Banking

Bank branch manager CV: example and template

This example is for bank branch managers and directors, and for customer advisers and deputy managers who want to run a branch.

The bank wants to know which branch you manage, how many advisers you have, which sales targets you deliver and how you look after service quality, security and compliance with procedures. We show you how to describe this on your CV.

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Example CV: bank branch manager

All the details in this example are fictional. Treat it as a model of layout and wording, and replace the content with your own experience.

Łukasz Domański

Bank branch manager

Legnica +48 123 456 789 lukasz.domanski@example.com

Professional profile

Bank branch manager with 12 years of experience in retail banking, the last 5 running a branch with 9 advisers and 7,000 customers. I am responsible for sales targets, service quality, procedures and developing the team. The branch delivered 112% of its sales plan on average over the last 3 years and moved from 18th to 4th place in the region.

Work experience

Bank branch manager

02.2021 - present

Retail bank, branch, Legnica

  • Heading a team of 9 customer advisers and cashiers.
  • Sales targets: loans, accounts, insurance and investments, 112% of plan on average over 3 years.
  • The branch moved from 18th to 4th place in the region.
  • Service quality and complaints, customer rating of 9.2 out of 10.
  • Security and anti-money laundering procedures, audits with no remarks.

Affluent customer adviser

04.2014 - 01.2021

Retail bank, Wroclaw

  • Serving 250 affluent customers.
  • Selling investment products and mortgages.
  • Standing in for the branch manager.

Education

Master's degree, finance and accounting

2008 - 2013

Wroclaw University of Economics and Business

Skills

  • Running a bank branch
  • Delivering sales targets
  • Loans, accounts and investment products
  • Service quality and complaints
  • Security and anti-money laundering procedures
  • Coaching advisers

Certificates

  • European Financial Advisor EFA certificate, 2019
  • Anti-money laundering training, 2025
  • Sales coaching training, 2022

Languages

  • English: B2

Additional information

  • Category B driving licence

I hereby consent to the processing of my personal data for the purposes necessary to carry out the recruitment process, in accordance with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (GDPR).

How to write a bank branch manager CV

Professional summary

Write which branch you manage, how many staff and customers you have and which products you sell. Add target achievement and ranking, because the bank judges a manager by results. Put service quality and secure procedures in your experience.

Customer adviser with 6 years of experience at a retail bank, deputy branch manager. I deliver over 110% of my sales plan and train new advisers. I have an EFA certificate and am looking for work as a bank branch manager.

Experience: duties and achievements

Describe the branch, team, customers, targets, products, service quality and procedures. Show results in numbers. Add coaching advisers and developing the team.

Weaker: Running the branch.

Better: Heading a team of 9 customer advisers and cashiers.

Weaker: Sales.

Better: Sales targets: loans, accounts, insurance and investments, 112% of plan on average over 3 years.

Weaker: Procedures.

Better: Security and anti-money laundering procedures, audits with no remarks.

Skills worth listing

List running a branch, sales, products, service quality, procedures and coaching. In your soft skills show leadership, goal focus and building relationships with customers.

Professional skills

  • Bank branch
  • Sales targets
  • Banking products
  • Service quality
  • Anti-money laundering
  • Coaching

Personal skills

  • Leadership
  • Goal focus
  • Customer relationships
  • Motivating others
  • Responsibility

Certificates

List financial certificates, for example EFA or EFPA, and procedure and coaching training. Give the year and level of each certificate.

How to become a bank branch manager

People most often move up from customer adviser or deputy manager. On your CV show your sales results and who you train.

Add certificates and experience with affluent or business customers. It helps with promotion.

Tailoring your CV to the job offer

A retail bank looks for sales and serving many customers, a bank with a business segment for serving entrepreneurs and working capital loans, and a cooperative bank for work with local customers and farmers. Move to the top what the job ad is about.

The most common mistakes on a bank branch manager CV

Questions and answers

What should a bank branch manager put on a CV?

The branch, team, customers, targets, products, service quality, procedures, certificates and results.

Which results are worth giving?

Plan achievement, ranking, customer ratings and audit results.

Is an EFA certificate needed?

Not always, but it is valued when selling investment products.

How do you become a branch manager?

Most often after a few years as a customer adviser with good results.

Create a bank branch manager CV in the builder

In the CV Majster builder you enter your details step by step and see right away what the document looks like. You can copy the wording from this page and adapt it to yourself. The finished CV as a PDF costs a one-off PLN 5, with no subscription, and you see the preview before you pay.

Go to the CV builder

See also

Resume examples for similar jobs

Career guide

All resume examples by job