personal statement for bank jobs

Banking Resume - Examples & How-to Guide for 2024

As someone who works in banking, you’re a trusted professional who knows their way around the finance world.

You give financial advice and guidance to your clients.

But when it comes to creating a job-winning resume, you’re the one who needs advice.

What does a good banking resume look like, anyway?

With so many people competing for the top banking jobs, you can’t afford to leave any questions unanswered. 

But don’t worry! Our field-tested resume examples and tips will get your feet through the door of employment.

• A job-winning banking resume example
• How to create a banking resume that hiring managers love
• Specific tips and tricks for the banking industry

Here’s a banking resume example, built with our own resume builder :

Follow the steps below to create a banking resume of your own.

Are you looking for a resume example for a different job position? Head on over to one of our related resume examples instead:

• Bank Teller Resume
• Accountant Resume
• Bookkeeper Resume
• Business Analyst Resume
• Financial Analyst Resume
• Executive Assistant Resume
• Consultant Resume
• Administrative Assistant Resume
• Office Assistant Resume
• Career Change Resume

How to Format a Banking Resume

Banking is one of the fiercest industries you can enter.

As such, you really need to put your money where your mouth is.

This involves creating a resume that stands out from the competition. 

But before you can get writing, you need to choose the correct format.

You see, even the richest of experience won’t impress a hiring manager that is struggling to read the content.

Have relevant banking experience? Then you’ll want to use the most popular format, known as the “ reverse-chronological ” format. It starts with your most recent work experience and then works backward through your banking history and skills.

You may also want to try these two popular formats:

• Functional Resume - This format focuses on your banking skills, which makes it the best format for those who have the relevant skills, but don’t a wealth of experience as a banker.
• Combination Resume - This format mixes both “Functional” and “Reverse-Chronological” formats, making it perfect for those with both the relevant skills AND banking work experience. 
• For a professional and precise resume, keep your banking resume to one-page. Feel free to check out our one-page resume templates .

Once the format is sorted, you need to choose the correct resume layout .

We recommend the following layout:

• Margins – Use one-inch margins on all sides
• Font - Pick a professional font that stands out
• Font Size - 11-12pt for normal text and 14-16pt for headers
• Resume Length – Stick to 1-page. Having trouble fitting everything into one page? Check out these one-page resume templates .
• As professional banker, the recruiter expects to see a highly-professional resume. As such, limit how creative you are with the font and layout.

Use a Banking Resume Template

Word is great for a lot of things.

Well, except for building resumes.

You see, you need a banking resume with a professional structure.

Those who have used word to create their own resume will know that one tiny change can ruin the whole structure.

For a professional banking resume, you can use a resume template .

What to Include in a Banking Resume

The main sections in a banking resume are:

• Contact Information
• Work Experience

For a banking resume that rises above the other applications, add these optional sections:

• Awards & Certification

Interests & Hobbies

So that’s a general overview, now it’s time to get specific about each of the sections.

For even more information, check out our guide on What to Put on a Resume .

How to Write Your Contact Information Section

As a banker, you know that accuracy is vital.

And it’s no different than with your contact information section. 

In fact, just one digit out of place can render your whole application useless. 

For your resume contact information section, include:

• Title – Make this specific to the exact job you’re applying for
• Phone Number - Check this multiple times. You see, one minor error can really mess up your chances
• Email Address - Use a professional email address ([email protected]), NOT that email you created back in school [email protected])
• (Optional) Location - Applying for a job abroad? Mention your location
• Hannah Atkinson - Banker. 101-358-6095. [email protected]
• Hannah Atkinson - Banking Angel. 101-358-6095. [email protected]

How to Write a Banking Resume Summary or Objective

Creating a professional resume that stands out is the #1 goal .

But HOW is this done? 

By using an opening paragraph that brings home the bacon!

These opening paragraphs come in two types: resume summary or objective.

Although slightly different, both are introductory paragraphs that sum up the main points of your resume. 

The difference between a summary and objective is that:

A resume summary summarizes your most notable banking experiences and achievements. It’s designed for individuals who have multiple years of finance industry experience.  

• Experienced banking professional with five years of experience at YZX BANK, where I used analytical and interpersonal skills to maintain a 99.60% customer satisfaction rating. Seeking a chance to leverage my banking skills to maximize the operations and quality of service at BANK XYZ.

A resume objective gives a quick breakdown of your professional goals and aspirations, which makes it perfect for junior bankers. Now, even though you’re talking about your own goals, it’s important to align your message to what the employer wants. 

• Enthusiastic finance student looking for a banking role at BANK XYZ. Two years of experience at a local accounting firm. Excellent organization, communication, and analytical skills. Keen to support your banking team, where my interpersonal skills can be leveraged to achieve the best quality of service.

So, which one is best for bankers? 

Well, a summary is suited for bankers who have been crunching the numbers for a few years, whereas an objective is suited for individuals who are new to the banking world (student, graduate, or switching careers).

• The hiring manager wants to see the benefits you will bring to the bank, not what it will do for your career. Also, banks want employees who have strong quantitative and communication skills, so use powerful action verbs and be as specific as possible.

How to Make Your Banking Work Experience Stand Out

What’s the best way to impress a recruiter?

Work experience!

Sure, the recruiter wants to hear about your education and skill-set, but nothing proves your talents like a wealth of banking experience. 

Use this layout in your experience section:

• Position name
• Company Name
• Responsibilities & Achievements

02/2017 - 01/2020

• Voted “Banker of the Year” in 2018 and 2019
• Followed best practises to process over 1000 loan applications
• Studied market trends and produced risk assessment documentation for management – contributing in $430,000 savings for our clients
• Trained and empowered a team of eight new bank tellers

For a resume that shows your best qualities, make sure to mention your achievements, rather than your daily responsibilities.

Instead of saying:

“Risk assessment”

“Studied market trends and produced risk assessment documentation for management – contributing to $430,000 in savings for our clients”

So, how exactly do the two differ?

Well, the second statement goes into much greater detail. It’s a clear example of how your abilities will have a direct impact on the success of the bank.

What if You Don’t Have Work Experience?

Maybe you’ve got a finance degree but have yet to work in a bank?

Or maybe you’re transitioning from a junior position at a competing bank?

Whatever your personal situation, you have options. 

You see, despite a lack of bank experience, you are still able to include relevant skills and experiences from other previous jobs.

For example, if you’ve worked as a junior accountant, you can talk about the crossover experiences. Just like a banker, you would have to pay great attention to detail, work with customers, and enjoy working with numbers.

For the students reading this, you’ll enjoy our guide on how to make a student resume !

Use Action Words to Make Your Banking Resume POP!

• “Responsible for”     
• “Worked with”    

You’ll find these exact words on nearly all banking resumes.

And since you need your banking resume stand out, we’d recommend using some power words instead:

• Spearheaded
• Conceptualized

How to List Your Education Correctly

Up next in your banker resume comes the education section.

Now, there’s more than one educational path to becoming a bank employee. 

The bank manager just wants to know your education to date.

Follow this format: 

• Degree Type & Major/Courses
• University/School Name
• Years Studied
• GPA, Honours, Courses, and other relevant achievements 

B.A in Banking and Finance

Chicago State University 

• Relevant Modules: Principles of Accounting, Consumer Finance and Banking Fundamentals, Financial Management, Risk Analysis, Finance and Economics, Bank Lending and the Legal Environment, Quantitative Methods for Banking, and more]

Still have questions? If so, here are the most frequently asked questions:

What if I’m still studying?

• No matter if you’re still studying or not, you should still mention every year that you have studied to date

Is my high school education important?

• Only list your high school education if that is your highest form of education 

What is more important for a banker, education or experience?

• If you’re an experienced banker, your work experience should be listed before your education

If you still have questions, you can check out our guide on how to list education on a resume .

Top 16 Skills for a Banking Resume

Being a successful banker requires a certain set of skills.

And the bank manager needs to know you have what it takes!

Now, you could be the most skilled banker in the world, but they still need to be clearly displayed on your resume – not locked away in a bank vault!

Here are the main skills a hiring manager wants to see from a banker:

Hard Skills for a Banker:

• Balancing Ledgers
• Risk Assessment
• Mortgages and Loans 
• Deposits and Withdrawals 
• Account Maintenance 
• Foreign Currency Exchange
• Investment Management 
• Safety Deposit Boxes
• Cash Handling 

Soft Skills for a Banker:

• Excellent Communicator
• Problem Solving
• Confident & Professional Manner 
• Organization 
• Negotiation
• Time Management
• Although bankers need soft skills, we recommend only including the main skills on your resume. It is also wise to only include soft skills that you posses, just in case the interviewer asks.

Looking for a more comprehensive list? Here’s a mega-list of 150+ must-have skills .

Other Resume Sections You Can Include

By now, you should have a resume that’ll get you through the doors of any bank.

Your #1 goal is a resume that stands above the competition.

And this is not the time to leave your future to chance!

The following sections will set you apart from the other candidates.

Awards & Certifications

Have you been awarded at your previous place of work?  

Did you win any competitions at university?

Have you completed any certifications to enhance your expertise?

Whatever your case may be, the manager will want to see any relevant awards and certifications.

Awards & Certificates

• Certified Financial Planner (CFP)
• Certified Financial Analyst (CFA)
• “Learning How to Learn” - Coursera Certificate
• “Banker of the Year” 2019 - XYZ Bank

Able to speak other languages?

Whether or not the job description specifically requires it, the ability to speak another language is an impressive skill. 

So if you’re able to speak another language, even to a basic standard, feel free to include it inside your resume, but only if there is space. 

Order the languages by proficiency:

• Intermediate

Now, you may be wondering, “ why does the bank manager need to know about my love of golf? ”

Well, the manager doesn’t need to know, but it does show them more about who you really are.

And this is great, as banks want an employee who they’ll get along with.

As such, listing your hobbies and interests can be a good idea, especially if it involves social interaction.

If you want some ideas of hobbies & interests to put on your banking resume , we have a guide for that!

Match Your Cover Letter with Your Resume

You don’t need us to tell you how competitive the finance job market is.

And when competing with experienced professionals, you need an edge.

But HOW can you get one?

Well, with a convincing cover letter!

You see, a letter is the perfect tool for communicating with more depth and personality. 

Oh, and it shows that you want THIS banking position in THIS bank.

Just like when building the resume, your cover letter also needs the correct structure. 

Here’s how to do that:

We recommend writing the following for each section:

Contact Details

All personal contact information, including your full name, profession, email, phone number, location, website.

Hiring Manager’s Contact Information

Their full name, position, location, email

Opening Paragraph

Create a powerful introduction that hooks the reader. Make sure to mention:

• The specific position you’re applying for – Banker
• An impactful summary of your most notable experiences achievements

Once you’ve impressed the hiring manager with your opener, you can delve deeper into the rest of your working history. Some of the points you can mention here are:

• Why you want to work for this specific bank
• What you know about the bank’s culture and vision
• Your most notable experiences and how they relate to this job
• If you’ve worked in similar positions at other banks

Closing Paragraph

This is where you:

• Wrap up the main points of the body paragraph
• Thank the hiring manager for reading
• End with a call to action, such as “It would be great to further discuss how my experience as an X can help the bank with Y”

Formal Salutations

To keep your resume professional, use a formal closing, such as “ Sincerely ” or “ Best regards. ”

Now, if you’re not a professional wordsmith, creating a job-winning cover letter is a difficult task. But don’t worry, you can use our how to write a cover letter article for guidance.

Key Takeaways

You’ve now unlocked the bank vault and discovered how to create a job-winning resume.

Let’s quickly review everything we’ve covered:

• Based on your specific circumstances, choose the correct format. We recommend starting with a reverse-chronological format, and then following the best layout practices
• Use a captivating resume summary or objective
• In the work experience section, highlight your most notable achievements, not your daily duties
• Match your banking resume with a convincing cover letter

Suggested Reading:

• How to Write a Bank Teller Resume in 2024
• How to Ace Interviews with the STAR Method [9+ Examples]
• 26+ Biggest Interview Mistakes (To Avoid in 2024)

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• Career Blog

Banking Resume Writing Tips and Examples for 2024

A banking resume is a document that summarizes a candidate’s qualifications and experiences related to the field of banking, including knowledge of financial services, banking operations, and customer service skills. It highlights the individual’s professional achievements, education, work experience, and relevant skills with the aim of persuading the hiring manager to invite the candidate for an interview.

Why is it important to have a well-written resume?

A well-written banking resume can significantly increase the candidate’s chances of being invited to an interview. For one, it signals the candidate’s competence, attention to detail, and professionalism, which are important traits in banking jobs. A poorly written resume, on the other hand, can reflect negatively on the candidate and end up overlooked by the recruiter or hiring manager.

How to format a banking resume?

The format of a banking resume should be targeted and relevant to the specific job being applied for. It should be concise and structured, making it easy for the recruiter or hiring manager to skim and quickly identify key information. A banking resume should start with a summary statement – a brief overview of the candidate’s career objectives and highlight their most relevant experiences and qualifications.

The chronological format is the most common approach for banking resumes. In this format, the candidate should list their professional experiences in reverse chronological order, starting with the most recent experience first. The candidate must include relevant experiences, accomplishments, and specific tasks performed when describing their work experience.

In addition to work experience, a banking resume should include a relevant education section, highlighting relevant coursework, and academic achievements. The candidate can choose to include additional sections such as certifications, relevant skills, and volunteer work.

A well-drafted banking resume positions the candidate to stand out from the competition, increase their chances of being selected for an interview, and ultimately secure their dream banking job.

Decoding the Job Description

When it comes to writing a successful banking resume, it’s essential to understand the job description and tailor your resume accordingly.

A. What to look for in a job posting?

Before you start crafting your resume, carefully analyze the job posting. Pay particular attention to:

• Required qualifications: Determine what specific skills, education, and experience are essential for the role.
• Key responsibilities: Identify the primary duties and responsibilities of the job. What duties will you be performing daily, weekly, and monthly?
• Company culture: Understand the company’s values, goals, and mission. Does your experience and passion align with their culture?

B. How to tailor your resume based on a job description?

Once you have analyzed the job posting, tailor your resume to emphasize your relevant experience and qualifications.

• Use job-specific keywords: Incorporate keywords from the job posting into your resume’s summary, skills, and experience sections.
• Highlight relevant achievements: Identify and showcase specific accomplishments that relate to the job’s requirements, using measurable results and data where possible.
• Emphasize transferrable skills: If you lack specific qualifications or experience, highlight transferable skills and relevant job experiences that demonstrate your ability to learn and adapt quickly.

C. Understanding the role of a banking professional.

To craft a successful banking resume, it’s crucial to understand the role of a banking professional.

Bankers are responsible for managing financial transactions and the overall financial health of individuals, businesses, and organizations. They handle day-to-day transactions such as deposits, withdrawals, and wire transfers, and may also offer investment advice, loans, and lines of credit.

Key skills for a banking professional include attention to detail, financial analysis, customer service, risk management, and regulatory compliance.

When writing your banking resume, emphasize your knowledge of financial products and services, experience handling financial transactions, and any certifications or licenses relevant to the industry.

Carefully analyzing job postings, tailoring your resume accordingly, and understanding the role of a banking professional are key to crafting a successful banking resume.

Essential Banking Resume Sections

When writing a banking resume, there are certain essential sections that you should include to make a good impression on potential employers. Here are the main sections that you should include:

A. Personal Information

The personal information section should include your full name, email address, phone number, and mailing address. You can also include your LinkedIn profile or other relevant social media profiles.

B. Objective or Summary Statement

The objective or summary statement is a brief statement that highlights your career goals and key skills. This section should be tailored to the specifics of the job you are applying for.

C. Education

The education section should include the name of the institution, the degree or certification earned, the date of graduation, and any relevant coursework or honors.

D. Professional Experience

The professional experience section should include your work history dating back to your most recent job. Include the job title, employer name, dates of employment, and bulleted details of your responsibilities and achievements during your time in each role.

The skills section should include your technical and soft skills relevant to the banking industry. Examples of technical skills in banking include financial analysis, risk management, and credit analysis. Soft skills might include strong communication or leadership abilities.

F. Certifications and Licenses

The certifications and licenses section should include any relevant professional certifications, such as the Chartered Financial Analyst (CFA) designation.

G. Awards and Achievements

The awards and achievements section should highlight any formal awards or recognition you have received for your work in banking or related fields.

H. Extracurricular Activities or Volunteering

The extracurricular activities or volunteering section is a great way to show that you are well-rounded and have interests outside of work. This section can include any relevant activities, such as volunteering at a local bank or financial literacy organization.

I. Hobbies and Interests

The hobbies and interests section isn’t always necessary, but it can help give potential employers a sense of your personality and interests. This section should be brief and only include relevant information that might set you apart from other candidates.

By including these essential sections in your banking resume, you can make a great first impression and increase your chances of landing an interview. Be sure to tailor your resume to the specifics of each job posting and highlight how your skills and experience make you a great fit for the position.

Crafting an Effective Personal Information Section

When it comes to writing a banking resume, the personal information section is an essential part. It is the first thing that recruiters see, and it is what can make or break their interest in your application. In this section, you need to provide specific details about yourself that are relevant to the banking job you are applying for. In this article, we will be discussing five important elements of a personal information section.

A. Contact Information

Contact information is perhaps the most crucial part of the personal information section. Without this information, recruiters cannot contact you if they are interested in your application. It is vital to make sure that all information provided is accurate, so double-check your contact details before submitting your resume.

The contact information should include your full name, current address, phone number, and email address. Make sure that you use a professional email address, and avoid using nicknames or any other informal language.

B. Professional Headline

A professional headline is a brief statement that summarizes your skills and experience. It should be placed right after your name and contact information. The headline should be catchy, short, and impactful. Consider using phrases like “Experienced Banking Professional” or “Financial Analyst with 10 Years of Experience.” The headline should make a statement about your expertise and experience in banking.

C. LinkedIn Profile

LinkedIn is a professional social media platform that allows you to showcase your skills, experience, and career aspirations. Having a LinkedIn profile is essential for any job seeker, including those in banking. Recruiters often use LinkedIn to find potential candidates, so it is crucial to include a link to your LinkedIn profile in the personal information section.

Your LinkedIn profile should be complete with a professional profile picture, a summary of your skills and experience, and recommendations from previous employers. Make sure that your LinkedIn profile aligns with the skills and experience mentioned in your resume.

Your address may not seem like an essential part of your personal information section, but it can be useful for recruiters. For example, if you are applying for a job in a specific location, having an address in that area can increase your chances of getting the job. Therefore, it is recommended to include your current address in your resume.

E. Photo or No Photo?

When it comes to adding a photo to your resume, there are different opinions on this matter. Some recruiters prefer resumes with a photo, while others believe that it is not necessary. Ultimately, the decision to include a photo in your resume is up to you.

If you decide to include a photo in your resume, make sure that it is a professional headshot. Avoid using casual photos or selfies. A professional photo will help to create a positive first impression and will make your application more memorable.

Writing an Engaging Objective or Summary Statement

When it comes to writing a strong banking resume, an engaging objective or summary statement can make all the difference. But before you start crafting this section of your resume, it’s important to understand the difference between an objective statement and a summary statement.

A. What’s the difference between an objective and a summary statement?

An objective statement is a brief statement that highlights your career goals and the type of position you are seeking. It should be specific and relevant to the job you are applying for. On the other hand, a summary statement provides a brief overview of your skills, strengths, and previous experience. It should be tailored to the specific job you are applying for, highlighting what you can bring to the table and what sets you apart from other candidates.

B. How to write an objective or summary statement that stands out?

When it comes to writing an objective or summary statement that stands out, there are a few key things to keep in mind. First, it’s important to make it clear what you can offer the employer. This means highlighting your unique skills, strengths, and experience that make you a good fit for the job. It’s also important to use specific, measurable language that shows the impact you have made in previous roles.

Another important factor is tailoring your objective or summary statement to the specific job you are applying for. This means doing your research on the company and the position to understand what they are looking for in a candidate. Use the language and keywords they use in the job description to make your statement more relevant and compelling.

Finally, make sure your objective or summary statement is concise and impactful. It should be no more than two to three sentences, and should highlight the most important information about you and your qualifications without including unnecessary details.

C. Dos and Don’ts of writing an effective statement.

To ensure that your objective or summary statement is effective, there are a few dos and don’ts to keep in mind.

• Use specific, measurable language that shows your impact in previous roles.
• Tailor your statement to the specific job and company you are applying to.
• Keep it concise and impactful, focusing on the most important information about you and your qualifications.
• Use keywords and language from the job description to make your statement more relevant.
• Include unnecessary details or information that is not directly relevant to the job.
• Use vague language or cliches that don’t add value to your statement.
• Be too generic or broad in your statement, making it unclear what you are looking for in a position.

By following these tips and guidelines, you can create an objective or summary statement that stands out to potential employers and helps you land your next banking job.

Highlighting Your Education Background

Your educational background is an important aspect of your banking resume. It showcases your academic achievements and demonstrates your qualifications for the job. Here are some tips on how to effectively highlight your education background.

A. How to display your educational qualifications?

When it comes to displaying your educational qualifications, there are a few things you should keep in mind. First, make sure to list your degrees in chronological order, starting with the most recent. Second, be sure to include the institution name, the degree earned, and the date of graduation. Third, consider including any academic honors or awards you received.

It is also important to tailor your education section to the specific job you are applying for. For example, if you are applying for a position in investment banking, highlighting relevant coursework such as finance or accounting would be beneficial.

B. What to include in the education section?

When it comes to what to include in the education section of your banking resume, there are several key pieces of information to consider. These include:

• Institution name
• Degree earned (e.g. Bachelor of Science, Master of Business Administration)
• Field of study
• Date of graduation
• Academic honors or awards (optional)

Additionally, if you have any certifications or licenses relevant to the banking industry, you may want to include those in a separate section or as part of your education background.

C. Should you include your GPA?

Whether or not to include your GPA depends on several factors. If you have a high GPA, you may want to include it to demonstrate your academic excellence. However, if your GPA is lower, you may want to leave it off. It is also important to consider the requirements of the job posting – if the employer specifically requests a GPA, be sure to include it.

Effectively highlighting your education background is an important aspect of creating a strong banking resume. Be sure to list your degrees in chronological order, include relevant coursework, and consider including academic honors or awards. When it comes to including your GPA, carefully consider whether or not it is relevant to the position and job requirements.

Showcasing Your Professional Experiences

When it comes to writing a banking resume, showcasing your professional experiences is essential. This section is where you highlight your work history and demonstrate your proficiency in the field. To write an engaging work experience section, you need to follow the tips listed below.

A. How to Write an Engaging Work Experience Section?

To make your work experience section more engaging, you need to focus on your accomplishments instead of just listing your job responsibilities. Start each bullet point with an action verb and quantify your achievements wherever possible.

For example, instead of saying “Responsible for customer service,” say “Provided exceptional customer service resulting in a 95% satisfaction rate.”

Another tip is to tailor your work experience section to the job you’re applying for. Highlight the skills and experiences that are relevant to the position.

B. Choosing the Right Action Verbs

Action verbs are powerful because they help demonstrate the impact of your work. Some examples of action verbs you can use in your work experience section include:

• Implemented
• Coordinated

Avoid using passive language and focus on using action verbs that show initiative and leadership.

C. What to Include in the Job Description?

When writing your job descriptions, make sure to include specific details about your role and responsibilities. Highlight your achievements and the impact they had on your team or company. The job description should also include:

• Company name
• Employment dates
• Job responsibilities
• Achievements
• Skills utilized
• Projects worked on

Quantify as many of your achievements as possible, and use data to show the impact of your work.

D. Formatting Your Work Experience Section

Formatting your work experience section is crucial for readability and professionalism. Use reverse chronological order, starting with your most recent position, and work your way backward. Use bullet points to break up your job responsibilities and achievements. Also, make sure you separate each job with clear headings, including the company name, job title, and employment dates.

When it comes to showcasing your professional experiences, the key is to focus on demonstrating your achievements and tailoring your descriptions to the job you’re applying for. Use powerful action verbs, quantify your accomplishments, and format your work experience section for maximum readability.

Highlighting Your Skills and Qualifications

Hiring managers want to know what you bring to the table in terms of skills and qualifications. To ensure that you are considered for the job, you need to highlight both your technical and soft skills.

A. Technical skills vs. soft skills

Technical skills refer to job-specific knowledge or abilities, such as proficiency in specific software, programming languages, or financial models. Having strong technical skills is essential in the banking industry, where employees are expected to be fully trained and knowledgeable on the latest financial products and services.

In contrast, soft skills are non-technical abilities that are equally important in banking. These may include communication, leadership, teamwork, problem-solving, and time management. Soft skills are necessary for building relationships with clients, resolving conflicts, and working effectively with colleagues.

B. Identifying your transferable skills

As you update your banking resume, it’s important to identify both your technical and soft skills. But, keep in mind that you may have transferable skills, too. Transferable skills are those you can apply across different roles or industries. These might include research, project management, or problem-solving skills, which can be valuable assets in a variety of professions.

Make a list of all the skills you have, whether technical or soft, and consider what skills may be transferable. After you complete this exercise, you may find you have a broader range of skills than you first realized.

C. How to match your skills with job requirements?

When looking at job postings, you’ll notice that most have a list of desired qualifications or skills. To land the job, you’ll need to make sure your skills align with what the employer is seeking.

The first step is to read the job description carefully and take note of the required qualifications. Some employers may prioritize specific technical skills, while others may focus on soft skills or transferable skills. Highlight these qualifications on your resume to show the recruiter that you have what it takes to be successful in the role.

It’s also important to include specific examples of how you have applied your skills in the past. Provide quantifiable results that demonstrate your successes and achievements. Doing so will help you stand out from other applicants and show that you have the necessary experience to excel in the role.

Highlighting your skills and qualifications is crucial to the success of your banking resume. Be sure to include both technical and soft skills, consider transferable skills, and align your skills with the job requirements. By doing so, you’ll increase your chances of landing the job of your dreams.

Listing Your Certificates and Licenses

If you have obtained relevant certificates or licenses, it is vital to include them in your banking resume. Employers in the banking industry look for candidates who have the necessary certifications and licenses needed to perform specific roles. Here are tips for displaying your certificates and licenses accurately:

A. How to display your certifications and licenses?

• Separate Section: Certificates and licenses should have a dedicated section in your resume. This section should come after your education and work experience and before other additional skills.
• Use Bold: Use boldface for the certificate or license name, with the issuing organization in normal font beside it. For example,  Certified Financial Planner (CFP) , CFP Board.
• Mention Date and Expiry: Mention when you received the certificate and when it will expire.
• Add Descriptions: You may add descriptions or additional information about the certification or license if it is relevant to the job you are applying for.

B. What to include and exclude?

Here’s what you should include and exclude when mentioning your certificates and licenses in your banking resume:

• Relevancy: Only include certifications and licenses that are relevant to the job you are applying for. For example, if you are applying for a position in investment banking, then the  Chartered Financial Analyst (CFA)  certification would be highly relevant.
• Credentials that have formal recognition: Include only those certifications and licenses that are recognized by professional bodies or institutions. For example, ACLS (Advanced Cardiac Life Support) is a certification recognized by the American Heart Association.
• Recent Certifications: Include only the most recent certifications and licenses. Employers usually prioritize recent certifications over older ones.
• Expired Certificates: If a certificate or license has expired, exclude it from your resume. It’s best to renew the certification before mentioning it in your resume.
• Irrelevant Certifications: Certifications and licenses that are unrelated to banking or the job you are applying for should be excluded from your resume.
• Incomplete Certifications: If you have started a certification or license program and have not completed it, exclude it from your resume.

Displaying your certificates and licenses accurately and concisely is essential in banking resumes. Only mention relevant, recognized, and up-to-date certifications and licenses in your resume to improve your chances of landing your desired job in banking.

Showcasing Your Awards and Achievements

A. how to highlight your awards and achievements.

Highlighting your awards and achievements is an important aspect of a strong banking resume. Not only does it show your competency and dedication to your job, but it also sets you apart from other applicants. Here are some tips to effectively highlight your awards and achievements:

Use bullet points: Using bullet points is an effective way to make your accomplishments stand out. It also makes it easier for the recruiter to read and absorb the information.

Focus on the most recent and relevant awards: When listing your awards and achievements, it’s important to focus on the most recent and relevant ones. This will showcase your current skillset and expertise, and give the recruiter an idea of how you can contribute to their organization.

Use metrics and numbers: Use metrics and numbers to quantify your achievements. This will show the recruiter the actual impact you have made in your previous roles. For example, instead of saying “Increased customer satisfaction”, you can say “Increased customer satisfaction by 25% in 6 months”.

Provide context: Provide context for each award or achievement. This will help the recruiter understand the situation and the impact you made. For example, instead of saying “Received Employee of the Month Award”, you can say “Received Employee of the Month Award for exceptional performance in driving sales and exceeding targets for 3 consecutive months”.

B. Mistakes to avoid while listing your accomplishments.

While listing your accomplishments is crucial to make your resume stand out, there are some mistakes you should avoid:

Listing irrelevant awards: Listing irrelevant awards can distract the recruiter from the important ones. Make sure to focus on the most recent and relevant ones.

Using vague language: Using vague language such as “Improved customer satisfaction” or “Increased revenue” without providing any context or metrics doesn’t give the recruiter a clear understanding of your accomplishments. Make sure to use specific metrics and provide context for each award or achievement.

Including personal achievements: While personal achievements such as winning a sports tournament or participating in a charity event are admirable, they don’t belong on a professional resume. Include only professional achievements that pertain to the job you’re applying for.

Listing duties as accomplishments: Listing duties such as “Processed customer transactions” or “Managed customer complaints” as accomplishments doesn’t show any additional value or impact you made. Make sure to list only achievements that show your competency and dedication to your job.

C. Why highlight your achievements in a resume?

Highlighting your achievements in a resume is important for several reasons:

Differentiates you from other applicants: Listing your accomplishments sets you apart from other applicants who only list their job duties. It shows that you’re competent and dedicated to your job.

Shows your skills and expertise: Listing your accomplishments shows the skills and expertise you have, and gives the recruiter an idea of how you can contribute to their organization.

Including Your Extracurricular Activities or Volunteering

As a banking professional, you may have a wealth of knowledge in the industry, but employers are not just looking for a technical expert. They also want to know that you are a well-rounded individual who can contribute to the community. That’s where extracurricular activities and volunteering experience come in.

A. How to portray your community service and volunteering experience?

When it comes to including your extracurricular activities and volunteering experience in your resume, it’s essential to stay focused on the skills relevant to the banking industry. Here’s how to do it:

Focus on transferable skills : Your community service and volunteering experience can demonstrate your abilities to manage people, organize events, or fundraise. Consider how these skills can apply to the banking industry and highlight them in your resume.

Quantify your achievements : Show your impact by including measurable results in your resume. For example, if you organized a fundraising event, mention how much money you raised and the number of participants you attracted.

Include only relevant experiences : While it’s important to mention your extracurricular activities and volunteering experience, remember to only include those that are relevant to the job you are applying for. For instance, if your volunteering experience involves working with children, it may not be relevant to a banking position.

B. The importance of including your extrac

Including your extracurricular activities and volunteering experience in your banking resume can make you stand out from other candidates. Here are some reasons why:

Shows your personality : Your extracurricular activities can provide a glimpse of who you are beyond your technical skills. It shows that you have interests and passions outside of work, which can make you a more well-rounded employee.

Demonstrates transferable skills : As mentioned earlier, your community service and volunteering experience can demonstrate transferable skills that are relevant to the banking industry, such as communication, leadership, and teamwork.

Illustrates your commitment : Volunteering and participating in extracurricular activities require time and effort, which shows that you are committed and responsible. This trait is particularly important in the banking industry, where accuracy and attention to detail are critical.

Including your extracurricular activities and volunteering experience in your banking resume can help showcase your abilities beyond the technical skills required for the job. Make sure to focus on transferable skills, quantify your achievements, and only include relevant experiences. Doing so can make you stand out from other candidates and demonstrate your commitment to the community and the banking industry.

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How To Write a Personal Statement for Job Searching

Madeleine Burry writes about careers and job searching for The Balance. She covers topics around career changes, job searching, and returning from maternity leave, and has been writing for The Balance since 2014.

Different Types of Personal Statements

What you should include, tips for writing a job search personal statement, examples of personal statements.

Kiyoshi Hijiki / Getty Images

What's a personal statement, and why do you need one when you're job searching? A job search personal statement is a place to share why you're interested in a position and why you're a good match.

In your statement, you can get a bit personal—use the space to share details and insights about yourself, and forge a connection with potential employers. Here are some tips on how to write a successful personal statement that will further your job search.

A personal statement may be included in your curriculum vitae  or CV. Much like an in-person elevator speech or the summary section within a resume, a CV personal statement highlights your objectives and abilities. Since a CV may stretch over several pages, this allows you to showcase must-see details from within the document. You'll want to write just a few sentences for a personal statement in a CV.  

Or, you may need to write a personal statement as part of a job application. This helps hiring managers to separate out candidates applying for every job in a category (e.g., putting in applications for any "production manager" position) from more engaged candidates, who are interested in the company.

Write something that matches the application's requested word count; if one isn't provided, aim for 250 to 500 words. Regardless of where it appears, your goal in a personal statement is the same: try to connect your background and goals with the job at hand.

In your personal statement, you want to make a connection between yourself and the position. Think of this as a three-part process:

• Share Some Details About Yourself: Who are you? You may say things like "Highly seasoned production manager" or "Recent graduate with honors."
• Highlight Your Most Relevant Experience and Talents and Share What You'd Bring to the Company: Think: "Strong, speedy writer capable of crafting ad copy that engages and enchants." or "In my years as a project manager, I've never let a detail slip; I've won internal awards for the best team player. My projects release on time and match requested specifications."
• Provide a Bit of Information About Your Career Goals: For instance, "Looking for a staff writer position" or "Eager for placement in a mid-sized firm as an audit supervisor" or "Seeking a position as a production assistant to further develop my skills in television and put my time management abilities to the test."

While it's called a personal statement, avoid over-sharing. Only include information that's relevant to the job at hand. That is if you're applying for a position as an accountant, no need to mention your goal of becoming a staff writer at a magazine.

Remember, the main goal of your personal statement is for it to further your job search.

Your personal statement should always be personalized—it's a mistake to reuse the same personal statement for every job you apply for. You don't need to write the personal statement from scratch each time—just make tweaks so it reflects the needs of the company and the qualities requested in the job description.

Here are more tips for writing a successful job search personal statement:

• Know Your Audience: Target your personal statement to a specific job position and company. Spend a bit of time researching the company to get a sense of what they're looking for in a candidate. Decode the job description so you understand the company's needs in a candidate. Take notes on where your qualifications are a good match for the position.
• Make Some Lists: What have you done that employers should know about? Make a list of your accomplishments (and keep in mind that while splashy awards are important, so too is reorganizing a chaotic system that gives everyone hives to make it user-friendly). Brainstorm a list of your talents as well as your soft, communication, and general skills.
• Go Long on Your First Draft—Then Cut It Down: Hopefully, your time spent thinking about the company's needs and what you have to offer has given you plenty of fodder to get started writing your personal statement. At this point, don't worry about length; write as much you want. Then, go back and edit—aim for a few sentences for a CV and around 250 to 500 words in an application. Cut unnecessary words and clichés that don't add meaning. Instead, use action verbs . While it's fine to write in the first person, avoid overusing the word "I." Try to vary the composition of sentences.
• Make It Targeted: You have lots of skills and interests and work experience. What you want to emphasize in one position is not necessarily what you want to highlight in another. If you are qualified as both a writer and an editor, choose which talent to call out in your personal statement—and make it the one that's most relevant to the job you want.

Here are some examples of personal statements to use as inspiration:

• I'm a seasoned accountant with CPA and CMA certification and more than 10 years of experience working in large firms. Oversaw audits and a department of ten. My positive attitude and detail-oriented spirit help ensure that month-end financial wrap-ups go smoothly and without any inaccuracies or fire drills. Looking for a leadership role in my next position.
• Recent college graduate with freelance writing experience at major print magazines as well as online outlets and the college newspaper. A strong writer who always meets deadlines, and matches the company tone and voice. In search of a staff writer position and eager to learn the magazine trade from the ground up.
• I'm an award-winning designer in children's clothes looking to make the transition to adult athletic year. At Company X, I developed a new line for toddlers and traveled to Asia to oversee production. I'm a fast learner and am eager for a new challenge in the growing field of athleisure.   

CV personal statement examples

If you want to secure job interview, you need a strong personal statement at the top of your CV.

Your CV personal statement is a short paragraph which sits at the very top of your CV – and it’s aim is to summarise the benefits of hiring you and encourage employers to read your CV in full.

In this guide I have included 17 CV personal statement examples from a range of professions and experience levels, plus a detailed guide of how to write your own personal statement that will get you noticed by employers

CV templates 

17 CV personal statement examples

To start this guide, I have included 10 examples of good personal statements, to give you an idea of how a personal statement should look , and what should be included.

Note: personal statements are generally used by junior candidates – if you are experienced, check out our CV profile examples instead.

Graduate CV personal statement (no experience)

Although this  graduate has no paid work experience, they compensate for it by showcasing all of the skills and knowledge the have gained during their studies, and demonstrating how they apply their knowledge in academic and personal projects.

When you have little or no experience, it’s important to draw out transferable workplace skills from your studies and extracurricular work, to showcase them to employers.

Graduate CV personal statement (part time freelance experience)

This candidate has graduated with a degree in biochemistry but actually wants to start a career in digital marketing after providing some digital freelance services to fund their studies.

In this case, they haven’t made much mention of their studies because they aren’t relevant to the digital marketing agencies they are applying to. Instead they have focused their personal statement around their freelance work and passion for the digital field – although they still mention the fact they are degree educated to prove their academic success.

School leaver CV personal statement (no experience)

This candidate is 16 years old and has no work experience whatsoever, but they compensate for this by detailing their academic achievements that relate to the roles they are applying for (maths and literacy are important requirements in finance and accountancy roles).

They also add some info on their extracurricular activities and school work-placements, to strengthen this student CV further.

    Top tips for writing a CV personal statement

• Thoroughly research the jobs and companies you are planning to apply for to identify the type of candidate they are looking for – try to reflect that in your personal statement
• Don’t be afraid to brag a little – include some of your most impressive achievements from education, work or personal life
• Focus on describing the benefits an employer will get from hiring you. Will you help them to get more customers? Improve their workplace? Save them time and money?
• If you have no work experience, demonstrate transferable workplace skills from your education, projects, or even hobbies

School leaver CV personal statement (part time experience)

Although this person has only just left school, they have also undertaken some part-time work in a call centre alongside their studies.

To make the most of this experience, they have combined their academic achievements with their workplace exposure in this personal statement.

By highlighting their GCSE results, summer programme involvement, work experience and expressing their ambitions to progress within sales, this candidate really makes an appealing case for hiring them.

College leaver CV personal statement (no experience)

This candidate has left college with good grades, but does not yet have any work experience.

To compensate for the lack of workplace exposure, they have made their A level results prominent and highlighted skills and experience which would benefit the employers they are targeting.

Any recruiter reading this profile can quickly understand that this candidate has great academic achievements, a passion for IT and finance and the ability to transfer their skills into an office environment.

College student CV personal statement (freelance experience)

As this student has picked up a small amount of freelance writing work during their studies, they have made sure to brag about it in their personal statement.

They give details on their relevant A level studies to show the skills they are learning, and boost this further by highlighting the fact that they have been applying these skills in a real-life work setting by providing freelance services.

They also include key action verbs that recruiters will be looking for , such as creative writing, working to deadlines, and producing copy.

Academic CV personal statement

Aside from junior candidates, the only other people who might use a personal statement, are academic professionals; as their CV’s tend to be more longer and detailed than other professions.

This candidate provides a high level overview of their field of study, length of experience, and the roles they have held within universities.

School leaver CV personal statement with and sports experience

Although this person has no work experience, they are still able to show employers the value of hiring them by selling their other achievements and explaining how they could benefit an organisation.

They expand on their sports club involvement to demonstrate their teamwork, leadership skills, communication and motivation, which are all important traits in the workplace, and will be looked upon favourably by recruiters and hiring managers.

They also draw upon their future plans to study business studies and take a part time job, to further prove their ambition and dedication.

History graduate CV personal statement

This history graduate proves their aptitude for both academic achievement and workplace aptitude by showcasing valuable skills from their degree and voluntary work.

They do this by breaking down the key requirements for each and showing how their skills could be beneficial for future employers, such as listening, communication, and crisis management.

They also describe how their ability to balance studies alongside voluntary work has not only boosted their knowledge and skills, but also given excellent time management and organisational skills – which are vital assets to any employer.

Law graduate CV personal statement

This legal graduate makes the most from their work university work placements by using it to bulk out the contents of their CV personal statement.

They include their degree to show they have the necessary qualifications for legal roles, which is crucial, but more importantly, they showcase how they applied their legal skills within a real-life work setting.

They give a brief overview of the types of legal professionals they have been working alongside and the type of work they have been carrying out – this is all it takes to get the attention of recruiters and show employers they have what it takes to fulfil roles in the legal sector.

Medical student CV personal statement

This medical student proves their fit for the role by showcasing the key skills they have gained from their studies and their work experience placements.

In just these few sentences, they are able to highlight the vast amount of experience they have across different disciplines in the industry, something which is particularly important in the medical sector.

As they have not graduated yet and are still studying, they have provided proof of their most recent grades. This can give the recruiter some indication as to the type of grade they could be graduating with in the near future.

Masters student CV personal statement

This masters student has started by specifying their area of study, in this case, accounting, and given details about the specific areas of finance they are most interested in. This can hint towards their career goals and passions.

They have then carefully listed some of the key areas of accounting and finance that they are proficient in. For example, business finance, advanced corporate finance and statistics.

They have also outlined some of the transferable skills needed for accounting roles that employers will be looking out for, such as communication, attention to detail and analytical skills.

Finance student CV personal statement

As this finance student has recently undertaken some relevant work experience, they’ve made sure to shout about this in their personal profile.

But more than this, they have included a list of some of the important finance skills they gained as a result of this work experience – for example, financial reporting, processing invoices and month-end reconciliations.

Plus, through power words and phrases such as ‘prevent loss’ and ‘ improve upon accuracy and efficiency’, they have also showcased how they can apply these skills in a workplace setting to benefit the potential employer.

Internship  CV personal statement

This digital marketing professional has started their personal profile by outlining their most relevant qualifications and work experience, most notably their freelance role as a content manager.

They have also provided examples of some of the key marketing skills that potential employers might be looking for, including very detailed examples of the platforms and tools they are proficient in – for example, LinkedIn, Twitter and Pinterest.

They have then closed their statement by giving a detailed description of the type of role or opportunity they are looking for. In this case, an in-house position in a marketing company.

Graduate career changer personal statement

Switching careers as a graduate can be tough. Especially when it comes to writing a personal statement that will attract employers in your new chosen field.

This candidate is looking to move from history teaching into journalism, so they have created a statement which briefly mentions their current workplace, but mainly focuses on highlighting transferable skills which are relevant to journalism. They achieve this by discussing the writing skills they use in their current role, and mentioning their hobby of writing – including some publications they have been featured in for extra brownie points.

Business management graduate personal statement

This business management proves their ability to work within a junior business management position by swiftly highlighting their impressive degree (to ensure it is not missed) and summarising some of the real-life experience they have gained in management during their university placements and volunteering. They do not let their lack of paid work experience, stop them demonstrating their valuable skills.

PhD graduate

PhD graduate roles attract a lot of competition, so it’s important that your CV contains a personal statement that will quickly impress and attract recruiters.

This candidate provides a short-but-comprehensive overview of their academic achievements, whilst demonstrating their exceptional level of knowledge in research, languages and publication writing.

By highlighting a number of skills and abilities that are in high-demand in the academic workplace, this CV is very likely to get noticed and land interviews.

How to write a personal statement for your CV

Now that you’ve seen what a personal statement should look like and the type of content it should contain, follow this detailed guide to one for your own CV – and start racking those interviews up.

Guide contents

What is a CV personal statement?

Cv personal statement or cv profile, personal statement format, what to include in a cv personal statement.

• Personal statement mistakes

How to write persuasively

A personal statement is a short paragraph at the top of your CV which gives employers an overview of your education, skills and experience

It’s purpose is to capture the attention of busy recruiters and hiring managers when your CV is first opened – encouraging them to read the rest of it.

You achieve this by writing a tailored summary of yourself that explains your suitability for the roles you are applying for at a very high level, and matches your target job descriptions .

One question candidates often ask me is , “what is the difference between a personal statement and a CV profile?”

To be honest, they are almost the same – they are both introductory paragraphs that sit at the top of your CV… but there are 2 main differences

A personal statement tends to be used more by junior candidates (graduates, school leavers etc.) and is relatively long and detailed.

A CV profile tends to be favoured by more experienced candidates , and is shorter in length than a personal statement.

Note: If you are an experienced candidate, you may want to switch over to my CV profile writing guide , or example CV profiles page.

To ensure you grab recruiters’ attention with your personal statement, lay it out in the following way.

Positioning

You need to ensure that your personal statement sits at the very top of your CV, and all of it should be totally visible to readers, without the need to scroll down the page.

Do this by reducing the top page margin and minimising the space taken up by your contact details.

This will ensure that your whole personal statement can be seen, as soon as your CV is opened.

We have a Word CV template which can help you to get this right.

Size/length

Your personal statement needs to contain enough detail to provide an introduction to your skills and knowledge, but not so much detail that it bores readers.

To strike the right balance, anything between 8-15 lines of text is perfect – and sentences should be sharp and to-the-point.

As with the whole of your CV or resume , your personal statement should be written in a simple clean font at around size 10-12 to ensure that it can be read easily by all recruiters and employers.

Keep the text colour simple , ensuring that it contrasts the background (black on white is best) and break it into 2 or even 3 paragraphs for a pleasant reading experience.

It should also be written in a punchy persuasive tone, to help you sell yourself and increase your chances of landing interviews , I cover how to do this in detail further down the guide.

Quick tip: A poorly written CV will fail to impress recruiters and employers. Use our quick-and-easy CV Builder to create a winning CV in minutes with professional CV templates and pre-written content for every industry.

Once you have the style and format of your personal statement perfected, you need to fill it with compelling content that tells recruiters that your CV is worth reading.

Here’s what needs to go into your personal statement…

Before you start writing your personal statement, it’s crucial that you research your target roles to find out exactly what your new potential employers are looking for in a candidate.

Run a search for your target jobs on one of the major job websites , look through plenty of adverts and make a list of the candidate requirements that frequently appear.

This research will show you exactly what to include in your personal statement in order to impress the recruiters who will be reading it.

Education and qualifications are an important aspect of your personal statement, especially if you are a junior candidate.

You should highlight your highest and most relevant qualifications, whether that is a degree, A levels or GCSEs. You could potentially go into some more detail around modules, papers etc. if they are relevant to the roles you are applying for.

It’s important that you discuss the experience you have gained in your personal statement, to give readers an idea of the work you are comfortable undertaking.

This can of course be direct employed work experience, but it doesn’t have to be.

You can also include:

• School/college Uni work placements
• Voluntary work
• Personal projects
• Hobbies/interests

As with all aspects of your CV , the content should be tailored to match the requirements of your target roles.

Whilst discussing your experience, you should touch upon skills used, industries worked in, types of companies worked for, and people you have worked with.

Where possible, try to show the impact your actions have made. E.g . A customer service agent helps to make sales for their employer.

Any industry-specific knowledge you have that will be useful to your new potential employers should be made prominent within your personal statement.

For example

• Knowledge of financial regulations will be important for accountancy roles
• Knowledge of IT operating systems will be important for IT roles
• Knowledge of the national curriculum will be important for teachers

You should also include some information about the types of roles you are applying for, and why you are doing so. Try to show your interest and passion for the field you are hoping to enter, because employers want to hire people who have genuine motivation and drive in their work.

This is especially true if you don’t have much work experience, as you need something else to compensate for it.

CV personal statement mistakes

The things that you omit from your personal statement can be just as important as the things you include.

Try to keep the following out of your personal statement..

Irrelevant info

Any information that doesn’t fall into the requirements of your target roles can be cut out of your personal statement. For example, if you were a professional athlete 6 years ago, that’s great – but it won’t be relevant if you’re applying to advertising internships, so leave it out.

Generic clichés

If you are describing yourself as a “ dynamic team player with high levels of motivation and enthusiasm” you aren’t doing yourself any favours.

These cliché terms are vastly overused and don’t provide readers with any factual details about you – so keep them to a minimum.

Stick to solid facts like education, skills , experience, achievements and knowledge.

If you really want to ensure that your personal statement makes a big impact, you need to write in a persuasive manner.

So, how do you so this?

Well, you need to brag a little – but not too much

It’s about selling yourself and appearing confident, without overstepping the mark and appearing arrogant.

For example, instead of writing.

“Marketing graduate with an interest in entering the digital field”

Be creative and excite the reader by livening the sentence up like this,

“Marketing graduate with highest exam results in class and a passion for embarking on a long and successful career within digital”

The second sentence is a much more interesting, makes the candidate appear more confident, throws in some achievements, and shows off a wider range of writing skills.

Quick tip: A poorly written CV will fail to impress recruiters and employers. Use our quick-and-easy CV Builder to create a winning CV in minutes with professional templates and pre-written content for every industry.

Your own personal statement will be totally unique to yourself, but by using the above guidelines you will be able to create one which shows recruiters everything they need.

Remember to keep the length between 10-20 lines and only include the most relevant information for your target roles.

You can also check our school leaver CV example , our best CV templates , or our library of example CVs from all industries.

Good luck with the job hunt!

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Personal Banker Resume Examples

Your resume is your first impression to a potential employer. If you want to stand out from the crowd, you need to make sure that your resume stands out. A personal banker is a professional who is responsible for managing the money and finances of individuals, businesses, and organizations. As a personal banker, you must be able to effectively communicate with clients, understand financial products and services, and process and analyze financial data. You must also have a solid understanding of banking regulations and procedures. Writing a resume for a personal banker position requires a combination of technical skills, financial industry knowledge, and customer service. This guide provides tips and examples on how to create a standout personal banker resume that will help you get noticed.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

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Personal Banker

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

Experienced Personal Banker with 8 years of experience in providing excellent customer service. Expert in handling customer queries and providing appropriate solutions. Possess excellent communication and interpersonal skills. Adept at building positive relationships with customers and co- workers.

Core Skills :

• Financial Analysis
• Banking Operations
• Customer Service
• Risk Management
• Account Management
• Loan Processing
• Documentation
• Problem- Solving

Professional Experience : Personal Banker, Bank of America, Los Angeles, CA May 2014 – Present

• Provide clients with accurate information and educated them on current bank products.
• Perform daily operations of the banking activities such as deposits, withdrawals and transfers.
• Assist customers in opening various accounts including savings, checking, and certificate of deposits.
• Verify customer identity and ensure all documents are compliant with anti- money laundering laws.
• Respond to customer inquiries and resolve customer issues.
• Generate reports related to banking activities and update customer records.

Personal Banker, Chase Bank, Los Angeles, CA July 2012 – April 2014

• Responded to customer inquiries, assisted in opening accounts and provided information on banking products.
• Managed customer accounts and ensured accuracy in transactions.
• Maintained customer records and updated banking system.
• Provided customer service support in responding to customer complaints and queries.
• Assisted customers in processing loan applications and loan documents.

Education : Bachelor of Science in Finance, University of California, Los Angeles, CA Graduated in June 2012

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Personal Banker Resume Examples Resume with No Experience

Recent college graduate looking to join the banking industry as a Personal Banker. I am a highly motivated and hardworking individual with excellent customer service and communication skills. With a passion for finance and banking and a commitment to help others, I am confident that I will make a valuable addition to any team.

• Strong verbal and written communication skills
• Strong interpersonal and customer service skills
• Organizational and time management skills
• Proficient in Microsoft Office Suite
• Knowledge of banking regulations
• Analytical and problem- solving skills

Responsibilities :

• Provide excellent customer service
• Identify customer needs and provide tailored solutions
• Maintain customer records and accounts
• Process banking transactions including deposits and withdrawals
• Assist customers with loan and credit card applications
• Answer customer questions and resolve issues
• Cross- sell bank products and services
• Manage customer relationships and promote customer loyalty

Experience 0 Years

Level Junior

Education Bachelor’s

Personal Banker Resume Examples Resume with 2 Years of Experience

Highly motivated and organized Personal Banker with over two years of experience in the banking sector. Proven ability to foster strong client relationships and provide excellent customer service. Experienced in cash handling, loan processing and handling financial transactions. Knowledge of banking policies and procedures, as well as a strong understanding of financial products and services.

• Cash Handling
• Banking Policies
• Financial Transactions
• Financial Product Knowledge
• Assisted customers in opening and closing accounts while ensuring compliance with banking regulations.
• Processed and monitored customer transactions, providing good customer service.
• Advocated for customers in resolving disputes and negotiated solutions.
• Monitored customer accounts and provided timely payments to creditors.
• Worked with customers to open lines of credit and close loans.
• Provided product and service advice to customers, tailored to their needs.
• Identified customer needs and provided appropriate banking solutions.
• Recognized customer loyalty and referred customers to higher level services.

Experience 2+ Years

Personal Banker Resume Examples Resume with 5 Years of Experience

I am an experienced Personal Banker with 5+ years of experience in the financial services industry. I am highly driven, detail- oriented and possess excellent customer service and interpersonal skills. I have experience with loan origination, account management and customer service. I have a proven ability to build strong relationships with clients and am proficient in industry- specific software used in banking operations. I am committed to ensuring that each customer has a positive banking experience.

• Knowledge of banking operations
• Advanced customer service skills
• Ability to build relationships with customers
• Excellent interpersonal skills
• Highly organized and detail- oriented
• Proficient with industry- specific software
• Ability to work independently and part of a team
• Manage customer accounts, including loan origination, deposits, withdrawals and transfer funds
• Identify customer needs and provide appropriate solutions
• Provide customer service to answer customer inquiries and resolve any banking issues
• Educate customers on banking products, services and procedures
• Process customer transactions accurately and efficiently
• Develop and maintain strong working relationships with customers
• Monitor customer accounts for suspicious activity and report any suspicious activities to management
• Ensure compliance with banking regulations and procedures

Experience 5+ Years

Level Senior

Personal Banker Resume Examples Resume with 7 Years of Experience

Highly organized and detail- oriented personal banker with 7+ years of experience in providing financial services to customers. Skilled in developing positive customer relationships and cross- selling banking products. Proven track record of meeting and exceeding sales goals.

Core Skills

• Excellent customer service and communication skills
• Strong knowledge of banking regulations
• Excellent problem- solving and decision- making skills
• Excellent financial product knowledge
• Proficiency in MS Office applications
• Strong interpersonal skills

Responsibilities

• Provide financial advice and solutions to customers
• Explain and promote banking products and services
• Respond to customer inquiries and resolve customer complaints
• Open and maintain customer accounts
• Analyze credit data and financial statements to determine customer eligibility for loans
• Cross- sell banking products and services
• Recommend new products and services to customers
• Provide training and guidance to new employees
• Update customer information in bank databases
• Conduct regular account reviews with customers
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and laws

Experience 7+ Years

Personal Banker Resume Examples Resume with 10 Years of Experience

I am an experienced personal banker with over 10 years of experience in the banking industry. I am highly proficient in customer service, sales, account management, product promotion, and financial services. I have a strong track record in helping customers meet their financial goals and objectives. I am an excellent communicator and problem solver, and have the ability to build strong customer relationships. My customer service skills are among the best in the industry, and I am experienced in managing high volume accounts and complex customer issues.

• Customer service
• Account management
• Problem solving
• Communication
• Product promotion
• Financial services
• Provide prompt and accurate customer service
• Resolve customer disputes and discrepancies
• Manage customer accounts and balance sheets
• Identify customer needs and recommend financial solutions
• Achieve customer service and sales targets
• Provide product advice and promote new products
• Assist with customer inquiries and complaints
• Conduct financial transactions accurately
• Ensure compliance with banking regulations.

Experience 10+ Years

Level Senior Manager

Education Master’s

Personal Banker Resume Examples Resume with 15 Years of Experience

A highly experienced and motivated Personal Banker with 15+ years of professional experience in financial services and customer care. Possesses excellent interpersonal and communication skills, a deep understanding of banking regulations, and a proven record of success in providing superior customer service. Possesses knowledge and experience with various banking products and services, loan origination and processing, and account management. Strives to provide an exceptional customer experience and develop lasting customer relationships.

• Strong interpersonal and communication skills
• High level of accuracy and attention to detail
• Thorough knowledge of banking regulations
• Excellent customer service skills
• Loan origination and processing
• Cash management
• Ability to multi- task and prioritize
• Provide exceptional customer service to clients
• Assist customers with account inquiries and transactions
• Identify and assess customer’s needs to provide appropriate banking products and services
• Process loan applications and analyze financial information
• Assist customers with the opening and closing of accounts
• Educate customers on banking products and services
• Manage customer accounts and ensure accuracy of all customer information
• Promote bank products and services to customers

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Personal Banker Resume Examples resume?

A Personal Banker resume should demonstrate the candidate’s ability to deliver exceptional customer service, provide financial advice, and handle customer accounts. When crafting a resume, it’s important to highlight your banking experience, as well as any software or systems proficiencies.

When creating a Personal Banker resume, you should include the following information:

• Professional summary: A brief and informative statement that highlights your skills and experience.
• Education: Include all relevant certifications and degrees, such as a Bachelor’s degree in finance or accounting.
• Work experience: Highlight past roles at banking institutions, detailing your responsibilities and accomplishments.
• Skills: Detail any software or systems expertise, such as Microsoft Office, Excel, or Quicken.
• Achievements: Include any awards or accolades that you have earned related to banking or customer service.
• Affiliations: List any professional organizations that you are part of, such as the American Bankers Association.
• Additional information: Include any additional information that may be relevant to the job, such as languages spoken or special software training.

What is a good summary for a Personal Banker Resume Examples resume?

A Personal Banker resume should include a summary that emphasizes the candidate’s financial and customer service expertise. The summary should also highlight the individual’s ability to develop relationships with customers and provide exceptional customer service. It is also important to include skills such as knowledge of personal banking products and services, sales and marketing, and financial analysis. A successful candidate should also demonstrate proficiency in cash management, account management, and credit and loan operations. Moreover, the summary should also reflect knowledge in risk management, regulatory compliance, and fraud prevention. Ultimately, the summary should emphasize the candidate’s commitment to quality customer service and the ability to develop long-term relationships with customers.

What is a good objective for a Personal Banker Resume Examples resume?

A good objective for a Personal Banker Resume Examples resume should highlight practical customer service and financial knowledge. It should also emphasize the ability to effectively manage customer accounts, transactions and operations. Consider including the following:

• Provide high-quality financial services to customers
• Identify customer needs and provide appropriate banking products
• Advise clients on financial matters and develop tailored strategies
• Enhance customer relations and promote financial services
• Ensure compliance with banking laws and regulations
• Maintain efficient and secure management of customer accounts
• Process financial transactions accurately and promptly
• Develop and implement customer relations strategies

How do you list Personal Banker Resume Examples skills on a resume?

When writing a resume for a Personal Banker role, it is important to include a skills section with a comprehensive list of job-specific competencies. This allows employers to quickly see what type of qualifications and experience you have, and if it is a match for the position.

Here are some examples of personal banker skills to include on a resume:

• Verbal and written communication: Ability to effectively communicate with customers, colleagues, and senior management.
• Customer service: Proven track record in providing exceptional customer service and building relationships with clients.
• Financial planning: Experienced in advising clients on their financial goals and creating customized financial plans.
• Analytical and problem-solving: Highly adept at interpreting banking regulations and making decisions in compliance with them.
• Time management: Ability to prioritize tasks, meet deadlines, and work with minimal supervision.
• Cash handling: Proficient in handling cash transactions and processing payments in an accurate and timely manner.
• Regulatory compliance: Knowledgeable in banking regulations and laws, and able to adhere to relevant guidelines.

By including these personal banker resume examples, you can demonstrate to employers that you have the skills and experience needed to be successful in the role.

What skills should I put on my resume for Personal Banker Resume Examples?

Personal banking is a competitive field and the ability to make the right impression on a potential employer is essential to land the job. To make sure your resume stands out from the competition, it is important to highlight the skills and qualifications that make you an ideal candidate for the position. Here are some of the skills that should be included on a Personal Banker resume:

• Proficient in banking software: As a personal banker, you must be proficient with banking software, such as Quicken and Microsoft Office, to properly manage customer accounts.
• Outstanding customer service skills: As a personal banker, you will be expected to provide exceptional customer service. You should be able to demonstrate your ability to handle customer questions and concerns in a courteous and professional manner.
• Strong communication skills: A personal banker must have excellent communication skills, both verbal and written. You should be able to explain complex banking products and services in a way that customers can easily understand.
• Thorough knowledge of banking regulations: It is important for a Personal Banker to have a thorough understanding of banking regulations in order to provide customers with accurate advice and service.
• Solid problem-solving skills: As a personal banker, you must be able to think on your feet and quickly solve problems that may arise. You should be able to think logically and come up with creative solutions.
• Knowledgeable in financial products: You should be familiar with a variety of financial products, such as mortgages, investments, and insurance, in order to provide customers with the best advice and service.

By emphasizing these skills on your resume, you will be sure to make a great impression on potential employers and increase your chances of landing the job.

Key takeaways for an Personal Banker Resume Examples resume

When creating a personal banker resume, it is essential to highlight the skills and experience that make you an ideal candidate for the job. By doing so, you can increase your chances of securing an interview and eventually a job in this field. Here are some key takeaways for a personal banker resume examples:

• Highlight Your Banking Knowledge: When creating your personal banker resume, it is important to demonstrate your knowledge of the banking industry and the services it offers. Demonstrate your expertise in areas such as loan processing, customer service, and account management.
• Showcase Your Interpersonal Skills: Personal bankers need to have excellent interpersonal skills to effectively interact with customers and build relationships. Make sure to highlight your ability to effectively communicate and collaborate with both customers and colleagues.
• Demonstrate Your Analytical Skills: Personal bankers need to have strong analytical skills to assess the financial health of customers and make sound decisions. Showcase your ability to analyze data and trends, and develop strategies to help customers reach their goals.
• Highlight Your Flexibility: Personal bankers need to be able to adapt to different situations and customers. Provide examples of how you have been able to navigate different customer scenarios and adapt your approach accordingly.

By following these key takeaways and highlighting your skills and experience on your personal banker resume, you can increase your chances of getting an interview and eventually a job in this field. Good luck!

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Sample Personal Statement Accounting and Finance

by Talha Omer, MBA, M.Eng., Harvard & Cornell Grad

In personal statement samples by field.

The following personal statement is written by an applicant who got accepted to several top accounting and finance programs. Variations of this PS got accepted at the University of Michigan, Vanderbilt, and Indiana University. Read this personal statement to understand what a top essay in Accounting and Finance should look like.

Example Personal Statement Accounting and Finance

I have never made popular choices, whether academic or professional. Where high academic achievement irrefutably means pursuing a career in Medicine or STEM, I opted for a career in management. I was free to choose a path for myself, owing to my performance during an extensive pre-induction professional training program. Fortunately, I picked a path that everyone believed was insignificant.

My decision to move to a new city to pursue my path did not receive encouragement. Making my own decisions has given me the freedom to dream and make it a reality. It has strengthened my belief that I am the only one who can bring a difference for myself and those around me. Brazil’s institutions may seem frozen, yet, at the grassroots, Brazil is in perpetual motion with ceaseless creativity. To accelerate this motion, we need to bring better and more affordable solutions; I plan to do that.

Growing up in Brazil, I have constantly questioned why we are still not growing economically despite having abundant resources. I frequently discussed the economic factors affecting us with my father, leading me to work at local NGOs and attend voluntary programs. My interest intensified when I discovered during these experiences that the unequal distribution of resources was a major cause of our economic constriction.

Moreover, our medical, engineering and academic professionals would not work in rural areas due to a lack of facilities, further debilitating the imbalance. It made me realize that we could only reap the benefits of our efforts if there were a proportionate distribution of resources. Realizing how effective mobilization of resources can aid in eradicating social ills, I developed an interest in management. This equipped me with technical knowledge and provided room for opinion building.

Pursuing this path, I joined the leading undergraduate institution in the country. The zeal with which I made this decision led me to graduate summa cum laude. While studying, I taught communication skills to undergraduate business students from rural areas. Meeting these students compelled me to get involved even though I lacked formal teaching training. Through empathy and friendly get-togethers, I was able to help these students conveniently traverse in English. With this experience, I understood that my time and energy had been well spent and that as an agent of change, one does not necessarily need to be exceptional; instead, one requires creativity, patience, and emotional intelligence.

After graduation, I followed through with my goal of facilitating change by joining the banking sector as an accounting and finance trainee. By working in Brazil’s most vital financial sector, I was exposed to diversified experiences, from being as simple as issuing customer chequebooks to designing accounting and credit proposals to the tune of USD 1.2 billion. Furthermore, while working on individual projects, I developed an in-depth understanding of international accounting rules that regulated trade transactions; the learning opportunities were immense.

Two and a half years of experience in the finance sector brought me to work for the country’s central bank. The anxiety that accompanied moving away from home for the first time was overwhelmed by my professional and personal growth. Nine months of extensive training and on-the-job assignments exposed me to interminable learning opportunities. However, my real gain has been in the form of self-improvement and growth that accompanied my first experience living independently. Leaving the protective living that I enjoyed with my family is challenging, but it has developed and strengthened my capabilities of taking and owning my decisions. Above all, knowing that my family is not always around to guide me has instilled in me a greater sense of responsibility.

During the two a half years of experience in accounting and finance, I observed the financial exclusion experienced by some important yet financially constrained sectors of the economy. This exposure motivated me to join the Development Finance Department upon my appointment to the country’s central bank. Moreover, most of the firms operating in any country of the world are either small or medium enterprises. Thus, providing an enabling environment to such enterprises is significant for economic growth and employment generation.

In Brazil also, 90 percent of the enterprises are small and medium-sized, and lack of access to formal sources of finance is a significant impediment to these enterprises’ growth. Therefore, a huge room for improvement is available concerning the development of policy framework and market infrastructure for the financial inclusion of this sector. As a part of the central bank, I have been allowed to intervene in a system that is not effectively performing its role of financial intermediation. Innovation in financial products, development of accounting and risk mitigation strategies are requirements to alleviate this segment’s financial exclusion.

By broadening my exposure and enhancing my knowledge, I aim to equip myself better to address the shortcomings of one of the critical segments of the economy.

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Banking and finance personal statement example.

“Life is never easy for those who dream”. At the age of 19 years, I had to bear the loss of my father, the ever best ideal personality for a teenage son. The first thing; I inherited from my father, was bar of responsibilities. Being an elder son, i had to bear down all the adversities being faced by my family. I had to undertake a night shift job while carrying on studies in the morning. My siblings (one brother + two Sisters) were also studying in their respective fields. Despite of all spell of upheavals, I remained focused, determined, and persistent while undertaking my responsibilities. At fifth standard, I had been nominated for District Scholarship owing to my academic record at school. I stood 3rd in annual school exam. I have always secured position among top ten students of class at each respective level of studies. Even-after death of my father, I managed to secure 4th position in BCS (hons) batch with 77% of marks. Then in MBA; I got 72% marks and stood 7th in whole batch. All credit goes to my mother who has poured a sense of responsibility in my personality. Nonetheless; during studies, I had to work in night shift to meet living & educational expenses. Apart from studies; I remained involved in extracurricular activities. At university level, I was selected as a member of student advisory committee named as ‘Executive Forum’ that has groomed me as a team player and discovers my creativity, leadership & interpersonal skills. As per “Higher Education Commission”, Bahauddin Zakariya University is 3rd largest university of Pakistan. In my view, economic development is the only key to make a success story of Pakistan that can create employment, energy & infrastructure. Being a Banker; I feel unwell for the prevailing banking system in Pakistan. Banks are performing far behind than their actual potential. The ever increasing profits/deposits of banks and lack of interest towards private sector borrowing are the core reason behind economic instability. Since my proposed course of study (MSc Banking & Finance) is absolutely relevant to my hands on experience and education, this course would help me in transforming my knowledge into expertise and understanding relation of Money & banking in context of international horizon. Apart from the basics like principals of Banking & finance, proposed study will provide me in-depth knowledge of financials and corporate finance which will be broadly applied in core banking functions. Eight years of banking experience with specialization in SME / Agri & Corporate credit, acquired knowledge would sharpen my skill to be used in day to day banking decisions. In line with my aim to work for economic prosperity, I intent to work for grooming of Banking practices and to give them a right direction either by joining Central Bank or through working within banks.Financial inclusions, product development and eco-friendly Financing structure would be learned and exhibited after acquiring international banking and finance knowledge.

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There is no profile associated with this personal statement, as the writer has requested to remain anonymous.

Author's Comments

Have Offer from University of Glasgow. May be, it is not the best piece of writing. but the same is completed in one sitting and without help from blog.

This personal statement is unrated

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Personal statement example finance and investment personal statement.

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Finance and Investment Personal Statement

Studying finance has always been a goal for me as it consists of elements which I believe pertains to my current skills. Dealing with finances interests me and I’m keen on finding ways to make money go further. Calculating profits and losses are important parts of finance on my course and I have enjoyed making sure this is done accurately. Originally, I took AS level subjects at college but due to extreme health conditions, I was unable to complete them. This didn’t deter me from pursuing my educational aspirations, I transferred to BTEC Level 3 which was more structured towards my goals.

This course has several units which have helped me to realise that I want to study finance at a degree level, units such as unit 3 and unit 5. These units deal with personal finance and business finance on a national and international scale, they are very interesting to me and are easy to understand. Within unit 3, I particularly enjoyed: forecasting cash flows for businesses, learning about break even analysis, analysing statements of comprehensive income and financial positions. The creating and reviewing of these documents developed my enthusiasm for the topic and convinced me that finance was a field that I would want to be involved in. During my educational studies I have acquired important skills which would help me in higher education. For a lot of our presentations we had to work together to contribute to the final work. These skills are applicable to higher education as we will be presented with many group presentations and we will have to work together to be successful. Also for coursework subjects I have been provided with information I have had to evaluate and use to help me analyse a company’s position and recommend improvements. This can be transferred to higher education as there will be considerable information I will come across and have to analyse independently.

This eagerness to study finance led me to carry out work experience in Barclays Bank PLC. As a supervisors assistant I was able to shadow the branch’s head supervisor in his daily dealings such as: sorting out customers queries, transferring money from accounts, cashing up tills and several more things. From my time at Barclays, certain skills were taught to me and others were further developed. When dealing with customers we had to cater for their needs whilst following company regulations, this often required critical thinking as we had to analyse the issue in order to diagnose it. This skill will prepare me for the often demanding thought process which has to be applied when it comes to a degree in finance. I gained employment at Schuh kids at the beginning of the summer of 2017 and here I was thrown into a more independent role where there were financial targets set out for me to reach as an individual. I developed a numerous skills such as time management. As the store was very busy we had to make sure that we provide speedy service whilst still maintain quality service. This skill will be applicable on a degree level as a lot of work will be handed out so I will be able to keep on top of it and make sure it is of a good quality.

During my college experience, I was one of the dance leaders for the dance society and we were tasked with creating routines for the members to learn to perform at school events. This role instilled in me leadership and organisational skills as I had to make sure everyone was aware of the routines and comfortable with them. This skill can be transferred unto degree level as I will be able to take leadership in my studies and group activities, making sure all work is done successfully.

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Maria Cantwell, Once a Skeptic, Announces Support for Modified TikTok Bill

Biden Admin Under Pressure To Freeze UN Funding as International Body Boosts Iran

Deleted webpage contradicts washington congresswoman's campaign image as hands-on mechanic, harvard taps longtime dei advocate to help pick university’s next president, ‘free palestine’ bridge blockers get free bail—and the democratic party’s fundraising platform gets a cut, chicago's left-wing mayor has a dirty little secret, hundreds of conservative job seekers’ personal information exposed by meadows’ conservative partnership institute, which left resumes uploaded to ‘job bank’ unprotected.

The right-wing group that leads a recruitment effort for Capitol Hill offices and allied nonprofits, the Conservative Partnership Institute (CPI), has for months left exposed the sensitive personal information of applicants to its online "jobs bank," the Washington Free Beacon found, including members of the U.S. intelligence community, congressional aides, former Trump administration officials, and campaign operatives. 

Led by former Heritage Foundation president Jim DeMint and one of his former aides, Ed Corrigan, as well as by former Trump chief of staff Mark Meadows, who the New York Times reported is paid $847,000 to serve as the organization's "senior partner," the Conservative Partnership Institute has exposed the social security numbers, home addresses, private client names, and other personal details of over 1,500 job applicants, including several who hold the highest level security clearance—known as a top secret/sensitive compartmented information (TS/SCI) clearance—in a public online storage system on an Amazon cloud. With basic web-scraping software, the records can be viewed by anyone, including America’s foreign adversaries.

The discovery comes days after news reports revealed that foreign actors are setting their sights on key aspects of the right-wing infrastructure in Washington, D.C. According to a Politico report, the Heritage Foundation was the subject of a cyberattack last week, likely from Russian or Chinese state actors, "aimed at Project 2025," an effort to assemble resumes and lay the groundwork for the next Trump administration, if the former president wins the election in November. A Heritage official told Politico that the resume bank wasn’t breached because it is kept on a different server than the one attacked.

As recently as Tuesday, the Free Beacon was able to access and view hundreds of the resumes, including many containing sensitive national security and personal details, through the Conservative Partnership Institute’s unrestricted online storage system. A denuded resume uploaded by the Free Beacon through the CPI’s " job bank initiative " was instantly accessible online.

The Free Beacon sent a note to Corrigan on Thursday morning apprising him of the problem and of our intention to write a story on the matter, but not until we received confirmation the compromised files had been taken down. A public relations spokesman for CPI, Bobby Donachie of Athos PR, responded to the note with a phone call raising questions about whether any of the files were publicly accessible and proceeded to hang up. The files were removed shortly thereafter, and a spokesman for CPI said "we have resolved the situation."

One resume included details about the applicant’s work collecting Russian data for a U.S. intelligence agency. Others included the detailed military and national security backgrounds of over 50 job seekers with active security clearances, and, in some cases, military records like discharge and separation papers from the military. 

The Free Beacon has removed all private and personally identifying information from the Air Force’s Form DD214, a certificate of release from active duty, which was posted to the job bank, just one example of the sort of sensitive information that sat online there.

Other applicants described themselves as follows: An intelligence analyst for a U.S. government client described herself as "a highly qualified Intelligence professional with over 5 years of experience in the Intelligence Community…TS/SCI clearance with Full Scope Polygraph." A current Pentagon official with a TS/SCI clearance said he "leads the team that translates the President’s and Secretary of Defense’s directives into policy and orders for execution in U.S Central Command." The resumes for both included their names, addresses, and cell phone numbers.  

The records also disclosed the private clients of numerous D.C. public affairs firms, including the DCI Group, FP1, Hiltzik Strategies, and CRC Advisors.

The records are stored in open Amazon S3 buckets, which are publicly accessible unless the owner takes steps to make them private.

Joseph Steinberg, a cyber risk expert and the author of Cybersecurity for Dummies , told the Free Beacon that the unprotected system was " essentially the equivalent of putting a bucket of sensitive data in the middle of Times Square."

"Foreign actors are probably going after these things," Steinberg said. "We don’t know the repercussions that could come down the line."

Steinberg added that such information could be collected by foreign governments and used to identify future administration officials, possibly for "blackmail and bribery."

CPI was founded by DeMint, a former South Carolina senator, in 2017. Its job bank originally focused on placing staffers on Capitol Hill but widened its scope in recent years. CPI’s website states that it has "provided the administrative, staffing, and legal support for more than a dozen groups," including America First Legal, the American Accountability Foundation, the Center for Renewing America, and several others.

"Our goal is to better serve the conservative movement by putting the right people in the right positions to be the most effective. For people new to DC or looking to advance their professional development we offer a variety of training to help staff be successful," the organization’s website states. 

Job bank records accessed and viewed by the Free Beacon included the social security number of an Air Force veteran; security clearance level information for dozens of job-hunters; and the names of private clients of major public affairs firms.

The job bank documents have been accessible on the Amazon server since at least last summer, according to records reviewed by the Free Beacon . The information is viewable by anyone who has the direct URL or who has access to online web scraping software.

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• Several Fresher Customer Care Jobs – Personal Banker – I&M Bank Uganda

Job Title:   Personal Banker (Several Fresher Customer Care Jobs)

Organisation:  I&M Bank Uganda

Duty Station:   Kampala, Uganda

Reports to: Branch Manager

I&M Bank is a leading banking and insurance group in Eastern Africa with a presence in Kenya, Mauritius, Rwanda, Tanzania and Uganda. I&M Bank Uganda is a commercial bank headquartered at Kampala Road plot 6/6A with a growing regional presence.  The Bank offers a wide range of commercial banking and financial products and services, and prides itself on introducing innovative products and services based on the needs of its customers.

Job Summary:  We are seeking a dynamic and experienced Personal Banker to join our team and play a pivotal role in fostering strong relationships with our business clients. To market the Bank’s products through pro-active and consultative approaches with the aim of acquiring profitable new Banking business.

Key Duties and Responsibilities:

Business Growth

• Acquisition of profitable new clients to achieve defined sales targets in liabilities and assets to grow market share in line with the bank’s strategic direction.
• Grow and develop a clean customer Data Base in line with the overall objectives and targets of the Bank by compiling monthly, quarterly and annual reports for the purposes of measuring growth against the target.
• Drive the deposit growth and ensure the loan accounts are funded.
• Address walk-in NTB Clients (any segment) sales needs, pull generated from catchment campaigns and word of mouth.
• Activate NTB clients, and set up and educate clients on remote channel usage i.e. Internet banking, Fast pay, contact center, ATM.

Relationship Management

• One of the primary responsibilities of a Personal Banker is to analyze the financial health of the company, assess its current and future financial needs, and offer tailored solutions to address those needs.
• Recommend changes required to meet target customers’ expectations whilst fully in compliance with Bank policies.
• Analyze and monitor market trends, interpret customer requests and provide integrated product solutions to customer needs in line with the bank’s policies and procedures and make appropriate recommendations for banks’ product development.
• Review and maintain a comprehensive database of existing relationships/prospects and establish mechanisms for maintaining existing customers.

Product and Service Offerings

• Market bank’s products in all sectors of the Ugandan market in line with the defined bank segments, set targets, and bank’s strategic objectives.
• Identify cross-selling opportunities and promote the bank’s various products and services to clients though eco system.

Credit Analysis and Risk Assessment

• Review applications for a credit facility (in line with the Bank’s policy) and make appropriate recommendations/decisions.
• Manage assigned credit portfolio and monitor the quality of existing credit relationships.
• Initiate and carry out recovery action on non-performing credit facilities on assigned accounts.
• Evaluate the creditworthiness of clients. analyze financial statements, review credit histories, and assess the overall risk associated with lending to a particular business.

Other duties

• Participate in branch and other team meetings.

Key Performance Indicators

• New loan sales.
• Volume of NTB loan sales.
• Value of NTB.
• Banc assurance.
• Customer Service.
• The applicant must hold a Bachelor’s degree in any Business-related field.
• At least two years of cognate experience in credit Sales preferable.
• Knowledge of Credit operations, policies, and procedures.
• Credit analysis skills.
• In-depth knowledge of the bank’s products and services.
• Excellent communication, interpersonal skills for building and maintaining client relationships.
• Marketing/Networking/Negotiation skills.
• Results-driven attitude with a track record of achieving sales targets.
• Analytical Thinking & Problem-solving skills.
• Report writing skills.
• Ability to multitask and function effectively under pressure.
• Strong organizational and people management skills.

NB: Only shortlisted candidates will be contacted

How to Apply:

All suitably qualified and interested applicants should apply online at the link below.

Deadline: 20 th April 2024

For more of the latest jobs, please visit  https://www.theugandanjobline.com or find us on our facebook page  https://www.facebook.com/UgandanJobline

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Live updates, brazil-bound us travelers will need to show bank statements to visit country next year.

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US travelers hoping to visit the beautiful beaches of Brazil will have to acquire a visa first beginning in 2025 — meaning they’ll have to share their bank statements with the South American country.

Beginning April 10, 2025, Brazil-bound travelers from the US, Canada and Australia need to be approved for a visa before their trip, CNN reported .

The application includes providing proof of income by either showing their last three checking or savings account statements or their previous six pay stubs, according to the Brazilian government’s website . Those who do not meet the threshold of $2,000 or more will need a sponsor.

Fortunately, the application process for an e-visa can be done online rather than at a consulate in person.

The visa fee is $80.90 with a 10-year validity and stays are limited to 90 days per year, the US Consulate in Brazil announced .

Additionally, Americans must provide a letter of intent outlining the duration and purpose of their trip and include information about where they will be staying.

They additionally must prove their US citizenship and show return tickets.

Brazil is reinstating the visa requirement for US tourists, who until 2019 had needed visas, according to CNN.

E-visas were introduced for just one year before the entire system was completely abolished.

Processing times for the Brazil visa system will be an average of five working days but officials “strongly recommend” applying two months before a trip.

The Brazilian Embassy and US State Department did not immediately respond to The Post’s request for comment.

For Brazilians planning to travel to the US, the process is much more complex, and visa systems between countries typically are established based on reciprocity, CNN reported.

Nearly all Brazilians must schedule an in-person visa appointment at their nearest embassy and prove they have the financial means to afford their planned trip. The visa costs $185.

Between January and September 2023, some 483,000 Americans visited Brazil — second only to its neighbor Argentina, according to TravelPulse.

Last year, the European Union decided to delay its controversial pre-travel program for American travelers, set to begin last May, until 2025 after several roadblocks.

The European Travel Information and Authorisation System , of ETIAS, will apply to visitors without visas from 60 countries, including the US, UK and Canada.

The program is needed to enter 30 European countries , including Spain, Germany, France and Greece.

Applicants must provide passport information, and personal info such as their place of birth and their parents’ first names, education level, current occupation, anticipated trip details and any criminal convictions.

It also entails an $8 fee.

ETIAS visas are valid for three years or until your passport expires. Visitors can enter European countries as often as they want for short-term stays — typically for up to 90 days in an 180-day period.

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