Sample Banker CV - Banker CV Formats / Templates

Banker CV - Sample

Paul Sharma
Address: P-208, Mumbai, India.
E-mail: paul11****
Cell: +091-99********
Career Objective
An experienced and well maintained professional having ample amount of knowledge in banking sector and seeking an opportunity in the organization to use my skills and be able to contribute to the firm for which I am working. I will put my best effort to learn the company's policies and make better decisions in the favour of the company.
Career Summary
  • Having 6+ years of experience in the field of banking.
  • Providing solution to the customer’s problems.
  • Selling insurance policies to the customers and giving them after sale services.
  • Providing banking solutions to the rising needs of the customers.
Computer Skills
  • Good typing skills of 75 wpm.
  • Good knowledge of management software and usage of its tools.
  • Knowledge with Microsoft office kit – MS Excel, MS Word, Power Point, and excel.
Professional Experience
Branch Manager (2006 - Present).
National Bank of India:
  • Managing branch operations and employees of different branches.
  • Providing training to new employees.
  • Responsible to deal with investments and new accounts everyday.
  • Responsible for directing the use of latest technology and procedures hence increasing the client services at higher rates.
Assistant Manager (2001-2004).
The Public National bank, India.
  • Managed branch operations and day to day activities like handling of vault operations.
  • Guiding of new employees in defining the work environment.
  • Handled selling and buying of the policies of the companies.
  • Established 1 of the branch of the company successfully overseas.
Educational Qualification
  • MBA, Institute of National Banking, 2005.
  • High School diploma from Kalinga School, 2004.
Key Skills and Strengths
  • Good analytical and planning skills.
  • Good Accuracy and attention to details.
  • Excellent problem analysis.
  • Excellent judgement according to the situation.
Personal Details
Date of Birth: 24th, April 19**.
Languages known: English, Hindi, Malay.
Nationality: Indian.
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Sample Banker CV
Sonal XXX

To develop the organisation and develop with the organisation to greater heights.

Personal Qualities :

-A quick learner,
-Self starter with a flair for building relationships based on professional respect, faith and trust,
-Action oriented and a “can do” person.
-Ability to listen and appreciate.
-High level of integrity and honesty.
-Good communication and interpersonal skills.

Work Experience - Presently working for XYZ Bank Ltd. since April 20XX
Designation - Personal Banker Authoriser (Band E3).


-Handling and making decisions regarding daily activities relating to Banking process, Cash Management, Clearing and compliance with operational procedures and regulatory controls is

-Review Daily Accounts Opened, report and also Responsible for Current account & saving account sales.
-Monitoring and reconciling all the GL and Payable accounts on daily basis and verifying all the entries.
-Ensuring customer satisfaction by providing superior service delivery & achieving service quality norms.
-Ensuring resource and operational efficiency to meet the Banking growth work on the various MIS
-Supervise and Monitor personal Banker and liability coex and also guiding them in achieving there and branch revenue target.
-Responsible for acquisition through direct sales to walk-in as well as referrals from walk-in customers.
-To provide product Support to ensure that sales targets by branch and through direct sales teams are met.
-Managing, Monitoring and resolution of all complaints, investigations, and customer’s requests that originates in branch.
-Providing an update to Branch Manager and Handle requests which are in escalation and submission of updates on items in escalation.
-Responsible for dealing with Bank’s Internal & External auditors & inspectors thereby complying with statutory norms & Bank’s laid down policies.
-Providing training to people those who have joined as Management trainee in the branch.


-My total commitment to assignment has ensured smooth functioning of operations.
-My present work plays a major role in the handling branch banking operation which has been provided service quality department as per RBI nodes.


Worked for ABC offshore pvt ltd as “Reconciliation Officer “from September 20XX to March 20XX


-Handling dividend reconciliation for UK based companies and the entire Ad hoc request as per their requirement with service level agreement.
-Handling all the complaints, investigations, and customer’s requests that originates UK team regarding share registry as per service level agreements.
-Ensuring that Cheque are been debited to the customers, and the respective company funded their a/c for dividend.
-Got an exclusive opportunity to trained people those who have joined as trainees.

Worked for PQR Bank” as Officer from May 20XX to September 20XX


-Handling and making decisions regarding Doorstep Banking which has been provided service quality department.
-Managing, Monitoring and resolution of all complaints, investigations, and customers requests that originates Phone Banking and branches within service level agreements.
-Monitoring of customer accounts globally across business lines and geographical locations, as well as oversight at the parent level, in order to capture instances and patterns of unusual

transactions that might otherwise go undetected

Educational Qualification

- PGDBA (XYZ University) – 20XX
- B.Com (XYZ University) – 20XX

Computer Proficiency

- Completed GNIIT, able to handle software and database like Sql Server, Ms Aceess, C, C++ ,Visual Basic, Visual C++, Java, XML, Ms Office.


Date of Birth
Activity & Interest
Languages Known
Sample Banker CV 10-13-2012
Sample Banker CV
Pratima XXX

Being dynamic and candor I assure you of serving your organization to the best of my capability. Looking ahead for an opportunity that can make best use of my talents and skills and to give

me best exposure to expand my knowledge.

Ten Years Work Experience in Banking & Insurance, Finance, Controlling of Production and to administrate the office


ABC BANK LTD. since May 20XX

Position: President-Bankers’ Clearing House & Unit Head
Department: Wholesale Banking Operations.

Key Responsibilities:

-Conducting Bankers’ Clearing House daily activities.
-Creating awareness in the bankers regarding the Reserve Bank of India Rule and Regulations which are updated time to time.
-Taking monthly bankers’ meetings for decreasing the return volume of instruments and host the Redressal and Monthly meeting for eliminating the Clearing House related issues.
-Increase the Clearing House covering area by adding the surrounding and newly opened banks. And our main motive is to convince the banks to keep maximum balance in their Clearing House

- Cheque clearing
- Collections-Outstation cheques collections for customers, from all segments and also includes servicing internal units like Retail Asset, Credit Card colls.
- Disbursement-Cheque, PO, DD printing for clients.
- FIG Ops-Tax collections, CBDT Challans, Banker to issue (IPO & Mutual Fund) collections, RBI Relief Bond processing.
- Warrant Ops.-Processing of Dividend, Refund and various warrants issued by our clients.
- NEFT, & RTGS processing.
- Handling Co-operative Bank Cheque drawing
- Performing Depository Operation
- Processing LAGJ (Loan Against Gold Jewellery)
- Performing RDVU Operations - Processing and KYCs checking of New Account Opening.
- RETAIL ASSETS Operations - Processing of loan files from Sanctioning to Disbursal.

XYZ BANK LTD., from August 20XX to Dec 20XX
Position: Personal Banker cum Teller and WBO Authorizer
Department: Retail Banking and Wholesale Banking Operations.

Key Responsibilities:

-Sales of Asset products and TPP
-Checking and controlling of depletion
-Enhancing customer wallet size and customer services
-Preventive complaint management
-As vault custodian is responsible for all related process checks.
-Documentation for all account opening and all customer instructions
-Managing and supervision of Teller counter
-Monitor large cash transactions & adhering to KYC norms.
-Managing and monitoring performance of the sales, resources (BDR/COEX/Asset Coordinator) for optimal sales support.
-Managing Classic Portfolio
-Checking of all account opening forms and authorizing the same before it being sent to CPU.
-Cheque clearing
-Collections-Outstation cheques collections for customers, from all segments and also includes servicing internal units like Retail Asset, Credit Card colls.
-Disbursement-Cheque, PO, DD printing for clients.
-FIG Ops-Tax collections, CBDT Challans, Banker to issue (IPO & Mutual Fund) collections, RBI Relief Bond processing.
-Warrant Ops.-Processing of Dividend, Refund and various warrants issued by our clients.
-NEFT, & RTGS processing.

MNO BANK LTD. from October 20XX to May 20XX.
Position: Sales Executive

Responsibilities: To promote & sale Retail Banking product i.e. Savings, Current, NRI, DEMAT, Trading Recurring Deposit, Fixed Deposit, EDC (Electronic Data Capture) Machine et al. Besides it

Mutual Funds, SIP (Systematic Investment Plan), Health & Burglary Insurance, and Life Insurance from XYZ

XXX BANK LTD. (HOME FINANCE) from October 20XX to October 20XX.
Position: Business Manager (Sanction & Disbursal)


-Working as a Bridge between Sales & Process.
-Management & heading of Officer/Executive.
-To ensure dates for disbursal on behalf of client’s intention and sort out the obstacle to be finalize the disbursement.
-Preparation of regular daily/weekly/monthly MIS.
-Credit Appraisal of Salaried, Self-Employed Professional, Self-Employed Non-Salaried. Provide proper after sales service & satisfaction to customers.
-Professional & Corporations: Sanction, Disbursement, Legal, Technical & FI.


- NCFM certified in NSDL - Depository Operations Module
- Pursuing JAIIB from ABC.

Computer Skills

Operating System - Windows XP / 2K / 98 / 95, MS DOS
Database - Oracle 8, Access
Development Tool - Visual Basic, C, FoxPro
Server - Linux, Windows NT, Novel Netware
Internet Technology - FrontPage, Browsers, Net Meeting
Packages - MS-Office, Adobe CorelDraw, PageMaker and Multi Media.

Educational Qualification

- M.B.A. - Finance from XYZ University
- B.Sc. with Computer Application from XYZ University in 20XX


-Sports (Badminton, Athletics)
- Yoga
- Palmistry

Personal Detail

Date of Birth :
Languages Known :
Sample Banker CV 10-13-2012
Banker CV sample

Banker CV sample


Career Objective

-To use my diverse skills, experience and advanced knowledge to serve the clients for making healthy and strong relationship with them.

Technical skills

-MS Office
-Strong knowledge of financial instruments

Personality Traits

-Client relationship skill
-Product knowledge
-Great interpersonal skill

Key Responsibilities

-Responsible to advising clients with regards to financial matters such as loans, taxes, investments, and securities.
-Responsible for assessing the client’s financial standing and offering bank programs in accordance with that financial standing.
-Responsible for smooth daily operation of the financial institution.
-Responsible for helping clients with their financial questions and needs.
-Responsible for keeping complete and accurate records of financial institution’s transactions on daily basis.


-Completed 2 months training on the topic of Analysis of financial statements from XYZ Bank.
-Completed 2 months training on the topic of Financial Instruments from XYZ Bank.


-Increased profit size by Rs.2lakh in last financial year.
-Awarded for Outstanding financial services in 20**.


-Currently working with ABC financial institution as banker since July 20** to till date.

Professional Qualification

-Completed MBA, banking from XYZ University and secure 70%.
-Completed B.Com from XYZ University and secure 78%.

Academic Qualification

-Successfully completed Secondary Examination, XYZ Board, securing 72%.
-Successfully completed Sr. Secondary Examination, XYZ Board, securing 68%.

Personal Details

Date of Birth-19th Feb, 19XX
Language Known-English, Hindi, German
Poonam Rawat 09-27-2012