Personal Banker
Written by Mike Potter, CPRW, Author • Last updated on November 4, 2025

Personal Banker Resume Example

Pursuing a career as a personal banker provides opportunities for career progression and responsibilities involving processing transactions efficiently and assisting clients' financial needs. A strong resume for personal banker applications showcases your skills, experience and achievements and helps you stand out from other candidates. In this article, we'll discuss how to create a personal banker resume that catches the eye of employers, with tips and examples to help you write your own.

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This complete guide to a personal banker resume will equip you with the tools you need to compete in your applications. You'll find valuable tips on writing a resume that best showcases your unique skills and achievements. There is also extensive guidance on how to structure your resume to match the job description, and to reflect your experience levels to impress HR specialists and employers. Continue reading to find expert tips and advice from Jobseeker that will help you with your personal banker resume.

Core sections to include in a personal banker resume

Although the content of a personal banker resume may differ according to your experience and seniority, the main sections will remain the same. If you're a candidate without much experience, you may wish to present your resume in a way that draws attention to your most valuable skills. These might not be in traditional work settings, so sections like education, projects, hobbies and skills can be more prominent.

You will have some choice over your resume layout and structure, but be sure to include these sections as the core of your document:

Header and Personal Information

A personal banker resume header contains your name and contact information. Add your first and last name, your phone number and your email address. Include your address or location, but avoid adding any other personal information. If you have a LinkedIn profile, you can add the URL to your header so the hiring manager can get a better understanding of your work history and experience. Be aware of the amount of space your resume header takes up. You don't want your contact details to take space away from the main content of your resume, so keep this section as brief as possible.

Only include professional, name-based email addresses in your resume header. If you have an old email address that uses nicknames, puns, references to your personal interests or anything else that could appear unprofessional, set up a new email just for your job applications. Finally, always double-check your contact details are correct and up-to-date before sending your resume.

Carl Johnson
carl.johnson@example.com
(111) 222 33 444 55
1600 Pennsylvania Avenue, Washington, DC
linkedin․com/in/carl–johnson123

Resume Summary

Your resume personal profile is a short, concise paragraph to highlight two or three key skills and achievements in personal banker roles. You may also see this section named as 'resume summary' or 'resume objective'. Resume summaries tend to focus on your career experience, while resume objectives cover your ambitions and plans for the future. Furthermore, when writing your profile, focus on two or three key skills and achievements that showcase your suitability for personal banker roles.

Alternatively, you could use this section to reference your objectives and ambitions, and how this role would fit into your career journey.

A good resume summary is short and snappy, and focused on the skills and experience listed in the job description, with evidence to back it up. It will also help the reader to form their first impressions of you by providing an insight into your personality and unique qualities. Take a look at some strong examples of how to approach a personal banker resume summary in the graphic below.

Good example:

Dynamic and results-driven Personal Banker with a Bachelor of Science in Finance and extensive experience as a Client Relationship Manager. Proven ability to build and maintain strong client relationships, provide comprehensive financial advice, and enhance customer satisfaction. Adept at identifying opportunities to optimize financial portfolios, manage client accounts, and deliver tailored banking solutions. Demonstrated expertise in financial planning, risk assessment, and investment strategies, with a commitment to achieving client financial goals

Bad example:

Personal banker with a background in finance and experience in managing client relationships. Worked in roles where I helped clients with their financial needs and aimed to keep them satisfied. Have looked for ways to improve financial situations and managed various accounts. Familiar with financial planning and investment strategies, focused on helping clients reach their financial goals

Alternatively, a poor resume summary would include bland, generic information that does little to prove your suitability for the role, while failing to provide any useful insights on you as a person or as a candidate. The visual above includes some examples of what not to do with your personal banker resume summary

Hard and Soft Skills

The skills section is one of the main ways to show employers you've got the skills required for personal banker roles. Whether your skills include CRM software expertise, problem-solving abilities or any other useful skills for the role, you'll want to list them here. Again, refer to the job description and make sure you include skills that the employer has listed as essential or desirable for employment as a personal banker.

Showcasing hard skills on your personal banker resume

In your hard skills list, include any specific abilities related to the role you're applying for. These could be technical skills or industry knowledge that showcases your expertise in your chosen profession. Furthermore, it's important to show these skills in a personal banker resume as they provide a strong indication of your experience in the sector. Add up to five key hard skills that show you're an ideal candidate for the role. It can also be beneficial to add context to each skill, showing how you've used it to positive effect in your career to date.

For an effective resume hard skills section, focus on the technical skills that are most essential in the job description, and that match your specific expertise. Some examples of the best hard skills for a personal banker resume are listed below.

  • Financial analysis proficiency
  • CRM software expertise
  • Risk assessment skills

Showcasing your best soft skills

In your soft skills list, include any personal characteristics that make you a good fit for a personal banker job. Soft skills tend to be more universal than hard skills, but they're no less important. In fact, you can develop soft skills throughout your career, and they tend to be suitable for various roles and professions. Think of your best soft skills and add up to five that match the requirements of the job description.

The strongest resume soft skills sections include a mix of skills that match your best personal strengths, and that reflect the skills listed in the job description. See below for some examples of effective soft skills for a personal banker resume.

  • Customer service skills
  • Attention to detail
  • Problem-solving abilities

Education and Qualifications

In your education section, include details of your most relevant personal banker qualifications and educational achievements.

Typically, working as a personal banker requires a university or college degree, which you'll need to list on your resume. If you're working in this sector, it's usually a good idea to highlight your Bachelor of Science in Finance degree or other relevant qualifications. Focus on qualifications that showcase your financial analysis proficiency or CRM software expertise.

Include any qualifications relevant to the role. For each, add the name and level of the award, the institution name, its location and your dates of study. You can enhance this section by adding bullet points that show any outstanding grades, awards or achievements and any specialist subjects you studied. These details can make you stand out from other candidates.

If you organized or participated in any clubs or societies while at university, or you took part in any voluntary work, you could also mention these here.

Bachelor of Science in Finance, 2017 - 2020
University of California, Davis, Davis, CA

Relevant Certifications and Licenses

Under this section, list any relevant certifications or licenses that are relevant to personal banker jobs. You could list accreditations for certain professional roles or licenses for certain activities that help to make you a strong candidate. Therefore, make sure you list the dates of your certifications and licenses so employers can see they're up-to-date and valid.

Take a look at some example certifications for a personal banker resume below:

  • Certified Financial Planner, 2022
  • Chartered Financial Analyst, 2022
  • Certified Credit Counselor, 2022

Work History

Next, list your relevant employment history and any key achievements that show you're suitable for a personal banker position. For each entry, list the job title, the name of the employer, its location and the dates you worked there. Add each job in reverse-chronological order, starting with your current or most recent role.

For each job listed in this section, add some bullet points so the employer can understand the skills you developed, and your achievements. Focus on showcasing the impact you made on the organization, and show evidence of how you made a difference.

A good work experience section pulls the reader in with clear examples of where you've put the skills necessary for the job into good use in your career to date. This typically includes evidence of how your skills and activities contributed to positive outcomes for the organization. See below for some good examples of what to include in your resume work experience section.

Good example:

Client Relationship Manager, January 2022 - Present
Prestige Financial Group, Albuquerque

  • Increased client retention rate by 25% through personalized engagement strategies and consistent follow-up processes within one year
  • Successfully managed a portfolio of 50+ high-value clients, generating $2M in annual revenue
  • Implemented a client feedback system that improved service satisfaction scores by 30% across key accounts in six months

Bad example:

Client Relationship Manager, January 2022 - Present
Prestige Financial Group, Albuquerque

  • Assisted clients with their banking needs and provided excellent customer service to enhance client satisfaction
  • Managed client relationships and ensured high levels of service quality and customer engagement
  • Developed strategies to improve client interactions and foster long-term relationships with key clients

Above, you can see a weaker example of a resume work experience section to best avoid. Ineffective work experience sections tend to focus too much on everyday responsibilities over skills and achievements. If you use vague descriptions of activities and fail to back up your achievements with evidence, you're likely to fail to make an impact on the reader.

Jobseeker Tip:

Emphasize hands-on experience and relevant skills, such as customer service, teamwork, or problem-solving, to showcase your readiness for the role. (1) Use bullet points to organize your resume and keep it easy to read, especially for hiring managers scanning for key qualifications. (2)

Optional Information

If you need to provide further evidence of your suitability for the job, optional sections can be useful for a personal banker resume. Choose optional sections from the list below, if they help to showcase your relevant skills and experience.

Personal Interests

Add any hobbies and interests that reinforce your credentials for the position. Your hobbies and interests are useful for a personal banker resume if you want to show a different side to your personality, or to stand out among other candidates. They can also be valuable if you're a junior candidate without much relevant work experience. Just make sure any hobbies and interests you include in your resume add genuine insight into your personality, in ways other sections of the resume can't.

Volunteering

Listing volunteer work is another useful way to prove your relevant experience for personal banker roles. List your volunteer job title, the organization you volunteered for, its location and the dates of your involvement, alongside a brief explanation of your responsibilities in the role.

References

It's relatively unusual to include references in a standard personal banker resume, but they are required occasionally. Check the job advert to see if you'll need to add references to your resume. Add two or three professional references, and be sure to approach each referee before you include them.

References can be provided upon request.

Best words to use in a personal banker resume

Using strong action words to make your resume resonate with the employer. Add strong verbs from the list below to create a greater impact with your work experience section.

  • Assess
  • Advise
  • Manage
  • Analyze
  • Develop
  • Implement
  • Recommend
  • Evaluate
  • Resolve
  • Educate

If you want to create a resume that stands out from the crowd, use Jobseeker's expert-designed resume templates. You can also find cover letter templates that work to get you noticed by employers.

Sample personal banker resume

The personal banker resume example below includes all the sections above, so you can see how a completed resume looks:

Carl Johnson
Expert Financial Advisor & Strategist

1600 Pennsylvania Avenue, Washington, DC

carl.johnson@example.com

(111) 222 33 444 55

linkedin․com/in/carl–johnson123

Dynamic and results-driven Personal Banker with a Bachelor of Science in Finance and a proven track record as a Client Relationship Manager. Adept at managing client portfolios, fostering strong client relationships, and delivering tailored financial solutions. Demonstrates exceptional analytical skills, attention to detail, and a commitment to enhancing client satisfaction and achieving financial goals

Employment

Client Relationship Manager

2020

-

2022

Harmony Solutions Inc (Saint Paul)

  • Successfully increased client retention by 25% through personalized relationship management and proactive engagement strategies
  • Achieved a 30% growth in client portfolio, adding high-value accounts and expanding existing client base within two years
  • Implemented a comprehensive CRM system, improving client communication efficiency and reducing response times by 40%
Education

Bachelor of Science in Finance

2017

-

2020

University of Vermont (Burlington, VT)

Skills
  • Financial analysis proficiency

  • CRM software expertise

  • Risk assessment skills

Qualities
  • Customer service skills

  • Attention to detail

  • Problem-solving abilities

Certificates
  • Certified Financial Planner

  • Chartered Financial Analyst

Languages
  • English - Fluent

  • Spanish - B2

Quick tips for a personal banker resume

Key tips to help you craft a strong resume

  • Action verbs can help show the actions you've taken and the impact you've made in personal banker jobs (e.g. 'recommend', 'evaluate', 'resolve').
  • Quantify the impact you've made in different roles by offering evidence of your key abilities and your contribution.
  • Thoroughly proofread your resume before you send it, to make sure it's free from errors in spelling or grammar.
  • Order your work experience in a reverse-chronological timeline, starting with your most recent position.
  • Showcase your key personal banker qualities with a strong resume summary or objective to catch the attention of the reader.

Steer clear of these common resume writing errors

  • Don't use out-of-date contact information. Always make sure your email address and phone number are correct before sending your resume.
  • Don't use an email address that creates an unprofessional impression. Instead, create an email address for job applications based on your name.
  • Don't clutter your document by trying to add too many details. Focus on core personal banker skills and achievements that are relevant to the role.
  • Don't add any hobbies or interests unless they directly showcase a skill or experience that's relevant to the job.
  • Don't lie or exaggerate on your personal banker resume, as this can create false expectations in employers and harm you in the future.

Guide to making your resume ATS-friendly

Applicant tracking systems (ATS) help recruiters and employers to manage their hiring process. They can handle some of the more time-consuming and resource-intensive jobs, such as initial screening of resumes. Employers often receive hundreds of applications per vacancy, and ATS software can quickly and accurately scan and rank resumes based on their likely suitability for any role. When drafting your personal banker resume, there are a few guidelines to follow to give you the best chance of passing the ATS screening stage and progressing with your application.

Here a some simple tips to follow for an ATS-friendly resume:

  • Choose a resume structure that matches the traditional, reverse-chronological layout or alternatively, the functional resume structure. This should make your resume more readable for ATS applications.
  • Add keywords throughout your resume that help ATS software match your application to the job description. A higher match means your application is more likely to proceed to be reviewed by human eyes.
  • Include clear headings in each section that match the traditional resume structure and format. This will make it easier for the ATS software to scan your resume.
  • Utilize a clean, clear resume design that helps make your content more readable. Use simple fonts and subtle color accents and design elements that don't detract from the written content.
  • Use concise language to keep the length of your resume to between one and two pages. This will make it easier to scan for ATS applications.

For advice and guidance on creating the perfect resume, read our expert career blog and check out our detailed resume examples.

Frequently Asked Questions for a personal banker resume

Takeaways for a winning personal banker resume

An effective resume is a concise, professional summary of your relevant skills and career achievements, showcased through a chronology of your career history. Select a resume format that suits your experience levels and the job you're applying for, and make sure you tailor your resume for each application.

Remember, Jobseeker resume templates and other tools make it easy to create a resume and cover letter that leaves a positive impression on hiring managers. Sign up now to start building your perfect resume. Jobseeker's expert-designed cover letter generator can help your applications make a strong first impression on hiring managers. Find detailed cover letter examples to complement your resume and get your application noticed.

Sources:

(1) Writing a Resume, California Department of Human Resources: https://www.calhr.ca.gov/employees/Pages/resume-tips.aspx

(2) Resumes, Cover Letters and Job Applications, New York State Department of Labor: https://dol.ny.gov/resumes-cover-letters-and-job-applications

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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.

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