The Ultimate Guide to Writing the Perfect Relationship Banker Resume

Read on for the ultimate guide to crafting the perfect relationship banker resume for you!

The Ultimate Guide to Writing the Perfect Relationship Banker Resume
Photo of Brenna Goyette
Brenna Goyette
6 min read

If you want to become a relationship banker, then you will certainly need to update your resume. A strong resume can be the deciding factor in getting an interview, so take some time crafting yours so it is perfect. The document should reflect your skills and abilities without giving away too much personal information. The one thing people want to know about bank employees is what they do all day at work. Read on for the ultimate guide to crafting the perfect relationship banker resume for you!

What is a Relationship Banker?

A relationship banker is a financial professional who builds and maintains relationships with customers. It's important to know what you're signing up for, so we'll go over the basics of this profession.

Select the Right Format for your Relationship Banker Resume

The first thing to decide is whether you want a chronological or functional resume.

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A chronological resume is organized by the work history of the individual, showing their experience as it progressed. It can be written as a straight list of jobs with dates or as one sentence for each job. The beginning of the resume should show your most recent position and your qualifications from it.

If you have gaps in your work history, those should be explained at the end of the resume.

A functional resume highlights a person's skills and qualifications without highlighting their work history. It also might include information about an applicant's educational background and skills outside of employment, such as volunteer activities, hobbies, and interests. This type of resume can be helpful if you need to downplay gaps in employment due to age discrimination or irregular work schedules.

How to Write Resume Objective or Resume Summary for Relationship Banker

A resume objective is a great tool for a person who is changing careers, unemployed, or looking for a job in a specific field. An objective can be written in different ways. You can even write many objectives based on the type of position you are applying for.

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Relationship bankers work with clients to help them create and execute investment strategies, i.e., they make clients rich. In order to get hired as a relationship banker, your resume needs to provide an overview of your skills and abilities that make you qualified for this role.

Write the Best Relationship Banker Job Description for a Resume

What does a relationship banker do? Relationship bankers are focused on helping people achieve their financial goals. They help clients achieve their goals by ensuring they have access to all the services they need, while also educating them about the benefits of pursuing financial security.

Relationship bankers are the ones customers call when they want to borrow money, open an account, or are looking for advice on investments. If someone is in need of a mortgage, 401k, car loan, or credit card but doesn't know which option is best for them, they will likely talk to a relationship banker at their bank for guidance.

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Essentially, these professionals serve as both customer service representatives and advisors to customers with complex financial needs. Relationship banking requires strong communication skills and excellent problem-solving abilities.

Education Section

This section of the resume is pretty straightforward. Include your degree and major, when you obtained it, and where you obtained it.

If you're in the process of obtaining a degree, keep this on the resume as well. For example: "MBA in Accounting - Graduating Fall 2020"

Write a Skills Section

The skills section is a critical element of your resume. You should list any skills and experience that directly relate to the position you are applying for.

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Don't be shy; we know you have a lot of skills! But you want to make sure your resume reflects what the employer is looking for in terms of qualifications, so tailor your resume accordingly. To create a strong skills section, think about these three things:

  • What are your strengths?
  • What do employers want to see?
  • What job are you applying for?

For example, if you are applying to be a relationship banker, then it would be beneficial to have strong analytical skills on your resume. If you're applying for an administrative assistant position at a bank, then your skills section should show that you have excellent administrative abilities. Employers can use this section to assess whether or not they want to meet with you in person based on your credentials.

Don't Forget your Cover Letter as Relationship Banker

When crafting your resume, make sure it reflects your talents and skills. Your cover letter should be addressed to the hiring manager and should briefly state why you are interested in the position and what you can bring to the company. It is also a good idea to include two or three sentences about your background and qualifications for the position.

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A great way to stand out from other applicants is by including a personal statement that explains some of your goals or how this position would help you achieve them.

Tips for Job Interviews

A resume is a tool to sell yourself for a job interview. The resume should be no longer than three pages long and include your personal information, educational background, and work experience.

If you are applying for a position in a bank, then your resume should specifically mention the skills you have that will help you do well in that position. For example, if you were applying to be a Relationship Banker, your resume should highlight your ability to build relationships with clients and maintain their accounts.

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Furthermore, keep your resume concise and clear. Your resume is not the place to add irrelevant information about yourself. It's also important to remember that employers typically look for more than one page of text on your resume when reviewing it. If they cannot find what they're looking for on the first page, they won't read any more of it.

Your goal is not to bore them with all the details about yourself or give them too much information at once either. You want them focused on why you would be good for this particular job so they can get an idea of what you can do before asking any more questions in an interview

Key Takeaways

  • Tailor your resume to fit the specific job description.
  • Include a professional summary before tackling the work experience section.
  • Be sure to include skills, accomplishments, and accolades.