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.
Cashier, September 23, 2016, November 6, 2016, Sams Club, Plattsburgh, New York, United States, Greeted Customers, handled their transactions and try to upsell products.
Server, May 2011, present, Buffalo Wild Wings, Mt. Pleasant, MI, , Greet guests and accurately take orders in a timely fashion. Successfully maintain friendly and upbeat attitude during peak business hours. Assist guests throughout their visit and resolve any issues. Issue bills and collect cash/credit card payments. Inspire teamwork by helping team members who are in need. Maintain sanitary conditions by following restaurant standards of operation.
Cashier, 02/2013, 02/2014, Trios Pizza, Mansfield, Texas, United States, I would process transactions using the POS system Take phone calls and assist anyone who needed help. Providing customers with everything they needed to have a great experience.
Patrician College of Arts and Science, 2016, Chennai, Tamil Nadu, India, Commerce, B.Com, I have done my graduation in Bachelors in Commerce and am seeking for a opportunity in banking domain
I aim to achieve my targets in a planned,coordinated and an efficient manner to give my best to my job and expect my employers to allow me to reach the maximum of my potential .I work with complete honesty and utmost dedication and avoid leaving any stone unturn on my way to achieve my targets.
Host, October 15, 2016, Present, Beethoves, Paola, Kansas, USA, I Host at Beethoven's #9; I help customers, serve food, and clean tables.
staff accountant, June 2016, August 2016, Sambo Okolo and company llc, Randolph, Massachusetts, United States, Arranged credit reports for the managing team. . Realized financial and periodic reports required by laws, regulations, and management team.
Walter State Community College, 2018, Morristown, Tennessee, United States, History and Theater, None yet, I will be graduating next spring and I plan to have my Theater degree.
Construction, 2010, 2017, Goldwater Bank Remodeling, Cleveland, Ohio, United States, Renovated existing homes. Followed blueprints to frame walls and install beams. Installed drywall, painted, and did other detail orientated work.
Assistant Manager, 12/2011, 11/2015, Pet Supplies "PLUS", Fort Gratiot, MI, United States of America, I started as a cashier and worked my way up. My job here was to aid customers in which product best suited their pets diet. Vet referrals, hands on training seminars. The job also included counting the register tills down, counting the safe and handling the banking deposits as well as product shipments and deliveries.
gautam buddha university, 2016-18, gautam budh nagar, uttar pardesh, india, commerce, MBA, Master of Business Administration Master Degree in Banking and Finance
Farm Stand Attendent, May, 2012, Aug. 2014, Biz-z-Bee Farm, Lunenburg, Vermont, USA, Handled cash transactions and performed customer service.
Senior Personal Banker, April 2012, Present, Sandy Spring Bank, Silver Spring, MD, USA, Set up and supported relationships with customers providing constant assistance. Identified customer needs and recommended appropriate products & referrals to internal banking partners. Submitted and closed all non-mortgage consumer loan requests. Submitted small business loan applications and packages up to $150,000 to the Small Business Loan Center. Worked within communities in and around the downtown Silver Spring area to detect and bring new business. Visited business customers with branch manager and business banking partners. Assisted with writing and editing annual branch market plan. Attained ratings of of 'Achieved' (2015) and 'Commendable' (2016) on the annual employee performance scorecard.
Drive Thru Member, October 2013, August 2016, Chick Fil A, Williamsburg, VA, United States, While employed under Chick Fil A, I was trained in all eligible positions, handled cash, food, and drinks. I improved in communication and efficiency as well as speed and exceptional customer service. Identified customer needs and did my best to fit them. Kept quality and procedural standards within the branch Set and achieved targets
Intern, 2014, 2014, Goldman Sachs, Manhattan, New York, United States Of America, Assisted full time Analysts and Associates in the development of client presentation and various analyses.
Stock Boy, July 4, 2016, August 4, 2016, Walgreens, Brooklyn, New York, Unites States of America, -Assisted customers and answered all their questions about our products.-Assisted clients to find items, informed about products' characteristics, compared different models, described purchase terms and conditions, provided information about warranties and recommended one product or another according to customers' needs.-Organized items, controlled inventory and cleaned the store.-Explained and demonstrated products to customers to help them to make purchases.
GOVT DEGREE COLLAGE BOYS ANANTNAG, COMPLETE, ANANTNAG, JAMMU AND KASHMIR, INDIA, BACH-LOUR OF COMPUTER APPLICATIONS, GRADUATE BCA, Bachelor’s Degree in Computers Application Bachelor’s Degree in Computers Application
Sales Associate, 09/22/2010, 10/24/2012, Amys Hallmark, Santa Ana, CA, US, Directed sales actions, trained sales staff and evaluated performance and results. Analyzed customer needs, volume potential, discounts, price ranges and planned sales campaigns to achieve the company objectives. Organized activities of all the workers involved in marketing, promotional activities and media to obtain campaign approval. Dealt with the cash register, returns and exchange requests. Assisted clients to find items, informed about products' characteristics, compared different models, described purchase terms and conditions, provided information about warranties and recommended one product or another according to customers' needs. Informed clients about existing financing options and prepared documents required for each sale. Organized items, controlled inventory and cleaned the store. Informed and demonstrated products to retails stores. Ordered stock for the retail and ensured distribution in due time. 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. Maintained and completed leads and sales processes in accordance with the company policy.
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.