Banker Resume Samples

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

Bankers can work in various capacities, such as personal banking, commercial banking, or investment banking, and while each area differs in terms of roles and responsibilities, they are all ultimately responsible for managing the financial needs of their clients. Sample resumes of Bankers include such skills as assisting in the completion of personal and business-related transactions, and upholding bank security policies and procedures in all conducted business. While a high school diploma may be sufficient on an applicant's resume, a bachelor's degree in a related field is often preferred.

Looking for cover letter ideas? See our sample Banker Cover Letter.

Want personalized resume advice? Get a FREE Resume Review

1

Business Relationship Banker - Bank Officer

Generated revenues by marketing and selling deposit accounts, loans, leases, lines of credit and treasury services to our small business clients. Analyzed financial needs for clients and potential prospects, utilizing competitor's bank statements, phone interviews and Wachovia banking history to close deals. Prepared customized sales proposals. Built and cultivated strong partnerships with internal partners throughout the different Wachovia business segments.

  • Conducted needs based consultative sales meetings with prospects, including business owners, presidents and other decision makers.
  • Ranked in the top 15% of department for treasury sales in 2008, 2009, and 2010.
  • Originated commercial and personal loans and ranked in top 10% in revenue
  • Conducted training for business service reps to educate them on uncovering referral opportunities.
  • Pioneered the mixed household pilot team in 2005 to formulate a partnership that increased business to retail and retail to business referrals, intern resulting in the mixed household BRB dept.
  • Selected to participate in Wachovia's Leadership Mentor Program, an integral member of the team training all newly hired Small Business Bankers.
Candidate Info
14
years in
workforce
6
years
at this job
BA
Accounting
2

Residential Retail Mortgage Banker

Managed all aspects of high quality mortgage loan originations through builder and realtor referral partners, portfolio referrals, client databases, staff and marketing; Organized meetings with prospective buyers and utilized consultative selling approach, exhaustive mortgage industry knowledge and marketing strategies to complete complex financial transactions ; Built and maintained strong client relationships while coordinating with all parties involved in the transactions

  • Established award winning relationships with the Mayhood Company, a recognized National Condominium sales and marketing enterprise resulting in "approved lender" status with several successful projects in both Virginia and Maryland
  • Achieved highest capture rate amongst approved lenders in projects
  • Received Platinum, Gold and Silver production awards from the Mortgage Bankers Association of Metropolitan Washington over several consecutive years
  • Demonstrated exemplary sales performance and earned the 2008 Sales Master Award - XINNIX
  • Recruited, trained and managed sales assistants to successfully support loan production
Candidate Info
15
years in
workforce
15
years
at this job
Anthropology
3

Sr Regional Private Banker

Cultivate and manage new and existing client relationships of high-net worth individuals and their related businesses. Conceptualize customized financial plans for clients based on results of comprehensive needs assessments. Recommend an array of services, including investment management/estate planning, credit and consumer banking products. Continually expand referral network contact with various internal business partners and external centers of influence. Coordinate events/seminars for new business development.

  • Recognized as Top 10 producer two consecutive quarters 2014
  • Increased core deposits 59% and investment assets under management 29% in 2014
  • Maintained client retention goal of 99.9% while increasing the number of profitable clients by 32%
Candidate Info
24
years in
workforce
16
years
at this job
BS
Psychology
4

Personal Banker

Lead the formation of client relationships to effectively offer integrated financial services solutions and provide optimal financing and related services for consumers and dealers in the Center City region. Increase overall portfolio to improve profitability for largest Philadelphia main East Coast flagship branch of $88B global financial services organization.

  • Ranked #1 out of 25 and #11 (Top 15) out of 250 sales personal banker representatives in Center City District (12 locations) and all of Philadelphia (30+ locations), respectively.
  • Achieved 100%+ of all quotas in every category including loan volume (student and auto), credit cards, and checking/ savings accounts by anticipating customer needs, and identifying, researching, and evaluating appropriate bank products.
  • Won multiple Customer Service and Performance Based Rewards for consistent Top 5 ranking each quarter since 2013.
  • Facilitated events and conducted seminars on Financial Literacy to existing and potential clients. Corporate and community based attendees ranged from 10 to 5,000+ from organizations including RISE, The Philadelphia Art Institute, Pennsylvania Public Housing Authority, and the Urban League of Philadelphia.
  • Conduct key aspects of loan processing for branch. Approximately 800 consumer loans processed to date.
  • Ensure compliance of Wells Fargo policies and procedures as well as state and federal regulations.
Candidate Info
22
years in
workforce
2
years
at this job
BA
Communications And Marketing
BS
Information Technology Engineering
5

Private Client Banker

Managed client finances using banking, investment, and credit products for a book of business composed of over 400 households. Successfully identified, deepened and managed financial relationships to gain incremental wallet share of the affluent segment by delivering a superior customer experience. Anticipated the complex financial needs of the client and offered solutions through a wide range of products, services and tools.

  • Proactively sourced, acquired and expanded high value relationships by maximizing sales and service opportunities
  • Partnered with Financial Advisor, Business Banker and Loan Officer during high-touch client meetings focused on delivering holistic financial solutions
  • Grew "Private Client" book of business from 0 to 185 households in 3 years by intuitively recognizing and understanding client's banking, credit, and investment needs
  • Recipient of the firm's "National Achiever" sales award 2011 and 2012
Candidate Info
20
years in
workforce
8
years
at this job
BA
Italian Studies
6

Personal Banker

Cross-sell of banking products, opened new checking, savings, CD and IRA accounts, credit cards, performed wire transfers

  • Researched discrepancies and fraudulent activities on customers' accounts
  • Discovered financial needs and recommended suitable products to help customers succeed financially
  • Applied and closed personal, auto, and home equity loans for customer
  • Prospected and followed up with future and existing customers, assured that customers issues were satisfactory resolved
  • Obtained sales and improved customers relationships on off-sites visit to business customers
  • Continuously exceeded sales goals while provided excellent customer services
Candidate Info
8
years in
workforce
2
years
at this job
AS
Business Administration
7

Relationship Banker

Responsible for maintaining strong organizational skills with a critical emphasis on multitasking.

  • Increased considerably the quantity of new clients and contributed to retain current ones to cover branch goals pertaining to investments and business acquisitions.
  • Handled cash and report creation on a daily basis to comply with corporate policy and procedures.
  • Effectively solved customer concerns in an effort to find solutions to customer financial needs.
Candidate Info
10
years in
workforce
8
years
at this job
8

Personal Banker

Represented over 15 financial product offerings with more than 75 features to customers

  • Defined client financial situation and needs through gradual discovery process and active listening
  • Customized and recommended most suitable product offering based on information provided
  • Addressed customer questions regarding features and benefits effectively
  • Collaborated with eight team members to provide excellent end-to-end customer experience
  • Educated clients on key aspects of required disclosures to comply with banking regulations
Candidate Info
1
year in
workforce
6
months
at this job
BBA
Finance And Investment
9

Premier Banker

Handled 100+ calls per day in an inbound call center from bank customers with average balances of over $25,000

  • I also assist the financial institute in profit of over $100,000 on a 12 months basis for customer's with deposit product's
  • Promoted from Phone Banker position within first four months on the job
  • Achieved an average referral rate of over 30% which ranks among the leaders in the call center
  • Earned profit per call rate over $10 which ranks in the top 20% in the call center
  • Successfully resolved customer inquiries related to billing explanations and account maintenance
  • Received customer service awards for providing extraordinary customer service
Candidate Info
14
years in
workforce
6
years
at this job
AS
Arts
10

Personal Banker/assistant Manager

Managed premier client portfolios of consumer lending as well as business banking products.

  • Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients.
  • Provided customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products.
  • Developed and maintained relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services business.
  • Developed strategies to grow the client base and implemented appropriate sales plans to target prospective customers.
  • Opened new accounts.
Candidate Info
12
years in
workforce
1
year
at this job
Business Management Studies

Free Professional Resume Critique

We have partnered with TopResume to bring you a FREE resume critique service. Upload your resume and within 48 hours TopResume will email you a detailed analysis of what hiring managers and automated systems think of your resume – and how to improve it.

Browse
Upload Resume File