Personal Banker

Personal Banker Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Personal Banker job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Retail Banking
  • Banking
  • Cross Selling
  • Personal Banking
  • Customer Service
  • Branch Banking
  • Portfolio Management
  •  Find out what your resume's missing
  • Loans
  • Sales
  • Business Relationship Management
  • Customer Relationship Management (CRM)
  • Financial Analysis
  • Finance
  • Business Development
  • Credit
  • Sales Management
  • Microsoft Access
  • Marketing
  • Investments
  • Risk Management
  • Credit Risk
  • Financial Markets
  • Financial Services
  • Credit Analysis
  • Investment Banking
  • Private Banking
  • Commercial Banking
  • Financial Advisory
  • Insurance
  • Corporate Finance
  • Mortgage Lending

  •   Show full list

Resume Skills: Software

  • MS Office (Excel, Word, PowerPoint)
  • Quickbooks
  • SAP
  • Oracle Financials
  • Microsoft Excel
  • Microsoft Word
  • MS Access
  • PowerPoint
  • Oracle SQL
  • Bloomberg Terminal
  • Moody’s RiskAnalyst
  • Microsoft Dynamics
  • Quicken
  • TurboTax
  • QuickBooks
  •  Match your resume to these skills

Resume Skills: Regulatory Compliance

  • Banking Laws
  • AML
  • KYC
  • BSA
  • Financial Crime Risk
  • Loan guidelines
  • Federal Reserve Regulations
  • Anti-Money Laundering (AML)
  • Know Your Customer (KYC)
  • Bank Secrecy Act (BSA)
  • Office of the Comptroller of the Currency (OCC) rules
  • Knowledge of AML
  • CFPB
  • FDIC
  • and TILA regulations
  •  Match your resume to these skills

Resume Skills: Financial Analysis

  • Corporate Finance
  • Wealth Management
  • Risk Assessment
  • Equity Research
  • Investment Strategies
  • Balance Sheet Review
  • Cash Flow Analysis
  • Ratios & Trend Analysis
  • Budgeting & Forecasting
  •  Match your resume to these skills

Resume Skills: Languages

Resume Skills: Finance & Accounting Tools

Resume Skills: Customer Service Platforms

Resume Skills: Risk Analysis

Resume Skills: Finance

Resume Skills: Client Relationship Management

Resume Skills: Banking Software

Resume Skills: Customer Service

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Personal Banker Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Personal Banker Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Personal Banker
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2019 - Present
Senior Personal Banker
Orchestrated a cross-selling strategy that increased product uptake by 35% among existing clients by proficiently leveraging CRM tools
Implemented a customer service approach, resulting in 29% reduction of complaints by effectively handling customer grievances and inquiries
Coached a team of lower-level bankers, reducing the training period by 30%, achieving quicker productivity
Drastically enhanced loan portfolio by $4M by offering tailored financial solutions to clients
Successfully managed risk through rigorous financial analysis, reducing credit risk by 15%
JPMorgan Chase & Co January 2016 - May 2019
Personal Banker
Oversaw portfolio management of 200+ high-net-worth clients, leading to additional business worth $2M
Increased branch banking operations efficiency by 20% by identifying and rectifying operational bottlenecks
Expanded business by establishing 50+ new business relationships using strategic networking and business development skills
Wells Fargo July 2012 - December 2015
Banking Associate
Outperformed branch sales target by 18% through aggressive sales strategies
Enhanced customer experience by providing personalized banking services, increasing customer loyalty by 23%
Resume Worded Academic Center June 2019
Master of Business Administration in Finance
Concentration in Retail Banking and Lending
Resume Worded University June 2012
Bachelor of Arts in Business
Minor in Economics
Awards: Dean’s List 2010-2012
Software: Microsoft Excel, Microsoft Word, MS Access, PowerPoint, Oracle SQL
Risk Analysis: Risk assessment, credit risk, regulatory risk, financial modeling, sensitivity analysis
Finance: Investment management, wealth management, corporate finance, asset allocation, tax strategies
Certifications: Certified Retail Banker, London Institute of Banking & Finance (2018), Certified Financial Planner (CFP), Certified Financial Planner Board of Standards (2015)
Leadership & Volunteering: Finance Club, Resume Worded University (President, 2011-2012), Volunteer Financial Planner, Financial Planning Association (2013-Present)
Awards: JPMorgan Chase & Co., Employee of the Year (2018), Wells Fargo Star Performer Award (2015)
Your Name
Relationship Banker
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded March 2018 - Present
Senior Relationship Banker
Introduced new credit offerings, increasing credit product conversion rate by 50%
Successfully managed an investment portfolio worth $5M through prudent finance management
Worked closely with sales management to devise and implement robust customer acquisition strategies leading to a net customer increase by 45%
Citibank September 2014 - February 2018
Relationship Banker
Notably grew revenue by $1.5M by upselling and cross-promoting banking products
Strengthened customer-base by 25% via effective network building
Facilitated 300+ loans, achieving a 95% customer satisfaction rate August 2010 - August 2014
Bank Sales Associate
Drove initiatives in branch banking resulting in an operational efficiency increase of 15%
Played a key role in increasing up-site sales through better understanding customer needs and corresponding cross-selling
Resume Worded University December 2017
Master of Business Administration - Finance
Focused on Leadership in Finance
Won Clark Prize for Excellence in MBA Leadership
Resume Worded Academic Center May 2010
Bachelor of Business Administration - Financial Management
Minors in Economics and Accounting
Graduated Cum laude - Top 10% of the class
Financial Software: Bloomberg Terminal, Oracle Financials, Moody’s RiskAnalyst, Microsoft Dynamics, Quicken, TurboTax
Regulatory Compliance: Bank Secrecy Act (BSA), Anti-Money Laundering (AML), USA PATRIOT Act, Federal Reserve Regulations, Office of the Comptroller of the Currency (OCC) rules
Client Relationship Management: Salesforce (Advanced), Adobe Marketing Cloud, Microsoft Dynamics 365, Zoho CRM, SugarCRM, SAP CRM
Languages: English (Native), Spanish (Fluent), Mandarin (Intermediate)
Certifications: Certified Financial Planner (CFP) (2019), Series 6 - Investment Company and Variable Contracts Products Representative (2018)
Courses: Certified Trust and Financial Advisor (CTFA) preparation course (2021), Financial Risk Management (FRM) - GARP (2019)
Awards: Banker of the Year, Resume Worded (2020), Customer Service Excellence award, Citibank (2016)
Volunteering: Junior Achievement USA - Financial Literacy Instructor (2014 - Present)
Your Name
Financial Services Representative
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE May 2017 - Present
Lead Financial Services Representative
Collaborated with Microsoft Access to create a database, enhancing productivity by 35%
Implemented successful marketing campaigns resulting in a revenue increase by $2.5M
Generated a $10M business pipeline through effective business relationship management strategies
HSBC July 2013 - April 2017
Financial Services Representative
Boosted cross-selling by incorporating an informed consultancy approach, bringing about a 40% increase in sales
Managed crucial CRM systems, which increased team efficiency by 20%
Instrumental in risk management, reducing the company's credit exposure by 10%
Wells Fargo June 2010 - June 2013
Bank Teller
Achieved highest cross-selling in the team for three consecutive quarters, increasing revenue by $600K
Accelerated bank processes, increasing operational efficiency by 18% using effective retail banking practices
Resume Worded Institute May 2017
Chartered Financial Analyst (CFA) - Level III
Completed Level III while working full-time at
Resume Worded University May 2010
Bachelor of Business Administration - Finance
Awards: Resume Worded Financial Scholar (Top 5% of class)
Minored in Quantitative Analysis
Finance & Accounting Tools: QuickBooks, SAP, Oracle Financials, MS Excel, MS Access, Tally ERP
Financial Analysis: Balance Sheet Review, Cash Flow Analysis, Ratios & Trend Analysis, Budgeting & Forecasting
Regulatory Compliance: Federal Reserve Regulations, Anti-Money Laundering (AML), Know Your Customer (KYC), BASEL III
Customer Service Platforms: Salesforce, Zendesk, LiveAgent, Zoho Desk, Freshdesk
Certifications: Certified Financial Planner (CFP), Insurance and Risk Management Certification (CIRM)
Leadership & Volunteering: Financial Literacy Initiative (Volunteer Speaker, 2018 - Present), Treasurer for Local Non-profit Organization (2015-2017)
Professional Development: Completed Investment Banking course from Resume Worded Institute (2016), Attended annual Finance Tech Summit (2015 to 2019)
Honors & Awards: Bank Teller of the Year (Wells Fargo, 2013), Best New Hire (HSBC, 2014)

How do I add skills to a Personal Banker resume?

Review the job posting closely.

Go through the Personal Banker posting you're applying to, and identify hard skills the company is looking for. For example, skills like Branch Banking, Cross Selling and Retail Banking are possible skills. These are skills you should try to include on your resume.

Add industry skills like Banking and Loans.

Add other common skills from your industry - such as Personal Banking, Customer Service and Portfolio Management - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Private Banking, Financial Advisory and Credit - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Use the exact job title.

Try to add the exact job title, Personal Banker, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Personal Banker Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Personal Banker job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Personal Banker Skills and Keywords to Include On Your Resume

Personal Banker Soft Skills

Here are common soft skills that appear on Personal Banker job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

Get your Resume Instantly Checked, For Free

Upload your resume and we'll spot the issues in it before an actual Personal Banker recruiter sees it. For free.

Personal Banker Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example

Resume Example
Highlights (Free)

Resume Example
Modern Two-Column

Resume Example
Clean Modern

Resume Example
Entry-Level (Free)

Resume Example

Browse Skills from Similar Jobs

Frequently Asked Questions

What are the top skills you should add to your Personal Banker resume?

Some popular Personal Banker hard skills are Retail Banking, Banking, Cross Selling, Personal Banking, Customer Service, Branch Banking, Portfolio Management and Loans.

Depending on the job you apply to, skills like Credit, Investments, Private Banking, Financial Advisory and Sales can also be good to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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