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Relationship banker resume examples from 2026

Zippi

Land interviews using Zippia's AI-powered resume builder.

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

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the relationship banker role.

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in relationship banker-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

These four steps should give you a strong elevator pitch and land you some relationship banker 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 at the job listing and skills listed. You need to include the exact keywords from the job description to get your resume in front of an actual human. Do you have those skills? Fantastic! Be sure to list them.
  2. Include as many relevant hard or technical relationship banker skills as possible for each job you apply to.
  3. Be specific with the skills you have and be sure you are using the most up to date and accurate terms.
These five steps should give you a strong elevator pitch and land you some relationship banker interviews.

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

  • Excellent Interpersonal
  • Financial Services
  • Work Ethic
  • Cash Handling
  • Taking Care
  • Product Knowledge
  • Cross-Sell
  • Mobile Banking
  • Bank Products
  • Process Transactions
  • Client Relationships
  • ATM
  • Financial Solutions
  • Securities
  • FINRA
  • Anti-Money Laundering
  • NMLS
  • Customer Inquiries
  • Customer Issues
  • Customer Transactions
  • CDS
  • Service Recommendations
  • Team Work
  • Credit Card
  • Iras
  • Customer Satisfaction
  • Financial Products
  • Working Independently
  • Customer Retention
  • Exceptional Client

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the relationship banker position. Here is how to most effectively structure your work experience:

  1. List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
  2. 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.
  3. Include only recent, relevant jobs.

How to write relationship banker experience bullet points

Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:

  • 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.

Here are great bullet points from relationship banker resumes:

Work history example #1

Relationship Banker

Wells Fargo

  • advanced knowledge of operations and online banking products & services.
  • Technical-provided navigational support regarding online bill pay and personal financial management software.
  • Assisted clients with all online banking needs.
  • Acquired, retained and expanded new and existing customer long-term relations through identifying cross-sell opportunities and partner referrals.
  • Developed customer base through cross-selling products and servicing existing clients, developed new business through interaction with internal and external resources.

Work history example #2

Personal Banker

Regions Financial

  • Protected bank assets by following federal regulations and bank procedures.
  • Resolved complex issues according to established policies and procedures.
  • Developed relationships with high-value commercial clients by prospecting and cross-selling banking product portfolio.
  • Licensed by NMLS to loan money.
  • Increased checking account volume by developing relationships with business clients and cross-selling corporate product packages.

Work history example #3

Registered Sales Assistant

Nordstrom

  • Maintained the Client Relationship Management (CRM) system.
  • Licensed to sell securities by NYSE and NASD and the states of Arizona, Massachusetts, New Mexico, and California.
  • Researched, quoted, and sold Fixed Income securities to corporate clients, including Mutual funds, Commercial Paper, Bonds.
  • Applied knowledge gained from the NYSE to provide clients with relevant market flow and information.
  • Maintained records and documents suitable to FINRA requirements.

Work history example #4

Retail Banker

JPMorgan Chase

  • Documented all customer interactions and updated communication on Contact manager.
  • Registered with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008.
  • Helped to develop a collaborative branch atmosphere.
  • Demonstrated strong communication, listening, management, and team leadership aptitude resulting in improved client relations and stronger acquisition opportunities.
  • Profiled potential and existing business customers for cross-selling opportunities during new account opening and routine service interactions.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

Here is the best way to format your education section:

  • Display your highest degree first.
  • If you graduated over 5 years ago, put this section at the bottom of your resume. If you 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:

Bachelor's Degree in liberal arts

Excelsior College, Albany, NY

1993 - 1996

Bachelor's Degree in business

Arizona State University, Phoenix, AZ

2011 - 2014

Highlight your relationship banker certifications on your resume

Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.

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 relationship banker resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. International Accredited Business Accountant (IABA)
  3. Certified Management Accountant (CMA)
  4. Certified Bank Auditor (CBA)
  5. Human Resources Business Professional (HRBP)
  6. Certified Public Accountant (CPA)
  7. Professional Certification in Advanced Service and Sales
  8. Certified Sales Professional (CSP)
  9. Accredited Business Communicator (ABC)

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