Business Banker Resume Sample – Curated by Experts!

The business banker has to deal with the financial issues of the clients. They have help the small business centers develop and grow by composing the private small business loans for business land home loans and business lines of credit. They have to work with the individual customers or business companies solving personal or commercial problems.

They have to offer the advice pertaining to investment matters or any sort of bank accounts. Aptitudes highlighted on sample resumes of Business Bankers incorporate making and getting small business relationships, independent venture connections and growing network for committed banking centers.

The educational requirement for this job designation varies from employer to employer. The educational qualification depends on the sort of bank for the applicant is applying. Few banks approve the high school diploma degree whereas the candidate must showcase the bachelor’s degree if he/she is applying for the commercial and investment bankers.

Business Banker Resume Sample

Business Banker Resume Sample

Rob Wilson

Business Banker

743 Xyz Abc Road.
Chicago, IL – xxxxx

Email: | Home: xxx-xxx-xxxx | Mobile: xxx-xxx-xxxx

Professional Summary

Motivated, personable business professional with years of experience in banking and business to business sales. Goal oriented, self-motivated business developer able to network with centers of influence and build successful partnerships with like-minded individuals.

Work Experience

1) Small Business Banker


November 2013 to Present

  • Analyze current business’ financial status by reviewing their profit and loss for the business year.
  • Recommend business’ financial actions by analyzing accounting options.
  • Prepare budget and financial forecast for business owners.
  • Provide exceptional customer service to each customer every time, which includes being accurate, being available, making it easy for customers and personalizing all customer interactions.
  • Use consultative selling techniques, analyzes and provides solutions for clients’ financial needs. Make sales referrals to specialized areas of the Bank based on customer need.
  • Assist clients with services and products such as loans, cash management, bank accounts, interest rate swaps, letters of credit, foreign exchange, insurance and others.
  • Comply with internal security policies and procedures and maintains customer confidentiality at all times.


2) Personal Banker

ABC Bank

August 2011 to September 2012

  • Responsible of Auditing financial transactions and document customers’ account control procedures.
  • Responsible for performing intermediate duties and support related to branch operational activities and financial services.
  • Conduct routine audits of vault, ATMs, teller areas & new account documents to ensure operational integrity of branch.
  • Assist bankers with resolution of complex service issues to increase branch efficiency and maximize customer satisfaction.
  • Assist branch management with on boarding and training of new hires.
  • Shadow branch management to develop skills necessary to successfully manage a bank branch role.

Educational Qualification

Bachelor of Science in Accounting

ABC College -New York, NY

June 2010

Skills and Strengths

  • Completed the licensing requirements for the New York Real Eastate Sales Agent.
  • Completed the Credit Analyst Program at Chase.
  • Team Player.
  • Customer Service.
  • Computer Savvy.
  • Excellent Phone Skills.
  • Communication Skills.
  • Presentation Skills.
  • Goal Oriented.
  • Fluent in Spanish.
  • Portfolio Relationship Management Skills.


— References Available upon Request —


Properly writing roles, responsibilities, and skills in Business Banker’s Resume is very important. It is because the employer or the recruiter will check them to judge your capabilities. Mostly, the points of the job duties performed will come under the section of work experience in the Business Banker’s Resume. Whereas you can mention your skills within the skill section. The other key or highlighting points can be noted separately.

To get the job, making an accurate resume having precise points is necessary. Hence, here are few shorter examples which will give you a better idea about how to write roles, responsibilities, skills and work experience in the resume for the position of Business Banker.

From our resume database, I have gathered few examples. These resumes are selected on basis of different location and experience level. These Business Banker Resume samples of professionals will give you provide with a hint when you are writing your resume. You can change the points according to your location and experience level.

Check these Business Banker resume samples. I hope you will find something interesting and valuable from these examples.

Few More Business Banker Resume Sample:


Example 1:

Business Banker

Location – Los Angeles, CA

Experience – 3 Years

  • Locate and acquire new business clients with annual revenues from $250M to $5MM by utilizing internal leads, and creating a network of contacts and seeking out referrals.
  • Act as a trusted advisor to the client in delivering customized business banking solutions specifically designed to the financial needs of the business clients.
  • Manage credit opportunities up to $250,000.
  • Build relationships by calling on new and existing clients to truly understand their businesses priorities and provide solutions to assist with business needs.
  • Successfully trained assigned retail branches on business banking products to promote internal referrals.
  • Keep abreast of changing business trends that impact the Small Business segment and translate those trends into business opportunities



  • Excellent analytic skills.
  • Ability to work independently.
  • Well-honed leadership qualities.


Example 2:

Business Banger

Location – Chicago, IL

Experience – 3 Years

  • Supported and mentored new sales Personal Bankers to become efficient in customer service and sales.
  • Gained long lasting client relationships; resulted in client loyalty and referrals.
  • In charge of weekly call nights driving monthly and quarterly numbers.
  • Efficient in Mortgage; Business; Consumer and Credit products.



  • Phone Skills.
  • Money Handling.
  • General Office Skills.
  • Microsoft Office Programs.
  • Computer Savvy.
  • Customer Service.
  • Deposit Preparations.
  • Front-Office Operations.
  • New Accounts.


Example 3:

Business Banker

Location – San Ramon, CA

Experience – 5 Years

  • Open business accounts, offers business solutions such as payment tax, cash management, business credit services and more.
  • Maintain existing business accounts by reaching out to clients bi-quarterly to ensure all needs are met or to uncover other business solutions opportunities.
  • To ensure convenience for the clients, business visits per client’s request.
  • Provide excellent customer service with prompt follow-up via email, phone or in person.
  • To keep clients happy, aim to resolve all customer issues before they leave the branch.
  • Work closely with branch partners and bankers to find the total solution for customers and ways to acquire new business.


Example 4:

Business Banker

Location – Chicago, IL

Experience – 4 Years

  • Actively recruited new business relationships and retained current customers by establishing trust and providing excellent account service.
  • Effectively managed daily tasks including servicing multiple branch locations, visiting clients at place of business, submitting loan applications, and handling problems/complaints.


Example 5:

Personal Banker / Business Banker

Location – San Ramon, CA

Experience – 4 Years

  • Accountable for sales and service activities.
  • Opens accounts, makes referrals to other business partners and relationship manager to ensure all needs are met.
  • Meets and exceeds monthly and quarterly sales goals while striving and assuring that the branch meets sales quotas.
  • Gives guidance to branch personnel to encourage the achievement of overall sales and services.
  • Help train new employees with product knowledge, system navigation and resolving customer issues.


Example 6:

Business Banker

Location – New York, NY

Experience – 3 Years

  • Made sales presentations to prospects and provided product solutions
  • Contributed to growth of branch deposits to $ 126MM, which exceeded goal by 21%.
  • Recognized as outstanding achiever in District for revenue production and client service.
  • Reviewed appropriate due diligence documentation for accounts, and if necessary obtained additional information to satisfy government and bank regulations.
  • Praised for delivering exceptional customer service.
  • Received strong performance reviews from management.


Example 7:

Business Banker

Location – Manhattan, NY

Experience – 6 Years

  • Ensuring the overall success & growth of an assigned portfolio by deepening relationships.
  • Meeting with new clients to introduce the bank and its products.
  • Partnering with Lending Managers in order meet our relationship’s lending needs.
  • Negotiate the terms of an agreement and close sales.
  • Successfully Managing medium to large size commercial relationships for the bank.
  • Represent your organization at trade exhibitions, events and demonstrations.
  • Resolve complex servicing problems, particularly for most profitable relationships.
  • Effectively acquiring, managing and growing commercial relationships for the institution.
  • Training and development of the staff to ensure quality customer service while maintaining the highest level of security and compliance.
  • Planning and implementing sales, marketing, and product development programs targeted toward existing and new markets.
  • Gather market and customer information and provide feedback on buying trends.
  • Delivering the full culture of Community National Bank through its product and services.


Example 8:

Business Banker/Branch Sales Manager

Location – Croton, NY

Experience – 5 Years


  • Increased receivables millions.
  • Gold Level Sales Awards.
  • Developed high achieving sales staff.


  • Management of sales force.
  • Coaching/Training.
  • Sales of Bank Products/Services.
  • Customer Service.
  • Branch Operations/Compliance Reporting.


Example 9:

Business Banker

Location – Peekskill, NY

Experience – 3 Years

  • Establish, retain and deepen relationships with branch customers and potential customers to meet and exceed individual and branch sales goals.
  • Identify and resolve multiple operations and customer service issues in collaboration with other managers.
  • Ensure consistent customer satisfaction by providing exceptional customer service.

Customer Service Skills:

  • Able to communicate clearly both written and in speech
  • Has a pleasant, friendly style.
  • Is willing to build a long-term relationship with the company (not a job-hopper)

Computer Skills:

  • College level experience in Microsoft Office.
  • Word, Excel, Access, Power Point.
  • Able to type 51 wpm.


  • Effective communicator.
  • Able to get along well with others.
  • Concerned with quality.
  • Excellent attendance.


Example 10:

Business Banker

Location – Austin, TX

Experience – 4 Years

  • Driving business results through acquiring new business and maximizing current client relationships.
  • Find more cost-efficient products and solutions for clients.
  • Identifying customer requirements and developing client-focused solutions.
  • Uncover loans and line of credit opportunities, assist clients from start to finish.
  • Approved and oversaw transactions as needed.



  • Exceptional organization and management skills and ability to work within deadlines to meets goals.
  • Proficient with MS Word, Excel, and PowerPoint.
  • Excellent leadership skills, with the ability to take necessary actions in tasks when required.


Example 11:

Business Banker III

Location – Phoenix, AZ

Experience – 3 Years

  • Responded to customer inquiries in regards to deposits, financial transactions, and problem resolution.
  • Evaluated customers’ financial needs and offered financial products that helped better serve customers’ goals.
  • Exceeded sales goal requirements.
  • RUM- Relief Unit Manager.
  • Managed a group of 10-15 telephone bankers.
  • Assisted other managers with hiring and training process.
  • Overseas Project for 6 months (Manila, Philippines)
  • Assisted with on-the-job training.
  • Assisted as a peer coach with new employees to help familiarize them with company systems, procedures, and policies.


Example 12:

Business Banker

Location – Madera, CA

Experience – 5 Years

  • Facilitation of vast loan products, specifically; commercial real estate financing, agricultural financing, construction financing, channel financing, equipment financing, establishing letters and lines of credit, account receivable financing, asset based lending, purchase order financing, and multifamily capital.
  • Conducted independent financial and collateral analysis on credit requests.
  • Evaluated business plans, projections, operating records, and financial statements.
  • Evaluated types of collateral in relation to feasibility of transaction, market/industry conditions and loan structure.
  • Consistently exceeded sales goals, service goals, and provided sound financial advice.
  • Achieved 18.4MM in commercial based lending in 2014.
  • Continuously maintained, grew, and managed all business clients within a mid-market portfolio ranging from 5MM-30MM in annual revenue.


Example 13:

Business Banker

Location – Phoenix, Az

Experience – 6 Years

  • Developed client relationships through segment-based sales plans to achieve revenue growth targets and maximize profitability.
  • Administered client’s finances and ensured protection for personal & commercial assets by performing needs analysis.
  • Recommended proper solutions by evaluating customer needs to achieve financial stability.
  • Maintained a high level of product knowledge to deliver accuracy and properly guide clients to improved resolutions.
  • Conducted financial education workshops to encourage financial management and develop plans to reach financial goals leading to long term success.
  • Generated growth for business by implementing new prospecting strategies and building solid client relationships.
  • Lead weekly meetings that improved cross functional productivity.
  • Received Wells at Work Champion and Business Specialist Awards by exceeding performance metrics.



  • Microsoft Office.
  • Analytics, Sales.
  • Financial Management.
  • Marketing Strategy.
  • Marketing Management.


Example 14:

Business Banker

Location – Marion, IA

Experience – 2 Years

  • Responsible for providing a full range of banking services with emphasis on matching customer needs with bank products and for providing full service to customers in the maintenance and management of their relationship with the bank.
  • Perform business analysis calculations in matching businesses with the bank’s products.
  • Weekly calls on prospective and existing business customers.
  • Prepare and set up all business accounts.
  • Set up and install Remote Deposit for business customers.



  • Extensive skills Microsoft Word, PowerPoint and Excel.
  • Proficient in Baker Hill Statement Analyzer.
  • Knowledgeable in SBA ETRAN and LaserPro SBA module.
  • Strong ability to multi-task.
  • Able to adapt to new environments.


These are some sample Resumes/CV of Business Banker. With the help of these examples, you can create a well-crafted resume yourself. You can select any of the lines/sentences from these all examples. Combine them, edit them and use them to make an effective resume. These resume samples can help you decide what experience and accomplishments to include your resume. It also guides for the proper highlighting points.

There are more than 15,000 active jobs online for the position of Business Banker in the USA. Find the job suitable to you and start applying with your fresh and updated Business Banker resume and improve your chances of getting the job.

Hope you got the information you were seeking for.

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