Written by Mike Potter, CPRW, Author • Last updated on April 15, 2026

Banking CV Example

If you're hoping to launch a career in the finance industry, including banking roles, it's essential to write a CV that shows your skills and achievements in the best light. You will need to focus on the most relevant and essential specialist skills for the role that match your career experience, including managing customer relationships and processing financial transactions. In this guide, you'll find comprehensive tips and advice on creating a banking CV that makes a strong impression and puts you in the top bracket of applicants.

A stronger, more engaging banking CV gives you the best chance of success. It can help you pass the ATS CV screening stage and impress the recruiter or hiring manager, increasing your prospects of reaching the interview stage. We’ll now review the essential sections of a CV and outline how to write each for the strongest results.

Main sections of a banking CV

Your banking CV writing strategy may vary significantly according to numerous factors, such as your previous experience, your seniority and the requirements in the job description.

However, regardless of your seniority, a banking CV needs to tell a cohesive story of your professional growth. In the following sections, we’ll dive into each part of the CV step-by-step, starting with your header and moving through to your professional achievements.

CV Header

Start your banking CV by adding a professional-looking header that contains all your relevant contact information. Include your name, email address, phone number and location (your full address isn't typically necessary for UK job applications). Additionally, including your LinkedIn profile as a URL can be useful, as it will help the reader to quickly and easily access further information about your career and credentials.

For UK applications, it's not usually advisable to include a personal photo or any other personal details, such as your age, gender, nationality or ethnicity. These can risk introducing bias to the decision-making process and are discouraged under the terms of the Equality Act 2010.

Stephanie Wilson
stephanie-wilson@example.com
(111) 222 33 444 55
London
linkedin․com/in/stephanie–wilson–123

CV Summary or Objective

The first section below your CV header is typically your CV summary. This short paragraph outlines some of your key skills, achievements and experience, so employers can quickly get an impression of whether you have the right credentials for the banking job. The CV objective provides an alternative to the standard CV summary. While the CV summary focuses on your skills and achievements through your work experience, a CV objective highlights your ambitions and plans for the future, including how the role fits with these. This makes it ideal for junior candidates.

For either a CV summary or an objective, aim for a length of two or three sentences. Showcase a few key skills, personal qualities and career achievements or ambitions, always reviewing the job description as you write, to show how you fulfil the requirements of the role.

A good CV summary would typically focus on a couple of key skills that match the job description, demonstrating how you've used them to good effect in previous roles. It's important to focus on your unique qualities and provide a preview of how they've made an impact in your career to date, which you'll unpack later in the document. See below for an example of a strong banking CV summary, featuring quantifiable evidence of your impact and concise, easy-to-read sentences.

Best example:

Dynamic banking professional with five years’ experience as Senior Relationship Manager. Proven track record of growing high-net-worth portfolios by 20% year-on-year. Holds a BSc (Hons) in Banking and Finance.

Unengaging example:

Dynamic banking professional with several years’ experience and a BSc (Hons) in Banking and Finance, possessing general relationship management abilities and consistent support skills across various banking operations.

Above is an example of a less effective CV summary, with some subtle, yet notable differences. Common mistakes that lead to an ineffective summary include a lack of quantifiable experience, vague statements or failing to tailor your summary to the job description. Long, rambling sentences that lack structure can also make your summary harder to read.

Work Experience

A CV's work experience section is usually its most important element. Employers tend to value the work experience section, as it shows evidence of how you've put your relevant skills to good use in your career to date. Always take the time to tailor this section, including keywords and phrases that match the job description. This will help employers to judge how strong a fit you are for the role, and how you might apply your skills for the benefit of the organisation.

This section should contain a list of your most relevant previous jobs in the last 10 or 15 years. Add the job title, the name of the employer, its location and your dates of employment. Include detail in bullet points, outlining the skills you used in the role and the impact they made.

The difference between an average CV work experience section and an outstanding one is the use of action verbs and quantifiable evidence. You'll want to show how your actions led to measurable positive outcomes for employers, and indicate a progression in your skills throughout your career. Take a look at an example of a strong banking CV work experience section below.

Best example:

Senior Relationship Manager, January 2023 - Present
Stonebridge Capital Partners, London

  • Consistently exceeded annual revenue targets by 20% through strategic client engagement.
  • Secured multiple six-figure contracts with key corporate clients, enhancing portfolio profitability by 15%.
  • Forged long-term partnerships with 30+ high net worth individuals, driving customer retention rate above 95%.

Unengaging example:

Senior Relationship Manager, January 2023 - Present
Stonebridge Capital Partners, London

  • Oversaw daily banking tasks and maintained internal processes to uphold operational standards.
  • Handled customer queries and provided general financial advice within the retail banking environment.
  • Collaborated with colleagues across departments to support banking projects and improve service delivery.

The example above shows what not to do with your banking CV work experience section. A less-engaging work experience section might include irrelevant roles or jobs from a long time ago, and generic information that fails to address the requirements of the job description. It could also lack evidence to support the claims made in the bullet points.

Skills

In your CV's skills section, you'll want to draw attention to some of your strongest skills that make you suitable for the role. Review the job description to get an idea of the most essential skills, and create a list of hard and soft skills, including some of your strongest, most unique qualities that set you apart from other candidates. In a banking CV, only list the most relevant and essential skills you possess, such as problem-solving and credit risk assessment, to make a positive first impression and show you're qualified for the banking position.

Hard Skills

Hard skills and technical skills are specialist skills that are essential for carrying out the main responsibilities of the role. You might acquire hard skills through study, or through on-the-job training, and some hard skills may require a certification or licence. For banking positions, hard skills that match your abilities, such as risk management expertise, and SQL database administration tend to be valued by recruiters and hiring managers. Check the skills specified in the job description, and add four or five key hard skills to your CV that show employers you're capable of completing the key duties of the role.

The best hard skills section will contain a mix of your strongest technical skills and those listed in the job description as 'essential' or 'desirable'. The closer your skills list is to matching the essential job description skills, the better your chances of success.

Below, you can find the types of skills typically featured in the hard skills section of a banking CV:

  • Financial modelling proficiency
  • Risk management expertise
  • SQL database administration

Soft Skills

Soft skills are the personal strengths and qualities that show employers how well you'll fit into the role and complement other members of the team. Soft skills tend to be more transferable and applicable to different roles than hard and technical skills. Owing to the rapidly evolving nature of the work landscape, soft skills are growing in importance for a number of roles and industry sectors where technology is replacing hard skills. Additionally, soft skills are particularly valuable for junior and entry-level candidates, who might not have much work experience but have the right building blocks for a successful career.

Adopt the same approach as you did with your hard skills list, reviewing the job description to understand the requirements, before assessing which soft skills you can provide evidence for throughout your banking CV. Draft a list of up to five key soft and transferable skills, combining the most essential skills from the job description with your strongest personal qualities.

Explore the examples below to identify soft skills commonly presented in a banking CV.

  • Communication
  • Problem-solving
  • Emotional intelligence

Education and Qualifications

Your education section should showcase your most recent and highest qualifications, paying particular attention to anything that's specifically required for the role.

To be eligible for banking positions, you typically need to have a relevant university degree, and include it in your CV. If you have a Bachelor of Science in Banking and Finance or another related degree that qualifies you for the role, you should definitely mention it in your CV, along with any other degrees or qualifications that highlight your most relevant skills, such as financial modelling proficiency or risk management expertise.

When creating your education section, think about which qualifications are most relevant to the role, and list them in reverse-chronological order, starting with the most recent and working back from there. For each entry, include the name and level of the degree or certification, the institution, its location and your graduation date or dates of study. To emphasise your qualifications and achievements, you might wish to include one or two bullet points, which highlight things like specialist areas of study, projects, dissertations or society memberships.

Specialist licences or certifications can also be a valuable addition to your CV's education section. If these are essential for the job and are referenced in the job description, it's a good idea to include them here rather than further down your CV. Include any expiration or renewal dates for certifications, if applicable.

BSc (Hons) in Banking and Finance, 2018 - 2021
London School of Economics and Political Science, London

Certifications and Licences

Depending on the role you're applying for, and the type of qualifications you have, you might want to include a separate section for certifications, in addition to the education section. It's often beneficial to include it as it can illustrate a positive attitude towards self-improvement and professional development, as well as a proactive mindset. All these qualities will appeal to most employers and decision-makers. Furthermore, if there are any necessary certifications or licences for the job, this CV section takes on even more importance. If you're applying for a technical role or a position that involves the use of specialist software or equipment, these might make it more necessary to include a section showcasing your training.

See below for a list of example certifications and licences you might add to your CV for banking roles:

  • Certificate in Retail Banking, 2023
  • Diploma in Treasury Risk Management, 2023
  • Certificate in Anti Money Laundering, 2023

Language Skills

If you speak a foreign language, it can be beneficial to include a languages section on your banking CV. Whether languages are a requirement of the job description or not, if your CV lists additional languages, this typically reflects well on you as a candidate. Under this section, list any foreign languages you speak to a professional standard, with an indicator of your competency level for each.

There are several methods of confirming your foreign language skills on your CV. The simplest way is by assigning a basic descriptive word, such as:

  • English: Fluent
  • Spanish: Intermediate

You might choose to adopt an international standard framework for languages, such as the Common European Framework of Reference (CEFR). This assigns a standardised level to your language skills, for example:

  • A1: Beginner
  • A2: Elementary
  • B1: Intermediate
  • B2: Upper intermediate
  • C1: Advanced
  • C2: Proficiency

Pro Tip:

JobHelp recommends showcasing transferable skills such as teamwork, communication, adaptability and time management even if you have no formal work experience. (1)

Optional Sections

Optional sections can be useful to add to your CV, to provide additional evidence that you have the skills for the banking job. Consider optional sections for your CV if you're looking for ways to show you're right for the job, beyond your work experience. Optional sections are particularly valuable if you haven't had the chance to build up relevant work experience, for example, if you're applying for entry-level roles or you're changing careers to a new industry or role.

You can find more detailed advice on tailoring your CV in our career resources, where we cover proven ways to highlight your skills effectively.

Hobbies and Interests

If you participate in hobbies and activities that are related to the role, or use some of the same skill set, you could include them in a hobbies and interests section. In addition, you can use hobbies and interests to show elements of your personality that might not shine through otherwise, giving you a chance to offer something different to most candidates. However, only mention hobbies and interests that are relevant to the role, and that help you prove skills that you haven't been able to show in your work experience or other CV sections.

Volunteering

Listing any previous voluntary work is another useful way of showing you have the necessary skills and experience for the job. If you don't have much relevant work experience, either because you're a junior candidate or you're changing jobs from an unrelated field, volunteering can provide valuable examples of your skills in action. Approach your volunteering section in much the same way as your work experience section.

For each entry, include a job title or description of your role, the organisation, its location and the dates you volunteered. Adding bullet points can also help you to show how you developed relevant skills, and used them to good effect.

References

In the UK, it's not normal for references to be requested as part of a CV, or at the early stages of an application. However, it's worth checking the job advert and being ready to supply them if necessary. If you need to include references in your CV, aim for two or three and list their name, their contact details, their job title and the organisation they work for.

Always seek permission before you add them to your CV. Alternatively, it can be neater to simply add a line to your CV confirming you can provide references at the appropriate juncture, such as 'references are available upon request'.

Data Insight:

It takes on average 30 seconds for HR professionals to review a CV and decide if it’s worth reading. This means highlighting your key skills, qualifications and quantifiable achievements is critical, even when you don't have much work experience. (2)

Jobseeker
HR Insights

Top action words to use in a banking CV

Including strong action verbs with your work experience bullet points can help you show the impact you made in previous roles. Starting each bullet point with an action verb is a great way to match your experience and achievements to the job description, giving the reader an easy way of identifying your key skills and seeing how you've applied them. When adding action verbs to your work experience bullet points, just remember to always provide quantifiable evidence that shows the value you added for each employer. Use past tense for any action verbs that describe previous roles (for example, 'developed') and present tense for current roles (for example 'collaborating').

  • Analyse
  • Assess
  • Advise
  • Audit
  • Reconcile
  • Forecast
  • Manage
  • Implement
  • Streamline
  • Negotiate

Banking CV example

Now that we've covered the main sections to include in your banking CV, we can see how it would all come together in its final form in the example below:

Stephanie Wilson
Integrity-Driven Banking Professional

London

stephanie-wilson@example.com

(111) 222 33 444 55

linkedin․com/in/stephanie–wilson–123

Senior Relationship Manager with five years’ banking experience and a BSc in Banking and Finance. Led 20% portfolio growth within a year. Consistently achieved 95% client retention.

Employment

Assistant Relationship Manager

2023

-

2026

Lloyds Bank (Birmingham)

  • Secured £2m in new client deposits through targeted outreach and relationship building.
  • Exceeded quarterly revenue targets by 15% through proactive cross-selling of treasury products to corporate clients.
  • Developed client onboarding process improvements that reduced account opening time by 30% and boosted customer satisfaction scores.
Education

Bachelor of Science in Banking and Finance

2018

-

2021

University of Birmingham (Birmingham)

Skills
  • Financial modelling proficiency

  • Risk management expertise

  • SQL database administration

Qualities
  • Communication

  • Problem-solving

  • Emotional intelligence

Certificates
  • Certificate in Retail Banking

  • Diploma in Treasury Risk Management

Languages
  • English - Native

  • French - Advanced

If you want to get a feel for how your CV will look once you finalise its design and layout, check out our CV examples for inspiration.

Dos and don'ts for a winning banking CV

Tips to follow

  • Use reverse-chronological order to list your work experience, starting with your current or most recent position and working back through relevant roles.
  • Tailor your CV to ensure it matches the requirements laid out on the job description, while reflecting your own key skills and experience.
  • Add a dedicated skills section to showcase your strongest hard and soft skills, ensuring they reflect the skills listed in the job description.
  • Proofread your CV carefully before sending, as any spelling or grammatical errors could seriously undermine your chances of success.
  • Keep your CV concise and to-the-point, with an optimum length of one side of A4 for junior positions, two sides once you become more experienced and more than two sides only for executive-level or academic applications.

Common mistakes to avoid

  • Don't use passive voice, such as 'financial statements were prepared', but opt instead for powerful action verbs that showcase the impact you made.
  • Don't list your hobbies and interests unless they help you prove key, essential skills that you're unable to prove through work experience or another core CV section.
  • Don't forget to check your contact details to make sure they're current, and update your LinkedIn profile to ensure it doesn't contradict your CV.
  • Don't add personal information such as your age, gender, marital status or personal photo (unless necessary for the role).
  • Don't make exaggerated claims or lie about jobs, qualifications or career achievements – it can backfire and disqualify you from the selection process.

How to optimise your CV for ATS screening

Applicant tracking systems (ATS) are becoming more and more integral to the recruitment process for many employers. These systems ease the burden of the recruitment process by performing various tasks, including scanning and ranking CVs based on their likely fit to the job description. By assuming this role in the recruitment process, ATS apps can reduce the amount of time employers need to spend reviewing CVs. With hundreds of applications for a single vacancy becoming increasingly commonplace, this increased efficiency is extremely valuable for employers.

With ATS apps becoming more prominent, it's essential for candidates to optimise their CVs to increase their chances of passing the initial screening stage. You can read a list of the top tips for ATS optimisation below:

  • Include keywords and phrases that mirror the job description, increasing your chances of ranking highly in the ATS screening stage.
  • Use clear headings that reflect standard CV conventions, such as 'work experience', 'education' and 'skills'.
  • Choose a standard CV layout that avoids the use of any special design elements that might make your CV less compatible with ATS scanning software.
  • Select a font that increases the readability of your CV, such as popular serif and sans serif fonts, between the sizes of 10 and 12 for main text and 14 and 16 for headings.
  • Use bullet points instead of writing full sentences, to reduce the overall length of your CV, make it more keyword-dense and help ATS apps to scan it more easily.

You might feel there are a lot of things to remember when writing an ATS-compatible CV, but with just a few small tweaks, you can ensure yours passes this stage. Use one of our expert-designed, ATS-compatible CV templates to avoid the stress of adapting your CV for ATS screening.

To make a splash with your CV, use one of Jobseeker's professional-looking CV templates. They come approved by HR specialists to maximise your chances of success.

Banking CV FAQs

How do I create an accompanying banking cover letter for my CV?

An engaging and gently persuasive cover letter can enhance your chances of success with your job applications. Opt for a formal, professional letter format and choose a cover letter template with a design consistent with your CV.

Most cover letters include three main paragraphs of written content. In the first paragraph, confirm the role you're applying for and reference your reasons for applying, including how it fits with your career journey and why you want to work for the organisation. Secondly, write a brief paragraph outlining your key skills and achievements, taking care not to simply repeat the details in your CV. Finally, express your gratitude and enthusiasm, and leave a call to action that encourages the reader to reach out to you to arrange an interview or establish a dialogue.

As an alternative to the traditional cover letter, you may wish to send your application via email with a simple cover note. This includes a short introduction to yourself, confirms the role you're applying for and directs the reader towards the attached CV. With email cover notes, you don't need to follow full letter-writing conventions and can be less formal in your tone. Always include your contact details in your sign-off or email footer.

Jobseeker's cover letter examples for banking roles and other finance industry positions can provide valuable insights from HR specialists on how to craft the most persuasive cover letter.

How do you write a CV for an experienced banking position?

As an experienced banking, you'll want your CV to reflect your expertise and showcase your relevant work experience.

This means choosing a traditional reverse-chronological CV that focuses primarily on your work experience and prioritises this section in the document. Emphasise how you've used the required skills in each previous role, and how they contributed to successful outcomes and achievements as you've progressed through your career.

Additionally, it could be worth making your banking CV stretch back further than the standard 10 to 15 years, to give employers a greater insight into your finance industry expertise and reputation.

How do you write an impactful banking CV headline?

A CV headline can be an effective way of introducing yourself in your CV and setting the tone, so the reader can quickly identify whether you're likely to be a good fit for the role.

Look to craft a short. eye-catching sentence that demonstrates your greatest skills and natural strengths, and includes the job title.

For the most effective CV headline, make sure it reflects the most critical keywords and phrases from the job description. This will also help your CV to pass the ATS screening stage of the recruitment process.

The examples below show best practice for writing a CV headline at different experience levels:

  • Highly Ambitious Junior Banking Professional
  • Integrity-Driven Banking Professional
  • Strategic Senior Banking Relationship Manager

What is the most impactful banking CV format for 2026?

The most suitable format for your banking CV in 2026 will depend heavily on numerous factors, such as your career stage and experience levels, the type and level of the role, the organisation and established industry norms.

In most cases, the traditional reverse-chronological CV format is most effective, as it showcases your work experience, providing examples of relevant skills and how you've used them to contribute towards key achievements in your career to date.

Alternatively, for entry-level candidates or career changers who don't have much relevant work experience, a functional CV format tends to work better. This layout places skills and qualifications above work experience.

A courteous, professional cover letter can make all the difference to your job applications. Our cover letter templates have been designed by experts to help you make the best impression with hiring managers.

Key takeaways for a winning banking CV

For the best chance of impressing employers, always tailor your CV for every application and include keywords and phrases that reflect the job description. Select a suitable CV format for your experience level, and show the reader how you've used skills relevant to the role, to create a positive impact in your career to date.

Finally, enhancing the look and feel of your CV using one of Jobseeker's HR-approved CV templates can help leave a lasting impression on the reader, and boost your chances of success with your job applications.

Sources:

  1. JobHelp (UK Department for Work & Pensions campaign), No work experience? Focus on what you do have
  2. Jobseeker, HR Insights
Share via:
Author
Mike Potter is a Certified Professional Resume Writer (CPRW) and an experienced copywriter specialising in careers and professional development. He uses extensive knowledge of workplace culture to create insightful and actionable articles on CV writing and career pathways.

Impress employers with your CV

Step-by-step guidance to create a professional CV in minutes.

Read more