5 Amazing small business banker Resume Examples (Updated 2023) + Skills & Job Descriptions

small business banker

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small business banker: Resume Samples & Writing Guide

Professional Summary

A Small Business Banker with a background in Accounting & Auditing, specializing in providing financial solutions to small businesses. Experienced in developing long-term relationships with clients, while delivering exceptional customer service.

Employment history

Chief Small Business Banker, Grant Thornton Chicago, Illinois

February 2013 – Present

Assist with credit applications and loan underwriting
Monitor client accounts and provide timely updates
Identify potential risks and recommend solutions

Associate Small Business Banker, McGladrey Minneapolis, Minnesota

February 2012 – January 2013

Recommend banking products and services to meet the needs of clients
Develop and maintain relationships with small business clients
Advise clients on financial decisions and strategies

Jr. Small Business Banker, McGladrey Minneapolis, Minnesota

February 2011 – January 2012

Process payments and deposits
Facilitate the resolution of customer issues and disputes
Identify potential risks and recommend solutions

Education

University of Texas at Austin, Austin, Texas

Bachelor of Arts in International Business (Accounting), December, 2010

Skills

Public Speaking

Innovation

Time Management

Presentation

GAAP

Accounts Receivable

Budgeting

Accounts Payable

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Employment history

Chief Small Business Banker, Ernst & Young New York, New York

February 2021 – Present

Provide guidance and support to clients on accounting and auditing matters
Identify potential risks and recommend solutions
Assist with credit applications and loan underwriting

Small Business Banker, McGladrey Minneapolis, Minnesota

July 2020 – January 2021

Analyze financial statements and records to assess the financial status of clients
Provide guidance and support to clients on accounting and auditing matters
Assist with credit applications and loan underwriting

Junior Small Business Banker, Grant Thornton Chicago, Illinois

February 2019 – June 2020

Provide guidance and support to clients on accounting and auditing matters
Analyze financial statements and records to assess the financial status of clients
Prepare and present financial analyses and reports

Education

University of Southern California, Los Angeles, California

Master of Science in Business Economics (Accounting), December, 2018

University of Southern California, Los Angeles, California

Bachelor of Science in Accounting, December, 2014

Skills

Adaptability

Self-Motivation

Technical

Decision Making

Financial Modeling

Treasury Management

Financial Statements

Cost Accounting

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Professional Summary

Highly motivated Small Business Banker with extensive knowledge of accounting and auditing principles. Proven track record of providing outstanding customer service and developing successful relationships with clients.

Employment history

Chief Small Business Banker, Plante Moran Southfield, Michigan

September 2011 – Present

Monitor client accounts and provide timely updates
Assist with credit applications and loan underwriting
Process payments and deposits

Associate Small Business Banker, Deloitte New York, New York

September 2010 – August 2011

Prepare financial reports, statements, and projections
Recommend banking products and services to meet the needs of clients
Analyze financial statements and records to assess the financial status of clients

Junior Small Business Banker, McGladrey Minneapolis, Minnesota

September 2009 – August 2010

Assist with credit applications and loan underwriting
Recommend banking products and services to meet the needs of clients
Facilitate the resolution of customer issues and disputes

Education

University of Michigan, Ann Arbor, Michigan

Chartered Global Management Accountant (CGMA), July, 2009

Skills

Accounting

Coaching

Stress Management

Reliability

Financial Analysis

Cost Accounting

Tax Preparation

Reconciliation

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Professional Summary

A highly motivated Small Business Banker with extensive experience in the Accounting & Auditing field. Skilled in providing comprehensive financial solutions to small businesses, and delivering exceptional customer service.

Employment history

Senior Small Business Banker, McGladrey Minneapolis, Minnesota

December 2010 – Present

Facilitate the resolution of customer issues and disputes
Monitor client accounts and provide timely updates
Advise clients on financial decisions and strategies

Small Business Banker, Plante Moran Southfield, Michigan

May 2010 – November 2010

Advise clients on financial decisions and strategies
Develop and maintain relationships with small business clients
Monitor client accounts and provide timely updates

Entry Level Small Business Banker, Grant Thornton Chicago, Illinois

November 2009 – April 2010

Develop and implement strategies for improving client profitability
Assist clients with budgeting and forecasting
Advise clients on financial decisions and strategies

Education

Boston College, Boston, Massachusetts

Certified Information Systems Auditor (CISA), September, 2009

Skills

Visualization

Collaboration

Planning

Relationship Management.

Business Analysis

Internal Controls

Cash Flow Management

Reconciliation

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Employment history

Senior Small Business Banker, BDO USA Chicago, Illinois

March 2021 – Present

Monitor client accounts and provide timely updates
Develop and implement strategies for improving client profitability
Identify potential risks and recommend solutions

Small Business Banker, BDO USA Chicago, Illinois

September 2019 – February 2021

Analyze financial statements and records to assess the financial status of clients
Facilitate the resolution of customer issues and disputes
Develop and maintain relationships with small business clients

Junior Small Business Banker, PwC New York, New York

September 2018 – August 2019

Facilitate the resolution of customer issues and disputes
Provide guidance and support to clients on accounting and auditing matters
Prepare financial reports, statements, and projections

Education

University of Southern California, Los Angeles, California

Bachelor of Arts in Business Administration (Accounting), August, 2018

Skills

Mentoring

Interpersonal

Organization

Quality Assurance

Budgeting

Risk Management

Sarbanes-Oxley

Internal Controls

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small business banker Job Skills

For an small business banker 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."

Financial Analysis
Budgeting
Accounting Systems
Auditing
Tax Preparation
Financial Modeling
Financial Statements
Cash Flow Management
Cost Accounting
GAAP
Risk Management
Business Analysis
Bookkeeping
Treasury Management
Accounts Payable
Accounts Receivable
Reconciliation
Sarbanes-Oxley
Internal Controls
Data Analysis.

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 small business banker 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 Small Business Banker, Plante Moran Southfield, Michigan

August 2015 – Present

Fascilatte the resolusion of custumer issuse and disputs.
Assist clients with budgeting an' forecasting
Analize financail statments an records to asses the financail status of clients.

Associate Small Business Banker, BDO USA Chicago, Illinois

August 2014 – July 2015

Assist clients wit budgeting an forecating.
Analize finanical statement's an' record's ta assess the financal status of client's.
Mointor cleint acconts an provied timley upadtes.

Junior Small Business Banker, Grant Thornton Chicago, Illinois

February 2013 – July 2014

Proccesss payements and depsoits.
Developd and implementt strategiess for improvinng clientt profitabillityy.
Develp and maintan relatinships wit small bussiness cliets.

Education

University of Florida, Gainesville, Florida

Doctor of Philosophy in Finance (Accounting), December, 2012

University of Florida, Gainesville, Florida

Bachelor of Science in Accounting, December, 2008

Skills

Project Management

Interpersonal

Negotiation

Decision Making

Financial Statements

Budgeting

Data Analysis.

Sarbanes-Oxley

Avoid Spelling Mistakes and Include your Contact Information

Missing contact information prevents recruiters from understanding you're the best fit for the position.

Key Insights

Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
Make sure to use a professional email address as part of your contact information.
Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.

How to Optimize Your small business banker 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

Lead Small Business Banker, Deloitte New York, New York

December 2018 – May 2022

Advise clients on financial decisions and strategies
Recommend banking products and services to meet the needs of clients
Develop and implement strategies for improving client profitability

Small Business Banker, KPMG New York, New York

December 2017 – November 2018

Analyze financial statements and records to assess the financial status of clients
Develop and implement strategies for improving client profitability
Recommend banking products and services to meet the needs of clients

Jr. Small Business Banker, BDO USA Chicago, Illinois

June 2017 – November 2017

Education

University of Illinois at Urbana, Champaign, Illinois

Doctor of International Business (Accounting), April, 2017

University of Illinois at Urbana, Champaign, Illinois

Bachelor of Science in Accounting, April, 2013

Skills

Professionalism

Interpersonal

Organization

Social Media

Financial Modeling

Cost Accounting

Accounts Payable

Bookkeeping

Unexplained Year Gaps and Missing Job Experiences are a No-no

Gaps in your resume can prevent recruiters from hiring you if you don't explain them.

Key Insights

It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
Use the gap to talk about positive attributes or additional skills you've learned.
Be honest and straightforward about the gap and explain it using a professional summary.

small business banker Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an small business banker 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 Small Business Banker
BDO USA
Chicago, Illinois

BDO USA Hiring Team

I am excited to apply for the Chief Small Business Banker role at BDO USA. As a highly skilled Small Business Banker, I am confident that I have the necessary experience and abilities to make a valuable contribution to your organization.

As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Public Speaking and Innovation that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Accounting & Auditing to the role and contribute to your organization's success.

I am elated about the opportunity to join a team that shares my passion for this field, and values collaboration and innovation. I am confident that together we can overcome whatever tests and challenges are put on our way.

Kindest regards,
Brad Fox
749-426-4840
bradfox@aol.com

Brad Fox

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