Writing an impressive resume for a relationship banker requires more work than most other specialised job roles. Crafting the perfect resume requires an understanding of the specific duties of a relationship banker, plus thoughtful attention to the structure of the document and the presentation of information. With the right approach, however, you can create a resume that shows off your qualifications as a relationship banker and grabs the attention of potential hiring managers. Here are some tips on how to write a relationship banker resume in 6 steps:

Step 1: Conduct Research

The first step to writing a great resume is to gain an understanding of the job role. Read up on the typical duties of relationship bankers, the qualifications and experience needed, and the particular skills used. Make a list of the topics you need to cover in your resume to meet the job requirements.

Gather Details On Job Roles

Take time to research the typical duties of relationship bankers, such as sales and marketing to promote financial products, providing advice and services to customers, researching and developing strategies for financial growth, and preparing reports on customer feedback and account management.

Read Job Descriptions

Take the time to read relationship banker job descriptions carefully, both for positions that you would like to apply for and for related positions that might give you additional insight into the role. Take notes of the skills required and the desired level of financial expertise.

Analyse Competitor Resumes

To get an idea of how to structure your resume, analyse other resumes within the banking industry. Take into account the length, structure and content of competitor resumes to get a better understanding of what employers are looking for.

Step 2: Start with a Summary

Begin your resume with a strong, professional summary. This should be a concise overview of your qualifications as a relationship banker. Make sure to highlight any key strengths and achievements relevant to the role.

Connect Summary to Position

The summary should be tailored to the specific job role for which you are applying. Focus on the skills, experiences and qualifications that make you the best candidate for the position. Keep it concise and concise, no more than one or two sentences.

Highlight Your Strengths and Experience

When writing your summary, focus on the most important aspects of your experience as a relationship banker. Highlight any relevant strengths and successes, such as customer service awards, client satisfaction ratings, successful marketing campaigns and other successes.

Include Financial or Technical Skills

Include any specific financial or technical skills related to the job role, such as expertise in accounting principles, private banking experience or proficiency with Microsoft Office.

Step 3: Provide Details of Your Experience

After your summary, provide detailed information of your experience as a relationship banker. Focus on the responsibilities and successes of each particular job, listing any projects or campaigns you have worked on.

List Each Role Individually

Start with the most recent job and work your way backward. For each role, list the company, job title and dates employed. Include additional details such as the size of the team and the scope of the role.

Highlight Professional Achievements

Detail any professional achievements for each role and explain the results of the campaigns and projects you worked on. This can include actions such as designing marketing materials, customer service training and launching new financial products.

Quantify Your Results

Whenever possible, quantify the successes of your activities, such as the increase in client satisfaction or the percentage increase in sales.

Step 4: Detail Your Education and Certifications

For each degree or certification received, list the name of the institution and provide details of the course or program completed. Make sure to include any financial qualifications, such as CPA or CFA certification.

Include Related Coursework

Include any courses related to finance or banking that you have taken, even if they did not come with a certification or diploma. Any courses related to the job role should be included, as they demonstrate your drive and commitment to the field.

Demonstrate Your Interests and Drive

Include information on any extra-curricular activities related to banking and finance, such as participation in a banking club or working as an intern with a banking institution. If you are a recent graduate, include information on any relevant academic awards or scholarships received.

Step 5: List Your Skills and Qualifications

Your resume should also include a list of all your skills and qualifications related to relationship banking. Make sure to include both soft skills and hard skills. Soft skills include communication, time-management, customer service and problem-solving. Hard skills include any technical or financial knowledge and experience that is relevant to the role.

Include Industry Knowledge

List any industry knowledge or certifications you have obtained, for example, knowledge of banking regulations or experience with specialist banking software. This will help to show hiring managers that you have a thorough understanding of the job role.

Make Use of Buzzwords

Include any banking specific buzzwords and terminology. This will help to show that you understand industry vocabulary and will be able to communicate effectively with clients and colleagues.

Seize Opportunities to Demonstrate Your Skills

If you have experience of working with other financial or banking institutions, or in different roles within the same company, list any experiences or successes in your resume. This will demonstrate to employers that you are willing to take on extra responsibilities and have a broad understanding of the banking industry.

Step 6: Proofread and Finalize

Before submitting your resume, take some time to proofread and finalize your document. Check for errors in grammar, spelling and punctuation. Make sure to avoid any confusing or overly complex sentences and ensure the flow of information is easy for the reader to follow. Ask a friend or family member to review your resume for a final check before submission.

P.A.A. Questions

What skills should I include on my relationship banker resume?

Include both soft and hard skills such as communication, customer service, problem-solving, plus specialist financial and technical knowledge.

What research should I do before writing my resume?

Research the typical duties and qualifications of a relationship banker, read job descriptions and analyse competitor resumes.

What should I include in the summary of my resume?

The summary should be a concise overview of your qualifications as a relationship banker, such as your relevant skills and professional achievements.

How do I demonstrate my commitment to the role?

Demonstrate your commitment to the role by including information on additional coursework and activities related to banking, plus any awards or accolades you have received.

What should I include under my work experience?

When listing your work experience, start with the most recent job and include details such as the name of the company, job title, dates of employment and a description of your responsibilities and successes.

Final Words

Creating a great resume as a relationship banker requires research, careful thought and attention to detail. By following these steps, you can create a document that stands out to potential employers and shows that you have the perfect qualifications and experience for the job.