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Banking associate skills for your resume and career

Updated January 8, 2025

5 min read

Below we've compiled a list of the most critical banking associate skills. We ranked the top skills for banking associates based on the percentage of resumes they appeared on. For example, 41.4% of banking associate resumes contained excellent interpersonal as a skill. Continue reading to find out what skills a banking associate needs to be successful in the workplace.

15 banking associate skills for your resume and career

1. Excellent Interpersonal

Here's how banking associates use excellent interpersonal:

Balanced cash within established guidelines (Drawers, Vault, ATM) - Displayed excellent interpersonal/sales skills
Possess excellent interpersonal, analytical, and organizational skills.

2. Strong Customer Service

Here's how banking associates use strong customer service:

Organized and enthusiastic teller, recognized for strong customer service and anticipating customer needs.
Implement strong customer service skills to ensure games are played properly and correctly.

3. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how banking associates use financial transactions:

Processed all financial transactions, performed account openings/closings and account maintenance needs.
Provided individualized customer service while handling financial transactions accurately and efficiently.

4. 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 banking associates use financial services:

Assisted with vault transfers/balancing, shipments, ATM and coin teller operations, night depository, and specialized financial services.
Rated as a top performer within the New York Financial Services banking and capital markets practice.

5. PowerPoint

Here's how banking associates use powerpoint:

Create training procedures, such as PowerPoint presentations as a training tool for bank staff.
Format and create Word, Excel, PowerPoint, Visio, InDesign and Adobe Illustrator documents.

6. Financial Solutions

Here's how banking associates use financial solutions:

Carried out financial modeling then developed and presented appropriate financial solutions to clients.
Assisted customers and managers in researching financial solutions.

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7. Commercial Banking

Here's how banking associates use commercial banking:

Promoted from Direct Banking Associate/Loan Processor to Sr. Commercial Banking Assistant
Second largest commercial banking institution in Canada.

8. Treasury

Here's how banking associates use treasury:

Monitor the processing of new Treasury Management products and services to ensure documents are accurately established and completed.
Work closely with relationship managers to manage portfolios of Commercial, Mid-Market Treasury Management and Credit relationships.

9. Cash Management

Here's how banking associates use cash management:

Coordinate structuring and execution across multiple bank products including credit and cash management products.
Cash Management responsibilities include opening new personal and business checking accounts, as well as hi-yield and CD's.

10. Loan Payments

Here's how banking associates use loan payments:

Addressed customer service inquires including escrow analysis reviews, late payments discrepancies, payment processing and loan payment adjustments.
Processed deposits, withdrawals, loan payments, utility payments and cash transactions face-to-face and through drive-through window.

11. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how banking associates use real estate:

Assisted in filing appropriate documents for securing financial interest in real estate, consumer products and agricultural investments.
Assisted in negotiating and documenting commercial real estate workouts and foreclosures, including subdivisions and multifamily units.

12. Client Relationships

Here's how banking associates use client relationships:

Developed client relationships, assisting Relationship Manager with pricing credit.
Supported sales representatives in establishing and deepening client relationships.

13. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how banking associates use financial statements:

Participate in annual audit of financial statements, management discussion & analysis, and supplemental schedules for various financial institutions.
Utilize credit analysis and financial modeling to examine financial statements for risk-based pricing and covenants.

14. Bank Policies

Here's how banking associates use bank policies:

Foster relationships between consumer and company by providing updated and accurate information to customers about bank policies and procedures.
Process commercial and private transactions in accordance with bank policies, maintains security and balance of assigned cash.

15. 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 banking associates use financial products:

Outlined and facilitate all financial products for clients that encompassed investments and Certificate of Deposits.
Collaborated with Personal Bankers, Technology Support, and Bank Managers to provide quality financial products and services for clients.

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What skills help Banking Associates find jobs?

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List of banking associate skills to add to your resume

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

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
Financial Analysis
Credit Reports

Business Objectives
Client Inquiries
Quality Customer Service
Business Accounts
ACH
Cash Flow
Data Entry
Loan Applications
Anti-Money Laundering
Secrecy
Bank Secrecy Act
Private Bank
Customer Accounts
ATM

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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