Relationship Banker Resume Example
A career as a relationship banker typically involves building client relationships and analyzing financial needs. A professional resume for relationship banker applications will showcase your relevant skills and career achievements, to help you stand out from the crowd. In this article, we'll explain how to write a winning resume for relationship banker applications that best showcases your skills and experience.
This complete guide to a relationship 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 the best relationship banker resume tips from careers experts at Jobseeker.
Core sections to include in a relationship banker resume
It's essential to include a few core sections in your relationship banker resume, while there are also a few optional sections.
If you're applying for junior, entry-level or graduate relationship banker positions and you lack work experience, consider using a skills-based resume format to emphasize your skills and education. Furthermore, a junior resume is more likely to focus on soft and transferable skills, as well as relevant training, internships and volunteer roles.
For those with some prior experience as a relationship banker work experience is the most important element of a resume. Use a traditional, reverse-chronological resume format to emphasize your career timeline and achievements. Your resume should focus on your career achievements, and the role you've played in successful projects and activities for your employers. Consult the job description for guidance on what to showcase, and provide evidence to support your claims.
Senior job applications require a slightly different approach to mid-level or junior relationship banker roles. Use a reverse-chronological format focusing on your work experience, with a particular emphasis on the impact you've made. It's likely that your senior resume will be longer than a standard resume of one-to-two pages. This is because you'll be listing additional achievements beyond your work experience, such as awards, publications and professional memberships.
The order you present these sections can vary according to your career stage, but it's still essential to include each of the following:
Resume Header and Personal Information
Your relationship banker resume header is the place to add your contact details. Start by adding your full name and underneath, include your email address, phone number and location. Adding your LinkedIn profile, if you have one, can help the employer get a better insight into your skills and industry expertise. You don't need to include any additional personal information or a photo. Make your resume header clear, concise and as brief and compact as possible. Consider different layouts that spread the information horizontally across the page rather than using a different line for each piece of information.
Make sure the email address you list in your header is professional-looking and doesn't contain any inappropriate content such as nicknames or unsuitable language. Opt for an email address based on your name or profession, or a combination of both. Finally, check your contact details before sending your resume, to ensure everything's up-to-date.
Stella Morgan
stella.morgan@example.com
(111) 222 33 444 55
7 Eccles Street, Dublin, OH
linkedin․com/in/stella–morgan123
Resume Profile
In your resume summary, write a short paragraph that highlights two or three of your key achievements and skills for relationship banker roles. You could also call this section 'resume objective' or 'personal profile'. A resume summary covers your career experience to date, while a resume objective focuses more on your ambitions for the future. In addition, your objective should highlight why you're an ideal candidate for relationship banker roles by showing key skills and qualities that reflect the job description.
Alternatively, focus on introducing your career ambitions, and why this role is a good fit, both for you and the organization.
A great resume summary should highlight why you're an ideal candidate for relationship banker roles by showing key skills and qualities that reflect the job description and provide evidence to support them. It should also introduce your personality and unique qualities to the reader, to help them start to form an opinion about you as a candidate. See below for some great examples of how to approach your relationship banker resume.
Good example:
Results-driven Relationship Banker with a Bachelor of Science in Finance and extensive experience as a Client Relationship Manager. Skilled in fostering client relationships, managing financial portfolios, and delivering tailored financial solutions. Proven track record in enhancing customer satisfaction and achieving business growth through strategic client engagement and exceptional service delivery. Strong analytical, communication, and problem-solving abilities
Bad example:
Relationship banker with some background in finance and experience in managing client interactions. Worked in roles where I helped with financial matters and offered solutions. Have been involved in improving customer experiences and supporting business goals. Possess skills in analyzing situations, communicating, and solving problems
Conversely, an ineffective resume summary would include generic, unspecific information on your skills and experience, while failing to provide any useful information on what makes you a unique and interesting candidate. In the graphic above you can find some negative examples of how to write a resume summary.
Work Experience
In the next section, list your employment history focusing on the most relevant previous roles and achievements that showcase your relationship banker skills. Add each previous employment in reverse-chronological order. This means starting from your current or most recent role and working back in time from there. Include your job title, the company name, the location of the job and your dates of employment.
In addition, include a few bullet points under each job, highlighting your key achievements so the hiring manager can see how they led to successful outcomes. Back up each point with evidence to show how you meet the job description.
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 the examples below for some ideas of what a great resume work experience looks like.
Good example:
Client Relationship Manager, January 2022 - Present
Heartland Financial Services, Bakersfield
- Increased client retention by 25% within one year through strategic relationship management and personalized service
- Successfully onboarded and managed accounts for 50+ high-value clients, generating $2M in annual revenue
- Developed and implemented a client feedback system, resulting in a 30% improvement in customer satisfaction scores
Bad example:
Client Relationship Manager, January 2022 - Present
Heartland Financial Services, Bakersfield
- Managed client relationships to enhance satisfaction and loyalty
- Collaborated with team members to improve service delivery
- Assisted clients with various banking needs and inquiries
In the graphic above, you'll see some examples of less effective resume work experience sections. A bad resume work experience section might fail to address skills and achievements that relate directly to the job description. Falling back on clichés, vague descriptions and basic responsibilities, rather than showing the impact you made, is likely to disengage the reader.
Education
In this section list any educational qualifications or degrees that are relevant to relationship banker roles.
Opportunities as a relationship banker and similar roles in the sector usually require a specialist degree. If you have a Bachelor of Business Administration (BBA) degree, be sure to mention this in your resume. You might also want to list any qualifications that highlight your sales and cross-selling or financial analysis proficiency.
For each entry in this section, add the name and level of your qualification, the institution you studied at, its location and your dates of study. You can also add some bullet points outlining any high grades, awards you won or specialist subjects you studied. Adding this information will show the employer your dedication to learning and your areas of specialist knowledge.
Membership or leadership of any societies, clubs or causes while studying can also make a positive impression on hiring managers. Consider adding these to your education section for more insight into how you used your time as a student.
Bachelor of Science in Finance, 2017 - 2020
University of Kentucky, Lexington, KY
Skills
In your skills section, list any skills you've acquired or developed that are relevant to relationship banker positions. Consider adding risk assessment skills, active listening skills or any other necessary skills for the job. Again, include any skills that match those listed in the job description. Focus particularly on technical skills required for relationship banker jobs and transferable skills that show your qualities as a relationship banker.
Listing hard skills on your relationship banker resume
Hard skills are the key technical skills required for relationship banker positions. They include specific industry knowledge and abilities that you could learn on the job, or through a specialist qualification. Furthermore, your list of hard skills provides a strong indication to the reader of your expertise in relationship banker roles, and how well you'll fit into the position. Aim to include four or five key hard skills. If you have space, explain how and where you've used that skill to create successful outcomes in your career. These skills will demonstrate your credentials and show how you meet the job description.
You'll make more impact with your resume hard skills list if you focus on technical skills that reflect your unique expertise and specialism, and that match the key requirements in the job description. See the graphic below for some tips on hard skills for a relationship banker resume.
- Financial analysis proficiency
- CRM software expertise
- Risk assessment skills
Listing soft skills on your relationship banker resume
In your soft skills list, include any personal characteristics that make you a good fit for a relationship banker job. Soft skills tend to be more universal than hard skills, but they're no less important. Indeed, as the nature of work changes, soft skills are growing in importance, so make sure you include them in your resume. In this section, add four of five transferable skills that match 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 relationship banker resume.
- Active listening skills
- Conflict resolution ability
- Problem-solving expertise
Relevant Certifications and Licenses
Under certifications and licenses, add any further qualifications that show you're a good fit for the job. Add any official certifications or accreditations that increase your level of qualification and suitability for working as a relationship banker. Therefore, include the details of any licenses and professional certifications required for relationship banker roles, along with completion dates so employers can see you're up-to-date.
See below for some suggestions of relevant certifications for a relationship banker resume:
- Series 6 License, 2022
- Series 63 License, 2022
- CFP Certification, 2022
Additional Information
There are several additional sections you could add to a relationship banker resume, to improve your chances of success. Take a look at the sections below and add any that help you show how and why you're right for the job.
Hobbies and Interests
Add any hobbies and interests that reinforce your credentials for the position. Hobbies can help you show different sides of your personality and make your resume more memorable to hiring managers. They're ideal to include if you're a junior candidate who might lack real world relationship banker 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.
Voluntary Work
This section can be valuable for a relationship banker resume, if you've done any voluntary work that showcases your relevant skills. Add any voluntary roles, including your position, the name of the organization, the dates of your voluntary work and a brief explanation of your responsibilities and achievements.
References
Standard relationship banker resumes don't tend to include references, but you might find them requested occasionally. Check the job advert to see if you'll need to add references to your resume. Only include referees that you've had prior approval from, and notify them to expect contact from the employer.
References are available upon request.
Best strong verbs for your a relationship banker resume
Start each bullet point in your work experience section with a strong verb to show actions you took. The suggested action verbs below will help the reader to understand your key qualities and the impact you made on the organization.
- Analyze
- Advise
- Collaborate
- Cultivate
- Manage
- Negotiate
- Prioritize
- Resolve
- Strategize
- Strengthen
For help creating an eye-catching resume design to catch the attention of hiring managers, see Jobseeker's professional resume layouts. You can also use our clear, effective cover letter templates to complete your application.
Example of a relationship banker resume
Now that you know everything that needs to go into your relationship banker resume, let's review an example resume that you can use as a guide when creating your own:
7 Eccles Street, Dublin, OH
•
stella.morgan@example.com
•
(111) 222 33 444 55
•
linkedin․com/in/stella–morgan123
Dynamic and results-driven Relationship Banker with a Bachelor of Business Administration (BBA) and extensive experience as a Client Relationship Manager. Proven track record in managing client portfolios, enhancing customer satisfaction, and driving revenue growth. Adept at identifying client needs, offering tailored financial solutions, and fostering long-term relationships. Strong analytical, communication, and interpersonal skills with a commitment to delivering exceptional service and achieving business objectives.
Client Relationship Manager
2020
-2022
Synergy Solutions Inc (Arlington)
- Successfully increased client retention rate by 25% through personalized engagement strategies and proactive issue resolution
- Led a team that achieved a 40% growth in client portfolio value within one year
- Implemented a CRM system that improved client communication efficiency by 30%, enhancing overall client satisfaction
Financial analysis proficiency
CRM software expertise
Risk assessment skills
Active listening skills
Conflict resolution ability
Problem-solving expertise
Series 6 License
Series 63 License
English - Fluent
Spanish - B2
Best practices for a relationship banker resume
Key tips to help you craft a strong resume
- Quantify your career achievements by including evidence of your impact throughout your resume.
- Showcase your key skills throughout your resume, as well as in your dedicated skills list, with each skill reflecting the job description.
- Use a well-structured resume layout that optimizes headings, structure, margins, fonts and line spacing to make your document as accessible as possible to the reader.
- Keep your relationship banker resume as brief as possible. Aim for one page for an entry-level role, and two pages for more senior jobs.
- Order your work experience in a reverse-chronological timeline, starting with your most recent position.
Steer clear of these common resume writing errors
- Don't use an unprofessional email address. Instead, create a simple email address based on your name.
- Don't use old contact information and always review your resume header to make sure it contains the latest information.
- Don't crowd your relationship banker resume with too many unnecessary details. Focus on only the most critical skills and achievements.
- Don't use jargon or business-speak. It can make your resume appear clichéd and harder to read.
- Don't use passive language because it can switch off the reader. Adapt phrases like 'the work was completed' to 'I completed the work'.
Guide to making your resume ATS-friendly
Applicant tracking systems (ATS) are increasingly taking responsibility for the management and processing of job applications, helping hiring practices to become more efficient. This can include screening resumes by scanning and ranking each application according to how closely it matches the job description. There are several things you can do when writing your relationship banker resume, to give yourself the strongest chance of ranking highly in the ATS stage and progressing through the recruitment process.
Here are a few quick tips for creating an ATS-friendly resume:
- Use a traditional resume layout, such as a reverse-chronological or functional format. This will mean your resume includes all the necessary sections, in the expected order.
- Include keywords throughout your resume that align with the job description. ATS software tends to compare your resume to the job description for points of similarity, so careful, considered use of keywords should help your chances of success.
- 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.
- Adopt a clean, unfussy design that gives your content enough white space to breathe. Use professional, readable fonts and subtle use of color and other design elements.
- Keep your resume as concise as possible, to make it easier to read, and for ATS software to scan.
If you need help creating a professional resume, take a look at our expert career articles and variety of resume examples created by careers experts.
A relationship banker resume FAQs
As well as writing a professional relationship banker resume, you'll need a cover letter to introduce yourself and emphasize your credentials.
Firstly, think about whether you want to write a full, formal cover letter or whether a brief email to introduce yourself and draw attention to your resume will suffice.
A traditional cover letter should follow formal letter-writing conventions and structure, including a header, the recipient's address and professional greetings and sign-offs. For the main body of the letter, open with a short paragraph introducing yourself and explaining your reasons for applying for the relationship banker role. Follow that with an explanation of your skills and experience and how they're relevant to the position. Close by expressing your gratitude and enthusiasm, and leaving a call to action that encourages the employer to open a dialogue with you.
If you want to impress employers with a professional cover letter, use Jobseeker's simple and beautiful cover letter templates.
Writing a relationship banker resume with no experience needn't be a daunting task. There are still plenty of ways to impress hiring managers with your resume. Use a functional resume format instead of the standard reverse-chronological structure. This emphasizes your skills and education over your work experience. Utilize additional sections at the end of your resume to show you've got what it takes to do the job. These include hobbies and interests, voluntary roles, certifications and internships.
Use a resume headline to make it easy for the reader to start assessing your suitability for relationship banker positions at first glance. Resume headlines are also a powerful way of increasing your resume's chances of passing the ATS stage. They reference the job title and some of the keywords that match the job description. Write a few words to set the tone for your resume, including the job title, your experience or track record and one or two key skills that make you stand out.
Here's an example of a strong resume headline:
- Junior Relationship Banking Associate
- Experienced Relationship Banker Specialist
- Senior Relationship Banking Specialist
The best format for your resume depends on two key factors. Firstly, the amount of relevant work experience you have. Secondly, the type of role and its level of seniority. If you don't have much experience, for example if you're applying for a graduate role or changing careers, you might consider a functional resume format. This focuses on your skills and education above your work experience. If, however, you have experience in your chosen profession, a traditional, reverse chronological resume format might be the way to go. This showcases your relevant skills and achievements in your work experience section.
Takeaways for your relationship banker resume
If you want to catch the eye of employers and recruiters, you need a professional resume that showcases your best skills and career achievements. 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. To make the best possible impression with your applications, write a cover letter with the help of Jobseeker. You can also find plenty of expert-designed cover letter examples for inspiration.
Sources:
(1) Tips for Writing a Federal Resume, U.S. Department of Labor: https://www.dol.gov/general/jobs/tips-for-writing-a-federal-resume
(2) Resume Tips, Duke University: https://careerhub.students.duke.edu/resources/resume-tips/
