Banking Resume Examples
Learn how our banking resume examples can help you craft an outstanding resume and land you the interview you’ve always wanted.
Our Recommended Example
Bank Teller
Popular Examples in the Banking Space
Loan Officer
Mortgage Loan Processor
Financial Assistant
Banker
Table of Contents
Banking Resume
- Auditor Resume
- Bank Branch Manager Resume
- Customer Service Representative Resume
- Examiner Resume
- Executive Resume
- Bank Of America Teller Resume
- Project Manager Resume
- Bank Secrecy Act Officer Resume
- Teller Supervisor Resume
- Operations Manager Resume
- Branch Operations Manager Resume
- Chase Personal Banker Resume
- Citibank Personal Banker Resume
- Client Service Specialist Resume
- Commercial Banker Resume
- Commercial Loan Officer Resume
- Business Banker Resume
- Credit Union Teller Resume
- Financial Representative Resume
- Head Teller Resume
- Know Your Customer Analyst Resume
- Loan Assistant Resume
- Loan Operations Manager Resume
- Loan Servicing Specialist Resume
- Member Representative Resume
- Mortgage Banker Resume
- Mortgage Broker Resume
- Mortgage Loan Officer Resume
- Mortgage Loan Processor Resume
- Mortgage Underwriter Resume
- Private Banker Resume
- Retail Banker Resume
- Settlement Officer Resume
- Small Business Banker Resume
- Vault Teller Resume
- Wells Fargo Teller Resume
- Wholesale Mortgage Account Executive Resume
Banking Cover Letter
Get Expert Writing Recommendations for
Your Banking Resume
The key to a resume that gets results is finding the right language to tell your professional story. When you use accurate, job-specific wording, a hiring manager can see exactly what you have accomplished and what you’ll bring to the table.
LiveCareer’s Resume Builder makes this easy by generating industry-specific text written by certified resume writers for you to use. Here are a few examples of what our builder might suggest for your banking resume:
- Advised over 30 clients per day on mortgage, education and personal loans.
- Produced end-of-year records such as 1099-Misc and W2 forms for 70 employees.
- Compiled database of loan applicants’ credit histories, corporate financial statements and other financial information.
- Resolved escalated customer issues and boosted retention rates by 80%.
- Produced monthly reports for bank administrators to document long-term goals.
- Experienced in cash handling, balancing drawers and inventory management.
8 Do's and Don’ts for Writing a Banking Resume
- Do include previous cash-handling experience, even if it isn’t your most recent experience. Especially for entry-level bank workers, a background in working with cash can make the difference between getting an interview and not.
- Do point out your customer service skills. As the entire banking industry shifts toward a customer-centric business model, your ability to relate to customers and fill their needs is more vital than ever. Be sure to relay this experience in measurable terms, too. Instead of simply noting your customer service competency, for example, highlight that you “assisted 12–15 customers each hour and remained poised and professional even in high-stress situations.”
- Do mention your tech skills. Banks across the board are adding more technology to their everyday operations, and you may need to help customers navigate their accounts using handheld devices or customized apps. List your proficiencies such as using Excel spreadsheets, SAP, data entry, banking apps and customer records management.
- Do choose your resume format wisely. If you are new to the banking industry, consider selecting a functional resume format, which focuses on your accomplishments and transferable skills, such as cash handling, upselling and consultative sales rather than shining a spotlight on your limited experience in the banking industry.
- Don’t forget to emphasize your hard and soft skills. These can include things such as financial analysis, risk management, expense tracking and conflict resolution in a “skills and abilities” section near the top of your resume. Adding the right skills to your resume is critical whether you have been working in the banking industry for decades, are making a career change or are an entry-level job seeker. Study the job ad to determine which skills the hiring manager values most.
- Don’t exaggerate your experience. If you are an entry-level job seeker, be honest about your work history and your skill set. Honesty and personal responsibility are essential in the banking business, so don’t start off on the wrong foot by being dishonest on your resume. Instead, amplify the transferable skills that you do have by explaining them in measurable terms, like how you “communicated with more than 20 customers daily to request information and ensure completion of paperwork.”
- Don’t forget your education. Although you may not have a degree that directly relates to banking, if you have an advanced degree, include it. Also include any relevant certifications or continuing education, such as tax preparation or financial classes at a community college. Of course, if you are a certified financial planner, public accountant or similar, you should always include those certifications and titles on your resume.
- Don’t send the same banking resume to different employers. Although it’s tempting to write one resume and consider the job done, you should always make small adjustments to personalize your resume for each position. To accomplish this, study the job ad to determine which skills and experience are most sought after by the hiring manager.
Beat the ATS With These Banking Resume Skills
Large banks will likely use an applicant tracking system (ATS) to streamline their hiring process. ATS programs quickly narrow down the field of applicants by scanning resumes and eliminating those candidates who don’t meet the position’s minimum qualifications.
In addition to including keywords that appear in the job listing in your resume, use LiveCareer’s Resume Builder to pinpoint skills that can help your resume pass an ATS by suggesting industry-specific words and phrases.
For a banking resume, LiveCareer’s Resume Builder might suggest these key skills:
- Experience balancing drawers.
- Risk management assessments.
- Practiced at FHA loan process.
- Cash-handling experience.
- 10-key by touch.
- Account analysis.
- SAP expertise.
- Bank security expert.
- Legal compliance.
- Financial document review.
- Tax accounting.
Banking Resumes for Every Professional Level
This resume for an entry-level loan officer assistant makes good use of the functional resume format to emphasize the applicant’s skills and accomplishments without focusing on his limited work history. Notice that he hasn’t omitted the Work History section; it’s still there, it’s just lower on the page where it isn’t the center of attention. The Skills Section at the top showcases key points, and the Professional Skills section below that gives more detail and includes metrics, such as “communicated with 20+ customers daily.”
Build My Resume
This mid-career resume is a great example of an effective combination resume, which merges elements of the chronological and functional formats. The Work History section shows off the applicant’s four years of related experience and her progressively increasing responsibilities through concise and results-oriented descriptions while also showing off a strong skill set and an array of quantified accomplishments, such as how she “reviewed over 50 financial statements per week” and “successfully closed average of 25 loans per year.”
Build My Resume
This executive-level branch operations manager resume uses the chronological format to its fullest by emphasizing this applicant’s years of experience and career trajectory. This resume also does a good job of focusing on leadership roles and measurable outcomes, such as boosting retention rates by 80 percent rather than including the beginning of the applicant’s work history.
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Find resume examples for your desired banking career. Get access to expert writing recommendations, do’s and don’ts and everything you need to write a perfect resume.
Resume Success Stories
Statistics and Facts About Banking Jobs
Job Outlook for the Banking Industry as a Whole (2016-2026)
Source: Bureau of Labor Statistics
Popular Job Titles in the Banking Industry
- Teller
- Financial Analyst
- Loan Officer
- Personal Financial Advisor
- Financial Manager
- New Accounts Clerks
- Statement Clerk
Source: O*Net
Job Outlook by Job Title (2018–2028)
| 0% | 10% | 20% |
|---|---|---|
| Teller | 12% | |
| Loan Officer | 8% | |
| Financial Manager: | 16% | |
| Securities, Commodities and Financial Services Sales Agent | 4% |
Source: Bureau of Labor Statistics
Median Annual Pay by Job Title (2018)
| 0K | 75K | 150K |
|---|---|---|
| Teller | $29,450 | |
| Loan Officer | $63,040 | |
| Financial Manager: | $127,990 | |
| Securities, Commodities and Financial Services Sales Agent | $64,120 |
Source: Bureau of Labor Statistics
Education Requirements in the Banking Industry
Teller
High school diploma or equivalent
Financial Manager
Bachelor’s degree, plus five or more years of related industry experience
Loan Officer
Bachelor’s degree
Securities, Commodities and Financial Services Sales Agent
Bachelor’s degree (MBA preferred)
Source: Bureau of Labor Statistics
Four Facts About the Effect of Automation on the Banking Industry
Teller jobs are disappearing but paying more.
Between 2005 and 2015, teller jobs decreased by nearly half in the Washington-Baltimore region (and by 17 percent nationwide), mostly due to automation and advancing technology. However, during the same time, wages for tellers increased because people in that job had to have more technical skills than before.
Source: The Washington Post
It’s not just tellers that are affected by automation.
Machine learning threatens jobs across the banking world, not just the routine work of tellers. For example, software exists that can parse fine detail — not just background checks and credit scores — about would-be borrowers. It can then make lending decisions based on that information.
Source: The New York Times Magazine
Interpersonal skills now tend to be more critical than cash handling skills in the banking industry.
Customer relationships are the current focus.
Source: American Enterprise Institute, Forbes
Tech is present in every aspect of banking.
From using chatbots for customer interactions to splitting restaurant checks and transferring funds between banks, technology permeates the industry. Applicants in this sector must be reasonably tech-savvy to keep up and to be able to assist customers with their future employers’ offerings.
Source: The New York Times Magazine
Banking Industry Diversity by Race/Ethnicity
At large banks in the United States:
- Boards of directors are 83 percent white and 17 percent minorities
- Senior leadership is 75 percent white and 25 percent minorities
