Sample resume for Investment Banking
EDUCATION: University of California at Berkeley, Haas School of Business March 2003
Masters in Financial Engineering Candidate
Cornell University, College of Engineering May 1998
B.S.E., Chemical Engineering

WORK EXPERIENCE: SalomonSmithBarney, New York, NY
Associate (Intern) October 2002 – January 2003
Investigated the correlation of equity movements and changes in corporate bond
spreads for the corporate bond strategy group:
·  Created a multi-factor model of corporate bond spreads and spread changes, including
equity market information as inputs
·  Wrote code with a web interface that produces custom and/or batched reports comparing
equity and fixed income statistics.
Nomura Securities International, New York, NY & Tokyo, Japan
Associate 1999 – 2002
Member of the analytics group of a fund-of-fund asset management subsidiary.
Responsible for the quantitative and qualitative aspects of portfolio analytics,
reporting, and front and back office systems. Helped teach and manage 3 analysts.
Designed systems and formulas for the quantitative analyses of mutual funds:
·  Created a derivatives analysis application: Automated the graphing of derivative
positions, the calculation of Greeks and VAR, and the valuation of equity and fixed
income options, futures and other exotic products.
·  Designed a 50+ table relational database that serves as the back-end for a mutual fund
analysis and data-warehousing application. Coded the front-end as part of a threeperson
development team.
·  Developed a warehousing, reconciliation and performance attribution system for a fixedincome
life insurance fund. Developed formulas to compute the gain/loss of a fund-offund
due to movements of the sub-fund-denominated currency.
Wrote monthly commentary on a long/short fund for client reports:
·  Wrote monthly reports to investors about the performance, total and active risk,
exposures, and underlying models of a Japanese equity market neutral fund.
FOCUS Partners LLC, New York, NY
Associate 1998 – 1999
Prepared a 100+ page business plan for Latin American municipal service projects.
·  Created over 20 project discounted cash flows.
·  Forecasted revenues, capital and operating costs, profits (losses), IRRs, NPVs, debt
payments, and optimum equity/debt ratios.
·  Presented this material to potential investors to raise private equity and debt.

COMPUTER SKILLS: VB, VC++, InterDev, Access and Excel VBA, Sybase, SQL Server, stored procs.,
SQL, UNIX, HTML, ASP, Java/VB-script, PERL, Matlab, S-Plus, Pascal
OTHER: Series 7 and 3. Passed the Level II examination of the CFA program. Interests:
Writing and listening to music, squash, windsurfing, traveling.

Sample Banking Resume (23)

Banking Sample Resume

Sample Banking Resume (21)

Sample Banking Resume (20)

Personal Information:
Margaret Wilson
235 Street Way road
Townsville
CA

Home Phone: (12) 2565 789
Mobile Phone: (123) 458 9886

Email Address: mwilson@email.com

Personal Statement:
I am a qualified bank teller, I have experience working in banking environments, customer service environments and many other roles.
I wish to use my skills and knowledge in a position with a company that can benefit the most from them.

Skills/ Attributes:
Professional Appearance
Loyal, trustworthy
Excellent customer services skills
Highly organized and detail orientated
Proficient with accounting software, Lotus 1-2-3, Lacerte, and Class.
High typing speed of 60wpm
High data entry speed of 8000 kspm
Proficient with 10 key.

Educational History:
B.S., Degree in Accounting
Townsville City College
Anticipated October, 2006

Employment History:
Townsville Bank, Townsville, CA
Bank Teller, 2003 to Present

Daily Customer service, including general enquiries.
Customer deposits, loan payments
Maintained cash drawers
Secured the premises nightly.
Used 10 key with most daily activities

References:
Available on request

Sample Banking Resume (19)

• Career change
• Re-entering the workforce after a time gap
• When the applicant has been in the same or similar position for a long period of time

The following sample bank teller resume clearly demonstrates the advantages of a chronological resume.

The chronological resume format also includes important contact information and a clear objective. The applicant may also include a summary of skills to draw attention to their best features.
Sample Bank Teller Resume

Sample Banking Resume (18)

In this sample bank teller resume, company names and dates are listed on the left margin while locations are listed on the right margin.

Sample Bank Teller Resume

Amy Smith
123 Main Street
Atlanta, Georgia 30339
Home: (555) 555-1234
Cell: (555) 555-1235
asmith@sample~resume.com

OBJECTIVE

A position as a bank teller.

SUMMARY

• Highly organized and detail oriented
• Over four years experience as a bank teller.
• Familiar with retirement accounts including IRA’s, KEOGH’S, 401K’s.
• Proficient in accounting software: Lotus 1-2-3, Lacerte, and Class.
• Proficient with 10 key.

EXPERIENCE

First National Bank, Denver, CO
Bank Teller, 1998 to Present
Worked with customers on a daily basis, meeting their banking needs and either answering or referring their financial questions to the appropriate supervisory individuals. Accepted and processed customer deposits and loan payments. Maintained and balanced a cash drawer daily. Secured the financial institution nightly Responded to customer inquiries regarding account balances. Used 10 key to process monetary transactions.

EDUCATION

B.S., Degree in Accounting
Denver City College
Anticipated May, 2004

Sample Banking Resume (16)

Michael Candy

30 Francis Street
Smithville NSW 2031
T: (02) 8888 8888
M: 0400 000 000
E: mc@webland.com.au

Skills, experience and personal attributes

My expertise is focussed on team management and product diversification in the banking industry. I have held managerial positions in major banks such as Westrack and Money Bank, have effectively supervised large teams and have developed long-term contacts and relationships with potential and existing clients. As a member of the Sydney Carbon Reduction Society, I am also very interested in improving corporate social responsibilities.

Education

2001 Graduate Diploma of Applied Finance, Finance School
1993 Bachelor of Commerce, University of Perkins
1990 Higher School Certificate, Meryland College

Employment history

Sep 2003 – present
Senior Relationship Manager, Westrack Banking Corporation
Responsibilities

• Present and differentiate the bank’s service and product capabilities to the CEO and senior executive teams
• Develop and manage collaborative relationships within product teams to facilitate and improve their access to the client base
• Create high value-added deals with business lines
• Organise and deliver client marketing programs for product specialists and support their transaction origination efforts

Achievements

• Increased profit margins by 15 per cent last year
• Delivered and coordinated cross-selling activities of relevant businesses and increased the revenue generated portfolios by 8 per cent
• Participated in the Australasia Group strategic planning, client management strategy and prepared an annual budget that was approved by the head office

1999 – 2003
Relationship Manager, Money Bank
Responsibilities

• Obtain understanding of bank products relevant to client base
• Prepare marketing program for customer portfolios
• Prepare credit submissions for corporate clients (both loans and treasury products – include financial, industry and borrower analysis)
• Liase with local management on credit issues in relation to new customers
• Review and ensure that all legal documentation corresponds with credit approvals

Achievements

• Increased revenue, maximised return on risk assets and ROE whilst maintaining credit quality of the portfolios
• Supported the director and global relationship manager with marketing and origination initiatives of products i.e. debt, treasury, project and export finance, debt finance and advisory

1996 – 1999
Relationship Officer, Onslow Bank
Responsibilities

• Assist the relationship manager and director with client planning for a number of major clients
• Foster a culture of communication among staff in various client support divisions to maintain the focus on commitment and excellence

Achievements

• Maximised value creation and profit generation of the portfolio team
• Built quality relationships with support areas that actively contributed to delivering superior service to our clients

1994 – 1996
Graduate Leadership Program, HKBK
Responsibilities

• Develop knowledge of daily branch operations
• Gain experience via rotations through frontline positions
• Assist the executive manager and team in each rotation
• Complete financial plans for customers in complex legal environment
• Comply with legal and dealership business rules to produce clients’ investment and risk profiles on time

Achievements

• Gained an understanding of sales management tools
• Successfully completed reports using business tools to assist in day-to-day sales management

Professional/Personal Affiliations

Australian Bankers’ Association
Financial Services Institute of Australasia
Sydney Carbon Reduction Society
Rotary Club of Sydney

Referees

Alison Meyer
Head of Financial Services
Money Bank
T: (02) 44887766
M: 0456 1234 1234
E: alison.meyer@combank.com.au

Gary Brown
General Manager
HKBK
T: (02) 5566 7788
M: 0452 4321 5678
E: gary.brown@hsbc.com.au

Sample Banking Resume (15)