Bank Operations Specialist Resume Example & Writing Guide

Use this Bank Operations Specialist resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Bank operations specialists are in charge of managing the day-to-day banking operations within their bank or credit union. They’re tasked with ensuring that all aspects of their bank’s business run smoothly—from managing accounts receivable and payable to overseeing cash flow and processing payments.

Because bank operations is such a broad field, there are many different responsibilities that fall under this umbrella, making it an ideal place for people who like variety and flexibility in their work. But no matter what type of bank operations job you’re pursuing, there are certain skills and experience you’ll need to make yourself stand out in the crowd.

Here are some tips and an example resume to help you create a bank operations specialist resume that hiring managers will love.

Mary Thompson
Los Angeles, CA | (123) 456-7891 | [email protected]

Seasoned bank operations specialist with more than 10 years of experience in the financial services industry. Proven track record of streamlining processes, reducing costs, and improving customer service. Excels at developing and implementing process improvements and working collaboratively with cross-functional teams.

California State University, East Bay Jun '10
B.S. in Business Administration
Company A, Bank Operations Specialist Jan '17 – Current
  • Processed and posted transactions to the general ledger, including deposits, withdrawals, payments, and transfers.
  • Reviewed account statements for accuracy of posting and resolved any discrepancies in a timely manner.
  • Maintained knowledge of current banking products/services available at branch location(s) served by ensuring that all training requirements are met on time.
  • Assisted customers with routine inquiries regarding their accounts (e.g., balance inquiries).
  • Provided customer service support as needed within the branch during peak times or when other staff is unavailable due to illness or vacation etc..
Company B, Bank Operations Specialist Jan '12 – Dec '16
  • Provided customer service for all transactions, including cash deposits and withdrawals, money orders, traveler’s checks and foreign currency exchange
  • Operated a variety of computer systems to process account information, prepare bank statements and maintain records
  • Maintained security by monitoring daily operations for suspicious activity or unusual patterns in behavior
  • Prepared reports on the status of accounts for management review meetings as needed
  • Answered questions about products and services offered at the branch location
Company C, Bank Teller Jan '09 – Dec '11
  • Processed deposits, withdrawals, and transfers while adhering to bank policies and procedures.
  • Answered phone calls, assisted customers with opening new accounts, and utilized the computer system for transactions such as deposits & cash withdrawals.
  • Maintained a clean work environment by ensuring the lobby was organized daily, including posting notices on open drive-thru lanes when necessary.
  • Certified Teller
  • Certified Bank Secrecy Act Specialist
  • Certified Anti-Money Laundering Specialist

Industry Knowledge: Consumer Banking, Commercial Banking, Credit Cards, Mortgages, Loans, Investments
Technical Skills: Microsoft Office Suite, CRM, Salesforce
Soft Skills: Communication, Leadership, Time Management, Problem Solving, Organization

How to Write a Bank Operations Specialist Resume

Here’s how to write a resume of your own.

Write Compelling Bullet Points

The best way to make your resume stand out is to use specific examples and numbers. So rather than saying you “managed accounts,” you could say you “managed accounts for top-tier clients, resulting in a 98% customer satisfaction rate.”

This level of specificity will help hiring managers understand not only what you did but also how well you did it. And that can make all the difference when it comes time for them to decide who to interview.

Identify and Include Relevant Keywords

Applicant tracking systems (ATS) are used by many companies to help manage the recruitment process. When you submit your resume, the ATS will scan it for certain keywords related to the job opening. If your resume doesn’t include enough of the right terms, the ATS might not forward it to the hiring manager.

To increase your chances of getting an interview, use this list of bank operations specialist keywords to help you identify the skills and experience that are most important for the role:

  • Banking
  • Operations Management
  • Teamwork
  • Customer Service
  • Microsoft Access
  • Credit
  • Cashiering
  • Team Leadership
  • Time Management
  • Risk Management
  • Lending
  • Financial Analysis
  • Credit Analysis
  • Social Media
  • Customer Satisfaction
  • Public Speaking
  • Retail Banking
  • Customer Relationship Management (CRM)
  • Community Banking
  • Financial Services
  • Personal Banking
  • Bank Operations
  • Loan Origination
  • Commercial Banking
  • Cross Selling
  • Small Business Lending
  • Mortgage Lending
  • Credit Risk
  • Financial Risk
  • Corporate Banking

Showcase Your Technical Skills

As a bank operations specialist, you will need to be proficient in a variety of software programs and systems in order to effectively do your job. These might include programs like QuickBooks, Microsoft Office Suite, and various banking software programs. You will also need to have a solid understanding of banking regulations and compliance issues. Therefore, it is important to list all of your relevant technical skills prominently on your resume.


Cannabis Trimmer Resume Example & Writing Guide

Back to Resume

Executive Search Consultant Resume Example & Writing Guide