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Personal Banker Resume Examples (Guide and Skills)

Begin your dream personal banker job with these resume tips, including the best ways to catch the hiring manager’s attention with your skills.

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By Ho Lin 4 minute read

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Personal Banker Resume

Personal Banker Resume Example

Personal Banker Resume Examples

Managing finances, opening bank accounts and balancing risks and returns is an important role that helps many people daily. Providing banking services to cater to people’s financial needs is a significant responsibility, so creating a professional resume that shows you’re ready for this job is important.

This article shows how you can present your skills, employment history and academic accomplishments in a way that impresses a hiring manager and increases your chances of securing your new job.

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What To Highlight in a Personal Banker Resume?

Getting a personal banker job starts with creating a great resume that shows you’ve got what it takes to help people with their finances. In a banker resume, you should highlight:

  • Relevant work experience that shows you can provide excellent customer service
  • The right skill set to handle financial products
  • The correct educational qualifications
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Structure of a Personal Banker Resume

The structure of your personal banker resume is usually defined by the resume format you choose. If you have plenty of previous banking experience, you should choose a chronological resume format that focuses on work experience. If you’re just starting in the banking industry or have gaps in your employment history, you can choose a functional resume format focusing on skills. If you are changing careers, you can choose a combination resume format highlighting skills and experience.

Once you decide which resume format best suits your professional profile, you can proceed with writing each of your resume sections.


The first stage of writing a great banking resume is including a resume header. This contains your contact information. You need to include your name, location, phone number and email address. If you have professional portfolio links, you can also include them in the header. Ensure all this information is accurate so the recruiter can contact you.

Resume summary or objective

Whether you choose a resume summary or resume objective will depend on how many years of experience you have working in the banking industry. This 2-3 sentence paragraph intends to hook the recruiter’s attention, so it’s important to include striking information. You can include special skills or certifications that you think the hiring manager might value.

You will write a resume summary if you have several years of experience. Focus on your most important achievements and work experience. However, if you don’t have much experience as a personal banker, you can focus on your career goals in a resume objective. You should explain how the role will allow you to meet your career intentions and how this makes up for a lack of experience.


Include the right hard skills and soft skills in your resume. Hard skills are specific to a personal banking profession. Candidates usually gain these through training and experience. Soft skills aren’t specific to banking and transfer to several jobs, such as your interpersonal and communication skills.

You should take skills directly from the job description for the best resume skills section. Here are some bullet points you can use:

  • Risk management
  • Ability to meet sales goals
  • Time management
  • Customer accounts
  • Interpersonal skills
  • Problem-solving skills
  • Processing loan applications
  • Financial planning
  • Creating financial goals for clients
  • Communication skills
  • Striving for total customer satisfaction
  • Working collaboratively with financial advisors
  • Processing small business loans
  • Opening new accounts
  • Upholding strong customer relationships
  • Meeting customer needs
  • Making referrals

Work experience

Any work experience where you’ve shown exceptional customer service can be a valuable contribution to a personal banker’s resume. You need to list your work history in reverse-chronological order. This list starts from the most recent experience and works backward. Write 3-5 bullet points under each job title that include your primary duties, metrics and key accomplishments. Don’t forget to include your employer’s company name and employment dates.


To become a personal banker, you don’t need a bachelor’s degree in finance or banking. Usually, banks only require a high school GED, high school diploma and previous customer service experience to start working. However, there are a few useful certifications you can gain to give your application a competitive edge:

  • Personal Banker Certificate
  • Financial Analyst Certificate
  • Certified Bank Teller
  • Certified Management Accountant

Individual banks might require their staff to take extra certifications to understand national banking regulations. This ensures that banks keep up with regulatory requirements. Be sure to include your degree and any certifications in your resume’s education section.

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Do’s and Don’ts for a Personal Banker Resume

check sign Do's
  • Use a resume builder or personal banker template to help structure your professional resume.
  • Include which financial services and financial products you’re familiar with in your skills section.
  • Read your resume and remove spelling, punctuation and grammar mistakes before you submit it. 
close sign Don'ts
  • Write large chunks of text that make your resume too long or hard to read. Instead, use short, snappy sentences in a bullet point format.
  • Forget to use the job description for inspiration on skills and keywords.
  • Include any irrelevant experience in your work experience section. This will clutter your resume.

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FAQ: Personal Banker Resumes

Have questions? We’re here to help.

Writing an effective cover letter is part of any successful job application. Cover letters help you explain your experience and banking skills in further detail, so you can retell your experiences working with clients and offering banking products. This helps to persuade the hiring manager that you’re the best candidate for the role. Use the ResumeHelp cover letter builder to help you build a quick and professional letter.

You can still write a great personal banker resume without a lot of banking experience. Instead, use a functional resume format and focus on your skills. Add as many transferable skills that you think are beneficial to a banking role. You should also write a resume objective that highlights your career goals.

You’ll need to customize your resume for each application to include unique information. A great way of doing this is using keywords from the job description. Keywords usually describe the ideal candidate’s skills, education and work experience, so using these terms helps hiring managers and recruiters match you to the role.

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Ho Lin Profile

Ho Lin is a Certified Professional Resume Writer (CPRW) and editor with two decades of experience in content strategy, creation, and development. He holds a Master’s degree in Creative Writing from Johns Hopkins University and his background includes experience aiding military veterans as they transition to civilian careers.

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