Banking associate CV sample - banking associate CV formats / templates

An effective CV of a banking associate should highlight following qualities:

1. An eye for detail
2. Ability to work independently as well as in teams
3. Initiative
4. Tactfulness
5. Good knowledge of banking
6. Good knowledge of overall industry and market

Refer to following Sample CVs :

Sample Associate CV
Sample Assistant CV
Sample company secretary CV
Sample CV for internal auditor
Sample financial service CV
Sample banking CV
Sample investment banking CV
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  • RE: Banking associate CV sample - banking associate CV formats / templates -megha nagpal (10/04/12)
  • Banking associate CV sample

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    Career Goal

    “To build the successful career in an organization that gives an opportunity for challenging role, for creating outstanding contribution in respect of professional benefit of an


    Career Summary

    -Having enriched experience of xx years in all banking activities.
    -Excellent exposure into Multinational Banking, Investment Banking, Corporate Banking etc.
    -Determined to accomplish a given specific Task with positive attitude.
    -Hardworking and excellent learning Ability.

    Work Experience

    -Working with XYZ Banking Corporation as Banking Associate in Trade Finance Department, since April 20xx- March 20xx.
    -Worked with XXX Corporate Bank as Banking Associate from October 20xx- March 20xx.
    -Worked with XXX Banking Corporation as Banking Associate from March 20xx- April 20xx.

    Roles and Responsibilities

    -Analysis of Customer data, Customer Banking History, Customer Defaults.
    -Taking Decisions for Customer Credit Card Approval
    -Daily Quality Check of Applications processed
    -Preparing MIS Reports on teams total work done.
    -Cash Receipts and payments, sorting, Cash remittance in Bank, Other Banks etc.
    -Counter Payments of cheques, Data Entering, Account Opening (Closing account), Issuing Demand drafts, Pay order, Bankers Cheques, Agency arrangement DD , TT/MT, Anywhere transactions,

    FDR/CCR account opening,renewing,closing etc.
    -Clearing Inward and outward clearing,sending TT, ECS, EFT etc, Return cheques.
    -Presentation of cheques in Clearing House, High value clearing , inter-bank clearing, CMS etc.
    -Preparation of loan documents, loan proposal, disbursing loans, opening loan account , closing loan account, preparation of statements like monthly/half yearly/yearly statements of advances

    and other loan related , Salary work disbursement of salary etc.
    -Business mobilization of inter bank deposits and corporate deposits and mobilisation of Loans and advances to Banks and corporate.
    -Signature Verification of All Export Loan Request Applications.
    -Prepare Loan Tm And Scan The Same To Ctf For Their Onward Processing, Duly Taking Signing Off From Appropriate Manager as Per the Approval Matrix.
    -Ensure Loan Related Queries
    -Liquidation of Pcfc against Eefc on Receipt of Customer Request.
    -Reversal of Crystallizes Bills or Overdue Loans.
    -Respond To Clients Relevant Loans And Advances.
    -Follow For Support Documents Towards Loans Availed.
    -Endorsing Of Labour Bills, Loan Payments Invoices.
    -Monitoring Processing/Pending Loans And To Ensure Their Upload To Score.
    -Attach Loan Advices To Respective Transactions And Ensure Release Of Customer Advice.
    -Extension of Pcfc, Psfl and Export Bills (Ext) As and When Requested For.
    -Ensure To Provide The Scan Control Report To Ctf Immediately Against The Remit Out Loan & Receive The Acknowledgement Copy.
    -Daily Reconciliation of Sundry A/C.
    -Assisting Clients By Giving Timely Advice As To Their Respective Transactions Details.
    -Providing Balance Confirmation Certificate To The Client As Per Their Request Provided
    -Earmarking of Funds towards Export/Import Payments, After Checking availability.

    Educational Qualification

    -Graduation in (hons) from XYZ University, 20xx.
    -Higher Secondary from XYZ Board, 20xx.
    -Senior Secondary from XYZ Board, 20xx.

    Professional Qualification

    -MBA (Specialization Operations) from XYZ University, 20xx.
    -Diploma in Finance and Banking from XYZ Institute, 20xx.

    Computer Skills

    -Proficiency in using software and packages for Correspondence Bills. Documents etc.
    -MS OFFICE & MS EXCEL MS Power point & DOS.
    -Ms Office ,Internet & Email ,
    -Tally 7.2

    Awards and Achievements

    -Awarded as an employee of the month in year xx.
    -Active member of Social & Sports events.
    -Member of College Volleyball team.

    Personal Details

    -DOB: 03/07/19xx.
    -Language Known: English, Hindi, French
    -Address: XYZ