Guide for how to write a banker CV (with template)

If you're applying for a banking role, you may want to write a new curriculum vitae (CV). A well-written CV can show potential employers your qualifications, skills and work experience. Learning more about what to include and how to format your banking CV can help you stand out to a hiring manager. In this article, we explain what a banker does, review how to write a banker CV and provide a template and examples to help you create your own banking CV.

What does a banker do?

A banker is a financial professional who assists clients with financial needs. Bankers can work at local banks, commercial banks, credit unions and other financial institutions. Their duties can vary depending on their role and work environment, but common responsibilities usually include:

• meeting new clients and describing bank services

• managing customer bank accounts and funds

• overseeing and executing payments and deposits

• assessing risk and approving loans

• recommending services to customers

• collaborating with other financial professionals

• issuing payments to customers and handling deposits

• maintaining records and processing administrative paperwork

Related: What does a bank teller do? (With salary and skills)

How to write a banker CV

If you're interested in learning how to write a banker CV, you can highlight your education, qualifications, skills and professional experience. A CV can contain detailed information about your professional, academic and personal background. Follow these steps to write an effective banker CV:

1. Choose an appropriate format

You can create a CV following a variety of formats and templates. Decide what sections you want to include on your CV to make it comprehensive and suitable for your information. You may include several sections, like education, skills and work experience. For example, you can consider providing information about certifications, affiliations and licenses on your CV.

Related: The complete CV format guide: examples and tips

2. Provide your contact information on top

While writing a CV, you can start with your contact information. Leave a line break between your contact information and the sections that follow and consider typing your name in bold. This improves readability and can make it easy for hiring managers and employers to identify your CV from a collection of similar documents.

Contact information typically includes your full name, phone number, email and location. If you have a professional website or online portfolio, you may consider including the link. Avoid linking to personal social media accounts, as this may seem unprofessional.

3. Write a personal statement

After listing your contact information, write a brief personal statement to outline your career goals and relevant qualifications. You can keep this section concise and limit it to two or three sentences. For banking jobs, it's beneficial to indicate how many years of banking experience you have in a particular field. If you have clear career goals for working in a particular area, you can also mention them in your personal statement.

Example: Certified professional with 10 years of experience in executive customer relationship roles. Looking to enter an administrative role in the same domain.

Related: CV summary examples (and 5 steps for how to write one)

4. Describe your work experience

Work experience is an important selection criterion for many job roles in banking. Work experience in a relevant domain indicates a candidate has used their professional skills and capabilities to navigate similar duties in the past. The extent of your work experience can indicate expertise to a hiring manager.

To present work experience on a banker's CV, start with your latest work engagement and mention the previous roles in reverse chronological order. For each entry in this section, mention your designation, the company name, the duration of your employment and the primary duties you performed in that role. Use effective action words while you write about duties and responsibilities.

Related: A step-by-step guide to how to get a job at a bank

5. Share your educational background

Your educational background can indicate the extent of your knowledge in a particular domain. You can provide individual entries in this section in reverse chronological order, similar to work experience. For each entry, mention the name of the educational institution, the date of completion and the name of the degree you earned. If you're pursuing a formal course while preparing your banker's CV, mention it along with the expected date for graduation.

Related: How to write your degree on your CV (with steps and FAQs)

6. List your soft and hard skills

Provide a bulleted list of your hard and soft skills that are relevant to banking. While applying for a particular job role, read the job description carefully to identify what skills a hiring manager may look for in a banker's CV. Tailor your skills section to match or complement the requirements of the job role. You can mention soft skills like teamwork, communication skills and interpersonal skills. Technical or hard skills may include proficiency in using banking software, familiarity with core banking procedures and expertise in loan processing.

Related: Bank teller CV skills: examples, and how to improve them

7. Mention relevant certifications and licenses

Certification courses often provide vocational training and help candidates develop industry-specific knowledge and skills. Relevant certifications can improve your employability and give you a competitive advantage while applying for advanced roles within a company. You may also list licenses that make you eligible to perform certain duties and banking tasks.

Related: What are the 11 different types of banking degrees?

8. Include honours and awards

If you have any achievements, honours or awards that are applicable, you can dedicate a section on your banker's CV to provide this information. Awards and achievements can relate to your professional or academic experience. List them as bullet points and provide details like the name of the award or honour, the name of awarding authority and relevant dates.

Related: How much is too much: how far back should a CV go?

Template for creating a banker CV

You can use this template to create your own CV:

[Full name]
[Location]
[Email address]
[Phone number]

Personal statement
[One to three sentences describing your top qualifications and goals]

Work experience
[Position title], [Employer]
[Dates of employment]
[Location of employer]

• [Bulleted list of job responsibilities and accomplishments]

[Position title], [Employer]
[Dates of employment]
[Location of employer]

• [Bulleted list of job responsibilities and accomplishments]

Education
[Degree] in [Area of study]
[College or university name]
[Graduation date]

Skills

• [Bulleted list of relevant hard and soft skills]

Certifications

• [Name of certification], [date earned]

Licenses

• [Date received], [License title]

Honours and awards

• [Bulleted list of relevant awards and honours]

Related: 40 banking interview questions (and how to answer them)

Examples of banker CVs

Here are some examples of banker CVs that you can use to help you create your own:

Example CV for a bank teller

This example CV is for a bank teller position:

Kye Chesworth Croydon, London
k.chesworth@email.com
+44 625 782658

Personal statement
A team player with specialised skills and four years of banking experience. Up-to-date on the latest trends and protocols in the field and seeking a senior role to utilise customer support skills and industry knowledge.

Work experience
Bank teller, Green Villa Bank
April 2018 – Present
Croydon, London

• Facilitated financial transactions and customer relationship management processes

• Enabled an average of 45 transfers, deposits and withdrawals in a day

• Communicated with customers to address queries and concerns

• Worked alongside the financial team to streamline operations

Cashier, Kendy Stores
June 2015 – April 2018
Croydon, London

• Enabled transaction activities and maintained the cash register on a daily basis

• Addressed and resolved customer queries and concerns

• Kept track of customer loyalty programmes and consumer incentive schemes

Education
Bachelor of Science in Finance
Aspen University
2015

High school diploma
Norman School
2011

Skills

• Cash management

• Customer service

• Data entry

• Detail-orientation

• Selling

• Teamwork

• New account integration

Honours and awards

• Teller of the Month, June 2020

Example CV for a branch manager

Here's an example branch manager CV:

Anne Rowland
Bedford, England
rowl.anne@email.com
+44 633 784678

Personal statement
Motivated professional with over six years of banking experience. Seeking an administrative role to build community connections and collaborate with a large banking team.

Work experience
Assistant bank branch manager, Fest Banking
June 2019 – Present
Bedford, England

• Collaborated with the bank branch manager and supervised a team of 20 staff members

• Oversaw daily operations and assisted with customer interactions

• Trained new employees on bank guidelines

• Balanced the teller drawers and ATM each night

Bank teller II, Fest Banking
March 2016 – June 2019
Bedford, England

• Processed 30 customer transactions each day

• Opened over 400 checking, savings and money market accounts

• Marketed new banking services and generated over 40 new accounts through client referrals

Bank teller I, Case Bank
July 2013 – February 2016
Edinburgh, Scotland

• Counted cash in drawer at the beginning and close of each day

• Maintained a balanced drawer 100% of the time

• Communicated with over 20 customers daily

• Prepared new account paperwork for customers

Education
Master of Business Administration
Green Leaf University
2013

Bachelor of Science in Finance
Winnow College
2011

Skills

• Leadership

• Management

• Staff training

• Cash reconciliation

• Account services

• Customer service

• Communication

• Collaboration

• Banking and bank services

Certifications

• Certified Bank Management Professional, January 2021

• Certified Bank Teller, June 2015

Licenses

• Fest Banking Branch Manager License, March 2021

Honours and awards

• Employee of the Month, April 2020

Please note that none of the companies, institutions or organisations mentioned in this article are affiliated with Indeed.

The model shown is for illustration purposes only and may require additional formatting to meet accepted standards.