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.
Private Client Banker, 2014, Present, JPMorgan Chase, Fishers, IN, USA, Identified customer needs and did my best to fit them. Set up and supported relationships with customers providing constant assistance.
Ops Fraud Specialist II, 1/2016, 11/2016, Citi Corp, Hagerstown, MD, United States, Identified customer needs and did my best to fit them Observed quality and procedural standards Set and achieved target goals for individual performance Analyzed client accounts to identify possible fraudulent/unusual activity Researched client information Contacted client to confirm activity, taking remedial actions as necessary Work with business trainer in classroom environment to facilitate learning to new hire class (act as subject matter expert for fraud department)
teller/loan officer, teller/loan officer, 09/14 to prestent, union trades federal credit union, Charleston WV 25301, Charleston WV 25301, united states, Identified customer needs and did my best to fit them. Controlled customer accounts.
H & R Block, 2015, Franklin, IN, USA, Tax Preparation, Certificate, Took course on how to prepare tax returns for customers.
Drive Thru Attendant/Cashier, 01/2016 -, 07/2016, Taco Bell, Grand Haven, MI, United States, Maintained organization and kitchen cleanliness. Dealt directly with Customers. Managed finances of Cash register.
Dealer, 10/2/2004, 16/5/2007, Sunchan Securities, Mumbai Bandra, Maharashtra, India, Set up and supported relationships with customers providing constant assistance. Evaluated collection reports and outstanding balances. Evaluated financial procedures such as reporting systems, accounting, collection and investment activities, and proposed changes to improve timing and results. Identified customer needs and did my best to fit them. Supervised the daily perform of the office. Interviewed and recruited staff. Motivated and led the branch team Visited business customers.
Customer Service Executive, Nov 2015, Till now, HCL, Chennai, Tamilnadu, India, Controlled customer accounts. Controlled assets, records, loan collateral, and securities to guarantee safekeeping. Developed and analyzed data to value the current and future financial situation of clients and companies.
Central Girls Sr. Sec. School Ajmer, 2009, Ajmer, Rajasthan, India, Arts, MA (Hindi), Bachelor of Arts Master Of Arts in Hindi Litrature B.ed.
University of Texas Rio Grande Valley, 2019, Edinburg, Texas, USA, Finance, Bachelors Degree in Finance, Bachelor's Degree in Accounting
Assistant Manager, 6/24/15, Present, Dion's, Rio Rancho, New Mexico, USA, I am currently an Assistant Manager at Dion's.My duties and experience includes: -Managing an eight hour shift with 10+ people -Doing nightly counts and drops from the registers -Counting money from the night before often exceeding $4000 dollars in cash -Participated in operational decisions, such as staff planning, target setting and policy development. -Brought valuable feedback to weekly manager meetings -Made positive impacts on cost control goals, such as employee cost, gross profit, food cost, etc. -Identified customer needs and did my best to fit them.
Hostess, June/2014, January/2015, Casa Tequila, Hartford, WI, United States, -Welcoming the guests that come to the restaurant -Making them comfortable while they wait for their tables -Recommending dishes to them before they order -Making reservations and seating the guests accordingly -Making sure that each table has a waiter attending to the guests -Looking after the other employees of the restaurant and the managing them -Look into the complaints made by the customers and see to it that they are rectified quickly -Working closely with the management of the restaurant -Reporting about the everyday business of the restaurant to the management and bring to their notice if any problem has arise -Act as a way of communication between the kitchen and the restaurant staff
Intern, December 2016, January 2017, The Financial Doctor, New Delhi, Delhi, , Studied risks and determined possible investment impacts on the company.
Collateral Specialist, September 2015, Current, First National Bank of Omaha, Columbus, NE, US, Pull daily Paid off reports for Consumer and Commercial loan accounts. Release any collateral that has been paid off such as vehicles, UCC's/EFS and Deeds of Trust. Review all Commercial loans for accuracy and that we hold collateral stated in the Promissory note. File new liens on vehicles. File new Deeds of Trust for new HELOCs or Commercial Properties.
Remittance Processing Specialist III, 04/2015, Present, Bank of Albuquerque, Albuquerque, NM, , The Remittance Processing Specialist III is primarily responsible for the daily processing and packaging of remittance accounts either in the Retail or the Wholesale Remittance Department. Receives, opens mail and processes deposits by manual or automated means, according to the customer specifications; balances payment transactions and performs data entry for data analysis and billing purposes; utilizes automated mail opening equipment, computerized processing equipment, and various output mediums to process accounts as departmental and customer procedures instruct.PRINCIPLE DUTIES AND RESPONSIBILITIES: 1.Receives, sorts and opens remittance payment envelopes, including cash and non-cash items, by hand or by use of automated equipment according to type of payment and customer specifications; prepares general ledger cash entries; examines contents of mail for correct information by following specific set of detailed instructions for opening mail and preparing payment information; may screen checks for acceptable payee, signature, foreign items, correct amount and paid in full determining processable and non-processable items; sorts mail by specific remitter name. 2.Produces reports detailing payment information according to customer specifications using on-line computer applications; reassociates customer work according to instructions preparing it for delivery by mail, courier or electronic means. 3.Balances and validates checks to remittance advices processed internally or received from external source (customer remote scanning, credit card processor) Enters payment information into main frame and PC based computer systems as requested by the customer. 4.Uses high speed imaging equipment to scan checks and documents into TMS 2011 computer system. 5.Performs daily, weekly and monthly data entry of remittance statistics for analysis and billing purposes.
To find a rewarding position that will allow me to use skills that I have developed as a business owner such as social media management, online and email marketing, and content creation.
server, 10/5/2016, 2/9/2017, Olive Garden, Antioch, Tennessee, United States, Set up and supported relationships with customers providing constant assistance. Identified customer needs and did my best to fit them. Dealt with client problems and complaints keeping cordial and helpful. Operated the cash register and handled return or exchange requests.
Sale and manager, 11/4/2015, 8/1/2016, Mr Top Street Food, Danang, Hoa Thuan Tay District, Vietnam, I had a part- time job. I was a sale and manager at Mr Top Street Food, which was a street food store. This job helped me improve my communication skills with customers and staffs. I learnt arrange a time.
Commissioned Sales, 2/2015, 10/2015, SEARS, Moorestown, New Jersey, US, My job at Sears was to sell home improvement products. Sears had a variety of products like treadmills, car jacks, and tractors, etc. Even though I only made $6.25 I would make a about $200-300 off commission alone. In addition to selling the product we had to push the protection plans that go with the products.
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.