Ensure your CV format is structured to best highlight your unique experience and life situation.
Banking CV Template (Text Format)
PERSONAL SUMMARY
Experienced banking professional with 6+ years of success in financial services, progressing from banking assistant to bank manager. Strong expertise in financial analysis, customer relationship management, regulatory compliance, and credit assessment. Adept at managing high-value client portfolios, leading branch operations, and implementing risk management strategies. Passionate about delivering exceptional customer service, ensuring regulatory compliance, and driving business growth through strategic planning.
WORK EXPERIENCE
Bank Manager
Lloyds Bank, Slough
August 20XX–Present
• Oversee branch operations, ensuring compliance with financial regulations (AML, KYC, FCA guidelines) and risk management protocols
• Lead a team of customer advisors and financial consultants, driving sales growth and service excellence
• Manage high-value client portfolios, providing expert advice on savings, loans, and investments
• Develop and implement business development strategies, increasing revenue by 15% in one year
• Analyse financial reports and lending applications, approving credit lines based on risk assessment
Senior Banking Advisor
Barclays, Slough
May 20XX–July 20XX
• Provided tailored financial solutions and investment advice to individual and business clients
• Conducted risk assessments and credit evaluations, ensuring responsible lending practices
• Advised customers on mortgages, personal loans, and insurance products, achieving a 20% increase in loan approvals
• Assisted in implementing digital banking solutions, training staff and customers on online platforms
• Investigated and resolved fraudulent transactions, enhancing security measures and reducing risk
Banking Assistant
NatWest, Slough
January 20XX–April 20XX
• Assisted customers with daily banking transactions, account inquiries, and payment processing
• Supported the mortgage and loan application process, ensuring accuracy and compliance with policies
• Promoted financial products, contributing to a 10% increase in customer uptake of savings accounts
• Maintained accurate records and assisted with internal audits, ensuring regulatory adherence
• Developed strong customer relationships, delivering high-quality service and retaining key client accounts
EDUCATION
University of the West of England, Bristol
BA Finance, 2:1
20XX-20XX
Chartered Banker Institute
Certification in Risk Management & Compliance
20XX
SKILLS
• Financial analysis and risk assessment
• Retail and commercial banking operations
• Customer relationship management
• Regulatory compliance and anti-money laundering (AML/KYC)
• Lending and credit assessment
• Investment and wealth management
• Digital banking and payment processing
• Data analysis and financial modelling (Excel, SQL)
• Sales and business development in banking
• Fraud prevention and security measures
HOBBIES & INTERESTS
• Investment research
• Community volunteering
• Public speaking
• Networking
• Fitness
• Travel
How to write a banking CV
Read to discover how to write a banker CV that successfully makes your application as strong as possible.
1. Tailor your CV to the role
First, clearly tailor your banker CV to the banking and financial services role you’re going for. The personal statement at the top of your CV should immediately establish your industry relevance by highlighting expertise in financial analysis, customer relationship management, regulatory compliance, and credit assessment.
These keywords align with banking job descriptions and will ensure your CV makes it through applicant tracking systems.
Additionally, the work experience responsibilities you put should be specific to the banking sector. Terms like ‘AML’, ‘KYC’, ‘FCA guidelines’, ‘risk assessment’, and ‘fraud prevention’ will indicate your familiarity with the UK’s key regulatory and operational frameworks.
This banking CV also effectively highlights leadership skills, customer advisory expertise, and strategic business development — all crucial for banking professionals.
2. Highlight your hard skills
A dedicated skills section ensures that any technical banking competencies you have stand out at a glance.
Primarily include hard skills such as financial analysis, risk assessment, regulatory compliance, and investment and wealth management. These skills are crucial for banking roles and will demonstrate your professional experience.
You should then reinforce these technical abilities in your work experience section.
The candidate in this CV example provides concrete examples of their expertise, such as ‘analysing financial reports and lending applications,’ ‘advising customers on mortgages and personal loans,’ and ‘investigating and resolving fraudulent transactions.’ This ensures that hard skills are listed and demonstrated in real-world scenarios.
3. Demonstrate your career progression
One key CV writing tip is ensuring your document showcases career progression. The work experience section should present a clear trajectory in your career, for example, from Banking Assistant to Senior Banking Advisor and ultimately to Bank Manager.
Each role demonstrates increasing levels of responsibility:
- As a Banking Assistant, you may have focused on transactional tasks and customer service.
- As a Senior Banking Advisor, you might have honed on more strategic advisory roles, handling investment and lending decisions
- As a Bank Manager, you may now oversee branch operations, lead a team, and drive business growth
This structured progression highlights leadership growth and the ability to take on more complex financial responsibilities, which is valuable for hiring managers looking for banking candidates with leadership potential.
4. Use metrics and quantifiable results
Effectively integrate quantifiable achievements (numbers) into your CV, making your contributions more tangible and impactful. Rather than using vague descriptions like ‘Responsible for promoting saving accounts to customers’, specific metrics are included, such as:
- Increased branch revenue by 15% in one year
- Achieved a 20% increase in loan approvals by advising customers on mortgages, personal loans, and insurance products
- Contributed to a 10% increase in customer uptake of savings accounts
These metrics provide evidence of your ability to drive business growth and improve financial outcomes, making your banking CV much more compelling.
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