Professional bankers are in constant demand in the UK. Whether it’s onboarding new customers, providing financial advice, or processing transactions, bankers require a unique set of skills that combine management with effective communication. A career in this field suits people who are financially savvy, customer-focused, and adept at problem-solving. 

An ideal banker CV quickly draws attention to the essential qualifications, work history, and skills you have that are essential to fulfilling the key responsibilities of a banking role. Demonstrating your ability to manage financial portfolios, work with clients and understand industry regulations is key to making your CV stand out. Highlighting your achievements in these areas will make your CV more impactful and show recruiters that you are the right person for the job.

Whether you’re looking to develop a personal banking CV or find an investment banking CV example, this guide will provide you with essential tips, skills, templates, and FAQs to help you create a professional banking CV and land the job of your dreams. Thanks to our CV and cover letter builders, you’ll be able to create a winning banking application in minutes, even if writing about yourself isn’t your strong suit.

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    Sample banker CV

    Banker CV-1

    Samantha James
    4 Bold Street
    Liverpool, LIV LI 1JG
    07912 345 678
    samantha.james@example-example.co.uk

    Professional summary

    Results-orientated banking professional highly effective at branch, account and project management. Extensive knowledge of banking products and services, as well as business development and marketing. Excellent interpersonal and communication skills.

    Work history

    Branch Manager (09/2019 – Current)
    Kirkby Building Society – Kirkby, Merseyside

    • Developing and executing marketing programmes and general business solutions resulting in increased company exposure and customer traffic.
    • Managing employee benefits programme and filing quarterly sales tax.
    • Creating strategies to develop and expand sales of services to existing customers which resulted in a 5% increase in annual revenue.

    Banking Team Leader (02/2015 – 09/2019)
    JC & Sons Banking – Liverpool, Merseyside

    • Managing and leading a team of 8, providing encouragement, support and feedback where necessary.
    • Overseeing team responsibilities to process the daily workload and achieve targets determined by the Branch Manager.
    • Advising customers on mortgage, educational and personal loans.

    Bank Assistant (04/2012 – 02/2015)
    JC & Sons Banking – Liverpool, Merseyside

    • Handled various accounting transactions.
    • Wrote and distributed customer correspondence.
    • Established rapport with new clients to increase satisfaction and loyalty.

    Skills

    • Strong team-builder
    • Goal-oriented
    • Sales professional
    • People-orientated
    • Cash handling expertise
    • Ledger and balance sheet competency
    • Compliance, banking laws and regulations
    • Financial analysis
    • Proficient in MS Office
    • Rapid data entry skills

    Education

    BA (Hons): Accounting and Finance (2010)
    University of Liverpool – Liverpool

    A Levels: Maths, Business Studies, IT (2007)
    Liverpool Sixth Form College – Liverpool

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    Banker CV templates

    Creating the perfect banker CV doesn’t have to be complicated or time-consuming. With our ready-to-use CV templates, you can put together a compelling application in under 30 minutes. Use our intuitive builder to highlight your financial acumen, analytical skills, and professional achievements to stand out in the competitive banking sector.

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    What is the best format for your banker CV?

    The best format for your banker CV is one that effectively showcases your financial expertise, key skills, and professional achievements, while maintaining a professional appearance. It’s important to choose a structure that makes your application easy to read and engaging for recruiters, who often review many CVs each day.

    There are two main types of CV formats to consider. The reverse chronological format is most commonly used for middle and senior banking roles. It places your most recent and relevant experience at the top, followed by your skills and education. This format is particularly effective if you have at least one year of banking experience, as it highlights your career progression and key achievements.

    A skills-based CV may be more appropriate if you’re a recent graduate just entering the job market. This format organises your experience around core competencies – such as risk management, financial analysis or leadership – rather than focusing solely on job titles. It’s ideal for those with limited work experience as it emphasises transferable skills and demonstrates your potential to excel in a banking role.

    Here are some additional tips you can use for your banker CV:

    • Keep your CV concise. Keep it to one page and focus on the most relevant information for the job you’re applying for.
    • Choose a professional design. Find a clean, simple layout with consistent font sizes and spacing to help recruiters focus on your qualifications and minimise distractions.
    • Use clear headings. Organise your banker CV by giving each section a distinctive heading to ensure easy navigation. 
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    How to write a CV for a banker

    Writing a compelling CV is an essential skill that you’re likely to use many times throughout your banking career. Once you’ve chosen the right CV format, it’s time to focus on the content that will grab a recruiter’s attention. Thanks to our expert tips, you’ll be able to create a well-organised banking CV that not only demonstrates your qualifications but also positions you as a strong candidate for the role. 

    Here’s what this guide will cover:

    How to add contact details to your banker CV

    The contact section is the first part of your banking CV, ensuring potential employers can easily identify and reach out to you for the role. Make sure all the details are up-to-date and easy to read. It should include:

    • Full Name: Your first and last name is clearly stated.
    • Location: The city or country where you’re based, and note if you’re open to relocation.
    • Phone Number: A reliable number where you can be reached.
    • Email Address: A professional, work-appropriate email address that you check regularly.

    Example of a contact section for a banker CV

    Samantha James
    4 Bold Street
    Liverpool, LIV LI 1JG
    07912 345 678
    samantha.james@example.co.uk

    Start your banker CV with a personal statement

    Your personal statement appears at the top of your CV and introduces the qualities and skills that make you stand out. Whether you’re writing a CV as an investment banker or a personal banker, you can attract recruiters with details of your key achievements, qualifications, and aspirations. Keep your personal statement to an engaging and concise 3-4 sentences to encourage recruiters to read on.

    Remember that this section sets the tone for the rest of your CV. Here are some additional tips to help you make your personal statement stand out:

    • Write this section last. After you’ve written the rest of your CV, you’ll have a clearer idea of what to emphasise in your personal statement.
    • Focus on achievements. Highlight key quantifiable achievements that demonstrate your value to potential employers.
    • Use role-specific keywords. Include industry-specific terms related to the banking industry, such as financial analysis, risk management, or lending.

    Example of personal statement for a banker CV

    Results-oriented banking professional with a strong background in managing private and corporate banking portfolios. Skilled at building and maintaining client relationships, analysing financial data, and providing sound investment advice. Passionate about helping clients achieve their financial goals while maintaining the highest industry standards.

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    Adding work experience to your banker CV

    Your work experience section is one of the most important components of your banking CV. Employers in the banking sector prefer candidates with proven experience that’s also relevant to the requirements and duties of the role, as this demonstrates the candidate’s ability to adapt quickly and require less training. For a strong CV, list your current and previous roles in reverse chronological order, focusing on your key responsibilities and achievements in each position.

    If a position is outdated or no longer reflects your current skills, consider leaving it out. Additionally, omit roles that don’t emphasise transferable banking skills.

    To format this section, include the following details:

    • Job title
    • Company name and location
    • Start and end dates of employment
    • Key responsibilities

    Example of work experience for a banker CV

    Senior Relationship Manager
    CityBank Financial Solutions, London
    January 2021 – Present

    • Managed a portfolio of 150 high net worth clients, delivering personalised financial solutions and increasing client retention by 20% year on year.
    • Conducted in-depth financial analysis to assess client needs, resulting in the successful structuring of £15M in investment portfolios.
    • Ensured full compliance with financial regulations and anti-money laundering policies, achieving a 100% audit pass rate.
    • Led cross-departmental teams to implement new banking products, increasing revenue by 16% in the first quarter after launch.

    Banking Operations Officer
    Global Financial Partners, Manchester
    March 2018 – December 2020

    • Oversaw daily banking operations, including processing over 180 transactions per day, ensuring 99.7% accuracy in all financial transactions.
    • Provided risk assessments and recommendations on loan applications, approving over £10M in personal and commercial loans while maintaining a low default rate.
    • Trained and mentored a team of five junior staff members, improving team productivity by 35% through targeted training initiatives.
    • Facilitated the implementation of new digital banking systems, improving transaction efficiency by 20%.

    Top skills for your banker CV

    Banking is a competitive field, so when writing your banker CV, you need to focus on your technical and transferable skills. A strong understanding of financial regulations and compliance is essential, as is the ability to navigate financial software and tools. Employers also seek excellent communication and negotiation skills to interact effectively with clients. Finally, soft skills like problem-solving and attention to detail are crucial for managing complex client requests and ensuring smooth banking operations.

    The requirements to become a banker will also include an understanding of financial and banking codes, customer service, and knowledge of stock markets. Additional skills can vary depending on the type of banker you want to be. For example, business banker skills will be different to the skills on a private banker CV, focusing more closely on an awareness of how businesses operate and use money.

    Essential skills for a banker

    • In-depth knowledge of UK banking codes and regulations
    • Strong proficiency in mathematics and financial analysis
    • Expertise in cash management and transaction processing
    • Customer service skills with a focus on relationship building
    • Proven ability to manage and lead teams effectively

     Added extras for your banker CV

    • Strong problem-solving and analytical skills
    • Discipline and patience in high-pressure situations
    • Effective communication skills, both written and verbal
    • Exceptional time management and organisational abilities
    • Keen attention to detail, ensuring accuracy in all tasks

    Outlining education on a banker CV

    The CV’s education section is essential in demonstrating your basic knowledge for a banking role. A relevant degree, such as in finance, business, or economics, is something you want to include on your CV to attract the attention of recruiters and make your application align with the position. In addition, certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can help you stand out from other candidates.

    When listing your education, prioritise qualifications that are directly related to banking and financial services. Make sure to highlight any courses or programs that are directly related to the banking sector, such as investment banking, financial regulation, or risk management. This will show your understanding of key banking concepts and your ability to apply them in real-world situations.

    Here’s what to include when listing your education:

    • The name of the institution you attended with completion date
    • The subjects or courses you focused on
    • The level of qualification achieved (e.g. diploma, A-levels, degree)
    • The result or grade you achieved (optional, but recommended if it’s a strong performance)

    Example of education for a banker CV

    London Business School — Master of Finance (MSc)
    September 2019 – November 2020

    • Focused on advanced financial management, risk assessment, and portfolio management
    • Completed a dissertation on “The Impact of Financial Technology on Traditional Banking Models”
    • Graduated with Distinction, demonstrating expertise in financial analysis and investment strategies

    University of Cambridge — Bachelor of Science in Economics
    September 2016 – June 2019

    • Relevant coursework: Financial Analysis, Investment Strategies, Corporate Finance, Banking Regulations
    • Achieved a 2:1 degree, with a strong emphasis on financial modelling and economic theory
    • Actively participated in the Economics Society, organising guest lectures and discussions on global financial markets

    Top dos and don’ts for banker CV writing

    Do

    • DO emphasise your financial literacy

      One of the main duties of a banker to his customers is to provide advice and support for their financial decisions. Recruiters want to see signs of strong financial literacy in banking applicants. Use relevant terms and phrases throughout your CV to demonstrate this expertise.

    • DO show a wealth of qualifications

      In addition to your job history, you should also show that you fulfil banker education requirements. Degrees in business, mathematics, or finance provide a strong advantage for applicants.

    Don't

    • DON'T make your skills section too generic

      Many applicants will have similar qualifications. Special skills that are relevant to the duties of a banker can help you to stand out. Highlight them! Important business banker skills, for example, include understanding foreign languages.

    • DON'T focus on explaining your goals

      Use your banker CV to prove you can fulfil the job role and help the employer succeed. List out your work history focusing on your key successes to illustrate why you’re perfect for the role. Remember, the requirements to be a banker will depend on any specialisations you choose – for example, investment banker requirements will include an understanding of economics and business studies.

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    Your banker CV questions answered

    How do I write a CV for a bank job that stands out?

    An effective banker CV will be tailored to a specific banking role and its requirements and will not include any irrelevant skills, accomplishments or job responsibilities. It will highlight critical skills like ‘ledger and balance sheet competency’ and ‘cash-handling expertise’ in well-defined sections. The CV will also be cleanly formatted with short paragraphs, direct sentences and bullet points.

    Is it important to list specific banking software on my CV?

    Yes, listing banking software on your CV is a great idea. It shows that you have the specialised knowledge and experience to use word processing, code banking, or financial reporting systems. Mentioning these tools shows that you’re familiar with the digital tools that streamline banking processes. Be sure to also explain how your software experience contributes to your overall skills, such as improving efficiency or customer satisfaction.

    Should I include a section for references on my banker CV?

    Including a reference section in your banking CV is generally not mandatory unless the employer specifically requests it. You can add a simple line at the end of your CV, such as “References available on request”, to let recruiters know that you’re willing to provide them if required.

    What skills do you need as an investment banker?

    As an investment banker, you’d be helping companies to reach their financial goals and develop financial plans. Key investment banker duties include raising client capital, networking, analysing financial data, and presenting information to clients. Due to these complex duties, the skills needed to become an investment banker include an in-depth understanding of financial modelling, along with strong communication skills.

    What are the duties of a banker?

    The duties you choose to list will depend on both your experience and the role you want to secure. Some examples of highly valued banking responsibilities to mention are:

    • Client relationship management (e.g. “built and maintained relationships with over 100 high net worth clients”)
    • Risk management and compliance (e.g. “ensured 100% compliance with banking regulations, minimising risk exposure”)
    • Financial analysis and reporting (e.g. “performed detailed financial analysis resulting in a 15% increase in portfolio performance”)
    • Sales and business development (e.g. “generated £1m in new business by securing five new client accounts”)

    What qualities make a good banker?

    To fulfil their banker job duties successfully, a candidate will need an understanding of banking, finance, and mathematics, along with customer service and team management skills. Additional skills, including speaking another language, are always a plus.

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    In just a few steps, we’ll guide you through creating a winning banking CV that will stand out to recruiters. Browse our extensive collection of sample CVs and templates designed specifically for banking professionals. Once you’ve found the inspiration that matches your experience, use our intuitive CV builder to create a personalised document that highlights your skills, achievements, and qualifications.

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