Home Banking Relationship Manager Resume template
Banking Relationship Manager resume template
A clean starting structure with example content grounded in what banking relationship managers actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most banking relationship managers should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Banking relationship manager with experience across retail and commercial banking, managing a portfolio of clients and matching them to lending, deposit and transactional solutions. Combines financial analysis and credit assessment with strong client advisory skills to support long-term relationships and meet regulatory obligations.
Key skills
- Financial analysis and modelling
- Regulatory compliance (NCCP, ASIC, APRA)
- Account and relationship management
- Credit assessment and loan proposal preparation
- Portfolio monitoring and cross-sell identification
- Customer Relationship Management (CRM) software
- Core banking systems
- Financial analysis spreadsheets
- Document management platforms
- Client relationships and advisory
- Written communication
- Stakeholder management
- Problem solving
Experience: example bullet points
- Managed a portfolio of retail and business clients, conducting regular reviews to assess changing financial needs and recommend suitable banking products.
- Prepared loan proposals and supporting credit assessments, ensuring submissions met credit policy and regulatory requirements.
- Monitored account performance across lending and deposits, identifying cross-sell opportunities and referring clients to specialist teams.
- Built and maintained client relationships through scheduled contact, resulting in improved client retention and increased product holdings.
- Documented all client interactions in CRM and core banking systems, maintaining accurate records for compliance and audit purposes.
Education
Bachelor degree in finance, commerce or business is typical, though some enter with a Diploma of Financial Services and relevant experience. Postgraduate study in finance or an MBA is common for senior relationship managers.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- ASIC
- APRA
- NCCP
- AML/CTF
- KYC
- Australian Credit Licence
- responsible lending
- credit assessment
- loan origination
- CRM
- core banking
- financial analysis
- portfolio management
- relationship management
- cross-sell
- client advisory
- stakeholder management
- compliance
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.