The Perfect Personal Banker Resume Writing Tips

Do you want to apply for a Personal 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 Personal 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 Personal Banker resume or an online profile?

Tailoring your resume to a Personal 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 Personal Banker, you need to be acquainted with what a Personal Banker does!

Personal Bankers handle the bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients.

Hiring Managers are looking for a client-oriented Personal Banker to assist in working closely with clients to determine their banking needs and to provide individualized service by providing tailored banking solutions.

To be successful as a Personal Banker, you should have knowledge of necessary Banking & Financial Services procedures, be open to learning, and have strong communication skills. Ultimately, a high performing Personal Banker should be able to achieve maximum client satisfaction and efficiently and effectively work in a collaborative and fast-paced environment.

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

• Recommending and explaining banking services and products to clients based on their needs.
• Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
• Presenting and selling banking services and products to existing and prospective clients.
• Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
• Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
• Processing applications for credit cards, safe deposit boxes, and loan requests.
• Verifying bank account details upon client request.
• Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
• Resolving client queries and complaints.
• Performing administrative duties, such as data entry, as needed.

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.
• Proven experience as a personal banker.

• Working knowledge of personal 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.
• 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 Personal Bankers.