Personal Banker Resume Samples

The personal banker is responsible for helping individuals navigate among the products and services offered by the bank and select those that the most sense to their current situation and needs. They work with credit cards, economy accounts, deposits, loans and maybe insurances, as a way of cross-selling.

This job requires superior people skills, as you are the representative of the bank in the direct relation with the client. You should also be very organized, in order to squeeze a large volume of operations in a day’s work, as usually the earnings are composed from a small fixed amount and commissions per transactions.

This is a job requiring formal education up to at least a bachelor’s degree in finance, accounting, banking or any related field. The desire to continue learning in also mandatory, as you will be given on the job training about specific products, offers and options for each type of client.

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Tips for Personal Banker Resumes

Be Trustful and Personal

You are more than a bank employee; you are a personal financial counselor to your client. You need to be able to ask the right question to identify your client’s present and even future needs, in order to be able to recommend the products that are most suitable to their case. Even if each product translates into a commission, your main focus should be the clear definition of the problem and providing the right solution for the client. Building a long lasting partnership is the key, as this is the kind of professional relation that could last for years.

Know What You Are Selling

You are expected to be the expert in all the products your bank is offering, complete with pointing the small differences between them. In a resume, it is important to highlight the number of products you were able to manage at any given moment and your ability to learn about more. A good personal banker can either use an app or just suggest from the top of their mind the product that would satisfy the client’s requirements and even give them a little more. If you have any experience in the bank’s back-office, use this as a starting point.

Expert Salesman

Although your job is to generate a high amount of sales, the real experts make is seem like this is far from their interest. The best in class communicate with the client and leave the impression they are just being helpful and inquisitive. Design a set of questions that could guide you towards recommending more products without making the client feel they are at an interview, it should feel like talk over a cup of coffee. Any previous jobs working face to face with clients could be a bonus in front of your competition, and you should definitely mention that in the resume.  

Personal Banker Resume Samples

Being a personal banker means that you are trusted by your employer to represent them professionally in front of the client, here is an example that can help you get a better idea of what your resume can look like.

When applying to be a personal banker make sure you mention your dedication towards the job, even in doing overtime and your ability to hit and surpass targets. 

Additional Personal banker Resume Tips

• Throw in some impressive numbers – As this is a job defined by a lot of client-oriented KPIs which are common throughout the industry, it is worth mentioning your achievements such as the client retention ratio, the amounts attracted as deposits, the amounts given as loans and the percentage of leads turned clients.
• IT skills- As the world is becoming more and more technical, having good IT skills helps as it speeds up your work, makes you stay organized, and at some point it could even help your organization save money by cutting expenses through high automation.

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