The Perfect Banker Resume Writing Tips

The Perfect Banker Resume Writing Tips

Do you want to apply for a Banker position to help you get closer to your career goals? Applying for jobs on Seek, LinkedIn, and other job boards can be a time-consuming process, however, to streamline the process, you can ensure your resume writing helps you to stand out from the crowd, and your online profile helps you to get an interview!

If a recruiter or hiring manager are looking for a Banker, they are searching for specific transferable skills. With less than ten people being interviewed for the job and hundreds of people, just like you, applying, The Perfect Resume team have created Resume Writing Tips to help you stand out from the others.

What do recruiters look for in a Banker resume or an online profile?

Tailoring your resume to a Banker position is mandatory today to ensure that your application will pass Applicant Tracking Systems (ATS). In doing so, your resume will be read by the prospective employer. Then, fingers crossed, you will be shortlisted as a potential candidate and be called for not one, but multiple job interviews!

Firstly, before you apply to be a Banker, you need to be acquainted with what a Banker does!

Bankers handle the clients on a daily basis by assisting with services such as setting up checking and savings accounts, authorizing loans, and moving money. They also counsel clients on banking products and services.

Hiring Managers are looking for a highly organised Banker to assist in working closely with clients to determine their banking needs, including discussing their financial requirements and providing financial advice, when necessary.

To be successful as a Banker, you should have knowledge of necessary Banking & Financial Services procedures, be open to learning, and have strong communication skills. Ultimately, a high performing Banker should be able to achieve customer satisfaction and organisational KPIs.

Knowing this, your resume and online profile should include the hard and soft skills that the recruiter or hiring manager is looking for in a candidate.

The Banker position description template will also contain pivotal information about what the candidate will need to do daily. Such as:

• Signing on new clients and helping them through the onboarding process.
• Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
• Processing deposits, payments, and withdrawals.
• Authorizing and evaluating overdrafts and loans.
• Handling other transactions, such as writing cashier checks or money orders, when necessary.
• Recommending and explaining banking services and products to clients based on their needs.
• Presenting and cross-selling banking services and products to existing and prospective clients.
• Collaborating with other banking professionals to ensure high-quality client service.
• Resolving client queries and complaints.
• Performing administrative and clerical duties, such as data entry and filing, when necessary.

You will also have some requirements and personal attributes that you will need to demonstrate in your resume to ensure your potential employer will take your application seriously, such as:

• Bachelor’s degree in finance, business administration, or a related field.
• Sales or customer service experience preferred.
• Working knowledge of retail banking practices, rules, and regulations.
• Detailed understanding of banking services and products.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access), banking databases, and relevant software programs.
• Superb numerical skills.
• Multi-tasking and time-management skills, with the ability to prioritize tasks.
• Excellent communication, sales, and negotiation skills.



You may also want to do some industry research to find out what other companies want in their Bankers.

First Name Last Name Email Preferred Contact Method Call Email

Do you have an up-to-date resume with your current role included? Yes No

What services would you like more information about? Are you applying for a specific role? What turnaround time do you require? Where are you located? What brought you here? Where did you hear about us? Google LinkedIn Facebook Instagram Pinterest Referral from a friend, colleague, or family member Other

What else would you like your career coach to know before they contact you?

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First Name Last Name Email Preferred Contact Method
Call Email

Do you have an up-to-date resume with your current role included?
Yes No

What services would you like more information about? Are you applying for a specific role? What turnaround time do you require? Where are you located? What brought you here? Where did you hear about us?
Google LinkedIn Facebook Instagram Pinterest Referral from a friend, colleague, or family member Other

What else would you like your career coach to know before they contact you?