3 Best Investment Banking Resume Examples and Templates for 2025
20 Best Banking Resume Examples and Templates for 2025
By Andrew Stoner
, Executive Resume Writer and Career Coach
Andrew Stoner
Read More
Executive Resume Writer and Career Coach
Last Updated:
July 30, 2025
This guide provides expert tips for creating a results-driven resume that emphasizes the best aspects of your banking experience.
Key takeaways:
- Use bullet points to showcase your work highlights. Start each bullet point with a strong verb like “Created” or “Enhanced.”
- Spell out the results of your past work as a banking professional, and describe how your efforts helped customers or the wider organization.
- Show your skills relevant to a banking role, such as customer service, financial analysis, or portfolio management.
Most Popular Banking Resumes
Banker Resume Example
Why this banking resume example is strong:
This resume excels with a prominent skills section that shows Allison’s different ways of adding value to an organization.
Banking Center Manager Resume Example
Why this banking resume example is strong:
This resume has impressive data on customer service improvement, showing how Amar helped build and maintain effective banking centers.
Associate Investment banker Resume Example
Why this banking resume example is strong:
This resume uses dynamic verbs like “restored” and “led” to express how Yaling has been an active contributor at each past employer.
Relationship Banker Resume Example
Why This Resume Is a Great Example
Taylor quantifies portfolio growth plus referral revenue, demonstrating strong relationship-driving results.
Key Tips
Use precise growth percentages to highlight your impact on client portfolios. For guidance on effective skill sections, see How to List Skills on a Resume.
Bank Branch Manager Resume Example
Why This Resume Is a Great Example
Jordan uses clear revenue and efficiency metrics, like “25% revenue growth” and “30% faster transactions,” to showcase managerial impact.
Key Tips
Highlight both financial and operational improvements to demonstrate comprehensive branch leadership. For more on strong formats, see Best Resume Formats.
Universal Banker Resume Example
Why This Resume Is a Great Example
Morgan highlights dual operational and sales metrics (“99.8% accuracy” and “$800K revenue”), showcasing universal-banker versatility.
Key Tips
Combine transaction accuracy with sales figures to demonstrate both service and sales strengths. For tips on balance, see How to Make a Resume.
Banking Call Center Representative Resume Example
Why This Resume Is a Great Example
Casey demonstrates call-center effectiveness by tying operational volume (80 calls/day) with referral impact (45% enrollment bump).
Key Tips
Use call metrics alongside sales referrals to show both service and revenue contributions. For more on service roles, see What to Put on a Resume.
Personal Banker Resume Example
Why This Resume Is a Great Example
Jamie pairs client-book growth, such as “28% deposits” and “20% loans,” with sales revenue, showcasing both relationship and sales strengths.
Key Tips
Highlight both portfolio growth and product-sales metrics to demonstrate your dual advisory and sales capabilities. For more on structuring metrics, see Best Resume Formats.
Commercial Lender Resume Example
Why This Resume Is a Great Example
Taylor couples origination volume ($120M closed) with underwriting efficiency (93% first-pass), highlighting both growth and process excellence.
Key Tips
Use both volume and efficiency metrics to underscore your commercial-lending impact. For guidance on financial modeling, see Skills to Put on Resume.
Mortgage Banker Resume Example
Why This Resume Is a Great Example
Jordan highlights both origination growth and process reliability, demonstrating full-cycle mortgage expertise.
Key Tips
Combine sales achievements with closing-rate metrics to showcase your end-to-end effectiveness. For more on mortgage roles, see How to Make a Resume.
Credit Analyst Resume Example
Why This Resume Is a Great Example
Morgan emphasizes risk control and process automation, demonstrating credit-analysis strengths.
Key Tips
Show both portfolio health metrics and efficiency gains to illustrate comprehensive credit expertise. For more on analysis roles, see Work Experience on a Resume.
Branch Operations Manager Resume Example
Why This Resume Is a Great Example
Cameron ties error reductions to both revenue operations and audit success, demonstrating operational acumen.
Key Tips
Quantify process improvements and audit outcomes to highlight your operations leadership. For more on structuring results, see Best Resume Formats.
Wealth Management Advisor Resume Example
Why This Resume Is a Great Example
Riley highlights asset growth, like “$200M to $450,” and retention metrics, showcasing investment and relationship expertise.
Key Tips
Use precise return and retention rates to convey investment performance and client satisfaction. For insights on financial planning roles, see What to Put on a Resume.
Banking Operations Analyst Resume Example
Why This Resume Is a Great Example
Morgan quantifies both cost reductions and system-migration success, demonstrating analytical and project-management strengths.
Key Tips
Include cost-savings figures and accuracy rates to showcase your analytical impact. For advice on highlighting technical skills, see Skills to Put on a Resume.
Treasury Analyst Resume Example
Why This Resume Is a Great Example
Casey underscores forecast improvements and automation savings, which demonstrate treasury proficiency.
Key Tips
Highlight both accuracy gains and time savings to illustrate your treasury-analysis strengths. For more on finance roles, see Resume Keywords.
Bank Trainer Resume Example
Why This Resume Is a Great Example
Jamie quantifies training-completion gains (70% to 98%) and adoption boosts (25% higher product use), showing instructional impact.
Key Tips
Use completion rate and adoption metrics to showcase training effectiveness. For more on learning roles, see How to Write a Resume Summary.
Risk Management Officer Resume Example
Why This Resume Is a Great Example
Taylor highlights major loss reductions, like “40% fewer incidents” and “$1M saved,” and remediation rates, demonstrating risk-management success.
Key Tips
Combine incident-reduction and loss-prevention metrics to underscore your risk-control prowess. For more on policy roles, see What to Put on a Resume.
Mortgage Underwriter Resume Example
Why This Resume Is a Great Example
Riley quantifies both throughput—“1,200+ applications,” “95% on-time decisions”—and quality—“40% fewer defects”—demonstrating underwriting excellence.
Key Tips
Emphasize both volume and accuracy metrics to showcase your underwriting rigor. For advice on crafting clear objectives, see Resume Objective Examples.
Private Banking Relationship Manager Resume Example
Why This Resume Is a Great Example
Jordan pairs AUM growth with fee-income gains and referral upticks, demonstrating holistic private-banking impact.
Key Tips
Combine asset-growth and revenue metrics to underline your relationship-driven results. For tips on listing volunteer or event experience, see How to List Volunteer Work Experience on a Resume.
Banking Compliance Officer Resume Example
Why This Resume Is a Great Example
Alex quantifies defect reduction and audit success rates, showing compliance leadership.
Key Tips
Highlight both defect reductions and examination outcomes to showcase your compliance effectiveness. For guidance on banking compliance roles, see What to Put on a Resume.
Banking Text-Only Resume Examples and Templates
How To Write a Banking Resume
Using a template can help you write an effective banking resume. Your banking resume should usually include these sections:
- Contact information
- Profile
- Key skills
- Professional experience
- Education and certifications
1. Share your contact information
Give your full name, phone number, email address, location, and links to any online professional profiles. Ensure your contact information is current so employers can reach you for an interview.
Example
Your Name
(123) 456-7890
[email protected]
City, State Abbreviation Zip Code
LinkedIn Profile
2. Create a profile by summarizing your banking qualifications
Impress hiring managers at the top of your resume by giving the three to five primary reasons you excel in banking.
Example
Banking center manager with a strong background in financial management, customer service, and risk management. Demonstrated success overseeing daily operations, improving customer satisfaction, and leading top-caliber teams.
3. Create a powerful list of your banking experience
View the experience section as a chance to give detailed examples of your work and success as a banker or in other banking roles.
Example
Banking Center Manager, ABC Finance Inc., Boston, MA | January 2019 to present
- Train, supervise, and evaluate a 15-member team, ensuring adherence to the bank’s policies and procedures
- Streamlined daily reporting procedures, increasing efficiency by 15%
- Resolved various customer issues, decreasing complaints by 30% within the first year
Resume writer’s tip: Quantify your experience
Avoid bland job descriptions by using relevant performance data and metrics to show the results you’ve achieved as a banking professional. Hard numbers put your work in context and give recruiters a better sense of your scope and impact.
Do
- “Analyzed and modeled over 30 investment opportunities, resulting in 10 successful deals”
Don’t
- “Analyzed investment opportunities”
Resume writer’s tip: Tailor your resume for each application
Most finance organizations rely on some form of applicant tracking system (ATS) to identify qualified candidates for job openings. To get your resume through the initial screening and into the hiring manager’s hands, incorporate keywords from the job posting directly into your profile, professional experience, and skills section.
What if you don’t have experience?
Writing a resume can be hard if you don’t have real-world experience. But you still have valuable skills and knowledge from your education and training. Showcase any relevant coursework you’ve done or certifications you’ve earned. Also, consider including volunteer work or internships you’ve completed in your field, and emphasize your work ethic and willingness to learn. By highlighting these qualities, you can show how you’d be an asset to any team.
4. List any education and certifications relevant to banking
With the education and certifications sections, you can show you have a strong knowledge base in your field. Cite any credentials you’ve earned that speak to your abilities as a banker or banking professional. Following are templates to help you organize this information on your resume (note: years are optional).
Education
Template:
[Degree Name], [School Name], [City, State Abbreviation] | [Graduation Year]
Example:
Master of Business Administration (MBA), Concentration in Finance, Harvard Business School, Boston, MA
Certifications
Template:
[Certification Name], [Awarding Organization] | [Completion Year]
Example:
Certified Financial Services Auditor (CFSA), Institute of Internal Auditors
5. List key skills and proficiencies for banking
A separate skills section lets you quickly display the different ways you can add value to a bank or financial services company. Below, you’ll find some key banking-related terms and skills to consider for this section:
| Key Skills and Proficiencies | |
|---|---|
| Account management | Asset allocation |
| Client retention | Cost reduction |
| Customer service | Data gathering and analysis |
| Deal closures | Financial analysis |
| Financial modeling | Portfolio management |
| Process streamlining | Reporting and documentation |
| Risk management | |
Resume writer’s tip: Use specific action verbs
One of the best ways to enhance your resume is by starting each bullet point with a strong action verb. Dynamic verbs help you keep the hiring manager’s attention and show the varied nature of your experience. The following list can help you find a good mix of action verbs for your banking resume:
| Action Verbs | |
|---|---|
| Advised | Allocated |
| Consulted | Created |
| Decreased | Enhanced |
| Exchanged | Facilitated |
| Fostered | Generated |
| Grew | Guided |
| Improved | Increased |
| Introduced | Issued |
| Lowered | Prevented |
| Ranked | Reduced |
| Streamlined | Transferred |
| Updated | Won |
How To Pick the Best Banking Resume Template
A resume is a simple tool for professional communication and should be formatted accordingly. Choose a clear and straightforward template, and avoid any template with elaborate graphics or various colors and font styles. Simple resume design helps a hiring manager scan for relevant information. It also helps you tailor the document to each job application and make updates to your work history going forward.
Frequently Asked Questions: Banking Resume Examples and Advice
How can I adapt a Banking resume example to reflect my career progression?
Adapting a Banking resume example to your career journey means focusing on how your skills and responsibilities have evolved over time. Be sure to include specific milestones that show how your role has changed and your growing expertise. If you're applying for a more senior role, highlight leadership positions, advanced skills, and any industry-specific certifications that support your qualifications.
How do you align your resume with a banking job posting?
First, look closely at the job post text and words that are repeated or emphasized. Compare these highlighted phrases to the language you're using in your resume, particularly the profile and key skills sections. Then, seek ways to align your resume language with the job posting while not copying phrases or misstating your background.
For example, if the firm seeks someone collaborative, describe that aspect of your experience in your profile. Or say the company has many non-English speaking customers. Display your foreign language skills both in your profile and as a separate section farther down the document. With adjustments like these, you can make your resume more relevant to each opportunity.
What is the best banking resume format?
The combination or hybrid format, which merges a functional resume's profile section with a chronological resume's experience section. Most modern resumes (including the three on this page) follow this format because it gives hiring managers the clearest view of an applicant's strengths and work history.
Expert advice:
Include a cover letter with your resume
A good cover letter enhances most job applications. To write a standout letter, get specific. Tell the hiring manager why you’re interested in their organization and the specific banking role they hope to fill.
Check Out Related Examples
Executive Resume Writer and Career Coach
Andrew Stoner is an executive career coach and resume writer with 17 years of experience as a hiring manager and operations leader at two Fortune 500 Financial Services companies, and as the career services director at two major university business schools.
Written by professional resume writers and loved by hiring managers
Resume Templates offers free, HR approved resume templates to help you create a professional resume in minutes. Choose from several template options and even pre-populate a resume from your profile.