How to write a CV for a banker? 

 May 10, 2022

If you are applying for an open banking position, you may need to write a curriculum vitae (CV). A well-written resume can show potential employers your qualifications, skills, and work experience. Learning more about what to include and how to format your banking resume can help you stand out to a hiring manager. In this article, we explain what a banker does, we outline the steps to writing a banker’s resume, and we provide a template and examples to help you create your banker resume.

create-your-banker-resume

What does a banker do?

A banker is a financial professional who helps clients meet their financial needs. Bankers can work in local banks, commercial banks, credit unions, and other financial institutions. Their duties may vary depending on their role and work environment, but common responsibilities may include:

  • Meet new customers and describe the bank’s services
  • Manage customer bank accounts and funds
  • Oversee and execute payments and deposits
  • Assess risks and approve loans
  • Recommend services to customers
  • Collaborate with other finance professionals
  • Issue payments to customers and manage deposits
  • Maintain records and process administrative documents
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How to write a banker CV

A CV is a document that details a professional’s experience, skills, education, and qualifications. It is similar to a resume. But often includes more detailed information. Here are some general steps you can take to write a bank client-advisor resume:

1. Choose a resume format

When creating a resume, you can choose from a variety of templates and formats. In addition to your work experience, education, and skills, you can also decide to add categories regarding certifications and licenses. You can add additional sections depending on the needs of your bank station.

2. Add your contact details

At the top of your CV, you can include your contact details. You can include your name, phone number, and email address. You can also pick to add your address and any other relevant contact information. Placing this information at the top of your resume will make it easier for hiring managers to contact you.

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3. Write a personal statement

A personal statement is an outline detailing your key qualifications and career goals. Try to write this statement in one to three sentences. You can include your main skills, achievements, or banking qualifications. You can also choose to describe the number of years you have spent in banking.

4. Describe your work experience

After your statement, the first section you should include in your banking CV is your work experience, in reverse chronological order. Include your job title, company name, date of hire, and job responsibilities. Try to write responsibilities using strong action words if possible.

 

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