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Banking Customer Service Resume

A bank customer service executive works for banks, and assists the clients of the banks. He is responsible for assisting clients and solving their queries. The sample of banking customer service resume illustrated below will help you understand how to write an effective customer service executive resume.

Resume Sample

Maria Mighty
Christ County Blvd,
Berks Lane, New York - 1010110
Contact No - 021-333 3333
Email Id -

Career Objective:

I would like to work with an organization where customer service is not just another activity, but a core part of its marketing. I wish to use my communication and problem solving skills to assist the clients and lead to utmost customer satisfaction for the organization.

Career Summary:

Working as a customer service executive with Currency Bank. Successfully handled client queries independently and a track record of solving all customer queries or issues reaching me.

Educational Qualifications:

Certified Course in Customer Service Management
Bachelors Degree in Finance
University of NY
Grade - A
Year of Passing - 2009

Diploma course in banking services
Banker's Academy
Grade - B
Year of Passing - 2008

Summary of Skills:

  • Independently handle customer queries and clarify their doubts
  • Good at communicating and master three local languages
  • Come up with new ideas for better and simplified customer service

Work Summary:

People's Bank, NY
Designation: Sr. Customer Service Executive (loans department)
(2010 - till date)


  • Handle all customer queries in the loan department
  • Inform customers about various loans and requirements of the same
  • Assist in documentation process of the loans
  • Arrange workshops for corporate clients that help in informing and educating them
  • Understand customer queries and needs and convey the same to the seniors
  • Conveying the new loan schemes to various linked partners (builders, showroom, etc.)
  • Maintaining all records, and also a record of credit reports of the customers who have applied for loans
  • Updating all records and aiming at utmost customer satisfaction

Bern's Bank, NY
Designation: Customer service executive (Account opening department)


  • Assisted customers in opening new accounts
  • Looked in to the documentation procedures of account opening applications
  • Crosschecking the documents for authenticity
  • Keeping a record of documents posted via postal mail
  • Pitching clients for opening other accounts or encouraging their relatives or friends to open an account with the bank
  • Maintaining records of documents of customers.

Preferred Location:

Comfortable in working anywhere in New York


  • Appreciated for organizing informative workshops, and assisting the clients
  • Appreciated for 100% customer satisfaction record
  • Awarded with best employee award for outstanding performance
  • Successfully pitched and opened 50 new accounts within two months

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