Post job

Explore jobs

Find specific jobs

Explore careers

Explore professions

Best companies

Explore companies

OverviewJobsSalaryResume

Skills

What They DoEducationCertificationsDemographicsJob DescriptionHow To HireBest CompaniesBest StatesBest CitiesRemote JobsJob OutlookCompareFAQsPart Time jobsEntry Level jobsFull Time jobsWork From Home jobs
zippia ai icon

Automatically apply for jobs with Zippia

Upload your resume to get started.

Banker skills for your resume and career

Updated January 8, 2025
4 min read
Banker example skills
Below we've compiled a list of the most critical banker skills. We ranked the top skills for bankers based on the percentage of resumes they appeared on. For example, 15.2% of banker resumes contained taking care as a skill. Continue reading to find out what skills a banker needs to be successful in the workplace.

15 banker skills for your resume and career

1. Taking Care

Here's how bankers use taking care:
  • Take care of customers on the front line by cashing vouchers and taking care of lottery customers.
  • Enjoy very much working in a team environment as well as working and taking care of all customer needs.

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 bankers use financial services:
  • Developed and cultivated a territory in a new market for compliance-related software and services to the financial service industry.
  • Manage print and digital advertising sales territory for national financial services newspaper & online edition.

3. Securities

Here's how bankers use securities:
  • Staff auditor: Conducted examinations of internal control procedures in bank branch, trust, securities, and cash management departments.
  • Offered premier services only offered through the Private Bank such as securities based lending products and a variety of investment options.

4. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how bankers use bank products:
  • Demonstrated good client service by identifying customer needs and referring relevant bank products and services accordingly.
  • Referred Citibank products and services to prospective and existing clients to improve financial management.

5. NMLS

Here's how bankers use nmls:
  • Attained NMLS identification number for mortgage origination.
  • State registration 63, Life and Health licenses, and National Mortgage LicensingSystem and Registry (NMLS) registration.

6. Upselling

Here's how bankers use upselling:
  • Advised customers with banking information while upselling Wells Fargo Products.
  • Answered phones and helped all customers with there banking needs from balance checks to sending out new cards and upselling new products

Choose from 10+ customizable banker resume templates

Build a professional banker resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your banker resume.

7. Financial Solutions

Here's how bankers use financial solutions:
  • Developed optimal financial solutions for clients including debt consolidation that increased customer satisfaction index score by 11%.
  • Provided comprehensive financial solutions to affluent individuals and their respective companies by identifying perceived and unperceived needs.

8. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how bankers use customer relationships:
  • Streamlined daily operations including cultivating existing customer relationships and being proactive to earn new and repeat business.
  • Acquire new consumer and business relationships and deepen existing customer relationships through referrals to business partners.

9. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how bankers use financial products:
  • Prepared summary reports on customer development and analysis of new financial products.
  • Resolved customers questions re: statements and fees; recommended and sold other financial products or referred customers to inter-bank departments.

10. Cross-Sell

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Here's how bankers use cross-sell:
  • Identified full balance sheet cross-sell opportunities for clients and effectively coordinated with partners to evaluate those opportunities.
  • Serviced customer accounts while incorporating my financial planning experience to cross-sell other products & services.

11. Branch Management

Here's how bankers use branch management:
  • Develop and implement product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice.
  • Work closely with branch management to mentor and assist in developing new colleagues to transition in new role successfully.

12. Private Client

Here's how bankers use private client:
  • Work closely with the Private client adviser/Business relationship manager to provide clients with additional benefits.
  • Worked closely with the private client base maintaining and building their accounts, while receiving the Service Star Award in 2001.

13. Bank Secrecy Act

Here's how bankers use bank secrecy act:
  • Protect company against fraudulent acts of deception (Money Laundering Act of 1986 & Bank Secrecy Act).
  • Applied Bank Secrecy Act and Anti Money Laundering regulations to transactions performed with customers.

14. Customer Satisfaction

Here's how bankers use customer satisfaction:
  • Take personal responsibility for customer satisfaction
  • Implemented and managed a client relationship process that delivered quality and customer satisfaction, which resulted in consistently exceeding monthly quotas.

15. Customer Transactions

The sale, rental, allotment, and disposition of personal belongings are called customer transactions. In simpler terms, customer transaction is purchasing or renting a service or a product for personal gain in exchange for money or any other private belonging.

Here's how bankers use customer transactions:
  • Processed customer transactions involving all types of monetary instruments Performed even exchanges and verification of all cage cashiers.
  • Provided prompt and courteous customer service and resolved issue efficiently * Processed customer transactions within established guidelines.
top-skills

What skills help Bankers find jobs?

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

List of banker skills to add to your resume

Banker skills

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

  • Taking Care
  • Financial Services
  • Securities
  • Bank Products
  • NMLS
  • Upselling
  • Financial Solutions
  • Customer Relationships
  • Financial Products
  • Cross-Sell
  • Branch Management
  • Private Client
  • Bank Secrecy Act
  • Customer Satisfaction
  • Customer Transactions
  • Good Communication
  • Wealth Management
  • Profiling
  • Anti-Money Laundering
  • Client Relationships
  • Mobile Banking
  • Financial Advice
  • Affluent Clients
  • Strong Customer Service
  • ATM
  • Bank Policies
  • Corporate Banking
  • Bonds
  • Strong Analytical
  • Cash Handling
  • Cross-Selling
  • Credit Card
  • Customer Complaints
  • Product Knowledge
  • Credit Applications
  • Excellent Interpersonal
  • Loan Applications
  • Cash Management
  • Exceptional Client
  • Customer Issues
  • Financial Transactions
  • Treasury
  • Real Estate
  • Customer Accounts
  • Bank Deposits
  • Outbound Calls
  • Problem Resolution
  • Loan Payments
  • Investment Products
  • Business Clients

Updated January 8, 2025

Zippia Research Team
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

Browse sales jobs