Personal Banker Resume Examples and Tips

Personal bankers assist clients with money management, minimizing risk, and maximizing returns. This job covers tasks like explaining bank products to customers, opening and closing accounts, discussing loan requirements, and directing investments in money markets, CDs, and other financial vehicles.

Follow our resume examples and tips to create a resume that earns you a personal banker position.

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Personal Banker Some Exp Resume Example Featured 1

Top 4 Characteristics of a Best-in-Class Personal Banker Resume

  1. Summary Convince recruiters you’re the right fit for the job by highlighting your best, most relevant skills and expertise in your summary statement. For example, when applying for a job that stresses strong customer service, communication, and conflict-management skills, feature these attributes, as in our example.
  2. Skills As this position relies on the ability to build strong and lasting relationships with customers, emphasize soft skills such as verbal and written communication, a positive approach, and attention to detail, as well as hard skills such as knowledge of specific software, analytical skills, and an understanding of financial documents.
  3. Work History  List your accomplishments rather than everyday tasks, and boost them using tangible details and stars. For example, writing “boosted sales by 15%” and “supported assigned client base of 150 consumers” gives recruiters a better understanding of your capabilities.
  4. Education Include your top education credential (e.g., a college degree in accounting, business management or related field) along with any additional training or certifications, such as completion of an ABA Personal Banker Certificate program.

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Find the Right Template for your Resume

Give your resume a great look by using these professional, customizable templates.


This organized template features a color header and a neat two-column layout, leaving ample room to detail your skills and accomplishments.


A strong font for the job applicant’s name and color line for the header helps this design stand out, while section headings are placed in the left margin for easy scanning.


As the name implies, this template’s minimalist look uses white space to improve readability, with color resume fonts pinpointing each section.

For even more layouts you can use, visit our resume templates page.

Do’s and Don’ts for Your Resume

  • DO tailor your resume to the job. Experienced hiring managers can spot a generic “one size fits all” resume with just a glance. Rather than trying to shoehorn in all your skills and achievements, focus on highlighting skills and experiences that match the job description for the role you’re applying for. Address the position’s primary requirements through related skills and career accomplishments. For more advice on customizing your resume, see our article How to Create a Targeted Resume.
  • DO keep it short and crisp. Employers spend only a few seconds scanning a resume, on average, so keep your document short and sweet, using concise phrases and bullet points instead of long-winded sentences. Focus on your most relevant qualifications instead of listing everything you’ve ever done. Limit your work history to the past 10 years.
  • DO double-check your document. Make sure you review your resume before sending it out, looking out for any spelling or grammatical errors, not to mention any details that might be inaccurate, out of date, or irrelevant. If you use our Resume Builder to create your resume, its built-in tools will also review your document.
  • DON’T include references. There is no need to include references in your resume or even write “References available upon request” unless the recruiter specifies you do so. You have limited space to make the right impression, so devote your resume to your achievements and most important credentials. Keep a separate reference list that you can send in if needed.
  • DON’T use an unprofessional email address. Even something meant in the spirit of fun, such as an email address that contains “coolcat,” can make the wrong impression on a hiring manager. Keep your email address simple and professional — use an email with a username that contains your first and last name, and if necessary, a number or two.
  • DON’T share irrelevant personal information. Refrain from sharing personal details such as religion, birth date, and marital status. Hiring managers only need to know your contact details (such as phone number and email address), so don’t give them any reason to potentially discriminate against you, and limit yourself to career and education details that directly address the job.