Personal Banker Resume Sample

Personal Banker Resume Template

Copy-paste Personal Banker Resume (Text Format)

FIRST AND LAST NAME

Email: your.email@email.com

Phone: (123) 456-7891

Address: Street, City, State

LinkedIn: linkedin.com/in/yourprofile

Objective

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.

Professional Experience

Bank of America, Chandler, AZPersonal Banker, September 2019–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

Wells Fargo, Chandler, AZPersonal Banker, June 2016–August 2019

• 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

University of Phoenix, Phoenix, AZ
Bachelor of Science in Business Management, May 2016
Honors: summa cum laude (GPA: 3.85/4.0)

Additional 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

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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.

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:

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

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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