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Bank analyst skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

David Feldman Ph.D.,

Fang Lin

Below we've compiled a list of the most critical bank analyst skills. We ranked the top skills for bank analysts based on the percentage of resumes they appeared on. For example, 5.9% of bank analyst resumes contained powerpoint as a skill. Continue reading to find out what skills a bank analyst needs to be successful in the workplace.

15 bank analyst skills for your resume and career

1. PowerPoint

Here's how bank analysts use powerpoint:

Created and presented PowerPoint presentations to senior level executives on key findings.
Prepare various PowerPoint presentations for Treasury Department.

2. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how bank analysts use financial services:

Design and implement analysis to predict the effect of pending and passed regulatory change on the financial services industry
Submitted 75,000+ pool and loan updates monthly with 100% accuracy to Black Knight Financial Services.

3. Cash Management

Here's how bank analysts use cash management:

Advised business teams on compliance requirement and operational capacity of new cash management products.
Communicated regularly with management and provided recommendations to existing cash management processes.

4. Corporate Banking

Here's how bank analysts use corporate banking:

Analyzed and managed existing and new potential corporate banking relationships.
Attended an 8-week Credit Training Program as a member of the Corporate Banking Development Program.

5. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how bank analysts use risk management:

Communicate results of analysis and/or research to appropriate corporate compliance/enterprise risk management personnel including conclusions and recommendations for next steps.
Facilitated with Risk Management Department in the modification of Commercial Lending Process Management system (CLPM).

6. Capital Markets

Capital markets refer to venues, areas, or spaces where individuals and businesses have their investments and savings stored and the processes done between the suppliers who possess capital and others who need the capital. It majorly concerns raising money in dealing with bonds, shares, and any other long-term investments.

Here's how bank analysts use capital markets:

Collaborated with senior business and finance leaders to manage foreign exchange operations, fixed income portfolio management and capital markets transactions.
Researched domestic and foreign capital market conditions to better interpret performance and evaluate the impact of strategic allocation changes.

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7. Strong Analytical

Here's how bank analysts use strong analytical:

Prepared weekly cash management/short-term cash flow models, long-term financial forecasts and departmental budgets utilizing strong analytical and MS excel skills.
Demonstrated strong analytical and business problem solving skills; able to understand complex business system functionality and develop strategies.

8. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how bank analysts use due diligence:

Provided detailed documentation of the due diligence performed and following established escalation guidelines and documentation standards based on the transaction analysis.
Prepared financial spreads and ratios, conducted due diligence, assisted in structuring credit documents and performed detailed collateral analysis.

9. Macro

Here's how bank analysts use macro:

Created a macro to automate the generation of the top ten generating clients by Large Corp and Mid Corp segments.
Utilized advanced formulas and macros with embedded VBA with raw data input from business stakeholders.

10. Client Relationships

Here's how bank analysts use client relationships:

Assisted with the on-boarding process of new client relationships, analyzed current portfolios to identify new business while leveraging existing business.
Managed and maintained new and existing client relationships to ensure client retention and satisfaction.

11. Securities

Here's how bank analysts use securities:

Structured and analyzed cash flows for mortgage-backed securities in housing finance transactions.
Completed formal credit training and rotations in high yield securities, private placements of debt, and middle market lending.

12. Treasury

Here's how bank analysts use treasury:

Establish treasury and bank service-related KPI's that provide business insight to financial managers, as well as identifying efficiency-improving opportunities.
Partnered with management to create motivational contests that boosted sales of treasury services offered to business customers.

13. Financial Models

Here's how bank analysts use financial models:

Develop financial models to assess risk within business transaction activity.
Developed financial models to reflect the impact of an acquisition and additional or refinanced debt on a clients' financial position.

14. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how bank analysts use financial institutions:

Managed 50+ international financial institutions portfolios, updated and modified key data every week
Contributed to white paper on Dodd-Frank swaps reporting on large financial institutions, specifically around OTC derivatives.

15. Credit Analysis

Credit analysis is the process of evaluating a person's or company's ability to repay their debts.

Here's how bank analysts use credit analysis:

Support portfolio management process from initial credit analysis to ongoing monitoring of covenants and credit risk changes.
Conducted credit analysis to determine preliminary credit ratings based on Moody's rating methodology.

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What skills help Bank Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on bank analyst resumes?

David Feldman Ph.D.

Professor of Urban Planning and Public Policy and Political Science, Director, Water UCI, Director, MPP Program, University of California, Irvine

Succinct writing, critical thinking, strong quantitative analytical skills.

What bank analyst skills would you recommend for someone trying to advance their career?

Fang Lin

Assistant Professor of Finance, Pacific Lutheran University

Don't be afraid to negotiate your starting salary. Young journalists have a lot to offer newsrooms through social media skills and a willingness to adapt to new technologies such as artificial intelligence. Technology skills have value and should not be undersold. Also, young journalism students should not discount the value of their student media and internship experiences. Young journalists must use everything on their resumes to show how they bring value to their position and ask to be compensated fairly for the work they will contribute to the newsroom's success.

Do you want to know more?

List of bank analyst skills to add to your resume

The most important skills for a bank analyst resume and required skills for a bank analyst to have include:

PowerPoint
Financial Services
Cash Management
Corporate Banking
Risk Management
Capital Markets
Strong Analytical
Due Diligence
Macro
Client Relationships
Securities
Treasury
Financial Models
Financial Institutions
Credit Analysis
Commercial Banking
KYC

Secrecy
Bank Secrecy Act
Financial Statement Analysis
Real Estate
Derivative
Cash Flow
Data Analysis
BSA/AML
Client Portfolios
Capital Structure
Fixed Income
Credit Risk
Multi-Asset
Anti-Money Laundering
SQL
Balance Sheet
Client Facing

Private Bank
ACH
OFAC
Financial Data
Origination
Bloomberg
Business Development
Risk Analysis
Customer Accounts
Financial Reports
CIP
Leveraged
Liability Management
Transaction Monitoring
Analytical Support

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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