A banker’s role includes clearing transactions, accepting deposits, conventional banking, and making loans. This position is categorized into 2 categories, namely commercial and retail. Commercial banker works in small to medium-sized businesses to help for the development of the business. A Banker serves the customers’ financial needs. You can serve institutions and individuals. You must also know how to increase the bank’s profit while maintaining less risk. Another duty of this position is to raise capital for making investments and loans. If you want to be Banker, you must be skillful in solving client complaints and queries. You are also responsible for processing withdrawals, payments, and deposits. 
The required skills for a Banker are networking skills, Microsoft Office fluency, Microsoft Excel and PowerPoint skills, and good communication skills to handle different types of clients. You must also counsel the customer about banking services and products. It is also an advantage to have skills in clerical and administrative tasks like data filing and entry. You must have excellent numerical skills and customer service abilities. Create your Banker Resume by clicking on ''Use this Resume'' button.

How to write a convincing resume for Banker?

If you want to create a professional Banker resume, we can greatly help you. You can consider following tips below to write the best Banker resume that can help you win the job:
Create an effective summary for Banker resume
It is not impossible to get your dream position as a Banker if you have a powerful summary in your resume. The recruiter will read your full resume if you get their attention with your brief but convincing summary. Use only respectful words instead of boastful words that can discourage the employer from choosing you. 
Write your relevant skills as Banker in your resume
It cannot be denied that having the right skills for the job you’re applying for is a big factor. With this, you must include the relevant skills as Banker in your resume. It will help the recruiter to realize your skills and competencies are enough for the position of a Banker. You can write about 6 key skills that can create a big impact on your application. Include only the skills that you’re truly expert at. 
Include your accomplishments rather than the roles and responsibilities that suit Banker job position 
In addition to a powerful summary and displaying your relevant skills, you can also write your accomplishments to get the desired job. Your work experience and achievements can be a few essential factors to allow the recruiter to hire you for their company’s Banker position. 


Personal Banker with strong mathematical skills and a devotion to customer service. Highly adept in banking transactions, bringing forth a proven track record of client satisfaction. Knowledgeable about credit and loan processes, and committed to continually enhancing my skills and banking expertise. A strong team member with the ability to work independently, as well as within a division.

Professional Experience

PNC Bank
May, 2010 Aug, 2019
  • Worked to deliver the highest level of client service possible. 
  • Effectively managed client portfolios and offered advice regarding investments.
  • Performed risk assessments and studied market trends. 
  • Reviewed credit applications, and processed them according to best practices. 
  • Adhered to bank policies and facilitated safe and protected transactions. 
  • Trained and supported new team members. 
Wells Fargo & Company
Aug, 2007 May, 2010
  • Worked as a dedicated team member of the Wells Fargo team. 
  • Reviewed and processed individual loan and credit applications. 
  • Provided clients with new product and program information. 
  • Handled cash transactions. 
  • Offered clients guidance regarding savings programs.


favourite quote

“If you want to live a happy life, tie it to a goal, not to people or things.”

~Albert Einstein


Courage I had
Start my career from scratch  again at age of 32 by working  as a sales officer .
Assisted branch with acquiring new customers.
 Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer. 

Key Skills

Financial Planning
Customer Service Skills
Knowledge of Banking Software
Good communication




Bachelor of Economics
St. Joseph's University
Jul 2002 - May 2006
High School Diploma
Norwell High School
Aug 1998 - May 2002


Frost Bank
Chartered Financial Analysts (CFA)
Jan 2013
Bank of West
Financial Risk Manager (FRM)
Aug 2011


  • Songwriting
  • Paragliding
  • Singing
  • Walking
  • Music
  • Pool

Social Media

In 3 years

In the next 3 years, I want to enhance my career even more by fully utilize my training and skills, while making a significant contribution to the success of the company.

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