Banking Resume

Tips and Hints for Writing a Banking Resume


As a banking professional looking for work, you are going to want to formulate a solid job hunt strategy, that includes a killer banking resume. A resume is going to be the first connection between you and your potential employer – and must do an effective job of selling your skills to the hiring staff and/or recruiter that will be reading it. Almost every role in the banking industry involves selling yourself, or your bank’s services to customers.


Banks and other banking institutions are looking for customer service professionals that know how to: communicate with customers, have the knowledge (education and experience) to make the right recommendations, and in some cases the qualifications (licenses and accreditations) to legally work with their client’s sensitive financial information.


Information for a variety of banking professionals…


The following information will provide you with some helpful tips about what you should include in your banking resume, and is relevant to job seekers in the following areas: commercial banking, private banking, personal banking, retail banking, investment banking, etc. Whether you’re looking for entry-level work or banking manager roles; you should read this page carefully, and also make use of any sample banking resume templates you can find to make the writing process easier.


Resume should make YOU the best person for the job…


In the first paragraph, it was mentioned that the banking resume you submit is the first point of contact between you and the recruiter/manager who’s reading it.


Before resumes existed, larger corporations had interview days, where job applicants would line up at the company office and wait in line for a formal interview. Obviously, that process could get time-consuming and resumes started being the status-quo for screening through job-seekers, and determining who best fits their job requirements.


You have to put your best foot forward, by reading the job description for the position, and take care with each word you put in your resume.



Finding Keywords for Your Banking Resume


As you’re reading the job description, look for the keywords that are used to describe job duties, skills, and experience. Almost any size of banking institution uses digital scanners to scan through your resume for keywords, before a manager or recruiter ever reads it. In almost all cases, the keywords that are entered into the software are the same words you’ll see in the job description.


See below for sample keywords used in common banking resumes:


ñFinance, accounting, analysis, ledger, fixed-balance, tax planning, capital investments, personal banker, funds manager, customer service, retail banker, banking software, commercial banker, auditor, cash flow, payables, receivables, procurement, purchasing, buying, collections, treasurer, background check, etc.


Time to start writing!


Now that you know how your resume will be scrutinized, and the importance of using industry recognized keywords on your banking resume – we can move on to the writing process. Below you’ll find information about the most important information that should be included: Personal Information, Background, Skills, and Education. There is a wide variety of specialized section titles you can use to best show your abilities – don’t be afraid to look for banking resume templates on the web, to give you ideas about other title options.


Personal Information


Your full name

Street address

City, State, Zip

Phone – Email




An objective statement should consist of two paragraphs – one that mentions your experience level (experienced professionals) or education (entry level). And a second sentence about one or two key abilities you bring with you to the position.




Entry level banking professionals will need to place either a skills section, or their education under the objective statement, due to your lack of experience. For others, that are moving out of entry level positions, or seeking middle to upper management roles; your background is going to be your most important selling tool. State the jobs you’ve worked in the banking industry and follow up with bullet points related to the work you did in those positions.


See example format below:


Year Started/Year Ended                      Your Position                           Company Name


Three or four bullet points describing your responsibilities/achievements from the position, while using the keywords from the job advertisement for maximum impact.




List skills you possess that relate to your industry (investment banking, commercial banking, private banking) and use as many industry-related keywords as you can to give you an edge with computerized resume scanners. Use as many bullet points as you can fit into this section, and use the “column” feature on your word processor to make effective use of the extra white space on the page.




Professionals may not feel its necessary to state their education on their banking resume. Entry level applicants should definitely put any post-secondary education they have that relates to the job (marketing, business, computers, etc.) List your most recent degree, followed by any other relevant education.



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