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

31

Phone Banker

Performed everyday interactions with customers and managed all waiting calls within timeframe

  • Greeted all customers patiently and ensured pleasant tone throughout conversation
  • Maintained knowledge of all customer requirements and provided appropriate responses
  • Administered processing of all transactions within required timeframe and accurately
  • Managed routine processing of all consumer and business transactions
  • Prepared and mailed required documents to clients on regular basis
  • Ensured customer satisfaction at end of every call and thanked the customer
  • Provided all confidential information to caller only after authenticating identification of caller
Candidate Info
4
years in
workforce
1
year
at this job
HS
High School Diploma
32

Personal Banker

Cross sold products and services to help customers achieve financial goals

  • Built relationships with clients to understand lending needs
  • Researched disputes, resolve conflicts, and provide premier customer service
  • Enforced policy and procedure, complete monthly audit
  • Coached, trained, and developed customer service representatives
Candidate Info
8
years in
workforce
1
year
at this job
BA
Entrepreneurship
MA
Human Resources
33

Personal Banker

Discussed and analyzed consumer needs for financial products and services

  • Prepared and maintained accounts for customers using advanced banking software and database
  • Dealt with daily customer concerns and assisting in seeking resolutions that satisfied both client and management
  • Analyzed service and sales of contact center employees, ensuring compliance and high quality customer service
Candidate Info
11
years in
workforce
5
months
at this job
HS
High School Diploma
International Marketing, Current
34

Personal Banker

Oversaw client portfolios, as well as pro-actively cross sell additional products through successful profiling while accommodating their banking needs.

  • Counseled customers regarding personal finance and lending services available.
  • Promoted excellent work interactions with partners.
  • Ensured all opportunities were explored in an effort to exceed sales goals.
  • Delivered superb customer service.
  • Responsible for acquiring, deepening and maintaining relationships with consumer and business customers.
Candidate Info
2
years in
workforce
2
years
at this job
BA
Public Relations & Advertising
MBA
Management
35

A SW Regional Mortgage Banker/broker/ Wholesale Account Manager

Regional Wholesale Production Manager and Senior Sales Consultant

  • Key contributor in the creation of correspondent/ wholesale lending activities in NV, CA and Hawaii
  • Key contact member for all new wholesale and correspondent business activity
  • Assisted external clients with loan paperwork and communicated best options / products available for delivery into RMS Secondary Market
  • Managed in-house broker coordinator activity
  • Maintained and managed over 20 broker accounts with monthly closings of 5-10 million per month
  • Maintained retail loan activity for outside realtor relationships with 4 key offices
Candidate Info
3
years in
workforce
3
years
at this job
36

Branch Banker

Analyzed various customer issues and provided appropriate resolution.

  • Developed customer profile and initiated sales activities through cross selling.
  • Conducted one on one interaction with all customers to facilitate opening of accounts.
  • Established strategies to retain customers and expand the customer base for bank.
Candidate Info
8
years in
workforce
3
months
at this job
BA
Bachelor of Arts
37

Personal Banker

  • Responsible for performing banking duties and overseeing the financial activities for personal/business accounts
  • Identified customers' financial needs and showed them how to get the greatest possible value from Wells Fargo products and services
  • Analyzed current customer relationships and proactively contacted customers with recommendations to help them achieve financial success
  • Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities
Candidate Info
9
years in
workforce
11
months
at this job
AS
Business
BA
Finance With Minor
38

Banker Teller

Explain, advice on, and promote bank products and services to customers.

  • Trained employees on cash drawer operation
  • Heavy cash handling, including but not limited to counting, receiving or disbursing money or executing financial transactions
  • Balanced daily cash deposits and bank vault inventory with a zero error rate
  • Prepared daily filing, organizing, and shipping paperwork out daily
  • Processed sales referrals and promoted bank services and products
  • Managed opening and closing times for the main branch
Candidate Info
4
years in
workforce
1
year
at this job
AS
Associate of Science
39

Private Client Banker

Lead and manage banking relationship of more than 300 High Balance and High Potential customers, over 120 Chase Private Client (CPC) households with $53 million in deposit and investment balances. Work with Private Client Advisor to recommend suitable investment solutions.

  • Grew branch deposit and investment balances by $66 million to $220 million since CPC introduction.
  • Average approximately $2 million in new funds per month.
  • Develop and cultivate strong relationships, and deepen existing relationships by providing concierge banking services to meet personal needs.
  • Collaborate with internal and external partners to develop and implement cross-selling strategies.
  • Support branch by opening new business accounts and servicing existing business customers in adherence to bank policies and procedures.
  • Coach and mentor staff of 10 bankers, 10 tellers, and 3 sales/service associates to uncover Chase Private Client opportunities among high-balance and large transaction customers and refer to Private Client team.
  • Received MVP award for Chase Private Client sales training (May 2012).
Candidate Info
7
years in
workforce
3
years
at this job
BS
Business Administration-finance
40

Personal Banker

Maintains working knowledge of bank's products, services and offerings and services customers with bank inquiries, services and account issues.

  • Utilizes needs-based questioning strategy to determine customer needs and provides appropriate recommendations.
  • Cross-sells bank services, products, and assists with balancing ATM, vault and branch duties.
  • Reaches 80% of sales goal every quarter.
  • Awarded four Shared Success Awards, two Recognition Awards and 3rd Quarter Success award.
Candidate Info
17
years in
workforce
3
years
at this job
BA
French
MA
Master of Arts

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