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Banking associate resume examples from 2026

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Updated March 26, 2025
6 min read
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How to write a banking associate resume

Craft a resume summary statement

Put a resume summary on the top of your resume to highlight your accomplishments. A resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to write a strong, impressive resume summary:

Step 1: Start with your professional title, or the one you aspire to.

Step 2: Detail your years of experience in banking associate-related roles and your industry experience.

Step 3: What are your biggest professional wins? Here is your opportunity to highlight your strongest accomplishments by placing them at the start of your resume.

Step 4: Don't forget, your goal is to summarize your experience. Keep it short and sweet, so it's easy for recruiters to quickly understand why you're a great hire.

These four steps should give you a strong elevator pitch and land you some banking associate interviews.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Use your Skills section to show you have the knowledge and technical ability to do the job. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
  2. Put all relevant hard and soft skills in your skills section.
  3. Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
  4. Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
  5. Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
These five steps should give you a strong elevator pitch and land you some banking associate interviews.

Here are example skills to include in your “Area of Expertise” on a banking associate resume:

  • Excellent Interpersonal
  • Strong Customer Service
  • Financial Transactions
  • Financial Services
  • PowerPoint
  • Financial Solutions
  • Commercial Banking
  • Treasury
  • Cash Management
  • Loan Payments
  • Real Estate
  • Client Relationships
  • Financial Statements
  • Bank Policies
  • Financial Products
  • Bank Products
  • Cross-Selling
  • Customer Relationships
  • Account Maintenance
  • Financial Institutions
  • Corporate Banking
  • Due Diligence
  • Cash Handling
  • Customer Transactions
  • KYC
  • Customer Satisfaction
  • Securities
  • Credit Card
  • Profiling
  • Customer Inquiries

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Next you should include your work experience. Structure your work experience section by listing your most recent experience first, followed by earlier roles in reverse chronological order.

Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.

Include only recent, relevant jobs. Avoid including work experience over 20 years to avoid ageism.

Beneath each job, you should have bullet points to emphasize why you're the perfect fit for the banking associate.

How to write banking associate experience bullet points

Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.

Use the XYZ formula for your work experience bullet points. Here's how it works:

  • Use strong action verbs like Led, Built, or Optimized.
  • Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
  • Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

This creates bullet points that read Achieved X, measured by Y, by doing Z.

Here are effective examples from banking associate resumes:

Work history example #1

Vault Teller

Citi

  • Assisted with business operations such as creating OSRO and EXSELL files, audit preparation, and ATM loading services.
  • Identified and perused selling and cross-selling opportunities with bank customers and perspective customers.
  • Educated clients regarding alternative banking methods such as ATM, Online Banking, and Mobile Banking.
  • Assisted daily operations including verifying cash shipments, ATM support, night drop deposits, opening/closing the branch.
  • Supported clients with transactions through access channels such as ATM, Online and Telephone banking.

Work history example #2

Collection Teller

Dollar General

  • Reviewed and approved online banking applications.
  • Designed and maintained spreadsheets and PowerPoint presentations for client related meetings.
  • Processed demand deposit account transactions, assisted head teller, ATM teller, vault teller, and handled daily reports.
  • Processed Checks Counted the vault Assisted with ATM maintenance
  • Prepared and processed Federal Tax documents, credit ratings, ATM deposits, and NSF notices.

Work history example #3

Banking Associate

U.S. Bank

  • Averaged over [ ] monthly sales originating consumer loans: Home equity, automobile, automobile, boat and personal loans.
  • Complied with federal and international compliance regulations and procedures, along with completion of NMLS origination licensing.
  • Resolved concerns of customers through effective communication and compromise.
  • Processed ATM transactions and reconciled negotiable instruments.
  • Developed trusting relationships with customers by exceeding expectations resulting in repeat visits and ongoing communication.

Work history example #4

Cash Office Associate

Marshall's

  • Generated and processed confidential paperwork for new hire and terminated employees.
  • Reconciled daily cash/credit revenue, prepared and updated daily balance sheets and deposited accounts receivable.
  • Maintained records of cash and negotiable instruments involved in Payroll Accountability
  • Prepared daily cash deposits and corresponding paperwork.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

Doctoral Degree in health care administration

Florida International University, Miami, FL

2012 - 2015

Highlight your banking associate certifications on your resume

If you have any additional certifications or education-like achievements, add them to the education section.

Include the full name of the certification, along with the name of the issuing organization and date of obtainment.

If you have any of these certifications, be sure to include them on your banking associate resume:

  1. Certified Bank Auditor (CBA)
  2. Certified Public Accountant (CPA)
  3. Certified Management Accountant (CMA)

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