5 Amazing banking assistant Resume Examples (Updated 2023) + Skills & Job Descriptions

banking assistant

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banking assistant: Resume Samples & Writing Guide

Professional Summary

A highly organized and detail-oriented professional with extensive experience in banking and accounting/auditing. Possesses strong problem-solving and communication skills, with a proven ability to work independently and as part of a team.

Employment history

Chief Banking Assistant, Grant Thornton Chicago, Illinois

May 2012 – Present

Perform account analysis and reconciliations, including bank statements, fixed assets, employee advances and accounts receivable
Assist in the development and implementation of new procedures and features to enhance the workflow of the department
Respond to inquiries from management regarding financial results, special reporting requests, and the like

Associate Banking Assistant, Deloitte New York, New York

May 2011 – April 2012

Prepare general ledger entries by maintaining records and files
Perform account analysis and reconciliations, including bank statements, fixed assets, employee advances and accounts receivable
Analyze financial information and summarize financial status

Entry Level Banking Assistant, Ernst & Young New York, New York

May 2010 – April 2011

Perform account analysis and reconciliations, including bank statements, fixed assets, employee advances and accounts receivable
Recommend actions to resolve discrepancies
Assist in the preparation and coordination of audit activities

Education

Georgetown University, Washington, D.C.

Certified Management Accountant (CMA), March, 2010

Skills

Communication

Public Speaking

Analytical

Innovation

Cost Accounting

Reconciliation

Financial Analysis

Payroll

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Professional Summary

A highly organized and detail-oriented Banking Assistant with extensive experience in accounting and auditing. Possesses strong problem solving and customer service skills, with a proven ability to work independently and as part of a team.

Employment history

Lead Banking Assistant, BDO USA Chicago, Illinois

January 2014 – Present

Analyze financial information and summarize financial status
Respond to inquiries from management regarding financial results, special reporting requests, and the like
Prepare payments by verifying documentation, and requesting disbursements

Banking Assistant, KPMG New York, New York

January 2013 – December 2013

Respond to inquiries from management regarding financial results, special reporting requests, and the like
Recommend actions to resolve discrepancies
Reconcile bank statements by comparing statements with general ledger

Entry Level Banking Assistant, KPMG New York, New York

June 2012 – December 2012

Perform account analysis and reconciliations, including bank statements, fixed assets, employee advances and accounts receivable
Assist in the preparation of budgets and forecasts
Assist in the preparation of monthly/quarterly/annual closings

Education

New York University, New York, New York

Bachelor of Arts in Business Administration (Accounting), May, 2012

Skills

Written Communication

Organization

Leadership

Visualization

Bank Reconciliation

Bookkeeping

Microsoft Office

Microsoft Excel

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Professional Summary

Highly organized and detail-oriented Banking Assistant with extensive experience in the Accounting & Auditing field. Proven ability to provide accurate and efficient banking services to clients.

Employment history

Chief Banking Assistant, KPMG New York, New York

January 2012 – Present

Prepare financial statements, reports, and records by assembling and analyzing account information
Monitor and review accounting and related system reports for accuracy and completeness
Assist with the implementation of internal controls and procedures

Banking Assistant, Crowe Horwath Indianapolis, Indiana

August 2010 – December 2011

Assist with the implementation of internal controls and procedures
Prepare financial reports for management and regulatory agencies
Assist in the preparation of monthly/quarterly/annual closings

Jr. Banking Assistant, Ernst & Young New York, New York

August 2009 – July 2010

Assist with the implementation of internal controls and procedures
Analyze financial information and summarize financial status
Assist in the development and implementation of new procedures and features to enhance the workflow of the department

Education

Boston College, Boston, Massachusetts

Doctor of Management (Accounting), June, 2009

Boston College, Boston, Massachusetts

Bachelor of Arts in International Business (Accounting), June, 2005

Skills

Professionalism

Decision Making

Database Management

Collaboration

Cash Flow Management

QuickBooks

Reconciliation

Budgeting

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Professional Summary

Highly organized and detail-oriented Banking Assistant with extensive experience in the Accounting & Auditing field. Proven ability to provide accurate and efficient financial services to clients.

Employment history

Chief Banking Assistant, Ernst & Young New York, New York

December 2009 – Present

Reconcile bank statements by comparing statements with general ledger
Prepare general ledger entries by maintaining records and files
Prepare financial statements, reports, and records by assembling and analyzing account information

Banking Assistant, KPMG New York, New York

December 2008 – November 2009

Monitor and review accounting and related system reports for accuracy and completeness
Respond to inquiries from management regarding financial results, special reporting requests, and the like
Assist with the implementation of internal controls and procedures

Jr. Banking Assistant, KPMG New York, New York

December 2007 – November 2008

Prepare financial statements, reports, and records by assembling and analyzing account information
Prepare payments by verifying documentation, and requesting disbursements
Prepare financial reports for management and regulatory agencies

Education

Indiana University, Bloomington, Indiana

Certified Financial Manager (CFM), October, 2007

Skills

Collaboration

Teamwork

Stress Management

Public Speaking

Payroll

A/R & A/P Management

Accounts Receivable

Microsoft Excel

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Employment history

Lead Banking Assistant, PwC New York, New York

April 2016 – Present

Assist in the preparation of monthly/quarterly/annual closings
Monitor and review accounting and related system reports for accuracy and completeness
Prepare financial reports for management and regulatory agencies

Banking Assistant, Plante Moran Southfield, Michigan

October 2015 – March 2016

Prepare financial statements, reports, and records by assembling and analyzing account information
Analyze financial information and summarize financial status
Respond to inquiries from management regarding financial results, special reporting requests, and the like

Entry Level Banking Assistant, Crowe Horwath Indianapolis, Indiana

March 2015 – September 2015

Prepare payments by verifying documentation, and requesting disbursements
Assist in the development and implementation of new procedures and features to enhance the workflow of the department
Assist in the preparation and coordination of audit activities

Education

University of Illinois at Urbana, Champaign, Illinois

Master of Arts in Finance (Accounting), January, 2015

University of Illinois at Urbana, Champaign, Illinois

Bachelor of Science in Business Economics (Accounting), January, 2011

Skills

Data Analysis

Collaboration

Professionalism

Problem Solving

Data Entry

Bookkeeping

Accounts Receivable

Financial Analysis

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banking assistant Job Descriptions; Explained

If you're applying for an banking assistant position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

senior banking assistant

All the cash related transactions
Counter operations (Opening/closure of accounts, Term deposits Etc….)
Attending and servicing walk in customers
Lead generation and cross selling to achieve given targets
Office administration duties
Holding vault keys and drop safe keys(Teller’s Key bunch)

banking assistant ( teller)

Held responsibilities of cash vault and was the head cashier of the branch for the last 2 years of my service.
Responsible for handling walk in customers and handling customer’s grievances.
Effectively monitored and handled the branch’s old currency deposit and new currency disbursement without any cash difference/mismatch throughout the period, during demonetization.
Involved in Customer dealing and handling of approx. 25+ cash transactions per hour with extreme attention to detail.
Ensuring all transactions was processed accurately and timely.
Dealt in RTGS and NEFT transfers.
Responsibility for replenishment of branch’s ATM.

banking assistant

Placement and Encashment of Fixed Deposits.
Making Pay Orders and Demand Drafts.
Account maintenance services like mobile alert activation, debit card, debit card pin activation, nomination updation, fixed deposits maturity updation along with other related work.
Handling and handing over debit card and credit card pins to customers.

banking assistant

Maintained high and unparalleled customer service standards at the branch by ensuring timely and accurate processing of customer instructions.
Ensured strict adherence to Branch cash limits, maintained custody of Vault, ATM cash and teller tills.
Reviewed Branch Operations through daily checking of general ledgers and reports.
Performed timely ordering, update, reconciliation and destruction of cheque books, ATM cards and Pin mailers as per documented procedures.
Captured customer signatures & mandates for new and existing accounts

senior banking assistant

Data capturing, encoding and embossing of plastic cards.
Trained retail staff on POS equipment’s and transactions.
ATM transaction reconciliation, general correspondence with Master Card International India & Cirrus/Maestro debit card network.
Monitored exceptional item reports on debit card transactions.
Submitted monthly reports to Central Bank of Sri Lanka in line with ATM foreign currency usages.
Supervised both inbound and outbound call centre operations for debit & loyalty cards.

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senior banking assistant Job Skills

For an senior banking assistant position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Data Entry
Bookkeeping
Auditing
Tax Preparation
Bank Reconciliation
Financial Analysis
Microsoft Excel
Microsoft Office
QuickBooks
A/R & A/P Management
Reconciliation
Accounts Payable
Accounts Receivable
Cash Management
Budgeting
Financial Statements
General Ledger
Data Analysis
Cost Accounting
Payroll
Cash Flow Management

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your senior banking assistant Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Lead Banking Assistant, Crowe Horwath Indianapolis, Indiana

May 2022 – May 2022

Prepare financial statements, reports, and records by assembling and analyzing account information
Assist in the development and implementation of new procedures and features to enhance the workflow of the department
Assist in the preparation of budgets and forecasts

Banking Assistant, BDO USA Chicago, Illinois

May 2021 – April 2022

Assist in the preparation of budgets and forecasts
Assist in the preparation of monthly/quarterly/annual closings
Monitor and review accounting and related system reports for accuracy and completeness

Jr. Banking Assistant, Deloitte New York, New York

December 2019 – April 2021

Assist in the development and implementation of new procedures and features to enhance the workflow of the department
Prepare payments by verifying documentation, and requesting disbursements
Assist in the preparation of budgets and forecasts

Education

New York University, New York, New York

Master of Science in International Business (Accounting), October, 2019

New York University, New York, New York

Bachelor of Science in International Business (Accounting), October, 2015

Skills

Problem Solving

Time Management

Self-Motivation

Business Acumen

Accounts Receivable

Data Analysis

Tax Preparation

Cash Management

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights

Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your senior banking assistant Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Employment history

Senior Banking Assistant, KPMG New York, New York

July 2015 – Present

Assist in the preperation, and coordination of audit activities
Prepare financial reports for managment, and regulatory agencies
Perform account analysis, and recounciliations, includung bank statments, fixed assets, employee advances, and accounts receivable.

Banking Assistant, Crowe Horwath Indianapolis, Indiana

February 2014 – June 2015

Assist in the preperation of monthly/quarterly/annual closings
Monitor and review accounting and related system reports for accuracy and completness
Analize financial information and summarise financial status.

Junior Banking Assistant, PwC New York, New York

February 2013 – January 2014

"I went to the store and bought some milk
I went to the store, and bought some milk.

Education

University of Illinois at Urbana, Champaign, Illinois

Doctor of Philosophy in International Business (Accounting), December, 2012

University of Illinois at Urbana, Champaign, Illinois

Bachelor of Science in Business Economics (Accounting), December, 2008

Skills

Listening

Financial Management

Social Media

Data Analysis

Cash Flow Management

Cash Management

Accounts Payable

Microsoft Office

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume.

Key Insights

Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
Before submitting your resume, double check to avoid typos.

senior banking assistant Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an senior banking assistant position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Chief Banking Assistant
Plante Moran
Southfield, Michigan

Greetings Plante Moran Recruitment Team

I am excited to apply for the Chief Banking Assistant position at Plante Moran. As a highly skilled Banking Assistant with 13 years of experience in Accounting & Auditing, I am confident that I can contribute significantly to your organization.

Growing up, I always had a fascination with Financial Reporting. As I pursued my education and gained experience in this field, I realized that this was where I could make the most impact. I have had the opportunity to work on things throughout my career like personal projects and voluntary work, which have developed in me a deep understanding of the challenges and opportunities in this field. I am excited to bring my passion and expertise to the role at and help your organization achieve its goals.

I appreciate the opportunity to apply for the Chief Banking Assistant position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.

Kindest regards,
Isaac Campbell
713-217-5179
[email protected]

Isaac Campbell

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