Banker Resume

Resume is the vital source where you can advertise all your credentials to your potential employer. This banker resume is a fine example that will help you organize all your essential information in an organized way. This resume is drafted for your reference. Feel free to use this sample as a reference to create an impressive resume sample.

A banker is a financial professional who advises clients on various financial matters. The role of a banker varies according to the organization they work for. However, some of the areas where banker takes care include savings, loans, taxes, investments, and securities. Baker provides financial assistance to client in accordance with their requirements.
Here is a great resume example that will assist you in drafting a perfect and good resume sample.

Sample Banker Resume

Thomas Smith
29 Bayberry Court
Gateway, GA 30372
Cell:  304-555-5698


Summary of Objectives:

To obtain the position of a private banker utilizing my experience and proficiency in a major financial sector

Summary of Qualifications:

  • Comprehensive knowledge of financial and economic domain
  • Good knowledge of retail banking, personal banking and investment banking
  • Proficient in providing and selling banking services and products
  • Ability to build and maintain positive rapport with customers
  • Excellent communicator with good organizational skills
  • Outstanding negotiation and presentation skills
  • Possess excellent mathematical and analytical skills
  • Good -decision making and analytical skills
  • Multitasking skills and ability to work under stress

Summary of Work History:

Georgina Bank, Georgina

June 2005 till date


  • Responsible for opening, closing, and servicing customer accounts
  • Performs tasks of writing individual profiles of prospective customers
  • Handles selling of cross-selling banking products like loans and retirement accounts to customers serviced
  • Refer clients to trust management, investment department and loan departments
  • Responsible for processing loan documents
  • Handles clients issues regarding checking account overdraft
  • Represent bank at community civic club and service club events

Investment Centre, Georgina

April 2003 to December 2004


  • Assist clients with their financial queries and requirements by interacting and finding the type of banking help
  • Review financial history of client and current standing to determine if their desired financial needs can be met
  • Deals with various financial transactions and prepares loan for clients
  • Prepares and maintains accurate record of financial transactions of clients for future reference
  • Interact with business associates and gathers information related with financial requirements
  • Responsible for selling financial instruments such as bonds and stock from time to time

Educational Summary:

Master’s Degree in Business Administration

University of Georgina in the year 2002

Bachelor’s Degree in Accounting

Saint Albert College, Georgina in the year 2000

Personal Details:

Name: Thomas Smith

Date of Birth: 13/01/1978

Employment Status: Full time

Relationship status: Single


Will be pleased to furnish upon request

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