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Universal banker resume examples from 2026

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

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

Craft a resume summary statement

A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:

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

Step 2: Include your years of experience in universal 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 universal 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

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 universal banker interviews.

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

  • Customer Relationships
  • Cash Handling
  • Financial Services
  • Branch Management
  • Customer Satisfaction
  • Account Opening
  • Strong Customer Service
  • Customer Transactions
  • NMLS
  • Problem Resolution
  • Cross-Selling
  • Product Knowledge
  • Mobile Banking
  • Math
  • Sales Referrals
  • Bank Policies
  • Business Clients
  • Loan Applications
  • Client Relationships
  • Exceptional Client
  • Loan Payments
  • Bank Services
  • Cash Management
  • ATM
  • Bank Secrecy Act
  • Process Transactions
  • Security Procedures
  • Marketing Campaigns
  • Loan Products
  • Customer Problems

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 universal banker.

How to write universal 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 universal banker resumes:

Work history example #1

Universal Banker

Wells Fargo

  • Worked on ATM envelops and pulled work out of envelops and matched to tickets.
  • Performed Notary Public activities on a daily basis.
  • Developed and delivered high-impact sales presentations designed to market and cross-sell retail banking products/services to customers and prospects.
  • Consulted and profiled customers after reviewing their financial situation to cross-sell a broad base of financial and credit products and services.
  • Managed customer portfolios, serviced relationships, and used profiling analysis tools to identify cross-selling opportunities.

Work history example #2

Senior Personal Banker

Wells Fargo

  • Identified and made sale referrals, recommended alternate channels, cross-sells, banking services, and products for Wells Fargo partners.
  • Certified as a public notary and international wire transfers.
  • Collaborated with management to maintain budgets, displaying fiscal responsibility in conjunction with banking policies and procedures.
  • Assisted customers with all notary needs.
  • Developed relationships with partners to maximize cross-sell opportunities for investments, mortgage and insurance products.

Work history example #3

Universal Banker

CVS Health

  • Consulted with clients and rehabilitation programs for patient intakes and treatments.
  • Managed all aspects of automated banking, including demand deposit accounts, debit purchases and ATM transactions.
  • Maintained a Notary Public Certification for 12 years.
  • Adhered to Woodforest security and audit measures.
  • Received additional training for Nationwide Multistate Licensing System & Registry (NMLS).

Work history example #4

Bank Representative

SunTrust Banks

  • Worked collaboratively with business partners to refer sales opportunities and cross-sell financial products and services.
  • Performed operational requirements by both SunTrust and Federal requirements.
  • Solved multiple complex issues and worked closely with management to provide customers with one call resolution when achievable.
  • Pulled monthly reports ensuring that the branch is in compliance with SunTrust rules and regulations.
  • Promoted to ATM custodian where I was responsible for counting, processing and managing $50,000 without error.

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 from universal banker resumes:

High School Diploma

2005 - 2005

High School Diploma

2011 - 2011

Highlight your universal banker certifications on your resume

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

To list, use the full name of the certification and the organization that issued it, along with the date of achievement.

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

  1. Certified Sales Professional (CSP)

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