Personal Banker Resume Template

Personal Bankers work practically as a financial adviser of clients with high net worth value and are doing transactions with the bank.  They are responsible for opening a client’s account and before doing so, they should be able to lay down all possible types of accounts with corresponding terms and privileges which the client may choose to avail or not.  This means that Personal Bankers should put both the interests of the bank and the client in check whenever dealing with transactions.

Personal Banker Resume Template

Linda Lance

897 West Coast

California, 7893

Phone: (212) 210-2100


Experienced and responsible person seeking for a position as Personal Banker

Summary of Qualification

  • Excellent interpersonal and communication skills
  • With ability to evaluate and assess client financial standing and use account management skills in giving recommendations to client
  • With background in marketing and sales strategies utilized to develop business relationships
  • Creative in making workable and win-win plans for both the client and the bank

Career Experience/Job History

2008 – 2011: Personal Banker, Security Bank

  • Received, processed and assisted in the application of new accounts of clients
  • Monitored accounts and informed clients of activities, perks and additional services that may be used or granted
  • Drafted financial plans and programs for clients with specific desired goals ensuring that these follow company policies and regulations

2004-2008: Credit Analyst, Federal Bank

  • Analyzed and researched client applications, processed documents and activated accounts for approved applications
  • Maintained and monitored credit activities of clients and coordinated payments and collections with the accounting department
  • Documented individual and corporate accounts and submitted monthly reports to management


2004-2008: Master of Arts in Finance, University of California

2000-2004: Bachelor of Arts in Finance, University of California

Professional reference will be furnished upon request

Category: Finance Resume Templates

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