resume sample provides a few responsibilities for each workplace so the application remains less than one page in length.

It is important for each bullet point to begin with a strong verb. There is no need to have bullet points that begin with “I did.” Starting with a verb is more effective at pulling the reader in. Your responsibilities should also include quantifiable details and specifics when possible. You want to avoid listing generic duties. Receive step-by-step guidance on developing each section of your application with our resume builder.

Step one: master resume writing. Check. Step two: write a recruiter-ready Personal Banker cover letter. Our library of professional cover letter examples can help you get a leg up on the competition.

Resume Text

Felicia Brimworth

123 Fake Street
City, State, Zip Code
Cell: 000-000-0000


Dedicated Personal Banker who can provide thoughtful and trustworthy customer solutions and financial option exploration. Adept at providing personalized banking advice and service, developing customer relationships, and processing deposits and funds. Specialize in providing comprehensive and reliable customer service and assistance.


  • Transaction management
  • Data entry
  • Account opening
  • Sales
  • Customer service
  • Financial services
  • Friendly
  • Reliable

Work Experience

March 2008 to January 2015 Company Name
— City, State Personal Banker

  • Processed annual account action, produced annual report on account and financial status
  • Assisted customers in exploring potential options and available financial services, developed and implemented individual financial plans
  • Opened new accounts, added financial history documentation, entered data and processed transactions

May 2003 to February 2008 Company Name
— City, State Personal Banker

  • Entered customer information into database, updated information and processed documentation
  • Completed basic financial services including processing transactions, exploring financial options, and documenting resources
  • Provided comprehensive customer service and developed customer relations to facilitate option exploration and monitor account status

July 1999 to April 2003 Company Name
— City, State Personal Banker

  • Provided unique, customized solutions to individual customers and responded to customer queries
  • Opened new accounts and familiarized new customers with bank policies, handled customer transactions
  • Produced and processed documentation on customer transactions and account status


1998 University of North Carolina, City, State Bachelor of Science in Banking Administration