Finance & Banking CV Samples
Bank Teller CV Example
ADDRESS
Your City
PROFESSIONAL SUMMARY
Experienced Bank Teller with four years handling basic window transactions, assisting bank manager with training new tellers, and meeting with customers prior to consulting with other bank officials to determine their needs.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Big City National Bank, Big City, SA (2006-2010)
* Handled customers’ deposits, withdrawals, cashiers’ checks, and money orders.
* Assisted with new teller trainings
* Answered customer questions or referred them to proper employees for help with their specific needs
EDUCATION/DEVELOPMENT
Big City National Bank, Small Town, SA (on-the-job training)
RECOGNITION
National Association of Women in Banking: Member of the Year (2008)
Financial Analyst CV Example
ADDRESS
Big City Address
PROFESSIONAL SUMMARY
Successful Financial Analyst seeking an interview for a new position based on nine years of developing a client base of 50 active accounts, resulting in increased revenue for the financial organization and a satisfaction rate of 90% among current and new clients.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Gordon and Sloan Financial Services, Any Town, USA (2001-2010)
* Directed financial services for company
* Managed client support via monthly support newsletters
* Supervised client base and recruited new clients
* Devised and implemented new financial program for more effective account analyses
EDUCATION/DEVELOPMENT
MBA Down-Town University, ABC City, SA
RECOGNITION
National Association of Financial Professionals: Distinguished Member of the Year (2003)
Cost Estimator CV Example
ADDRESS
Any Town Address
PROFESSIONAL SUMMARY
Experienced Cost Estimator looking for new employment based on six years of helping business owners and managers decide whether or not to pursue a building project or product, the various costs involved, and its potential for being profitable. Successful completion of Hilltop Strip Mall and Westside Market in Any Town, SA within last five years.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Martin Enterprises, Any Town, SA (2004-2010)
* Studied pertinent information related to customer’s expressed building project or product.
* Created a portfolio for each, including costs of supplies, labor, location, and specific equipment related to the project—including hardware and software, etc.
* Trained new cost estimators
* Met with managers and other administrators to report current findings
EDUCATION/DEVELOPMENT
B.A., Finance, Any City Business College, Any City, SA
RECOGNITION
Women in Business: Community Service Award (2003)
Financial Advisor CV Example
ADDRESS
Home Town Address
PROFESSIONAL SUMMARY
Experienced and successful Financial Advisor seeking new employment based on four years of working with a client base of 100 individuals for whom personal financial plans were drawn up and implemented to secure financial security and flexibility, including advice and counsel regarding retirement, college planning, health, and life insurance coverage.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Hunter and Holmes Financial Services, Any Town, SA (2006-2010)
* Worked with 100 clients, studying individuals’ investment preferences
* Check investment comfort zones
* Made projections for long-term investments
* Analyzed and suggested strategies for successful increase of investment funds
EDUCATION/DEVELOPMENT
B.A., Finance, Any City Business College, Any City, SA
RECOGNITION
Women in Finance: Executives Club Service Award (2007)
Loan Officer CV Example
ADDRESS
Your Town Address
PROFESSIONAL SUMMARY
Experienced Loan Officer seeking new position in the banking industry, following five years of successful processing of home and business loans for a large multi-million dollar loan institution, thereby increasing the company profits by 25% and raising client base by 10%.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Any City Loan Company, Any City, SA (2005-2010)
* Met with new clients and assessed their requests/applications for a residential or business loan.
* Presented loan types with latest interest rates
* Processed application process
* Secured company approval on all loans
* Administered the loans and set up payment plan
EDUCATION/DEVELOPMENT
B.A. Banking and Finance, Any City Business College, Any City, SA
RECOGNITION
Women in Banking: Client Service Award (2007)
Credit Analyst CV Example
ADDRESS
Home Town
PROFESSIONAL SUMMARY
Successful Credit Analyst in the market for a new position, based on three years of experience in the credit field conducting research regarding creditworthiness related to credit applicants. Skills include telephone interviewing, information gathering, credit score analysis, and organization.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Main Street Bank, Any City, SA (2007-2010)
* Screened credit applications
* Conducted telephone interviews
* Analyzed credit scores
* Research applicants’ employment history
EDUCATION/DEVELOPMENT
B.A. Finance, National College
RECOGNITION
South African Association of Women in Business: Member of the Year (2008)
Accounting Manager CV Example
ADDRESS
Hone Town Address
PROFESSIONAL SUMMARY
Experienced Accounting Manager seeking new position overseeing accounting staff and performing accounting duties based on five years of experience of performance as a public accountant.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Harrison Furniture, Any Town, SA (2005-2010)
* Handled the period-end closing checklist to make sure all activities were complete.
* Reviewed journal entries prepared by staff.
* Analyzed variances against plan/budget.
* Wrote periodic summary for management to review.
* Oversaw staff assignments.
EDUCATION/DEVELOPMENT
Any Town College, B.A., Accounting
RECOGNITION
Accounting Professionals of South Africa: Community Service Award Mentor for 2007
Auditor CV Example
ADDRESS
Gold City Address
PROFESSIONAL SUMMARY
Professional Auditor eager for new position. Brings eight years of experience working to ensure accurate and efficient financial reporting at the Harborside Bank in Any Town. Skills include organization, management, knowledge of the job, and excellent performance.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Jones and Johnson Insurance Consultants, Any City, SA (2002-2010)
* Researched, prepared, analyzed, and compiled financial data for various clients.
* Reviewed for tax compliance, clients’ banking and other financial statements.
* Reported an unbiased evaluation of a client’s records.
EDUCATION/DEVELOPMENT
Small Town University, SA, M.A. Business and Finance
RECOGNITION
Financial Professionals of South Africa: Auditor of the Year 2007
Accounting Recruiter CV Example
ADDRESS
Bit City Address
PROFESSIONAL SUMMARY
Successful Accounting Recruiter looking for new employment, based on seven years of pairing exceptional accounting talent with companies ranging from Fortune 500 to start-ups. Known for people skills, understanding of accounting practices, and prompt attention to requests and requirements of the job.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
The Phillips Group, Any City, USA (2003-2010)
* Cultivated relationships with potential clients.
* Created and negotiated contracts between hires and hiring managers.
* Served clients with dedication.
* Made decisions that resulted in ideal fit for clients and firms.
EDUCATION/DEVELOPMENT
Small Town University, USA, M.A. Business and Finance
RECOGNITION
Financial Professionals of America: Professional of the Year (2008)
Senior Risk Analyst CV Example
ADDRESS
City Of Gold Address
PROFESSIONAL SUMMARY
Successful Senior Risk Analyst ready for new employment with a high profile company in the financial industry, based on five years of experience with Any Town Enterprises, identifying and analyzing areas of risk threatening a company’s assets and financial success.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Any Town Enterprises, Any City, SA (2005-2010)
* Evaluated and reduces potential financial risks.
* Determined the probability of clients’ failure to pay for service.
* Studied data and predicted future trends.
* Examined company’s current financial status.
* Protected the firm’s assets and reputation.
EDUCATION/DEVELOPMENT
Small Town University, SA, M.A. Business and Finance
RECOGNITION
Financial Professionals of South Africa: Member of the Year 2004
Purchasing Agent CV Example
ADDRESS
Big City Address
PROFESSIONAL SUMMARY
Successful Purchasing Agent seeking new position, based on 10 years of successful experience locating and getting the best products for the best prices and securing considerable savings for the company.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Gale and Parker Enterprises, Big City, SA (2000-2010)
* Located ideal suppliers
* Negotiated prices and granted contracts
* Purchased necessary merchandise and products for the best prices available
* Arranged for on-time deliveries on the agreed-upon dates
* Created a cost-effective business model that insured company savings
EDUCATION/DEVELOPMENT
Big City University, SA, M.A. Accounting and Sales
RECOGNITION
Financial Professionals of South Africa: Purchasing Agent of the Year (2004)
Budget Analyst CV Example
ADDRESS
Home Town Address
PROFESSIONAL SUMMARY
Experienced Budget Analyst seeking new position, based on five years of award-winning work in the finance department of a major East Coast corporation.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Concord Enterprises, Any City, SA (2005-2010)
* Divided up limited resources as needed
* Developed a company budget
* Critiqued and analyzed the flow of money
* Estimated future budgetary needs
EDUCATION/DEVELOPMENT
Small Town University, SA, M.A. Accounting
RECOGNITION
Women in Business: Administrative Professional of the Year (2007)
Loan Agent CV Example
ADDRESS
Bity City Address
PROFESSIONAL SUMMARY
An experienced Loan Agent interested in finding a new position, based on six years in the loan department of the distinguished VBS Bank in Southern Africa helping customers secure the very best loan possible for personal and business investments.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
New Era Bank, Big City, SA (2004-2010)
* Arranged for cash advances from secured loans
* Helped customers secure new loans for investment purchases
* Created lower payments on loans in place
* Worked with new customers to get the best loan possible
EDUCATION/DEVELOPMENT
Small Town College: Banking and Business
RECOGNITION
New Era Bank: Employee of the Year (2009)
Personal Financial Advisor CV Example
ADDRESS
Big City
PROFESSIONAL SUMMARY
Successful Personal Financial Advisor looking for a new position, based on ten years of experience with a well-respected financial institution in South Central, helping clients put together a satisfying financial profile.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Big City Financial in Grand City (2000-2010)
* Gained new clients via company presentations and programs
* Counseled clients on options for investment strategies and instruments
* Supervised investments and reported to clients quarterly
* Increased the firm’s reputation, income, and status in the community
EDUCATION/DEVELOPMENT
Small Town University, SA, M.A. in Business and Finance
RECOGNITION
Financial Professionals of South Africa: Community Education Award (2006)
Financial Examiner CV Example
PROFESSIONAL SUMMARY
Successful Financial Examiner ready for a new position, based on four years of experience with a prestigious realty firm establishing financial stability for the company.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Drake and Dunton Realty, Big City, SA (2006-2010)
* Insured compliance with laws governing real estate
* Supervised financial data entry
* Automated accounting procedures on the computer
* Reviewed tax returns for accuracy
EDUCATION/DEVELOPMENT
Small Town University, SA, B.A. Real Estate and Finance
RECOGNITION
Financial Professionals of South Africa: Outstanding Member of the Year (2007)
Financial Management Analyst CV Example
ADDRESS
Any Town address
PROFESSIONAL SUMMARY
Successful Financial Management Analyst seeking new position, based on three years of experience restoring financial soundness and efficiency to small and large companies.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Conrad Financial Management Services, USA (2007-2010)
* Met with clients to explain services
* Analyzed company books and daily operations
* Helped restore fiscal responsibility and sound decision-making practices
* Supported increased revenue through more efficient strategies
EDUCATION/DEVELOPMENT
University of Any Town, Business and Finance
RECOGNITION
Any Town Financial Management Experts: Employee of the Year (2009)
Credit Consultant CV Example
ADDRESS
Small Town address
PROFESSIONAL SUMMARY
Experienced Credit Consultant seeking new position, based on four years of work that improved credit reports, educated clients, helped with debt negotiation.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Citywide Credit Consulting, Any Town, USA (2006-2010)
* Prepared documents
* Cleared up identity theft issues
* Stopped collection calls
* Raised credit scores
* Led client education classes
EDUCATION/DEVELOPMENT
Big City College, A.A. in Business and Finance
RECOGNITION
Finance Professionals of South Africa, Member of the Year (2008)
Tax Examiner CV Example
ADDRESS
City Address
PROFESSIONAL SUMMARY
Experienced Tax Examiner seeking new employment, based on five years of successful work examining tax reforms for accuracy and legitimacy.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Dutton Tax Consultants, Big City, SA (2005-2010)
* Reviewed tax returns
* Conducted audits
* Collected overdue taxes for federal, state, and local governments
* Communicated with clients regarding their tax situation
EDUCATION/DEVELOPMENT
Big City University, B.A., Business and Accountancy
RECOGNITION
Financial Professionals of South Africa: Employee of the Year (2010)
Compliance Officer CV Example
ADDRESS
small Town Address
PROFESSIONAL SUMMARY
Experienced Compliance Officer seeking new position based on seven years of work in the field of legal compliance for an agricultural board.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
SA Board of Agricultural Compliance, Any City, SA (2003-2010)
* Met with clients to determine changes, where necessary
* Helped companies comply with national standards
* Supervised changes
* Monitored and evaluated companies over time
* Met with managers to assess and set goals for continued compliance
EDUCATION/DEVELOPMENT
Small Town University, Business and Finance
RECOGNITION
Business Professionals of South Africa: Member of the Year (2009)
Trust Officer CV Example
ADDRESS
Small City Address
PROFESSIONAL SUMMARY
Successful Trust Officer seeking new position, based on five years of experience in this work for a large city bank.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Big City Bank and Trust, East Coast City, USA (2005-2010)
* Managed a variety of assets: pension funds, school endowments, etc.
* Handled duties associated with estates upon a client’s death
* Counseled clients regarding their assets
* Reported to bank manager regarding responsibilities and questions asked
* Communicated with clients as needed
EDUCATION/DEVELOPMENT
M.A. in Banking and Finance from East Coast University
RECOGNITION
Banking Professionals of South Africa: Trust Officer of the Year (2008)
Mortgage Banker CV Example
ADDRESS
Small Town
PROFESSIONAL SUMMARY
Outstanding professional Mortgage Banker seeking new position based on six years of securing high-quality and reliable loan clients for a reputable financial institution.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Any Town Mortgage Company, Any Town SA (2004-2010)
* Met with potential home loan applicants
* Collected clients’ detailed financial information
* Ensured clients’ qualifications to repay the loan
* Selected most appropriate loans for each client
* Processed the loans
EDUCATION/DEVELOPMENT
Big City College, Business and Finance
RECOGNITION
Banking Professionals of South Africa, Professional Recognition Award (2008)
Bank Branch Manager CV Example
ADDRESS
Bank Street, Money City
PROFESSIONAL SUMMARY
Experienced Bank Branch Manager seeking new employment based on six years in this work for a well-known and respected bank, including creating a first-class campaign to attract new customers.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Westside Bank, Big City, SA (2004-2010)
* Oversaw the daily operations of the bank and its employees
* Established relationships with its customers and attracted new ones
* Maintained contact with community organizations
* Conducted branch business according to the bank’s objectives and policies
EDUCATION/DEVELOPMENT
Big City University, Finance and Advertising
RECOGNITION
Banking Professionals of South Africa: Branch Manager of the Year (2006)
Banking Correspondent CV Example
ADDRESS
Money Town Address
PROFESSIONAL SUMMARY
Experienced Banking Correspondent seeking new position based on six years of work conducting business transactions at one bank on behalf of other financial institutions.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Northern Bank and Trust in East Coast City (2004-2010)
* Conducted overseas business transactions
* Accepted deposits
* Gathered documents
* Acted as the domestic bank’s foreign agent
EDUCATION/DEVELOPMENT
Graduate of Big City University, Business and Finance
RECOGNITION
Banking Professionals of South Africa: Community Service Award (2009)
Credit Risk Manager CV Example
ADDRESS
Gold Street, Silver Town
PROFESSIONAL SUMMARY
Experienced Credit Risk Manager seeking new employment based on four years of successful work overseeing employees in charge of calculating the risk of default when screening loan applicants.
CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS
Big City Bank, Big City, SA (2006-2010)
* Analyzed the risk of loan applicants defaulting on loans
* Supervised employees trained to do this work
* Used the level of risk determined to accept or deny the loan
* Set loan interest rates based on level of risk
EDUCATION/DEVELOPMENT
University of Any Town, Business and Banking
RECOGNITION
Credit Professionals of South Africa: Member of the Year (2009)