A professional resume is essential for a successful job search. Choose a resume from our selection of banking and financial services resume templates. We offer tips and tools for creating interview-worthy resumes for positions such as bank executive, loan officer, tax preparation, or investment banking pro.
Free Banking and Financial Services Resume Templates for Industry Professionals
See templates and job-specific tips for the banking and financial services industry.
Find the Perfect Banking and Financial Services Resume Templates
The banking and financial services industry is a wide-open field with lots of job opportunities. Job market experts use trends to predict industries with promising futures, and this field has great potential. Investment pros, for example, have a steady growth outlook of nearly 80,000 jobs over the next eight years. In addition to a steady job and nice paycheck, bankers and finance pros enjoy comfortable benefits and have plenty of room to advance.
We offer well-written banking and financial services resume templates to help you get the position you want. Professionals from within the industry have written the templates to ensure accuracy. Review several of our samples, and choose a design that fits your goals. Read through tips about the best practices for resumes. Learn how to write for applicant tracking systems and how to choose skills to include. Our advice and writing tools offer step-by-step guidance through the creation of your resume.
Draw upon our knowledge of industry requirements and your own professional skills to quickly write a strong resume. Boost your career opportunities with our resume templates and writing tips. Whether you want to help clients get into a home or invest in their future, we have the templates to get you there.
Bank Manager Resume Template
A strong resume is crucial to getting the bank manager position you want. As a banker, you have the chance to positively impact clients' lives, so be sure to include some soft skills with your technical abilities. Your resume should reflect your level of experience and aptitude. Choose a design that plays up professional skills and presents your best information first. If you're seeking your first management position, showcase your leadership qualities. Back them up with specific stories and numbers. Bankers generally get evenings, weekends, and holidays off and enjoy many other benefits. The right resume gives you access to those comforts. Choose the option from our banking and financial services resume template that places you in the best light.
Bank Executive Resume Template
A resume for a bank executive must be professional and accurate. Thoroughly, but concisely, cover your previous experience and your credentials. Use metrics and specific examples to give potential employers a glimpse of your capabilities. A powerful resume helps hiring professionals decide whether you have the technical abilities and personal skills you need. Use one of our banking and financial services resume templates to create a document that leads to interviews. We have a wide selection of templates for a variety of financial positions to help you obtain the challenging job of an executive.
Loan Officer Resume Template
Loan officers work in banks, car dealerships, mortgage companies, and other offices. These professionals have a bright job growth outlook. Your resume should reflect your knowledge and skills. It should also present your ability to work well with customers. Present your math, analytic, and communication skills. Consider the type of company where you want to work, and pair that with an appropriate resume template design. Most employers will expect accuracy and attention to detail; some potential employers may make judgements based on the organization of your document. The right template design can help you put your best information where it is easy to see.
Tax Preparation Resume Template
As a tax preparer, you can find comfortable jobs all over the country, but you'll need a great resume to get there. Include examples that show you are familiar with tax preparation for individuals or small businesses. Pack your skill section with your software skills, knowledge of economics and accounting, and communication abilities.This skill set is not the same one you may need for banking jobs. Resumes for tax preparers should be full of accounting and tax law information. Customize one of our banking and financial services resume templates. Make your document display your strengths for potential employers.
Investment Banking Resume Template
Investment bankers often help securities professionals and their clients make deals. They handle many types of investments and guide clients in mergers. Other duties include offering business and financial advice and analyzing market conditions. Your resume should cover these tasks, especially those listed in the job posting. Show off capabilities and training, such as computer and software skills. If you have focused on an area of specialization, such as green investments, include that as well. Choose action verbs to begin each example. Search through our collection of templates to find the best choice for your purposes.
Additional Popular Banking and Financial Services Resume Templates
These are just a few examples of the banking and financial services resume templates in our collection. Search through designs and industry-specific resumes to find one that matches your goals. You'll see templates for statisticians, operations research analysts, and actuaries. We base our templates on resumes from professionals in each field.
Section Manager/Assistant Vice President, 2010, 2016, Huntington Bank, Columbus, OH, USA, Selected work teams, and supervised coaching programs. Directed an assigned loan portfolio and associated client relationships following the bank’s credit policy. Arranged reports for the managing team. Participated in operational decisions, such as staff planning, target setting and policy development. Kept quality and procedural standards within the department Supervised the daily performance of the department. Interviewed and recruited staff. Established policies to improve confidence between the bank and its customers. Motivated and led loss mitigation teams. Set and achieved daily, monthly, quarterly and year end targets. Directed new hire and remedial training courses.
Corporate Senior Detail Assistant., September 2015, Present, JCPenney, Columbus, Ohio, United States, Arbitrator on a Corporate Customer Level. Supplier Liaison on a Corporate Level. Dealt with client problems and complaints keeping cordial and helpful. Trained the client service department on customer service and phone skills.
GOVT COLLEGE AMBALA CANTT., 2011, AMBALA, HARYANA, INDIA, COMMERCE, M.COM, AFTER COMPLETION OF PG ,CURRENTLY PREPARING FOR BANKING EXAMINATIONS IN PUBLIC SECTOR BANKS
A proactive and goal oriented professional. Committed to achieving business objectives by fully understanding the market and building strong relationships with the customers. Enjoys being part of a dynamic team and thriving in a challenging environment.
Hostess, 01/13/2015, 12/15/2016, Texas Roadhouse, Springfield, Missouri, , Seating people, Taking reservations
Hostessing, June 10, 2014, Current, Giannos, High-Point, North Carolina, United States, Identified customer needs and did my best to fit them. Set up and supported relationships with customers providing constant assistance.
Custodian, 02/2015, 01/2017, Hillgrove Services, cincinnati, Ohio, , Custodian at Elder High School and St Dominic Elementary School. I have also done various other jobs in the company such as floor refinishing, landscaping and yard work.
Seeking to apply my 4+ years of client-facing experience, problem solving, and proven leadership skills to the position of bank teller at Chase.
St.JOHN VIANNEY'S GIRLS HIGH SCHOOL, 2012, PALLIYADI, MARTHANDAM, INDIA, MATHSBIOLOGY, B.E, Bachelor's Degree in Industrial Engineering
Teller/Client Service Representative, 05/2015, 01/2017, Gibraltar Private Bank, Miami, Florida, United States, Responsible for processing of transactions, the maintenance of corresponding records, account opening functions, and providing excellent customer service. Process various transactions to include, but, not limited to new account opening and closing, file maintenance, wire transfers, stop payments and transfers while adhering to bank policy and procedures.
International Public School, 2011, Bhopal, Madhya Pradesh, India, Science Maths, j, h
Indiana University, 2017, Richmond, IN, United States, math, B.S Mathematics, no
Sales Associate, 02/02/16, Current, Macys, Boca Raton, Florida, , Dealt with client problems and complaints keeping cordial and helpful. Operated the cash register and handled return or exchange requests. Anticipated customers' needs and recommended products. Assisted customers and answered all their questions about our products. Promoted our products through different events and activities such as advertising campaigns to originate customers' interest and to increase sales. Determined where and how our products had to be displayed within the store to sell as much as possible. Promoted our products within the store. Dealt with payments using credit card machines and totalized sales on daily basis. Organized items, controlled inventory and cleaned the store. Developed actions to improve the brand image. Improved brand image, product knowledge and sales results, product awareness and brand image developing combined strategies. Maintained good professional relation with different teams and type of professionals, from senior managers to vendors, sales assistants, third agencies, and other organizations.
Calcutta University, 2006, Kolkata, West Bengal, , English Honours, 2nd Class, 45% of Marks
Server, 07-2013, 03-2014, Half Moon Sports Grill, Phoenix, AZ, , Politely and sincerely greet all customers Explain the menu items and give suggestions Deal with customer payments and register use Clean the restaurant and equipment
Branch Supervisor, August 2010, July 2016, First Clover Leaf Bank, Edwardsville, Illinois, USA, Developed and analyzed data to value the current and future financial situation of clients and companies. Evaluated information related to costs to plan budgets. Worked within communities to detect and bring new business. Maintain knowledge of banking product and services, including regulations, policies, procedures. Ensure excellent customer service skills are practiced by all the staff. Facilitate meetings to disseminate operational information. Assist personal bankers as needed. Prepare teller performance appraisals and disciplinary notices as required. Audit teller drawers. Assist new tellers and personal bankers with training. Preform pre-audits to insure ongoing adherence with compliance procedures. Maintain and test alarms and other security devices.
General Labor, January 15, 2010, Current, Prographic Signs and Banners, Cheektowaga, New York, United States, Work directly with customers in regards to vehicle lettering, banners, signs, advertisements. Answer phone calls and assist customers in the most ideal form of signage for their business. Also, I assist my coworkers in applying vehicle graphics, producing signs, as well as out of office installations.
Cashier, 08/01/2016, Present, CVS, Frisco, Texas, USA, Greet customers and build strong relationships. Ensure customers are completely satisfied Inform customers of weekly sales, answer questions about products and ads Resolve customer complaints in a professional manner. Provide exceptional training to junior staff members. Handle cash, cards, issue money orders Maintain cash register Open customer accounts
Additional Banking and Financial Services Resources
Bureau of Labor Statistics: Learn more about specific job opportunities in the banking and financial services industry. This federal agency provides information about pay, education, and qualifications.
O*Net Online: Get detailed facts about the job outlook and requirements for professionals in banking and financial services.
Professional Associations and Careers for Banks and Financial Services: Use this database to learn more about professional associations, necessary credentials, and industry current events.