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.
To obtain a challenging and responsible position in Banking sector where I can utilize and enhance my skills to bring out the best in me for the success of the organization thereby accomplishing the goals of a career prospective.
Head Teller, August 1, 2005, Present, ESSA Bank & Trust, Stroudsburg, PA, USA, Identified customer needs and did my best to fit them. Kept quality and procedural standards within the branch Supervised the daily perform of the office. Set and achieved targets Motivated and led the branch team
Senior Representative, Customer Service/Client, Oct 2015, Present, Synchrony Bank, Rapid City, SD, US, Call center job. Assisting both customers and merchants with credit and financial inquiries. Following Procedure and making decisions best for the customer and client.
Package Delivery, 2015, 2016, UPS, Mason, Ohio, United States, Delivered packages to homes and businesses.Dealt with client problems and complaints keeping cordial and helpful.Organized items, controlled inventory and cleaned the store.
No work experience, N/A, N/A, N/A, N/A, N/A, , No work experience
Mortgage Sales Support, March 2006, Present, SunTrust Mortgage, Glen Allen, VA, US, • Compile loan packages and relevant documentation to be submitted for processing and prepare / send required disclosure information for clients. • Process residential mortgage loan applications and submit to Underwriting Department for review and decision‐making process. • Prepare and maintain all post‐closing letters, notices and reports, including late payment reminders, amortized loan statements, escrow analysis, ARM payment adjustments, and discontinuation of mortgage insurance premiums. • Update data into mortgage servicing system for all servicing related duties, including payments, escrow information and paid loans, and prepare daily reports. • Identify compliance issues, document and present findings, and review foreclosure documents, including affidavits of indebtedness, for accuracy of information. • Facilitate payoff requests, processing and paid loan files and verify loan documents and related forms for completeness. • Research, analyze and resolve complex inquires and problems regarding loan servicing. • Perform compliance audit procedures to ensure total compliance with laws, regulations, and all internal policies and procedures. • Closely collaborate with key internal and external stakeholders, including Quality Control, Loan Officers, Senior Leadership, Account Managers, Underwriters, and Settlement/Title Agencies, regarding project scope expectations and timely / accurate project deliverables. • Challenged to consistently provide outstanding customer service to all clients. • Diligently monitor risk exposure and ensure quality, integrity, and soundness of all loan servicing and client relationship management processes.
Warehouse Porter, May 2016, September 2016, Springfield Sportservice, Springfield, Missouri, United States, restocked concession stands in Hammons Field, as well as performed general food preparation, janitorial services, dish washing, and warehouse operations.
Audit Associate, 21-01-2014, 20-04-2014, KPMG, Islamabad, Federal Capital Area, Pakistan, Worked in the capacity of Audit Associate
Professional Banker with nearly Thirty Eight 38 years of experience in international trade and banking. In-depth knowledge of finance, Trade Services & Scrutiny of Import Documents along with exceptional negotiation and problem solving skills.
Assistant Manager, 10/13, Current, Gap factory, Orlando, Florida, USA, Performed plans to expand new and existing customer sales. Improved brand image, product knowledge and sales results, product awareness and brand image developing combined strategies. Directed special projects for the company such as the creation of an in-house promotion agency. Established new measurement and reporting systems to improve quality of customer care. Analyzed performance data to make operational changes. Supervised Customer Service performance to improve processes and quality in service.
Cashier, 11/01/2014, 06/30/2015, Lowes, Irving, Tx, United States, Assisted customers and answered all their questions about our products. Dealt with the cash register, returns and exchange requests.
Kitchen Staff, 4/1/15, 4/29/17, Chick Fil A, Sioux City, Iowa, United States, I assembled the food as well as cooked the majority of the food
Cashier/ Store Protection specialist, September 2015, October 2016, Ross, Orlando, Florida, United States, Customer Service/ cashier and Helped prevent loss and fraud. Dealt with client problems and complaints keeping cordial and helpful. Operated the cash register.
Assistant Web Master, January 18, 2016, March 21, 2016, Team Connection, High Point, NC, United States, Collect information and place in company spreadsheets. Maintain and update company website for e-commerce. Collect information for company financial statements.
Cashier/Greeter, 12/15, 3/17, US Cellular, Quincy, Illinois, United States, I was responsible for most cash management throughout the day. Greeted customers in a timely manner and answered questions while they waited to see a consultant.
I want to be able to serve and protect The citizens of the United States. To be able to come forward and be the one to call for help. To clean up the streets of crime and violence with a team that has the same objective. Though danger may be present, nothing will deter me from taking care of what needs to be done. My ambition is to become a police officer.
Customer Service Representive, 06/18/2012, current, Advance Financial, Nashvile, TN, Davidson, Developed and analyzed data to value the current and future financial situation of clients and companies. Realized financial and periodic reports required by laws, regulations, and management team. Set up and supported relationships with customers providing constant assistance. Set up and supported relationships with customers providing constant assistance. Selected worker team, and supervised coaching programs. Supervised, analyzed and arranged loan enquiries. Accepted and refused lines of credit Directed an assigned loan portfolio and associated client relationships following the bank’s credit policy. Created and established repayment methods with clients to solve problematic cases. Identified customer needs and did my best to fit them. Controlled customer accounts. Kept quality and procedural standards within the branch Studied competitors activity. Supervised the daily perform of the office.
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.