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Looking for cover letter ideas? See our sample Bank Customer Service Representative Cover Letter.

Find out what is the best resume for you in our Ultimate Resume Format Guide.

How to Format a Bank Customer Service Representative Resume

How you format your bank customer service resume depends on the information you want to highlight. If you have over 10 years of customer service experience, opt for a chronological resume. This format demonstrates your promotions and steady growth of your responsibilities.

If you have three to seven years of steady jobs in customer service, use a hybrid resume. This resume is very similar to a chronological resume — it swaps the placement of the skills and work history sections to give them equal weight on your customer service resume.

Your last option is a functional resume. We only recommend this resume if you have significant gaps between your customer service jobs due to personal, professional or academic reasons, or you don’t have relevant work experience.

Let’s see how these two candidates used the appropriate resume format for their career level.

Candidate A — Hybrid or Chronological Resume

Bank Customer Service Representative, Green Gables Credit Union

Candidate A

  • 9 years in the workforce
  • 3 years at this job
  • HS High School Diploma

Work History

Customer Service Representative, Green Gables Credit Union

October 2019 – current

  • Oversaw an average of six banking customers an hour, helping them with specialized needs such as opening new accounts, establishing direct deposit or opening new lines of credit.
  • Supported teller staff by processing deposits, withdrawals and transfers when the customer line exceeded more than five clients.
  • Encouraged customers to apply for new account services such as small business loans, competitive mortgage loans and refinancing programs.

Candidate B — Functional Resume

Customer Service Representative

Candidate B

  • 2 years in the workforce
  • 1 year at this job
  • HS High School Diploma

Professional Skills

Teller Skills

  • Processed an average of 23 clients every hour.
  • Assisted customers with simple account transactions such as deposits, withdrawals, and domestic and international transfers.
  • Encouraged customers to upgrade account services to new, profitable account offerings.

Customer Service

  • Responded to customer inquiries, complaints and comments daily and determined corrective action for the high-call volume department.
  • Assisted customers with suspected fraud and took steps to refund money, freeze accounts, and reissue banking cards related to checking and savings accounts.

Bank Customer Service Representative Resume FAQ.

What are the duties of a customer service representative in a bank?

The responsibilities of a bank customer service representative can include the following duties:

  • Explaining the perks of various banking services related to specialized checking and saving offerings.
  • Promoting bank products and services such as new account deals, credit cards, mortgages and business lending.
  • Helping customers investigate suspicious account activity.
  • Freezing compromised accounts and reissuing debit and credit cards to impacted accounts.
  • Updating customers’ contact and account information.
  • Offering customers access to safe deposit boxes.
  • Placing foreign currency orders for international travel.

How would you describe bank customer service on a resume?

Three strategic methods describe your bank customer service skills: a resume summary or objective and your work history entries. These three resume examples demonstrate how you can write these sections. You may also review this library of job-based resume examples for additional ideas.

Resume summary: Experienced bank customer service agent with five years’ experience at a local credit union. Frequently helped new customers sign up for checking, saving and credit accounts. Helped customers secure their accounts and transfer to international family members.

Resume objective: Skilled retail employee with over six years of customer service experience. Eager to apply credit card application knowledge and financial knowledge to help customers apply to large lines of credit such as mortgages, remodeling and business loans. Looking forward to assisting the local community with exemplary banking service.

Work experience:

Bank customer service agent, Lakewood Bank

November 2019 – current, Lakewood MI

  • Helped customers complete teller transactions such as money transfers, deposits, withdrawals and account information updates.
  • Assessed the needs of customers to suggest alternate checking or savings accounts services and product upgrades where deemed appropriate.
  • Identified and encouraged three or more clients daily to apply for exclusive mortgage lending opportunities.