Example CV Template For a Relationship Banker

Using a CV Template when creating a CV for a Relationship Banker 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 Relationship Banker 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. Focus on who you are, what your strengths are and share the traits that make you a standout candidate for jobs in the Banking and Insurance sector. 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 Relationship Banker

My role as a Relationship Banker involved cultivating relationships between clients and the bank. I helped clients choose financial products or services, handled loan applications, and provided advice on a variety of personal finance products. I focused on converting a one-time customer into a lifelong, loyal client. The role made the most of my experience in a variety of banking positions, from teller to financial advisor.

CV Example for a Relationship Banker's Experience

  • Meeting with clients looking for financial services
  • Showing available options and assisting with decision making
  • Building strong relationships, so customers continue to return to our bank
  • Providing high quality service to all clients
  • Assisting clients with opening accounts or applying for loans

CV Tips for a Relationship Banker

  • Use headings and bullet points
  • Highlight any experience in the financial industry
  • Include all relevant finance qualifications
  • Keep everything clear and concise