Personal Banker Resume: Templates, Examples & Essential Skills

personal banker resume
Created by CakeResume

Most people have a bank account to store or invest their money in. Personal bankers are professionals who are in charge of assisting account holders with various banking or other financial needs. Their duties may include assisting in opening checking and saving accounts, helping customers invest in banking products, and aiding in the process of mortgage and auto loans.

🔎 Fact: Personal bankers differ from investment bankers, the latter being more focused on working with institutional investors, whereas the former primarily deals with everyday people.

As a personal banker, you will be dealing with a sensitive and crucial element in most people’s lives. For this very reason, you need to construct a professional personal banker resume (may it be a personal banker resume with no experience or a senior personal banker resume) that will inspire confidence in your future clients.

How to write a great personal banker resume?

Tip 1: Adopt an ATS-friendly resume format. 

A lot of retail banks may adopt the help of an ATS (applicant tracking software) for their recruitment process. An ATS scans and ranks applicants' resumes, thus, greatly reducing the number of resumes that recruiters will have to review.

To ensure that your personal banker CV is one of those that bypass the filter, choose to use simple personal banker resume templates or format. ATS can’t recognize resumes with too many visuals.

Tip 2: Refer to online personal banker resume templates and resume examples.

If you’re unsure about how to start or write your personal banker CV, you can refer to the personal banker resume templates and personal banker resume examples you can find online.

These online examples should not be your main reference though, as they mainly contain mistakes or details that may be irrelevant to you and the job context. So, remember not to simply copy and paste the contents and tailor it according to your situation.

Tip 3: Tailor your personal banker CV for the job position and adopt keywords.

The terms “CV” and “resume” are usually interchangeable, but it’s important to know the difference. Typically, resumes are used for job applications and require tailoring, whereas CVs are mainly used in academia, medicine, or science fields and don't need as much tailoring.

However, these differences are mainly for jobs relating to medicine, science, or academia, personal banker resume and personal banker CV can be used interchangeably.

No matter which term you use, you should always tailor your personal banker CV or resume to implement keywords from the job ads. You should also tailor your personal banker resume skills, your personal banker resume description, and any other applicable sections to exclude irrelevant details.

Tip 4: Quantify results on your personal banker resume.

Quantifying your results on your personal banker resume can greatly improve your standing as a candidate. Describing the achievements within your personal banker CV in numbers instead of words are more convincing and more apparent to recruiters.

Tip 5: Dedicate a section for your personal banking license or certifications.

License and certifications can make your personal banking skills and your qualifications look even better to recruiters. For any personal banker CV, especially a licensed personal banker resume, certifications, and licenses should be put in a separate section to make it look more prominent.

What is a good personal banker resume objective?

Ideally, your personal banker resume objective should inform recruiters of your career aspirations and goals. A resume objective should be short (one sentence long) and be positioned at the top of your resume, just below your name and contact info.

💡 Do showcase your relevant qualifications and ensure that it’s structured concisely and worded positively.

Personal banker resume objective examples:

  • Client-focused personal banker with extensive experience in customer relationship management. Looking to leverage my skills and knowledge for the junior personal banker position in ABC Bank.
  • Licensed personal banker with 10+ years of experience in serving high-income and high net-worth clients. Seeking to join XYZ Bank as a senior personal banker and contribute to the bank’s client relationship management.
  • Driven money and banking major graduate seeking a challenging career utilizing my financial skills and customer service skills.

How to write a professional resume summary for a personal banking job?

The main aim of a personal banker resume summary is to summarize your entire personal banker CV into one to two sentences. This will be helpful for recruiters to quickly get an idea of who you are as a candidate.

📝 Reminder: A personal banker resume summary should include the main essence of your personal banker resume, namely your personal banking-related background, experience, achievements, and skills.

As with your personal banker resume objective, keep your resume summary concise and well-structured. You may also integrate your objective into your resume summary.

Personal banker resume summary examples:

  • Client-focused personal banker with extensive experience in customer relationship management. Maintained a customer satisfaction score of 98%.
  • Licensed personal banker with more than 10 years serving high net-worth clients. Adept in contract negotiation and has consistently exceeded sales goals.
  • Driven and enthusiastic personal banker with a degree in financial management. Dedicated to achieving customer satisfaction and reaching sales goals.

What are some great personal banker skills for a resume?

Your personal banker resume skills will be a part that recruiters will pay close attention to. May you possess an entry-level personal banker resume, a licensed personal banker resume, or a senior personal banker resume, your skills section should be formatted and structured professionally.

There are four formats for your personal banker skills section of your resume:

📝 Simple bullet list:

Easy to structure and desired skills clearly visible to recruiters. Because of its simple format, though, you can’t elaborate on your skills.

📝 Expanded bullet list:

A slightly more complex version of the simple bullet list, which allows you to go into details of how you’ve applied your personal banker resume skills. This is lengthier than the simple bullet list, thus, to ensure that you don’t exceed the page limit, the skills you can include should be limited to five.

📝 Integrated with work experience:

This format allows your experience section to complement your skills by integrating them. However, this format is best suited for a senior personal banker resume with more experience; an entry-level personal banker resume or a personal banker resume with no experience may not benefit much because of their inexperience.

📝 Categorized skills section:

This helps you organize your personal banker resume skills by dividing them into specific categories. Similar to the integrated with work experience format, inexperienced personal bankers may be at a disadvantage if they were to adopt this format.

The best format to adopt for your personal banker resume skills differs from candidate to candidate as not everyone will have the same background. It’s important to remember to carefully evaluate your skills and the job context before settling on a skills format. You would want to include both soft skills and hard skills.

Personal banker resume skills examples:

Hard skills: 

  • Contract negotiation
  • Customer relationship management (CRM)
  • Quality assurance management
  • Bulk filing
  • Signature verification

Soft skills:

  • Patience
  • Honesty
  • Communication
  • Attention to detail
  • Time management

CakeResume provides the best personal banker resume templates & examples for talents to demonstrate their qualifications. Let us help you land the dream as a personal banker with a strong resume (free download)!

How to write a personal banker resume with no experience?

✅ Advice 1: Choose the right resume format for a personal banker resume with no experience

There are four formats you can choose for your entry-level personal banker resume: chronological, functional, hybrid/combination, and targeted. Carefully evaluate your background before committing to a format.

Choosing the wrong format can be detrimental to your personal banker CV and your candidacy.

✅ Advice 2: Adopt a personal banker resume objective

One might think that their lack of experience might affect their eligibility when applying for a job. In this case, you can choose to adopt a personal banker resume objective in your entry-level personal banker resume to shift the recruiter’s attention away from your lack of experience to your passion and your goal as a personal banker instead.

✅ Advice 3: Highlight your education

As a job that deals with such a sensitive element in most people’s lives, your education will be one of the main sections that recruiters will focus on when reading through your entry-level personal banker resume.

Your financial degree will serve as formal proof of your knowledge in the personal banking industry.

✅ Advice 4: Include your portfolio/side project/personal website

If you’ve had any side projects or portfolios that relate to and highlight a personal banker’s job and skills required, including it in your personal banker resume with no experience can make your application look better qualified.

✅ Advice 5: Write a sincere personal banker cover letter

A personal banker cover letter is a one-page document to further elaborate on your personal banker CV (as two pages are not enough to fully convey your potential and abilities).

Your personal banker cover letter should open with an introduction of yourself and your contact details. Next, pick some of your relevant backgrounds (experience, education, achievements, etc.) and elaborate on them to explain why you are perfect for the job. Finally, explain your intentions for applying and close your personal banker cover letter politely, thanking the recruiter for their time.

Personal banker resume sample

Teresa Rain

Experienced Personal Banker with 7+ Years of Experience in Customer Relationship Management

+1- 513-523-5468

[email protected]

Professional Summary

Experienced and seasoned personal banker adept in customer relationship management and has consistently achieved sales goals. Maintained an average of 98% accuracy in counts and balance.

Work Experience

Senior Personal Banker

Golden Oak Bank

Dec. 2015 – Present

  • Directed daily operations of the bank branch, including sales, customer service, business development, and operations.
  • Provided customer service and support to branch customers, maintained an average customer satisfaction score of 98.7%.
  • Brought in an average of 12 high net-worth clients per year.

Junior Personal Banker

Q Bank

Jan. 2013 – Oct. 2016

  • Identified and analyzed customer needs, along with cross-selling and up-selling opportunities.
  • Increased the branch’s revenue by 25% in Q4 of 2015.
  • Mentored and trained five interns for three months every year.


2008 - 2012, B.S.B. Money and Banking
Purdue University


  • Contract Negotiation
  • Automated Processing
  • Quality Assurance Management
  • Bulk Filing
  • Signature Verification
  • Time Management
  • Customer Service
  • Honesty
  • Multitasking
  • Patience


  • ABA Personal Banker Certificate
  • FINRA Series 7
  • FINRA Series 63

--- Originally written by Patricia Rosita ---

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