How To Write A Retail Banker Resume (With Example)

Updated 7 February 2023

A well-written resume effectively describes a candidate's skills and experience and can impress a hiring manager. For retail bankers, a resume detailing their expertise, core competencies and experience bolsters their job-hunting efforts. A distinctive, professional resume helps convince a hiring manager that you are a suitable candidate for the job. In this article, we explain what a retail banker resume is, discuss how to write one and share a resume template and example to help you write your own.

Please note that none of the companies, institutions or organisations mentioned in this article are associated with Indeed.

What Is A Retail Banker Resume?

A retail banker resume is an official document containing information regarding your skills, work experience, professional achievements, career goals and educational qualifications. This formal document is an introduction to your candidacy when applying for jobs. It helps hiring managers evaluate whether you are a right fit for the role. Creating a professional and error-free resume can help you advance to the next step in the hiring process.

How To Write A Retail Banker's Resume?

Follow these steps to write your resume:

1. Select a suitable format

Selecting the right layout helps communicate your work experience and leadership skills to the hiring manager. For example, a chronological resume format can be a good choice to describe your professional experience and abilities. With this format, you list all your career achievements and previous jobs in reverse chronological order. Depending on your experience level, you may also opt for a functional or combination resume format.

2. Start with your personal information

At the onset, mention your full name and contact information. Add this to the header of the page, or use a bold font to feature this information prominently. Include your phone number, email address and current location. You can also include an alternative phone number or email address if available. Ensure this information is accurate and that you provide a professional email address.

3. Add a short professional summary

In the next section, write a professional summary of two or three sentences. This statement includes a brief introduction to your candidacy and qualifications. Refer to the job description to identify which skills and qualifications to emphasise here to impress the hiring manager. Here are some examples you can consider while writing the summary statement:

A dedicated banker with over eight years of experience working in the country's largest private banking organisation. Motivated, focused and equipped with strong communication, analytical and innovation skills.
A motivated banker with expertise in client servicing, insurance and investment products. Looking for a role that can leverage my six years of retail banking experience and expertise in customer banking solutions.

If you have limited work experience leading a team, focus on highlighting your career goals in the summary statement.

4. Discuss your work experience

Describe all relevant previous jobs in the following section, starting with the most recent one. Make sure you include information such as the company's name, location and how long you worked at the organisation. Beneath this, list your primary duties and key achievements in short bullet points.

Try to include relevant banking roles and responsibilities in this section to convey that you have the required skills and experience. You can also mention other duties, such as training new team members or managing documentation. Include information about any relevant volunteer or internship experience that emphasises your soft skills.

5. List your skills

In the next section, make a list of your relevant skills. Separate these skills into suitable categories that highlight your financial, soft and leadership skills. In each category, list at least five skills that help you perform your duties effectively. Review the job description to identify the skills that employers expect candidates to possess. Here is an example of how you can list all essential skills on your resume:

Financial skills: Insurance policies | Investment banking | Credit approval | Customer data verification | Analytical skills
Leadership skills: Mentoring | Training and development | Collaboration | Conflict management | Client servicing
Soft skills: Communication | Customer relationship management | Attention to detail | Interpersonal skills | Problem solving

6. Explain your educational qualifications

Next list all your academic degrees and qualifications in reverse chronological order. For each degree, mention the name of the course or specialisation, followed by the name of the institution or university, its location and the year of graduation. If you were the recipient of any awards for outstanding academic performance, you can include them in this section.

Add any relevant achievements in co-curricular activities and projects that help demonstrate your leadership and other soft skills. You can include this if you have limited work experience to list. Remember to include only the most pertinent information and keep the resume to one or two pages.

7. Add certifications and achievements

Towards the end of the resume, you can add a section that mentions all relevant certifications, training and awards. This is an optional section that includes any pertinent information not covered in the aforementioned sections. For example, adding information about career development certifications helps convey a commitment to your work and distinguishes your resume from others. Similarly, if you have undertaken any short-term diploma courses to improve your soft skills, mention them here.

Resume Template For A Retail Banker

You can use the following template while writing your resume:

[First name] [Last name], [Degree or certification if applicable]
[Phone number] | [Email address] | [City], [State or Union territory]

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

Experience

(For the most recent role, list 5 experience items. For previous roles, list 3.)

[Job Title] | [Employment dates]
[Company Name] | [City], [State or Union territory]

(Strong verb) + what you did (more detail) + reason, outcome or quantified results
[Job duty]
[Job duty]
[Job duty]
[Job duty]

[Job Title] | [Employment dates]
[Company Name] | [City], [State or Union territory]

(Strong verb) + what you did (more detail) + reason, outcome or quantified results
[Job duty]
[Job duty]

Education
[Degree], [Name of School or University]
[City], [State or Union territory]

Certifications (optional)
[Certification Name], [Host Organisation] - [Year completed or expiration date]

Resume Example For A Retail Banker

Here is a resume example for a retail banker that you can refer to:

Gundeep Sharma
+91 98765 43210 | gundeep@email.com | Mumbai, Maharashtra

Professional Summary
A sincere and reliable retail banker with over six years of experience in a large private-sector bank. Looking for a customer-facing banking role in the insurance or credit sector that uses my strong interpersonal, sales and investment skills.

Experience
Retail Banker | May 2019–Current
Glass Banking Solutions | Mumbai, Maharashtra

Manage over 5,000 customer accounts and offer them personalised service related to investment and insurance
Train over 25 new members of the team
File customer documents and approvals
Ensure know your customer (KYC) compliance with regulatory bodies
Create internal reports related to customer satisfaction

Junior Bank Teller | July 2016–May 2019
Glass Banking Solutions | Mumbai, Maharashtra

Verified bank accounts, and flagged questionable transactions
Resolved queries related to bank services and products
Assisted customers in accessing their funds and updating personal information

Education
Bachelor of Arts in Economics, Mumbai National University
Mumbai, Maharashtra