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Personal Banker

Personal Banker Resume

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How to Write a Resume for Personal Banker Job: Best Tips

You’re an experienced and confident professional with a large pool of thankful clients, but how do you convey your top-notch professionalism to a hiring manager? Is it enough to list all your jobs and prestigious education? Not really. Competition is high. So you need to really stand out from the crowd of other professionals aiming to get this vacancy. To enable you to achieve this, we have gathered a handful of tips and tricks for penning a winning document that will get you invited to an interview.

If you want to impress a busy person, like a ...

Resume summary or career objective

If you want to impress a busy person, like a hiring manager, you have to do it quickly. The first paragraph of your resume is the right place to make it happen. Pack it with a punch by writing 2-3 hitting-hard sentences that summarize your greatest professional achievements. Employers don’t need to know your expectations if what you bring to the table is something that gets their attention.

A good trick to show your skills for the personal ...


A good trick to show your skills for the personal banker resume is to weave them into the bullet points while detailing your job duties and achievements. To explain this trick, let’s take a typical list of skills for this position. They usually include customer service & customer support, sales, customer referral, and communication, among others. You can showcase that you have these skills by listing them in the Skills section or by illustrating them in the Work History section. For example, you can show your ‘prospecting’ skills in the Work History section by writing “Identified customer needs and proactively met with them to discover their financial needs.”

In this section, you need to list your educational credentials. ...


In this section, you need to list your educational credentials. To get this position, you definitely need a BSc/BA in Finance or Accounting, but a similar field may be acceptable as well. Add your degrees, certifications, and licenses, if any.

If you were convincing in the previous section, reinforce it ...

Work history

If you were convincing in the previous section, reinforce it by recounting your work history using strong actionable words. List all of your banking-related experiences. Since most job responsibilities are more or less the same, how you detail your experience is what will make you stand out. Highlight the impact you made and back up your experience with numbers. For example, “Brought in approximately $500K annual revenue by converting 80% of referrals into clients” sounds better than “worked with clients.”

Now, check out three simple writing tips for your position particularly:

Put in some information about yourself.
Be specific. Never delude yourself by thinking that vague and boring descriptions can be convincing. Detail your achievements with specific examples and numbers. For example, instead of writing “Manage customer bank accounts,” spice it up by wording it as “Created excellent customer experiences. Awarded Outstanding customer service based on customer surveys for 12 consecutive months.”
Choose the design of your cover letter.
Peruse the personal banker job description for the keywords. Hiring managers screen all resumes for keywords. That’s just a fact. In the job description, they usually refer to the experience, skills and education they are seeking from a suitable candidate. Just copy those specific phrases (not whole sentences) to transcribe your unique application into the common language of the company. To be sure the keywords are picked up by the scanning software, it is important to use them the way they are used in the original job description. For example, if you spot ‘BS or BA’ in the job posting, that’s the phrase to put in your Education section rather than the full form ‘Bachelor’s of Science’ or ‘Bachelor of Arts.’
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Use active language. Everything about your resume should give an impression of energy and dynamism. Use an active voice. Use active verbs. Use active power words. For example, there’s no need to word your job description as “the branch’s monthly revenue grew 50% as a result of…,’’ as it gives an impression of passivity. Instead, write ‘Increased the branch’s monthly revenue by 50%…’’ In the later phrase, the figure is expressed with urgency and action.

Professional personal banker resume example

To simplify your task, we decided to demonstrate how the above tips can be applied to one personal banker resume sample. Do you think it will be a challenge to create one for yourself? Not with our online builder! Complete a small questionnaire and you’ll get your perfectly structured unique copy.

Lars Sullivan Personal Banker 331st Ave. e: r.stewart@email.com t: 8108-120-956 ...



Personal Banker

331st Ave.

e: [email protected]

t: 8108-120-956


  • 2010/10 - 2014/08 Bachelor of Arts in Finance

    Santa Monica College, Santa Monica, CA


Efficient personal banker with 4+ years of experience in expanding sales of services. Generated over $50K in revenues by upselling bank services. Awarded Outstanding Customer Service for 2 years running.

Current professional goal: Seeking to excel in a position of a personal banker.


  • Superb computer skills: quick typing, Microsoft Word, Excel
  • Fluent in English and Spanish
  • Retail Banking Credit Options
  • Relationship Building
  • Customer Needs Analysis
  • CRMs
  • Teamwork / Collaboration Skills

Work History

Personal Banker

Montecito Bank & Trust, Montecito, CA / 2018/07 - currently

  • Executed customer transactions, including deposits, withdrawals, money orders and checks, occasionally suggesting creative decisions for unorthodox issues
  • Advised high-value clients by supporting their overall financial planning, including goals and projections
  • Worked closely with management to increase bank cross-selling and improve customer service, bringing in ~$600K in annual revenue.
Personal Banker / Loan Officer

CIT Group, Downey, CA / 2016/04 - 2018/07

  • Developed and deepened long-term relationships with existing and potential customers in the community, converting 50% of referred potential customers into clients
  • Trained and supported two interns in daily operations for the period of two months
  • Increased the branch’s monthly revenue by at least 35% on a regular basis.
  • Assistant Personal Banker

    Comerica Bank, Long Beach, CA / 2014/08 - 2016/04

    • Created outstanding customer service and support to customers, being awarded Outstanding Customer Service Award 12 consecutive months
    • Outperformed Q1-Q4 KPIs by 85% by reaching out to new and existing customers with value-added products and services
    • Diversified the customer portfolio by bringing in 10+ high net-worth accounts.

This example is not commercial and has a demonstrative function only. If you need unique Resume please proceed to our editor.

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What is The Difference Between Resume and CV?

Can’t decide whether a CV or resume for a personal banker will help you get a job? Let's compare! Although both CV and resume have a generic goal to present the qualifications and experience of the candidate, these documents differ in structure and length:


A CV does not have length limitations.

A CV is a detailed review not only of your whole work experience, but also of academic history, including scholarships, research, and publications.

The CV text remains general to all job applications.


The standard for a resume is one page.

A resume implies a brief summary of work experience, duties from previous jobs, and skills.

The content of the resume should be changed for each vacancy, to meet its employment characteristics and requirements.

A resume is a shortcut presenting all your related experience on one page. Therefore, this document is more preferable by recruiters because it helps to identify the right person from the number of candidates faster.

Personal Banker Resume Template

Want to spend as little time on your resume as possible? Use a template! Choose a layout and fonts that fit your requirements best. Then fill it in with your personal information, and just like that, you have an effective copy in your mailbox!

                                                             a personal banker resume example

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Main benefits of creating your resume for Personal Banker in our builder

You do not have to wrestle with the structure of the resume. Just complete the questionnaire, and all the information will be arranged in the necessary sequence.

You can choose any of the proposed templates for your text. Each of them meets the format and design requirements for a resume.

You can easily edit the document for each new vacancy, adapting the work history, goal, and skills to the individual requirements of each employer.

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Frequently Asked Questions

  1. What should I put on my resume if I’m a personal banker with no experience?
    Specify educational institutions and degrees you have received and mention certificates related to graphic design. Write about the student or volunteer projects you participated in as a graphic designer and describe your responsibilities. Beginners should put this information right after the resume summary. In our builder, we have templates for different resume structures, so you can choose the design that suits your particular case.
  2. What are 5 soft skills for the Personal Banker resume?
    Soft skills are equally important, and your recruiter may take them into account when evaluating your CV or resume for a graphic designer position. We recommend you mention your communication, conflict resolution, time management, collaboration, and emotional Intelligence.
  3. What is the best resume format for a personal banker position?
    There are two main resume formats: functional and chronological. The first one focuses on skills and accomplishments, while the second describes your work history in chronological order. Which one to choose depends on your background.
  4. Should I include my email in my resume?
    Yes, you should add any relevant contact information. However, make sure your email address looks professional.

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Other great resumes from this industry

Have you checked other resumes from the industry? Look a few over to see if they have anything interesting that you can borrow for your application.