How to Write a Resume for a Banking Job

Three Parts:Writing a Basic ResumeApplying for a Job as a TellerApplying for a Job in Investment
BankingCommunity Q&A
Just as a good suit should be tailored to fit each person individually, a good resume should be
tailored to fit the job you want. Many elements of format, style, and strategy will vary little if at all
from one job to another. However, you will want to emphasize different skill sets depending upon
the job you are applying for. In banking you will generally want to emphasize your mathematical
abilities, attention to detail, and interpersonal skills.

Part 1
Writing a Basic Resume
1.

1
Begin with name and contact information. Your full name should be centered, at the top
of the resume, in large, bold print. Below it, probably in much smaller type, you should
include any pertinent contact information, including phone number, email address, and home
address.
2.

2
Next include an executive summary. An executive summary is a four to six sentence
statement at the top of your resume. It summarizes your relevant experience and the skills
that you can bring to the job. Avoid generic phrases like detail oriented. Instead be
specific: Experience with recording transactions and managing the accounts of over a
hundred subscribing customers.
It used to be customary to begin with a two sentence objective statement that
explained your career goals. This is no longer advisable, unless you have no
workplace experience in the field in which you are seeking employment. Even then,
you should consider whether you can write an executive summary that highlights
general, transferable skills, like management experience and interpersonal skills. [1]
3.

3
Follow with education. The section labeled education should list the institutions you
attended, the degrees you received, your GPA, and any awards you won.
It is not typically necessary to include high school education, unless you are just
beginning your career or it was the only degree you received.[2]
If your college GPA is not as high as you would like, you can include with it your
major specific GPA or junior and senior year GPA. If these are much higher, it will
indicate either that you improved considerably over time or that your general GPA
does not adequately convey how adept you are at your specific career.
4.

4
Move on to work and leadership experience. Here you should list relevant jobs that you
have held along with internships or other unpaid work. You do not need to include every job
you have ever performed. Focus on the most relevant experience.
Include the name of your employer, when you worked for them and the location of
the job.[3]
After providing this information about the job, describe your experience in bullet
points. When doing so, focus on particular accomplishments that demonstrate your
ability to meet the qualifications of the job you are applying for.
Use active verbs that convey specific tasks you performed. Words like Wrote,
organized, managed, supervised, and designed are better than others like obtained,
achieved, or accomplished that dont indicate what skills you employed to reach
your goals.[4]
5.

5
List skills. This can include a combination of hard skills like specific quantitative
techniques and computer programming abilities and soft skills, which typically refer to
your ability to deal with people. Include explanations that demonstrate that you have been
able to exercise these skills in the past.
6.

6
Stick to standard formatting. Although it might be tempting to decrease the font size or
page margins to fit more onto your resume, you should avoid the temptation. Never reduce
the margins below .5 inches and stick to the standard 1 inch margins, if possible. Try to use
size 11 font, but it is better to reduce the font size than the margins.[5]
 7.

7
Proofread. Because banking is a detail oriented occupation, analysts will quickly recognize
formatting or typing errors and judge you harshly for them. After completing your resume,
you should take a day or two before returning to edit it with fresh eyes. Print it out and find a
trusted third party to review it and look for errors.[6]

Part 2
Applying for a Job as a Teller
1.

1
Emphasize social abilities and salesmanship. Much of the job of a bank teller consists in
interacting with customers in a way that makes them comfortable. You will also need to sell
services, like loans and mortgages. For the latter, you will need to be able to recognize
which customers might require specific services and interact with them so as to encourage
them to secure their business.[7]
To accomplish this you should focus on describing service sector jobs that required
extensive customer interaction, sales jobs, or leadership roles in clubs and
organizations.
2.

2
Emphasize attention to detail and mathematical ability. One of the principal jobs of a
teller is to count money. You will need to demonstrate your capacity to perform basic
mathematical processes. Also you should make it clear that you are attentive enough not to
make small errors of calculation.
Tellers are only expected to have a high school degree. However, you should
highlight any academic awards that are suggestive of mathematical ability. If any of
your prior jobs required the counting of money or other mathematical skills, describe
these in detail.[8]
Telling your employer that you pay attention to detail will probably not be enough to
convince them that it is true. Instead, list instances in which you followed stringent
workplace rules precisely, proofread text, managed large databases, or in any other
way reviewed the work of a coworker to verify accuracy.
 3.

3
Emphasize computer literacy. As a teller you will need to make extensive use of a
computer to record transactions. Your employer should teach you how to use these
programs, but it is important to prove that you have been able to master other programs in
the past. [9]
To demonstrate computer literacy, list any formal credentials you might have earned
for specific software programs. Discuss any programs that you have had to use for
other jobs, even if they might not seem particularly relevant, including word
processors and database programs. Be precise: name the specific programs you used
and how you used them.[10]

Part 3
Applying for a Job in Investment Banking
1.

1
Recognize basic qualifications. To break into investment banking you will usually need to
demonstrate advanced abilities in some sort of quantitative field of study. There are,
however, some exceptions. If you have a strong background in public policy or law, then an
investment bank might find you a useful asset for establishing compliance with government
regulation.
It is preferable that you have a degree in one of the following fields: accounting,
banking, business administration, business law, computer science, economics,
finance, human resources, information technology, or tax law.
Alternatively, you might be able to capitalize on past experience in public policy or
international relations.[11]
2.

2
Prove commitment. Investment bankers spend most of their time and energy working. You
will need to demonstrate that you have been able to submit yourself to such a rigorous work
schedule in the past.
Academics are one of the most important ways to demonstrate commitment. Most
recruits will have at least a 3.5 GPA from a top tier university. Emphasize major
academic achievements and awards. Having held a leadership role in a campus
finance society can also be an important selling point.[12]
3.

3
Emphasize quantitative results. Your prospective employer will want to know not only
that you have experience in the sector, but also that you have accomplished something. Be
specific and list precise numbers as frequently as possible.
Investment banking is detail oriented and mathematical. Giving exact figures will
demonstrate that you are both of those things and prove that you have produced
results. How many accounts did you manage and what was the volume of the
exchanges you made? What sort of revenue did you produce? [13]
4.

4
Stay true to format. Dont be too creative. You should demonstrate that you pay attention
to detail and can follow routine format. Keep your resume to a manageable length with
precise and succinct writing.
Your resume should be no more than two pages long. To keep it short and attract the
readers eye, use bullet points to highlight relevant experience.[14]
Use white paper and conventional fonts.[15]
Be particularly attentive to errors. Two typos will likely you eliminate your
application.[16]
Sahil Saxena
Email ID: ******@gmail.com
Contact No.: +91-********
Career Objective
Seeking an responsible post with growing oppourtunities in a reputated bank where I can utilize my
skills.
Career Summary

An innovative and unique thinker with excellent managing skills possesses 3 years rich
experience as Bank Manager.
Excellent capability of managing the operations of the bank.
In depth knowledge of each job and supervising each department.
Expertise in providing the best solution to the organization which give the bank a new
direction of development.
Proficient in executing the programs using the limited resources.

Personal Qualities

Exceptional motivational and leadership skills.

Excellent communication skills in written and verbal both.
Remarkable patience with reliability and responsibility.
Ability to make a strong and healthy relation among the employees.

Key Responsibilities Handled

Manage the plan and new schemes which are being introduced by the bank.
Responsible for supervising the each department.
Make work plan to ensure the quality services.
Prepare the plan for giving loan and receiving the interest to various organizations.
Insure the satisfaction of customers.
Train the new employees.
Handle all the other responsibilities related to the job.

Computer Knowledge

Excellent in basic use of computer.

Proficient in working on MS office
 Internet Savvy

Achievements

Receive the highest return on loan during the financial period 2010 - 2011.
Receive Best Customer service award in 2011.
Bad debts had been decreased by 5% during 2010 - 2011.

Employers

Working as Bank Manager in HJK bank from 2011- present.

Worked as Deputy Bank Manager in dfg bank from 2009 - 2011.

Academia

Post graduate from commerce

Graduate from commerce.

Personal Details
Date of birth: mm/dd/yyyy
Languages Known: Hindi, English, Spanish
Address: AAMKNB AKA
Resume For Bank Jobs - Sample 2
SAGAR *****
43, Raja Street, Thir-65
Mail Id: thi****@mail.com
Contact no.: 9856******
Career Summary

Result-oriented Banking Professional with 8 years of experience.

Skilled at customer request handling.
Reconciliation of Disbursal and Collection accounts on daily basis.
Updating of repayment instruments in the system.
Coordination with Vendors for File storage and retrieval
Taking care of all physical instruments.

Computer Skills
Operating Systems: Windows 2000, Windows XP, Windows Vista, Linux, MS DOS
Office Package: Microsoft Word, Excel, Powerpoint, Access
Database: SQL and database applications
Technical Skills
Type writing in English (Higher)

Skill Sets

Excellent written and verbal communication skills.

Team Building and team player
Excellent interpersonal skills
Analytical skills
Keen observer

Employers

ABD Bank as manager operation from 20** till date

RFV bank as operations executive from 20** to 20**

Key Responsibilities Handled

Investigating bankruptcies and other complex financial transactions and prepare reports
summarizing the findings.
Revitalizing declining operations for bottom-line growth.
Increasing product by household penetration and energized the loan application process.
Identifying knowledge deficiency in retirement accounts and developed 16-module training
program for improvement in staff knowledge and counseling abilities.
Invited by Universities to facilitate a sales training course and create an emotional
intelligence class to help identify and overcome employee deficiencies for greater
productivity and communication.
Restructuring operations and staff and enhanced employee morale to greater performance.
Ensured smooth transition to new computer system as a key member of the team that created
the training program and trained the staff. Also served on system conversion team to
 troubleshoot potential issues.
Review of files with respect to Post Approval Documentation.
Resolution of discrepancies by coordinating with Sales and credit persons.
Process the files as per the Process Rules and insert the data into system.
Controlling & tracking of funds movement & application of funds towards loans.
Timely presenting the main clearing cheques, including both presentations.
Facilitating system queries pertaining to Account Balances, Payoffs and Approvals etc.
Effective handling of queries brought in by Customer Service Executives
Tele-banking Executive in the absence of any senior officer.
Maintaining of disbursal MIS for all the products (Auto Loan/ Personal Loan/ Used Car
Loan/ Two Wheeler Loan) on daily basis.
Reconciliation of Dummy Disbursement and General Receipt Accounts.

Educational Background

Master of Commerce from PVP university with 67%

Bachelor of Commerce from PVP college with 68%
HSC with 75% from D college
SSC with A grade from D school

Extra Curricular Activities

Donating blood every 3 months

Participating in social activities like planting trees, providing food and shelter to beggars
Participated in various public seminars

Personal Details
DOB: 10/10/19**
Languages known: English, Hindi,Punjabi
Resume For Bank Jobs - Sample 3
Aarti XXXX
Mob: 98********
Email id: aarti.*******@gmail.com
Profile

X years of total IT experience in corporate industry.

Working as an Probationary Officer in XXXX Bank.
Managing and coordinating with various vendors for outsourced work.
Strong visualization, problem solving and analytical skills.
Good communication skills.

Skills

Operating system: Windows, XP, Linux

MS Office
Internet

Personal Qualities

Strong visualization, problem solving and analytical skills

Good communication skills

Key Responsibilities Handled

As Placement Coordinator, XXXX 20XX - 20XX Selected unanimously among 47 students

to represent the metallurgical engineering department in the placement and training process.
Improved communication channels between the placement department and the students,
which resulted in improving the transparency of the overall placement process.
Organized various sessions and awareness programs for the final year students to get a better
knowledge and understanding of the recruitment process and companies visiting the campus.

Achievements

Got 2nd rank in poster making competition in XXXX at XXXX

Qualified for 2nd round of business quiz-BIZ WIZ in XXXX at XXXX.
Qualified for 2nd round of ***** Bose National Science Talent Search Examination.

Employers

WORK EXPERIENCE : (1.2 yrs)

Working as an Probationary Officer in XXXX Bank
Worked in XXXX Services Ltd. as a Financial Analyst.

Academic Qualifications
20XX: B.Tech. from University XXXXX with 6.75 grade.
2005: XII from CBSE Board with 57.4%.
2003: X from CBSE Board with 74.6%.
Academic Project Undertaken

Done two month summer project on XXXX" at ABC.

Presented an international paper on ****" in 20XX.
Undertook one month Industrial training at XXXX.

Extra Curricular Activities

Worked as the Joint Secretary of XXXX.

Worked as Executive member in XXXX of our college.
Organized an event XXXX in 20XX.
Participated in ENGINEERING QUIZ and META-BIZ in XXXX 08 at XXXX.
Undertook 4 days workshop in Art of Living.

Personal Details
Date of Birth: 2.04.19XX
Languages Known: English, Urdu & Hindi
Address: DFGRRTHH