Personal Banker Resume Template

By | October 17, 2012

Here is a personal banker resume template for your reference which may guide you in writing your own resume for this position. Before applying for this post one must be aware of the responsibilities of the post.

The responsibilities of a personal banker include developing connection between lender and borrowers, controlling financial matters and marketing the financial instruments.

Controlling the finances of a financial establishment in all respects by applying his troubleshooting skills and leadership skills are also the responsibilities of a personal banker. You can modify this personal banker resume template as per your needs giving professional details related to you.

Personal banker resume template

David Coburn

8 Hummingbird Way

Boston MA 2110



Seeking the position of Personal banker where I can help through my leadership qualities in managing the work efficiently and achieving the targets of the organization.

Summary of qualifications:

  • Efficient to work under pressure and in thinking creatively
  • Extensive knowledge of valuation methodologies and applications regarding banking issues
  • Excellent in communication skills
  • Outstanding abilities in accounting and auditing
  • Excellent skills in financial modeling and analytical
  • Good knowledge of using computer systems and applications

Career Experiences:

Personal banker from December 2007 – till date

Urban Trust Bank, Tiburon, CA

  • Assessed loan documents and helping loan officers
  • Managed the implementation of partly released loans
  • Processed of all new account transactions
  • Arranged and negotiated large financial transactions

Personal banker from December 2002 to November 2007

Third Federal Savings & Loan Association, Tiburon, CA

  • Helped as a connection between lender and borrowers
  • Controlled execution of loans and transfers
  • Implemented the administration of insurances
  • Assessed the property taxes of the clients
  • Maintained good customer relations


MBA, March 2001

California University, -Berkeley

Bachelor’s Degree in Finance, March 1999

California University, -Berkeley

Professional references would be furnished upon request.

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