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Personal banker resume examples for 2025

Zippi

Build a better personal banker resume with Zippi, your AI resume builder robot.

Updated March 26, 2025
6 min read
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How to write a personal banker resume

Craft a resume summary statement

Your 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 writing the most important 2-4 sentences of your resume:

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

Step 2: Detail your years of experience in personal banker-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 tips will help you demonstrate why you are the perfect fit for the personal banker position.

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List the right project manager skills

Your Skills section is a place to list all relevant skills and abilities. 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 personal banker interviews.

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

  • Customer Relationships
  • Cross-Sell
  • Customer Satisfaction
  • NMLS
  • Bank Products
  • Financial Services
  • Cash Handling
  • Good Judgment
  • Product Knowledge
  • Math
  • Cross-Selling
  • Client Relationships
  • Strong Customer Service
  • Financial Solutions
  • Phone Calls
  • Loan Applications
  • Outbound Sales
  • Related Training
  • Develop Strong Relationships
  • Bank Policies
  • Taking Care
  • Good Communication
  • Financial Transactions
  • Profiling
  • Excellent Interpersonal
  • Mobile Banking
  • Outbound Calls
  • Loan Payments
  • Exceptional Client
  • Account Maintenance

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How to structure your work experience

Your work experience should be structured:

  1. With your most recent roles first, followed by earlier roles in reverse chronological order.
  2. Job title, along with company name and location on the left.
  3. Put the corresponding dates of employment on the left side.
  4. Keep only relevant jobs on your work experience.

How to write personal banker 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 great bullet points from personal banker resumes:

Work history example #1

Personal Banker

Bank of America

  • Processed home mortgage loans, home equity, line of credit, and home improvement loans.
  • Opened deposit accounts, took loan applications, responded to customer inquires, resolved issues, recognized and referred cross-sell opportunities.
  • Managed entire branch cash flow, performed opening and closing procedures as well as serviced and maintained ATM machines.
  • Developed new business through telemarketing, cross-selling, and relationship building.
  • Handled vault, safe deposits and ATM and night activity.

Work history example #2

Accountant Assistant

Ultra Electronics

  • Performed payroll and banking audits.
  • Managed payroll for over 50 employees.
  • Assisted with customer service department on interpreting Spanish speaking customers.
  • Maintained compliance with FDCPA and state regulations.
  • Responded to all tax notices and other queries from various states and the IRS in a timely manner.

Work history example #3

Banker

MetLife

  • Executed tactical marketing communication plans quarterly.
  • Passed initial attempts Series 6 and Series 63 FINRA securities licensure exams.
  • Complied with FINRA, The State of Wisconsin, and internal financial and insurance regulations.
  • Maintained existing clientele relationship through communication and account reviews.
  • Maintained compliance with FINRA and California Department of Insurance.

Work history example #4

New Accounts Representative

Teleperformance

  • Trained in opening CDs, DDA accounts, and IRAs.
  • Provided effective communication and customer service support to the sales, marketing and administrative teams on daily basis.
  • Calmed angrycustomers, built rapport and trust through communication.
  • Performed excellent customer service while trouble shooting internet.
  • Scheduled service calls for the customers if the troubleshooting did not fix the problem.

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Add an education section to your resume

Employers are looking for a few things when looking at the Education section of your resume:
  • The highest degree you have achieved.
  • TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
  • TField of study
  • TAny honors, relevant coursework, achievements, or pertinent activities

Here are some examples of good education entries for resumes:

High School Diploma

2014 - 2014

Highlight your personal banker certifications on your resume

Certifications can be a crucial part of your resume. Many jobs have required certifications.

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 personal banker resume:

  1. Certified Management Accountant (CMA)
  2. Certified Sales Professional (CSP)
  3. International Accredited Business Accountant (IABA)
  4. Certified Bank Auditor (CBA)
  5. Certified Public Accountant (CPA)
  6. Certified Personal Banker (CPB)
  7. Certified Bank Teller (CBT)
  8. Sales Management
  9. Certified Personal Trainer
  10. Certified Business Analysis Professional (CBAP)

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