How To Write Banker CV (With Tips, Template And Examples)

By Indeed Editorial Team

Published 3 July 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.

While many job posting requires a candidate to submit a resume, others require a curriculum vitae (CV). A CV is usually longer and provides in-depth information about your skills, work experience and qualifications. Learning what to include in your CV and how to format your banking CV can help you differentiate yourself from other candidates. In this article, we explain what a banker CV is, learn how to write banker CV and provide a template and examples to help you create your banking CV.

What Is Banker CV?

A banker curriculum vitae or CV summarises your professional education, honours, experience, research and projects in a single document. A CV also includes an objective statement and contact details, which allows potential employers to contact you. Your banker CV shows potential employers your skill set and proficiency in the banking industry. It helps advertise your skills and exhibits your expertise for a banker's position. Preparing your CV before applying to a job role can differentiate you from other candidates.

Related: How To Become A Retail Banker (With Skills And Duties)

How To Write A Banker CV

To understand how to write banker CV, follow these steps:

1. Start with your basic information

In the heading of your CV, include your basic contact information, starting with your name in bold and capital letters, followed by your city of residence, phone and email address. Placing this information at the top of your CV makes it easier for hiring managers to contact you. Avoid including your physical address, date of birth and personal social media handles. Share a preferred method of contact so that employers can contact you for a suitable job role.

2. Create a personal statement

Include two or three short sentences underneath your header to introduce yourself to potential employers. This personal statement gives detail of your career goals and top qualifications. Focus on including your top banking skills, qualification and accomplishments. You can use the personal statement to mention your years of experience in the banking industry. As your statement is the first thing an employer notices about you, ensure to include information that shows hiring managers you are a suitable candidate for the job role.

3. Describe your work experience

After your personal statement, the first section to include on your banking CV is the work experience. You can include the part-time, internship and full-time work experience you have. Include your job title, name of the company and the dates attended. Also, include a few job responsibilities you completed. When listing your job responsibilities, use strong action words. This lets your prospective employer understand your professional journey and determine whether you are a qualified candidate for the job role.

4. List your education

Next, provide an ordered list of your educational details by including the highest degree on the top. Include the name of the institute you attended, the course you completed and the graduation date. If you won any academic award for your achievement, include that in the education section of your CV.

5. Add relevant skills and achievements

List any skills that can be helpful for a banking role. Including skills like communication, collaboration and knowledge of banking software can help you differentiate yourself from others. To make yourself an appealing candidate, mention skills that apply to your job description. Give details about your technical banking skills and soft skills. Some technical banking skills include loan processing and selling banking services.

6. Add relevant certifications

If you earned any banking-related certification, include it in this section. Giving details about a professional banking certification can help you qualify for an advanced position and earn a competitive role. If you hold a banking license, include it in your CV to make a good impression on the hiring manager.

7. Mention awards and honours you won

If space permits, include a section detailing the honours and awards you won in your professional and academic career. For each award you win, add the name, year received and the organisation that gave you the award. This helps you give to attract the attention of your potential employer.

Tip For Writing Your CV

Use these tips to write your CV:

Review your work

After completing the first draft of your CV, review each section to ensure correct grammar, spelling and formatting. Cross-verify the dates you mentioned to reflect your years of experience accurately. Read your CV loud to identify potential areas of improvement. To ensure complete accuracy, give it to a friend or colleague member to know their viewpoints.

Use legible fonts and colours

Using legible fonts such as Open Sans, Cambria, Calibri and Georgia. To make your fonts readable, use font sizes 10 to 12 points. Ensure you remain consistent with the style and size throughout your CV. Use larger fonts such as 14 or 16 for your section headings to make your resume attractive. This helps in dividing your CV into various sections.

Customise for each job role

It is often helpful to customise your CV for every job role you want to apply. Take steps to customise your CV to show employers that you want to get hired for the desirable job. Include skills mentioned in the job description to show hiring managers that you read the job requirement.

Use the appropriate tone

Focus on approaching your accomplishments with an objective. Although the purpose of your CV is to highlight your achievement, ensure you provide information concisely and neutrally. Using a professional tone makes you a desirable candidate for the job role.

Include your page numbers

If your CV includes multiple pages, number your pages to help your readers easily navigate. This also helps a hiring manager reference certain sections of your CV. Including page numbers helps them find specific content.

Related: Professional CV Template For Students (With Examples)

Template For A Banker CV

You might start with a CV template to create a professional banker's CV. Use this template as an inspiration when creating your CV for a suitable job:

[Full name]
[City of residence]
[Email address]
[Phone number]

Personal statement
[One to three sentences describing your top goals, qualifications and examples]

Work experience [Position Title] [Date of employment]

[Name of employer] [City and state of the employer]

  • [Bulleted list of job accomplishments and responsibilities]

Education
[Degree] in [area of study]
[College or university attended]
[Dates attended]

  • [Educational achievements you earned]

Skills

  • [Bulleted list of relevant soft and hard skills of a banker]

Certifications

  • [List of certifications you earned as a banker]

Awards and achievements

  • [Awards or achievements you earned that are relevant to the job role]

Related: CV Template: Importance, Components And Example

Example Of A Banker CV

Here is an example of a CV that you can reference when creating your own:

Example 1: Bank manager CV

Sumit Manchanda
New Delhi
sumit.manchanda@bbmail.com
8799456125

Personal statement
Motivated professional with over nine years of experience handling and managing a branch. Seeking a position where I can collaborate with a banking team and build community connections in a bank that offers a friendly and flexible.

Work experience
Dual Sindhu Bank
Bank manager | New Delhi | Dec. 2016–Current

  • Handling banking operations related to determining financial objectives, policies and procedures

  • Preparing and implementing systems for streamlining banking operations building and maintaining healthy business relationships with bank clients to ensure high client satisfaction

  • Handling current and saving accounting deposits and cash and administrative departments

  • Overseeing daily operations and addressing any staffing issues

  • Verifying information on various loan applications before making a decision or approval

Manipur Government Bank
Bank manager | Manipur | June. 2012–Nov. 2016

  • Conducting performance reviews for those staff who excelled in their work

  • Scheduling lunches, shifts and breaks of staff members such that they achieve optimum customer service

  • Working with bank staff to increase sales and providing high-quality customer service to every customer

Education
Master of Business Administration in Banking
University of Banking and Accounting | Mumbai | May 2012

Bachelor of Commerce
College of Arts and Commerce | Delhi | June 2009

Skills

  • Management

  • Leadership

  • Customer service

  • Cash reconciliation

  • Banking and bank services

  • Staff training and management

  • Communication

  • Collaboration

Certifications

  • Certified bank teller, July 2009

Honours and achievements

  • Employee of the month, July 2015

  • Star performer of the year, August 2019

Example 2: Bank teller CV

Ashok Kwatra
Pune
ashok.kwatra@bbmail.com
8799456125

Personal statement
Dedicated and soft-spoken banking professional with three years of banking experience. Looking for a head teller position to utilise extensive knowledge of banking products and procedures.

Work experience
Dual Sindhu Bank
Junior bank teller | Pune | Dec. 2018–Current

  • Completed 25 transactions per hour with 100% accuracy

  • Responded to customer accounts and queries related to 200+ accounts

  • Filled in for supervisors and maintained normal banking operations

  • Created new customer accounts and answered customer queries

  • Balanced the cash register at the end of every shift

Education

Bachelor of Business Administration in Finance
College of Arts and Commerce | Pune | June 2018

Skills

  • Customer service

  • Cash reconciliation

  • Communication

  • Collaboration

  • New account integration

  • Data entry


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