Banking Representative Resume Examples & Templates

Kellie Hanna, CPRW
By Kellie Hanna, CPRW, Career Advice Expert Last Updated: January 05, 2023
  • 30% higher chance of getting a job‡
  • 42% higher response rate from recruiters‡

Are you ready to launch a career as a bank customer service representative? If you are, it’s time to spruce up your resume. Your resume enables you to show off your experience, certifications, education, and skills. Whether this is your first time applying for a job at a bank or you’ve worked in customer service before, your resume is a valuable tool that can help impress potential employers.

Take note: your bank customer service representative resume is not complete until you mention your customer service experience. Are you good at resolving conflicts? Are you capable of handling client questions? Do you enjoy solving problems for your customers? Show this off on your resume. Let employers know that if they hire you, you’ll be dedicated to helping clients each day.

Ready to get started? Check out our bank customer service representative resume examples today for ideas on making your resume great.

banking representative resume sample

Banking Representative Resume Questions

1. How do you format a bank customer service representative resume?

When it comes to your resume, the formatting should present the content effectively. Banking is generally a conservative industry, so play it safe when deciding on resume fonts. Use a point size between 10 and 12 for optimal legibility. You can opt for a larger font and bolding to make your headers stand out.

Consistency plays a major role in creating a streamlined, professional look. Make sure to align your spacing and indentations, use the same font type and size for all headers, and choose uniform bullet points throughout. Our bank customer service representative resume sample offers a great example of classic, simple formatting appropriate in this industry.

2. What does a good bank customer service representative resume look like?

It can be hard to start writing your resume if you are not sure of what to aim for. Reviewing high-quality resume samples can provide a good starting point. Because your own background and qualifications probably differ from those you see in resume samples, creating a great resume means thinking about what you need to achieve during the composition process.

3. How should you structure your bank customer service representative resume?

Proper resume structure means arranging your information in the right sections: header, professional summary, skills, work experience, and education. Our bank customer service representative resume sample shows you how to create an effective resume structure.

Your header should contain your name and contact information. Next comes your professional summary, which introduces you with a quick overview of your background and major achievements. Follow this with a skills section consisting of core qualifications. Your work experience section should contain basic information about previous positions, including major responsibilities and accomplishments. List your schools at the end of the education section.

4. How can you highlight team experience on a bank customer service representative resume?

A customer service representative at a bank often needs to work with others to achieve goals, so you certainly need to let employers know you prioritize this ability. To do so convincingly, you will need to go beyond simply listing teamwork as an item in your skills section.

The applicant in our bank customer service representative resume sample describes instances of her teamwork throughout the resume. She mentions standing in for tellers, which demonstrates flexibility and willingness to go the extra mile to help things run smoothly. She also describes collaborating with employees in other departments to better do her customer service job.

5. How do you make a bank customer service representative resume for a first job?

If you do not have any prior work experience at all, you may wonder what you could possibly put on your resume. Think about how you gained the skills and knowledge you bring to the position today. You may have taken courses, pursued hobbies, or volunteered. Typical part-time jobs many people have in high school involve customer service, even if not in a banking context. When listing these experiences, focus on describing your use of relevant skills that can translate well to the position you seek. Our step-by-step resume generator can give you further help in creating an impressive resume.

Resume Text

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


Dedicated Bank Customer Service Representative who has consistently maintained the highest customer service ratings at each company. Adept at delivering information clients need, answering incoming calls and preparing clients for meetings with loan officers. Specializes in large and national banks.


  • Excellent customer service and communication skills
  • Exceptional computer and Internet skills
  • Very strong team player
  • Able to stand in for tellers when necessary
  • Has some bank marketing experience`
  • Always presents a professional image

Work Experience

August 2011 to February 2015 Company Name
– City, State Bank Customer Service Representative

  • Responsible for greeting all customers as they entered bank and delivering information as needed.
  • Often worked with loan officers to arrange the daily schedule and get customers preliminary information.
  • Assisted in keeping the waiting area and common offices clean.

July 2006 to August 2011 Company Name
– City, State Bank Customer Service Representative

  • Responsible for taking all incoming phone calls and transferring them to the right person.
  • Responsible for answer client questions in regards to bank operations or loan officer procedures.
  • Assisted in developing marketing materials to promote banking events.

June 2001 to July 2006 Company Name
– City, State Bank Customer Service Representative

  • Responsible for opening location front door each day and greeting customers as they entered.
  • Responsible for handling customer complaints and concerns.
  • Responsible for handing incoming phone calls and getting customers information or transferring calls as needed.


2001 Torrey Pines High School, City, State High School Diploma