Do you need a finance CV that highlights all your know-how as a financial advisor or banking advisor? Are you looking for a job as a customer advisor in a bank, but you don't know how to write your first banking CV ?
We offer several finance CVs that meet your needs. Tips accompany our models. They show you how to stand out with your financial knowledge and banking contract management techniques.
In this article, you will discover:
- Examples of banking CVs to download
- How to write a professional banking CV
- Our tips for writing a top-notch banking CV
Discover our examples of banking CVs to download
Do you work in finance or insurance and are you looking for a CV that will meet the requirements of financial institution directors? You will find examples of pre-filled banking CVs (doc, pdf, ppt format). They are distinguished by their layout. We offer simple or unusual designs that will set you apart.
An example of a CV for a sales position in insurance
From the outset, your expertise is valued by a series of skills with clearly visible progress bars.
Color is very salesy on this example of a sales CV in insurance. The recruiter will easily spot your profile among the whole lot. He will appreciate the diversity of your know-how thanks to a well-stocked section of professional experiences. Just like our other CVs for banking, this model benefits from a layout that also emphasizes your personal qualities: good behavior and organizational skills.
📥 Download this insurance advisor CV (pdf, word, ppt)
A good example of a finance CV for an advisor position
Your career objective in finance is clearly highlighted to allow you to progress in your position as an advisor.
This corporate finance resume contains other sections that position you as a qualified person in account management. Your various experiences are focused and framed to emphasize your knowledge of financial investments. This knowledge is well redefined in the skills section. The clear layout makes it easier for the recruiter to understand your main assets.
📥 Download this financial advisor CV (pdf, word, ppt)
A very serious banking advisor CV
Whether you choose the black, blue, or gray version, this bank reception advisor application maintains a very professional tone.
Its precise content is as valuable for a beginner profile as for a banking advisor with experience. We have worked on the form in order to highlight a background targeting your practices in a banking establishment. The skills are as numerous as the experiences to affirm your knowledge of financial products and loan solutions.
📥 Download this banking advisor CV (pdf, word, ppt)
Another insurance CV for a management position
If you need an insurance manager resume that highlights a range of experiences, this template might be right for you.
This is a CV that is built for very experienced profiles. A manager is very versatile. This quality is reflected through the multiple bullet points that accompany your experiences. With this presentation, you can apply to any type of establishment. This insurance manager CV template proves your professional skills in banking and insurance.
📥 Download this insurance manager CV (pdf, word, ppt)
A customer advisor CV that gets noticed
This bank customer advisor CV template highlights your motivations for the position while giving visibility to your profile.
This CV shows that you know how to organize yourself very well. The recruiter will appreciate the qualities that are associated with your application. We have put a few as examples, do not hesitate to add others to better stand out. For this customer advisor CV model, the very worked design gives the advantage to beginner profiles.
📥 Download this customer advisor CV (pdf, word, ppt)
A CV for a customer service representative with or without experience
Depending on your profile, you will be able to stand out with your professional experiences or your human qualities.
All sections are built to highlight criteria expected by recruiters. We provide you with the essential information to integrate. It's up to you to personalize them according to your background. The many icons make this application attractive. We give importance to your training. This is an example of a customer advisor CV ideal for career development.
📥 Download this customer service representative CV (pdf, word, ppt)
🚀 Are you still hesitating about choosing a CV template?
Find here our entire collection of CV templates for all professions to save you time or inspire you.
How to create an effective banking CV?
To work in a bank, you need to have a certain taste for numbers and customer relations. These are the skills and qualities that a bank manager will look at first. His selection of candidates will be based on a series of criteria, starting with the good condition of the CV.
There is no need to have a design that is too complex to convince. Having a layout that illustrates your sense of order and organization is already a good point. This will allow you to highlight your knowledge of the field according to the position to be filled:
- A banking advisor's mission is to advise the clients of a banking institution on the proper management of their account. The application is based on knowledge of financial products and solid sales techniques.
- A financial advisor works with many financial institutions. Job opportunities are great provided you are very meticulous in taxation and are a fine strategist to optimize financial management according to demand.
Depending on your profile, beginner or experienced, it is appropriate to emphasize your great interpersonal skills or your various actions that allow you to grow your client portfolio. All with a certain clarity.
In this second part, we teach you how to properly highlight all the information, while giving you examples of attractive content.
💡 Good to know
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An example of a catchy sentence for a banking CV
A bank advisor's CV is judged on its presentation. The same goes for a customer reception CV. Make sure that the header is as professional as possible, whether it is for writing your contact details or specifying the position you are looking for.
The hook sentence allows you to know your professional skills or your assets according to your level of experience. It makes the recruiter want to continue reading. To effectively present your career path within a banking institution, you will need to emphasize your years of experience and the different actions you have carried out first. Continue with two personal qualities and end with your professional aspirations.
Here is the summary of a cover letter for a customer advisor in a bank:
As a customer advisor at Crédit Agricole for 2 years, my client portfolio doubled in the second year. Clients appreciated my investment advice and my efficiency in handling bank loan applications. With excellent people skills and a good commercial streak, I would like to put my skills into action at the service of your institution.
Highlighting professional experience on a banking CV
The tasks performed in a bank are very diverse. This section must reflect this great diversity. Our templates are designed to contain bullet points reflecting a certain know-how in customer management and in selling banking services or products:
Customer management
- Scheduling appointments
- Study of customer accounts
- Legal and/or financial advice
- Dispute handling
- Identification of customer needs
Business management
- Proposal of financial solutions (loan, cash management, investment, etc.)
- Sale of banking services (credit, wealth management, savings, etc.)
- Preparation of financing files
- Presentation of bank loan files
- Financial risk assessment
Your goal, as a banker or financier, is to make the institution or company that hires you lose as little money as possible. Highlighting your success rates, such as a positive turnover result, is highly recommended.
🛑 Pro tip
To better highlight your successful actions in your latest experiences, indicate very precise data: % increase in customer portfolio, customer typology, commercial results, etc.
If you have only completed an internship in a banking institution, you can emphasize the way in which you went about welcoming and supporting the client in managing their budget. Here is an example for a beginner profile:
Trainee bank advisor, CIC (75)
Management of 3 client files
- Analysis of financial contributions from bank accounts
- Making an appointment for a half-yearly review
- Advice on building retirement savings for a 50-year-old client
- Success: sale of an insurance savings plan
As an expert, be more specific, like in our example:
Financial advisor, Boursorama Banque Pro (75)
Analysis of financial contributions
- Market and customer analysis
- Taking into account the results over the last 3 years
- Explanation of the decline in a restaurant's turnover due to its geographical location
Proposal of banking solutions
- Creation of venture capital
- Sale of two investment products
- Client portfolio: 3 SMEs and 5 self-employed entrepreneurs
- Result: net profit of 45,000 euros over 2 years
Essential training for a banking development agent
Your level of education must match the position sought. The minimum diploma required is the BTS Banking to work as a bank customer service representative. Other training courses can make a difference for this same position:
- Bachelor Banking
- DEES Bank
- Banking License
To work in finance, highlight your Master's or Specialized Master's in Banking . As part of a professional banking license CV, you will need to add some information to find your internship: specialization, strong subjects and knowledge in finance.
The skills and qualities of a good banker
A manager never appreciates receiving a letter from a client asking him to change his advisor at the bank. His recruitment criteria will therefore be very picky.
As a banker, you should already be familiar with all the financial products and solutions offered by a bank. Your technical skills should allow you to provide the best answers to your customers:
- Sales and negotiation techniques
- Marketing and communication techniques
- Financial analysis
- Current financing mechanism
- Asset management
- Mastery of administrative and tax procedures
- Mastery of digital and collaborative tools
The main quality of a bank customer advisor is excellent interpersonal skills . Other assets will allow you to access employment more easily:
- Sense of initiative
- Good communication
- Active listening
- Conviction
- Pedagogy
- Teamwork
- Analytical and synthetic mindset
- Autonomy
- Organizational skills
- Results oriented
- Adaptability
These human qualities are also valid for a mission as a reception advisor in a bank.
Interests on a sample CV for banking
This last section is a good way to stand out from other candidates. Recruiters particularly appreciate unique personalities.
We advise you not to display general passions like cinema, reading or sports . Don't be afraid to display hobbies that are out of the ordinary:
- Trollball
- Escape Game
- Drone
- Geocaching etc…
Scientific activities can also enhance your comfort with numbers.
4 tips for a good finance CV
- Hook sentence: The paragraph that introduces your skills must be as neat as the header. Mention what customers appreciated about your support. Also emphasize your interpersonal and commercial qualities.
- Professional experience: data on your tasks as a banker or financier must be precise. Your know-how in managing a clientele and proposing financial solutions must be accompanied by positive results (increase in turnover, client portfolio, etc.).
- Skills: To meet the demands of recruiters, you must list all the products and services offered by a bank. Your skills include many marketing and sales techniques. Human qualities are based on your excellent interpersonal skills, without forgetting your ability to adapt, a little teaching skills and a great deal of autonomy.
- Interests: Unique personalities are especially valued in a bank. Common interests are not valued. If you have hobbies that are out of the ordinary, feel free to share them.
Since time is money, use our CV templates to create the ideal application. Also, remember to take good care of your cover letter. It will be very useful to finalize this step before the job interview.
