Resume template · Updated October 2026
Banker resume template
Short answer
Leslie suits a personal or relationship banker because it prints work experience right after the summary, so households served, accounts opened and referrals lead the page. The fictional sample looks after 350 consumer and small-business households at a community bank branch, beat her account-opening goal and refers clients to mortgage and wealth partners, after three years as a teller.
Download the banker sample
Aaliyah is a fictional relationship banker. Replace every detail with your own before you send it.
The files are made in your browser by Resumity's own exporters, from this sample. The builder opens it as your own resume: click any line to replace it. Free plan, no watermark.
Why Leslie suits a banker resume
Leslie prints the summary, then work experience, then labelled skill rows, so a banker's relationship numbers and sales results come before system names. Banks hire for trust and results, and a centred blue header with plain dark headings looks polished without looking like a marketing piece.
Second choice: Henrietta. Henrietta also leads with experience in black and grey; a good fit for conservative private or commercial banks.
What goes in each section, in Leslie's order
Leslie prints its sections in a fixed order, the same in the PDF and the Word file. Here is that order for this sample, and what to put in each section.
- Professional Summary. Banker title, branch or market, number of households or deposits you look after, and your goal attainment. Mention licences such as the SIE if the role sells investment products.
- Work Experience. Households, deposits, new accounts against goal and referrals to partners are the core numbers. Add one small-business or lending example and one line on compliance work such as identity checks, which every bank cares about.
- Skills. Technical holds banking work: needs-based conversations, account opening, small-business banking, referrals, KYC. Tools lists the core banking system and CRM.
- Education. Degree on one line, or a diploma plus any banking courses if that is your path.
- Certifications. Exams such as the SIE go here with the year. Licences that need firm sponsorship are only valid while you are with a sponsoring firm, so list those that are current.
The sample resume as text
The same content as the files above, so you can copy a line or compare it with your own.
Aaliyah Johnson
Relationship Banker, Consumer and Small Business
Baltimore, MD | aaliyah.johnson@example.com | (410) 555-0135 | linkedin.com/in/sample-aaliyah-johnson
Relationship banker with six years in branch banking, looking after 350 consumer and small-business households with $48M in deposits. Reached 112% of the 2025 sales goal and refers clients to mortgage, wealth and business banking partners when their needs grow.
Experience
Relationship Banker, Fairhaven Commerce Bank, Baltimore, MD (05/2022 to Present)
- Look after 350 consumer and small-business households with $48M in deposits at a downtown branch.
- Opened 210 new checking relationships in 2025 and reached 112% of the annual sales goal.
- Referred 46 clients to mortgage and wealth partners; 19 became mortgage or investment clients.
- Opened business accounts and merchant services for 30 small businesses and prepared line of credit requests with the credit team.
- Complete identity and beneficial ownership checks at account opening and escalate unusual activity to the BSA team.
Teller and Lead Teller, Bayside Mutual Savings, Towson, MD (06/2019 to 04/2022)
- Balanced a cash drawer and the vault as lead teller with no variances in the final year.
- Made the most banker referrals of six tellers in 2021.
- Trained three new tellers on cash handling and fraud warning signs.
Education
BA, Economics, Calvert State University (05/2019)
Certifications
- Securities Industry Essentials (SIE) exam, FINRA (2024)
Skills
Needs-based conversations, Account opening, Small-business banking, Partner referrals, KYC and CIP checks, Fiserv core banking, Salesforce, Microsoft 365, Building long-term client trust, Coaching tellers
How to make the sample yours
Pick your banker title carefully
Personal, universal, relationship and private bankers do different work. Keep your real title and make the bullets match the one you want next.
Give goals as percentages with years
Accounts opened, deposits grown, referrals made, each against goal. "112% of annual sales goal, 2025" is clearer than "exceeded goals".
Show referrals that converted
Referrals to mortgage, wealth or business banking that closed show you understand client needs, not only volume.
Add a small-business example
Opening business accounts, merchant services or a line of credit with the credit team shows range beyond consumer accounts.
Mention compliance plainly
Identity checks, beneficial ownership and escalating unusual activity are part of the job. One line shows you take them seriously.
Keywords to keep where they are true
Terms this kind of resume is usually searched for. Use the posting's exact wording, and only for work you have done.
- relationship banking
- personal banking
- client relationships
- deposit growth
- account opening
- cross-selling
- referrals
- small business banking
- KYC
- BSA/AML
- sales goals
- customer service
- SIE
- branch banking
Mistakes to avoid
- Teller-only duties on a banker application; show relationship and sales work.
- Sales numbers with no goal, year or portfolio size.
- Listing securities licences that lapsed when you changed employers.
- Describing customers or accounts in a way that breaches privacy.
How the sample PDF reads in text extractors
We exported this sample with Resumity's PDF exporter in Chrome on 2026-10-29 and read the file back with three open-source text extractors. This shows whether software that turns a PDF into text can recover it; it is not a test of any commercial applicant tracking system. How we test templates.
| Extractor | Name, email, phone | Headings | Bullets intact |
|---|---|---|---|
| pdf.js 4.10.38 | All found | 5 of 5 | 8 of 8 |
| pdftotext (Xpdf) 4.00 | All found | 5 of 5 | 8 of 8 |
| pypdf 6.13.0 | All found | 5 of 5 | 8 of 8 |
Frequently asked questions
Do bankers need licences?
It depends on the products. Selling investments needs securities registrations, and FINRA says qualification exams such as the Series 7 require sponsorship by a member firm. The SIE is open to anyone 18 or older without sponsorship and its results are valid for four years.
How do I move from teller to banker?
Show referrals you made, any accounts you helped open, and the trust you built with regular customers. A line on training other tellers shows readiness for more responsibility.
What is the difference between personal, universal and relationship bankers?
Banks use the titles differently. Personal bankers handle consumer accounts; universal bankers combine teller and banker work; relationship bankers look after a portfolio of households or small businesses. Keep your real title and describe the actual work.
How do I show sales results without sounding pushy?
Pair numbers with needs: accounts opened against goal, referrals that converted, households kept. Banking employers want growth that comes from understanding clients.
Should I mention compliance training on a banker resume?
Yes, briefly: identity checks, beneficial ownership, escalating unusual activity. It shows you protect the bank as well as grow it.
Will applicant tracking systems read this Leslie PDF?
The sample PDF read back with its contact details, all 5 section headings and all 8 bullets intact in three open-source text extractors (pdf.js, pdftotext and pypdf). Commercial systems such as Workday, Greenhouse or Taleo were not tested, and each employer configures its own.
Guides and templates for this resume
Sources, checked 29 October 2026
We opened every page below on that date. Pay, rules and requirements change, so check the source before you rely on a detail.
- FINRA: Securities Industry Essentials (SIE) Exam (open to anyone 18 or older; no firm association required; results valid for four years)
- FINRA: Series 7: General Securities Representative Exam (candidates must be associated with and sponsored by a member firm)
More in resume templates by job title.