Banking Associate Resume Example & Writing Guide

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

As a banking associate, you’ll be responsible for helping customers with a wide range of banking services including deposits, loans, and more. If you’re looking for a job where you can make a difference in people’s lives on a daily basis, banking might be the career for you.

Before you start applying for banking jobs, you’ll want to write a stellar banking resume that will catch hiring managers’ eyes. Here are some tips and an example to help you write yours.

Mary Thompson
New York City, NY | (123) 456-7891 | [email protected]

Driven and detail-oriented banking associate with more than six years of experience in the financial industry. Proven ability to provide world-class customer service, identify customer needs, and recommend products and services that meet their needs.

Baruch College, The City University of New York Jun '10
B.S. in Business Administration
Company A, Banking Associate Jan '17 – Current
  • Processed new and existing accounts, including but not limited to checking, savings, money market, CD’s, IRA’s and business accounts.
  • Provided customers with account information via phone or in person regarding balances, transactions and statements.
  • Maintained knowledge of current products available within the branch as well as competitive offerings from other financial institutions.
  • Assisted customers with loan applications for home mortgages, auto loans and personal lines of credit by gathering required documentation and completing all necessary underwriting requirements on time per company guidelines.
  • Performed daily operational duties such as cash management (balancing drawers), deposits/withdrawals and general office maintenance tasks when needed.
Company B, Banking Associate Jan '12 – Dec '16
  • Assisted in the development of a new online banking platform, which increased customer satisfaction by 10%
  • Provided general administrative support for branch operations and assisted customers with account inquiries and transactions
  • Maintained accurate records of all transactions to ensure that daily cash drawer balances were correct
  • Prepared detailed reports on customer activity, identifying trends and providing recommendations for future business practices
  • Answered incoming calls from prospective and current customers regarding products and services offered
Company C, Bank Teller Jan '09 – Dec '11
  • Maintained cash drawer and balanced it at the end of each shift.
  • Helped customers with their banking needs such as deposits, withdrawals, and loan payments.
  • Answered questions about account balances, interest rates, and other banking topics.

Industry Knowledge: Deposits, Withdrawals, Loans, Investments, Mortgages, Credit Cards, Foreclosure
Technical Skills: Microsoft Office Suite, Accounting, Excelling, Word, Excel, PowerPoint, Access
Soft Skills: Attention to Detail, Multi-Tasking, Customer Service, Phone Etiquette, Conflict Resolution, Time Management

How to Write a Banking Associate Resume

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

Write Compelling Bullet Points

Bullet points are the most common way to showcase your experience on a resume, but they don’t have to be boring or generic. In fact, the more specific and detailed you can be, the better.

For example, rather than saying you “provided customer service,” you could say that you “provided customer service for 20+ customers daily by answering questions about accounts, transferring funds between accounts, and resolving issues with debit cards.”

The second bullet point is much stronger because it provides specific details about what you did and the results of your work. It also includes a number—which always makes a bullet point more interesting and compelling!

Identify and Include Relevant Keywords

When you submit your resume online, it is likely that it will be scanned by an applicant tracking system (ATS) for certain keywords. These programs look for certain job-related terms in order to determine whether or not you are a good fit for the position. If your resume doesn’t include enough of the right terms, your application might not make it past the initial screening process.

One way to make sure that your resume includes all of the right keywords is to read through job postings and take note of the terms that are used most often. Then, when you’re writing your resume, try to use those same words throughout all the relevant sections, especially in the skills and experience sections.

Here are some of the most commonly used banking keywords:

  • Banking
  • Credit
  • Financial Services
  • Commercial Banking
  • Retail Banking
  • Credit Analysis
  • Financial Analysis
  • Portfolio Management
  • Loans
  • Customer Service
  • Financial Modeling
  • Business Relationship Management
  • Microsoft Access
  • Risk Management
  • Credit Risk
  • Teamwork
  • Marketing
  • Sales
  • Time Management
  • Leadership
  • Treasury
  • Cashiering
  • Banking Operations
  • Mortgage Lending
  • Small Business Lending
  • Personal Banking
  • Financial Risk
  • Finance
  • Cash Management
  • Customer Experience

Showcase Your Technical Skills

Banking associates need to have a strong understanding of the various software programs and systems used in the banking industry. This includes programs like QuickBooks, Microsoft Office Suite, and various banking software programs. Additionally, banking associates need to be able to use technology to communicate with other members of the banking team, including bankers and tellers.

Some of the programs and systems that banking associates are typically expected to be proficient in include: QuickBooks, Microsoft Office Suite, various banking software programs, and electronic banking systems.


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