Personal Banker Resume Example & Writing Guide

Personal Banker Resume Example
Get the perfect Personal Banker resume example & writing guide to land your dream job. Learn how to write a standout resume and impress potential employers.
star star star star star
893 people used this template, 78 people have rated it.

Personal Banker Resume Sample

A highly motivated and results-driven Personal Banker with over 5 years of experience in the banking industry. Possessing exceptional customer service, sales, and problem-solving skills, as well as a comprehensive knowledge of banking products and services.

Professional Experience

  • Personal Banker at Bank of America (2018 - Present)
    • Managed a diverse portfolio of clients, providing them with expert advice and guidance on their financial needs.
    • Consistently exceeded sales targets by cross-selling and up-selling banking products and services.
    • Developed and maintained strong relationships with clients and key stakeholders in the community.
    • Provided excellent customer service, ensuring client satisfaction and retention.
  • Assistant Branch Manager at Wells Fargo (2015 - 2018)
    • Assisted the branch manager with daily operations and staff management.
    • Handled complex customer inquiries and complaints, resolving issues in a timely and professional manner.
    • Conducted regular audits to ensure compliance with banking policies and procedures.
    • Mentored and trained new employees, contributing to their professional growth and development.

Education and Certifications

  • Bachelor of Science in Finance, University of Michigan (2011 - 2015)
  • Certified Personal Banker (CPB), American Institute of Banking (2016)

Expert Tip

Use a Professional Email Address

Your email address is often the first thing an employer sees. Make sure it's a professional one that includes your name. Avoid using outdated or non-professional email addresses.

Personal Banker Resume Writing Guide


A Personal Banker is responsible for providing financial advice and services to individual customers, offering them a variety of banking products and solutions. Due to the sensitive nature of the job, it’s important to create a professional and comprehensive resume that highlights your skills, expertise, and accomplishments in the banking industry.

Step-by-Step Guide for Writing Personal Banker Resume

1. Start with a Compelling Professional Summary

Your professional summary should give the hiring manager a snapshot of your experience, skills, and achievements as a Personal Banker. Focus on your expertise in financial planning, ability to develop and maintain customer relationships, and knowledge of banking products and services.

2. Highlight Your Relevant Qualifications

  • List your qualifications in reverse chronological order, starting with your most recent degree or certification.
  • Include any relevant certifications or licenses, such as a Series 6 or Series 7 license or Certified Financial Planner (CFP) certification.
  • Include any relevant coursework, such as a degree in Finance or Accounting.

3. Emphasize Your Professional Experience

Your professional experience is the most important part of your resume. Highlight your accomplishments as a Personal Banker and quantify your results wherever possible.

  • Focus on your ability to drive sales and meet performance metrics.
  • Showcase your ability to provide exceptional customer service and build strong customer relationships.
  • Include any leadership roles you’ve held within the banking industry.
  • Use bullet points to make your accomplishments stand out.

4. Use Action Verbs to Describe Your Accomplishments

Begin each bullet point with an action verb to describe your accomplishments. This will make your resume more impactful and help you stand out from other candidates.

  • Examples of action verbs include “increased,” “developed,” “achieved,” and “implemented.”
  • Use specific examples to illustrate your accomplishments.

5. Mention Any Technical Skills

In addition to your banking and financial skills, highlight any technical skills that you have. This can include proficiency with banking software, spreadsheet programs, and other technical tools that are used in the banking industry.

6. Close with Your Education and Relevant Affiliations

Conclude your resume with your education and any relevant affiliations you have, such as membership in a financial society or banking association. This shows your commitment to the banking industry and demonstrates your desire to stay informed and connected within the industry.


A well-written Personal Banker resume will help you stand out in a competitive job market. Remember to emphasize your expertise in financial planning, customer relationships, and sales. Use specific examples and quantitative data to demonstrate your accomplishments, and be sure to highlight any relevant technical skills. By following these tips, you’ll have created a resume that showcases your skills, accomplishments, and commitment to the banking industry.

Common Resume Writing Mistake

No Action Verbs

Not using action verbs can result in a flat and uninspiring resume. Begin your bullet points with strong action verbs to help illustrate your experience.

Build your resume online

Create resume online now to take the first step towards career success

CVBLADE developed by hiring professionals. With our resume builder, applying for your dream job is easy and fast.

Create Resume