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Banking Executive Resume

A banking executive is a person working in a bank, probably as a business development executive, or at any other position. It can thus be used as a generalized banking executive sample resume, and one can make changes accordingly.

Example of Resume
Richard Rusk
1061 East Blvd.,
Saint's Route,
Halivia Apartments,
West Street,
LA - 22222
Contact no.: 0301201210

Career Objective:

Wish to work with a multinational bank, which has a wide variety of services and verticals. Wish to be a part of an organization where employee's skills and suggestions are valued and which provides immense opportunities for internal promotion and growth.

Career Profile:

A well qualified banking professional with an experience of over 4 years with two different organizations. Ability to handle the responsibilities and tasks handed over to me independently without any supervision or guidance and work towards being more result - oriented than just target - oriented.

Qualification Summary:

  1. Post Graduation in Business and Commerce
    University of LA
    Completed in the year 2007
    Specialization: Banking and Finance
    Grade: B+

  2. Bachelor's Degree in Trade and Commerce
    University of LA
    Completed in the year 2005
    Specialization: Accounting and Banking
    Grade: B

  3. Diploma in Banking Laws and Procedures
    Institute of Banking and Finance, LA (government recognized)
    Completed in the year 2005
    Grade: AM

Summary of Skills:

  • Good at accounting and banking procedures
  • Well acquainted with banking laws, regulations, terminologies like CRR, SLR, etc. and its effect and counter effect
  • Up to date knowledge of finance market
  • Good at share trading and worked as an advisor at a personal level for many
  • Self motivated, result oriented and efficient team player

Work Experience:

Currently working with HSBC Bank - 2009 till date
: Relationship Advisor

Job responsibilities:

  • Studying the market regularly and keeping an eye on the fluctuations
  • Suggesting investment and saving options to clients as per their requirement and capacity
  • Coordinating with the marketing department to understand the new investment schemes and plans
  • Handling a team of 4 sales executives and updating them on new schemes
  • Pitching clients for huge investments
  • Continuously updating the clients about market and keeping them informed
  • Controlling multiple investment options for clients with the help of trading experts and advising the clients from time to time, on buying or selling of shares or investing in policies.


  • Successfully pitched clients and brought an investment of around $150,000 in one month
  • Awarded with an award for being rated as the most client friendly employee, in the customer satisfaction survey at the bank.

Previous Employer:

Worked with Aptara Bank, LA (2007-2009)
: Client Servicing
Job Responsibilities:

  • Assisting clients and addressing their requests and queries
  • Handle the documentation procedures for all types of services such as, account opening, trading, etc.
  • Conveying all the necessary information to the clients through email, and update them about latest schemes in the banks and various programs
  • Cold calling for pitching clients for account opening and other services
  • Dispatch of bank documents to the clients periodically, or as per request
  • Update the personal details of the customers, and make changes as and when required


  • Awarded with the best employee award for maintaining high levels of customer satisfaction, and reduction in the number of complaints.

Flexibility and Mobility:

Willing to work in LA only. However, would consider some attractive options in nearby states.


Richard Rusk

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