How To Write A Banking Customer Service Resume (With Sample)

By Indeed Editorial Team

Published 30 June 2022

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

Customer service is an important job in banking, as it helps build and maintain client relationships. A well-designed resume that displays your unique skill set, experiences and education history can help you impress hiring managers. If you are interested in applying for a banking customer service position, it is a good idea to learn about how to create an effective resume. In this article, we explore seven steps for writing a banking customer service resume and provide a template and sample resume to help you create your own.

What Is Customer Service In Banking?

Customer service in banking is a department that assists customers in completing transactions, such as deposits or withdrawals. In this position, you assist customers with solving specific issues, such as replacing damaged credit cards. Banks help individuals manage many important financial issues, so ensuring a positive customer experience helps banks attract and keep more customers. Individuals in customer service positions within the banking industry require the ability to communicate, behave professionally and understand cash management.

Related: Types Of Jobs In The Banking Sector (With Salary Information)

How To Create A Banking Customer Service Resume?

Here are seven steps you can follow when writing your banking customer service resume:

1. List contact information

Create a header at the top of your resume, centred on the page, with your name, phone number, email address, location and, if you have one, a professional website. You can use a font larger than the rest of the text on your resume so hiring managers can easily reference this information. You can also find resume templates online that may help you create a visually appealing and professional header.

Related: How To Get A Bank Job: A Complete Guide

2. Include a summary

Writing a professional summary after your contact information can be an effective way for you to explain how your experience and skills qualify you for a representative position in a bank. Most summaries describe relevant work experience and skills you have gained throughout your career, while some summaries may focus on career goals and skill sets. The summary section of a resume for a banking customer service representative specifically describes how your skills, experiences and goals can help you handle customer service enquiries and manage finances.

3. Describe relevant experiences

Listing previous job titles and descriptions of your specific duties or responsibilities can help improve a potential employer's perceptions about how your unique experience qualifies you for a position within their company. Consider organising this section in reverse chronological order, with your most recent experience at the top. It is a good idea to highlight banking positions, but you can also include other positions in which you handled money or worked in customer service. For each position, include your job title, your length of employment, the company's name and location and three to five responsibilities you held.

Related: What Does A Bank Clerk Do? And How You Can Become One

4. Include skills

Listing hard and soft skills that relate to banking customer service positions can help you display your qualifications. If you have any unique skills, such as the ability to speak a foreign language, including them can help differentiate you from other candidates. Skills in other areas, such as math and writing may also help show that you are qualified for banking customer service positions. Here are some other skills to consider including on your banking customer service resume:

  • Communication: Communication is an important skill for banking customer service employees because they talk to many new and existing customers. Having strong written and verbal communication skills can help distinguish you from other applicants.

  • Data entry: Banking customer service employees are often responsible for entering new customer information or editing existing information in a database. If you have experience with data entry, consider including it on your resume.

  • Industry knowledge: Specific skills related to the banking industry are a great addition to your resume, as it shows hiring managers you already have experience. Examples of these skills include online banking, interest calculation and various types of loans.

  • Conflict resolution: Since banking can involve working with sensitive financial issues, it may occasionally be necessary to help customers remain calm in a challenging situation. Conflict resolution skills can help banking customer service employees accomplish this kind of task successfully.

5. List education

For the last section of your resume, list any relevant education, such as college degrees, courses, professional training or certifications. Banks do not always require their customer service employees to have a college degree, so if you have one, including it on your resume can distinguish you from other candidates. When listing a degree, include your major, the institution's name and the year you graduated if it is within the last five years. When listing a certification, consider including the host organisation, the year you earned it and the expiry date.

6. List awards and achievements

As an optional section on your resume, you could list your awards and achievements to provide examples of official recognition of your skills and abilities. Employers often look for awards and achievements as a reference for previous behaviour in the workplace. Effective resumes for individuals seeking positions as banking customer service representatives may include awards and achievements relating to customer service, money management, teamwork or leadership.

7. Proofread and edit

Before submitting your application, it is important to thoroughly proofread and edit your resume. This shows a hiring manager that you have attention to detail and can lead to a good first impression. One of the most effective ways to proofread a document is to read it out loud, as this can make it easier to notice mistakes you might otherwise skim over while reading to yourself. You can also ask for an outside perspective from a friend, colleague or mentor.

Related: How Much Do Bank Employees Make? A Complete Salary Guide

Banking Customer Service Resume Template

Here is a template you can use when creating your resume:

[First name] [Last name]
[Phone number] | [Email address] | [Location] | [Professional link]

Professional Summary

[Two to three sentences that highlight years of experience, relevant skills, education or certifications and achievements as a professional.]

Experience

[Job Title] | [Employment dates]
[Company Name] | [Location]

  • [A bulleted list of duties you performed, with accomplishments and quantified results]

[Job Title] | [Employment dates]
[Company Name] | [Location]

  • [A bulleted list of duties you performed, with accomplishments and quantified results]

Skills

[Skill] | [Skill] | [Skill] | [Skill] | [Skill] | [Skill]

Education

[Degree and major]
[Name of school or university], [Graduation date if within the past five years]

Certifications (if applicable)

[Certification name], [Host organisation] - [Year completed or expiry date]

Banking Customer Service Resume Example

Here is an example resume for banking customer service roles:

Fatima Singh
+91-4628462730 | fatima.singh@email.com | Mumbai

Professional Summary

Motivated and responsible individual with many years of customer service and cash-handling experience seeking a banking customer service position. Employed in relevant fields since 2016, including four years as a bank teller at a large international bank. Committed to exceeding customer expectations throughout the banking process.

Experience

Bank teller | June 2018–Current
Excellent International Bank | Mumbai*

  • Handle cash, including completing deposits, withdrawals and loan payments for customers

  • Assist customers with understanding different types of loans and guide them through the loan process

  • Introduce new bank customers to services and features that can benefit them

  • Follow all safety and security protocols

  • Maintain confidentiality regarding customer accounts

Customer service representative | February 2016–June 2018
Big Retail Company | Mumbai*

  • Responded to customer questions through email, phone calls and online chat

  • Strived to resolve customer complaints in a timely and satisfactory manner

  • Maintained detailed records of customer interactions

Skills

Data entry | Online banking | Customer service | Communication | Conflict resolution | Attention to detail

Education

Bachelor's degree in communication
Seaside University

Explore more articles