Banking Assistant CV Example

If you are looking to be a Banking Assistant then you will normally have some previous experience in a banking environment or customer services. You will provide customers with advice on their monies and other services that the bank provides therefore you will need excellent customer service skills to be able to communicate effectively.

You will need to be organised and methodical and keen to learn about the banking world and keep up to date on the new services they provide.

If you have found a role for which you would like to apply for, please see the below example which may help you.

Banking Assistant CV Example

Banking Assistant CV Example

Name Surname
Mobile No/Email


I have excellent customer service skills combined with great communication skills both orally and written and enjoy meeting different people and providing the best customer service I possibly can.

I am a confident person who likes to learn new skills and feel that I am good at keeping up to date with new products and services to keep on top of the role I do. I work in an organised manner and am very enthusiastic towards my work and remain professional throughout.

I am self motivated and able to work on my own initiative but also enjoy working as part of a wider team and ensuring that everyone does their part to achieve a successful company.

I understand the importance of confidentiality within my role and have always adhered to the processes and procedures set by a company.


Date to Date or To Date – Banking Assistant – Where?

In my role as Banking Assistant, I provide customer services to customers about their accounts or any other enquiries they may have. My responsibilities include:

  • Serving and dealing with customers coming into the branch
  • Booking in customers for appointments to open accounts, looking at new products or services or needing an account review
  • Explaining new products and services to the banks
  • Explaining about a customer’s account
  • Dealing with travel money and insurances etc
  • Ensuring that all monies are banked correctly and the station balances correctly
  • Ensuring that all paperwork logs are kept up to date and are accurate.


University, College, School – For all include titles/subjects and qualifications.


Computer skills – MS Office, Excel??? Any specific banking software?
Customer service course?


What do you like to do outside of work?


Available on request.

Good luck.

Patrick Dobson
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