Resume template · Updated October 2026
Commercial banking relationship manager resume template
Short answer
Olivia suits a commercial banking relationship manager: the blue header band gives a confident, client-facing look, and skills print before experience so credit, lending and treasury skills are seen first. The fictional sample manages a $180 million loan portfolio of middle-market companies, wins new clients and keeps credit quality strong. Show portfolio size, new business, deposits, credit quality and cross-sales.
Download the commercial banking relationship manager sample
Andrew is a fictional commercial relationship manager. 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 Olivia suits a commercial banking relationship manager resume
Olivia prints a full-width blue header band, then summary, skills and experience. Relationship managers sell the bank to business owners, and the confident header suits that while the single column keeps portfolio and growth numbers easy to compare.
Second choice: Henrietta. Henrietta is more traditional, a fit for conservative banks and senior credit roles.
What goes in each section, in Olivia's order
Olivia 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. Client segment, portfolio size, years in commercial banking and one growth result.
- Skills. Credit analysis, loan structuring, treasury management, business development and systems.
- Work Experience. Bullets on portfolio size, new clients and loans, deposits, credit quality, treasury and other referrals, and retention.
- Education. Degree with the year; add bank credit training programs.
The sample resume as text
The same content as the files above, so you can copy a line or compare it with your own.
Andrew Collins
Commercial Relationship Manager, Middle Market
Columbus, OH | andrew.collins@example.com | (614) 555-0188 | linkedin.com/in/sample-andrew-collins
Commercial relationship manager with nine years in middle-market banking. Manage about $180 million in loans and $120 million in deposits for 45 companies, with growth above goal and no charge-offs.
Experience
Vice President, Commercial Relationship Manager, Buckeye Commercial Bank, Columbus, OH (02/2020 to Present)
- Manage about $180 million in loans and $120 million in deposits for 45 manufacturing and distribution companies.
- Brought in 14 new clients and about $70 million in loan commitments in three years, above goal each year.
- No charge-offs in my portfolio over the last four years.
- Referred treasury management services to about 30 clients, adding about $25 million in deposits.
- Structure working capital lines, equipment loans and real estate loans with credit partners.
Credit Analyst and Portfolio Manager, Ohio Valley Bank, Dayton, OH (06/2015 to 01/2020)
- Underwrote commercial loans and annual reviews.
- Completed the bank's formal credit training program.
- Monitored covenants and borrowing bases.
Education
Bachelor of Science in Business, Finance, Miami University (05/2015)
Skills
Credit analysis, Loan structuring, Treasury management, Business development, Covenant monitoring, nCino, Moody's CreditLens, Salesforce, Client relationships
How to make the sample yours
Show portfolio size
Loan and deposit balances and number of clients. Portfolio size is the first measure of trust.
Show new business
New clients and loan commitments per year against goal.
Show credit quality
Past-due loans or criticised assets in your portfolio. Banks want growth without losses.
Describe cross-sales
Treasury, wealth and card referrals to partners.
Mention credit training
Formal credit training programs show strong underwriting skills.
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 manager
- commercial banking
- middle market
- commercial lending
- credit analysis
- loan structuring
- treasury management
- business development
- deposit growth
- portfolio management
- C&I lending
- client retention
Mistakes to avoid
- Client names or loan terms.
- No portfolio or growth numbers.
- Growth without a word on credit quality.
- Retail branch tasks in a commercial resume.
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 | 4 of 4 | 8 of 8 |
| pdftotext (Xpdf) 4.00 | All found | 4 of 4 | 8 of 8 |
| pypdf 6.13.0 | All found | 4 of 4 | 8 of 8 |
Frequently asked questions
What should a commercial banking relationship manager resume focus on?
Portfolio size, new business, deposits, credit quality and cross-sales. Bank leaders want relationship managers who grow safely and keep clients for years.
How do I show growth without sharing client details?
Use totals: loans and deposits added, number of new clients and growth against goal. Describe clients by industry and size rather than by name.
How do I move from credit analyst to relationship manager?
Show deals you structured, client meetings you joined and any referrals you brought in. Formal credit training is a strong base for the move.
Should I mention credit quality?
Yes. Growth without losses is what banks reward. Mention charge-offs, past-due rates or criticised assets in your portfolio if they are good.
Is this template right for business banking roles?
Yes. Use smaller portfolio and client sizes and include branch partnerships if you work with them. Mention the branches or partners that refer clients to you.
How long should the resume be?
One to two pages. Keep portfolio and growth numbers in the first job.
Will applicant tracking systems read this Olivia PDF?
The sample PDF read back with its contact details, all 4 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.
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