Phone Banker Resume Example & Writing Guide

Phone Banker Resume Example
Boost your chances of landing a phone banker job with our expertly crafted resume example & writing guide. Learn industry-specific tips and tricks.
star star star star star
674 people used this template, 60 people have rated it.

Phone Banker Resume Sample

Experienced phone banker with over 5 years of experience in the financial industry seeking a new opportunity to showcase my customer service skills.

Professional Experience

  • Phone Banker, XYZ Bank (2016 - Present)

    • Assist customers with their banking needs including account inquiries, transfers, and loan applications over the phone.
    • Achieved a customer satisfaction rating of 95% or higher for the past 2 years.
    • Consistently exceeded sales and service goals by cross-selling banking products and services.
  • Phone Banker, ABC Bank (2014 - 2016)

    • Provided excellent customer service by answering inquiries and resolving issues related to bank products and services.
    • Managed customer complaints and resolved them in a timely and efficient manner.


  • Bachelor of Science in Finance, University of California (2014)

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 Avoid using outdated or non-professional email addresses.

Phone Banker Resume Writing Guide


If you're considering a career as a phone banker or are looking for a new role in this field, crafting a strong resume is crucial. A phone banker's job is to engage with customers over the phone, assist them with their banking needs, and offer relevant products and services. Your resume should reflect your abilities as a customer service professional and your skills specific to the banking industry.

Steps to Writing a Phone Banker Resume

  • 1. Begin with a strong summary statement. Your summary statement should grab the attention of the reader and highlight your experience, skills, and what you have to offer.
  • 2. Highlight your education and certifications. Make sure to include any degrees you have earned, as well as any relevant certifications to the banking industry.
  • 3. Emphasize your customer service skills. As a phone banker, your ability to connect with customers, resolve issues, and offer effective solutions is critical. Highlight your customer service experience and any relevant skills, such as active listening and empathy.
  • 4. Include your banking and financial knowledge. To be an effective phone banker, you need to have a deep understanding of banking products and services. Make sure to include your knowledge of banking regulations, loan procedures, and other financial products.
  • 5. List your relevant work experience. Be sure to showcase your previous work history, starting with your most recent position. Include job titles, company names, employment dates, and your responsibilities and accomplishments in each role.
  • 6. Highlight your technical abilities. Phone bankers use various software and tools to complete their work. Be sure to include proficiency in relevant software such as Microsoft Office, banking software, and customer service tools.
  • 7. Use strong action verbs and be specific in your accomplishments. When describing your previous roles, use active verbs to emphasize your accomplishments. Quantify your results when possible and be specific about the impact you had on the organization.
  • 8. Check for errors. Before submitting your resume, triple-check that it is error-free. Spelling, grammar, and formatting errors can make a negative impression.


Your phone banker resume must be tailored to the position you want. Highlight your skills, experience, and education to make you stand out from the rest. Use your resume as a story of success and impact. If you follow these steps and tailor your resume to your desired position, you can create a resume that will help you secure an interview with your desired employer.

Common Resume Writing Mistake

Being Too Vague

Without specific examples or metrics, it's challenging for the hiring manager to understand your impact and accomplishments. Ensure you provide context and quantify achievements where possible.

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