Example CV Template For a Banking and Insurance Career

Using a CV Template when creating a CV for a Banking and Insurance career position is a helpful way of putting structure into your CV, and a great way to learn ideas; it is good practice to view several examples of CVs from your industry, so you can define what you would like to achieve.

Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Banking and Insurance and specifically, about your achievements. When creating your CV, a key tip is to carefully insert your personality, give an overview of your job responsibilities and share insights about your career that you are proud of.

Start with a unique personal statement tailored specifically to you. In your CV, you need to address who you are, what you have to offer, what you are aiming for in your career and you need to let the reader understand the type of impact you will have in their company, should you be employed.

Sample CV Summary for a Banking and Insurance Career

In Banking and Insurance, my responsibilities included working closely with clients to determine their financial needs and providing tailored services by offering financial services and solutions.

I can successfully build and maintain long-term relationships with clients and resolve issues quickly. I ensured maximum client satisfaction while remaining up to date with the latest products and financial regulations.

CV Example Experience for a Banking and Insurance Career

  • Managing client accounts and providing new financial products
  • Quickly and efficiently resolving queries or customer complaints
  • Recommending new products and services to satisfy client needs
  • Selling financial products to existing and new clients
  • Preparing documentation, updating customer records and obtaining signatures when necessary
  • Processing credit applications
  • Verifying customer details
  • Performing administrative tasks, including data entry and file management
  • Researching the latest financial products to provide up to date information to clients
  • Finance, accounting or other related degree

CV Tips for a Banking and Insurance Career

  • Keep things clear and concise
  • List any specialist product knowledge
  • Only list positions relevant to banking or finance
  • Focus on transferable skills if you are changing career
  • Include any relevant further training
  • Include your degree-level and professional qualifications
  • Tweak your CV to the suit the job ad
  • List any fund management, insurance, risk analysis and risk or compliance experience