Personal Banker Resume Sample

Are you a personal banker ready for a new career opportunity? Use these four personal banker resume tips and a free sample to create a resume that’ll stand out from the competition and win you a new role.

June 12, 2024

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An example of a personal banker resume on a template with a blue contact header and a resume objective at the top of the resume, followed by professional experience, education, and an additional skills section

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Table of Contents

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Personal Banker Resume Template

[Your Name]

[Your Address], [City, State]

[Your Email Address] | [Your Phone Number]

[LinkedIn Profile] (optional)

Professional Summary

Results-driven leader with 5+ years of experience and a high level of business acumen. Highly productive with a record of achieving all set targets. Proactive in establishing a cooperative business climate across multiple departments and levels. Seeking to develop constructive client relationships and achieve [Company Name’s] organizational goals.

Skills

Expert in Microsoft Office
Critical thinking skills
Attention to detail
Account management
Training and mentoring
Customer relationship management software (CRM): Salesforce, Creatio, Microsoft Dynamics 365

Professional Experience

Personal Banker

Bank of America, Chandler, AZ | May 20XX – Present

Ascertain customers’ needs and goals by providing appropriate tailor-made solutions while offering guidance and investment advice
Manage 60+ new and existing customers by helping them open and customize new checking and savings accounts
Refer clients to in-house financial experts when necessary by presenting financial products and services to existing and prospective customers
Identify potential customers and turn 80% of prospects into signed customers, generating over $1M in annual revenue
Maintain knowledge and understanding of appropriate banking legislation and regulations by keeping up-to-date with market updates and financial news to provide the best possible service

Personal Banker

Wells Fargo, Chandler, AZ | August 20XX – April 20XX

Reviewed power of attorney documents, trust accounts, estate accounts, and administered retirement plans
Advised 30+ customers by explaining the types of financial services available and educated them on investment options and risks
Ensured the firm was in tune with all recent trends and systems by managing various products and observing market trends, resulting in expanding the firm’s targets and recording a 15% increase in revenue opportunities
Handled business credit requests of over $300K and helped customers to find other lending opportunities

Education

Resume Genius University | Bachelor of Science in Business Management

Graduation Date: May 20XX

Average personal banker salaries in the US

The following table includes information from O*NET Resource Center by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. The data is presented based on the top states in the United States.

Average personal banker annual salaries by state

State	Salary / Year
California	$103,330
Texas	$81,660
New York	$161,760
Florida	$92,770
Pennsylvania	$100,370
Illinois	$95,870
Ohio	$82,030
Georgia	$98,330
North Carolina	$102,920
Michigan	$70,390
National Average	$93,409

How to write a personal banker resume according to the experts

As a personal banker, you help your customers make the best decisions with their money. And applying for a new role is no different because you need to show your target employer you’re the best investment they can make in a new employee.

Here are four important tips to help make your personal banker resume clear and persuasive.

1. Open with a strong personal banker resume objective

Your personal banker resume objective is a great place to summarize your professional background in banking and finance.

Because your banker resume objective is a short paragraph that sits underneath your resume’s contact details, be strategic when deciding what to include in it.

Always try to refer back to the job description to determine the type of employee the company’s looking for. Then, modify your resume objective to show you’ve got the financial knowledge and customer service skills they’re looking for — and that you’re ready to apply those skills to benefit their company.

For example, some job ads emphasize the educational background they want from their personal bankers. When you respond to a job ad like that, list your degree and certifications in your personal banker resume objective.

Look at how one personal banking applicant described their educational background in the first sentence of their resume objective:

Results-driven personal banker with BBA in economics and AIB certification in banking.

By contrast, other employers might focus more on interpersonal skills. In this case you can highlight how many customer accounts you handled or success stories you’ve experienced.

Here’s a sentence from a personal banker resume objective that emphasizes the candidate’s interpersonal skills:

Client-focused personal banker with 5+ years of experience assisting customers with banking and financial services.

2. Highlight your personal banker resume skills

When recruiters compare personal banker applications, one of the main parts of your resume they’ll focus on is your skills section. Personal bankers need a range of hard and soft skills to do their job well and retain customers, so showcase these skills clearly on your banker resume.

Hard skills, or technical skills, are related to your knowledge and expertise in finances, economics, market trends, and investments. You’ve likely gained personal banking hard skills from your previous education or work experience.

For instance, personal bankers need to manage multiple client accounts daily and oversee their transactions, so list your experience with Customer Relationship Management (CRM) banking software if you have any.

More examples of hard skills to include on your personal banker resume are:

Financial consultation
Knowledge of market trends and history
Knowledge of economics
Investment knowledge and success
Financial analysis
Investment analysis
Tax preparation
Financial management
Loan processing
Risk calculation
Software for market trends and predictions
Research skills

Aside from showing all your banking expertise, don’t forget to add your soft skills to your resume. Your personal banker soft skills show how you relate to your customers and colleagues. These abilities are key to building trust with your customers so they’re comfortable discussing their finances with you and hearing your recommendations.

Soft skills you may want to mention on your personal banker resume are:

Communication skills
Honesty
Trustworthiness
Consulting
Analytical thinking
Negotiation skills
Sales skills

And don’t forget to provide examples of your listed soft skills in your work experience bullet points so employers can clearly visualize how you’ll work with banking with clients.

Here’s an example of a personal banker applicant’s work bullet point describing their sales skills:

A personal banker resume work experience bullet point showing an example of the applicant — Provide proof of your hard and soft skills using specific details.

3. Write an effective personal banker education section

Your personal banker resume’s education section is where you can highlight your qualifications. So list your:

degree(s)
university
graduation date
GPA

Remember that you’re competing with other personal banker candidates who have backgrounds in finance, business, economics, or statistics. Rather than just listing your major, try also including other relevant coursework you studied, such as:

negotiation
mediation
mathematics
market analysis
business
public relations

If you’re a recent graduate, adding details from your education history can help you make up for a limited work experience section.

Don’t forget to list your certifications on your resume too. The best personal banking professionals continuously develop their skill set, and today’s employers recognize that education doesn’t stop once you get a degree.

An American Institute of Banking (AIB) certification is a valuable asset on your personal banker resume, as are training certificates in software packages and investment platforms. You can also include seminars, conferences, and online courses you’ve attended.

4. Include strong personal banker-related action verbs

Using action verbs related to the banking industry will help your personal banker resume stand out to your potential employer and demonstrate that you’re proactive and possess leadership skills.

Avoid passive statements such as “responsible for” or “tasked with” that show what your employer assigned to you. Instead, use action verbs to turn the story around and illustrate what you achieved.

By starting each work experience bullet point with an action verb, such as “Promoted” or “Led,” you’ll send a strong message to your target employer that you’re capable of boosting their business and client numbers.

Here are some personal banking–related action verbs for your resume:

Accomplished
Categorized
Developed
Enhanced
Facilitated
Generated
Introduced
Managed
Negotiated
Oversaw
Organized
Redesigned
Spearheaded
Surpassed

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Written by

Ida Pettersson

Committed to empowering job seekers of all experience levels to take the next step in their careers, Ida helps professionals navigate the job hunt from start to finish. After graduating from New College of Florida with a B.A. in Philosophy and Chinese Language and Culture, Ida moved to Hong Kong to begin her own career journey and finally settled in Taiwan. Her insights on resume writing, interview strategies, and career development have been featured on websites such as LawCareers.net, Digital Marketer, and SheCanCode.