TABLE OF CONTENTS
Free Personal Banker Cover Letter Example
Fill in the blanks in this cover letter template to create a customized application letter for free. You'll find specific instructions on completing each paragraph to wow recruiters.
Your name
[City, State ZIP Code]
[Your Email Address]
[Your Phone Number]
[Today’s Date]
[Hiring Manager’s Name]
[Company Name]
[OPTIONAL: Department Name]
[Company Address]
[City, State ZIP Code]
Dear [Mr./Ms. Hiring Manager or Recruiter last name],
This section is your opener and should contain your ‘purpose’ or interest statement that explains why you would be interested in the job posting or the company. Make sure to reference keywords and statements from the job description.
This section is your opener and should contain your ‘purpose’ or interest statement that explains why you would be interested in the job posting or the company. Make sure to reference keywords and statements from the job description.
The body paragraph (s): should contain skills and qualifications related to the job, i.e., provide a narrative example of how your job-related skills were obtained/honed. Your goal here is to match the skills to the employer’s needs. Justify how your career experiences could fit into the position and the organization.
The end paragraph: is the closer that would signify a ‘call to action’ by reiterating an essential qualification for the position you possess and an appreciation for the employer’s consideration.
Closing statement: Thank the employer/recruiter for their time.
Sincerely,
— Your Full Name
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How to Write a Personal Banker Cover Letter
The following cover letter example will help you identify the key sections in a cover letter and what to include in each one.
In the following writing guide, you'll find more details on how to tailor your letter to your target personal banker role.
STEP 1
Format your cover letter’s header correctly
Every personal banker cover letter should include a header that follows the standard business letter format. Include the date, the recipient's name and info and a formal greeting.
Strong cover letter header example:
April 10, 2025
Mr. Aaron Johnson
Branch Manager
First National Bank
1234 Banking Lane
Miami, FL 33101
Dear Mr. Johnson,
Weak cover letter header example:
Date: April 09, 2025
To whom it may concern,
Jason Kollek
1234 Elm Tree Lane
Somecity, SC 12345
(987) 654-3210
jakollek@emailaddress.com
ABC Retail (Instead of ABC Bank)
7890 Incorrect Avenue, Suite 999
Someothercity, ST 54321
Hiring Manager: Ms. Janes Smith
PRO TIP
If you can't find the hiring manager's name, you can address your cover letter with “Dear Hiring Manager.“ but never use the generic “To Whom It May Concern.“
STEP 2
Introduce yourself in the opening paragraph
Introduce yourself to employers in the first paragraph of your cover letter by sharing characteristics like your current profession, key skills or any other relevant qualification. Aim to sound authentic when stating your interest in the personal banker position.
Strong opening paragraph example:
As a financial advisor with over five years of experience in wealth management, I am eager to apply for the personal banker role at First National Bank. My expertise in crafting tailored financial solutions makes me an excellent fit for this position. Recently, I exceeded sales targets by 30% through strategic client engagement and personalized service, showcasing my ability to drive growth and customer satisfaction effectively.
Weak opening paragraph example:
Hello, I'm reaching out to express interest in the personal banker role at First National Bank. I have some experience in banking and believe I could fit in well there.
PRO TIP
If a current employee has referred you for this position, mention this in the opening paragraph. Our referral cover letter openings article shows you how to do this.
STEP 3
Share relevant achievements in the body paragraph
Your cover letter's body paragraph should be chock-full of relevant achievements and skills. However, avoid repeating what you said in your resume. You can also take this opportunity to show recruiters you're a great cultural fit in the company by sharing more details about who you are as a person.
Strong body paragraph example:
Utilizing my extensive expertise in financial services, I successfully increased client portfolio growth by 30% in my previous role through strategic consultations and impactful relationship management. By employing effective communication and problem-solving skills, I navigated complex financial scenarios, ensuring client satisfaction and retention. My proficiency in cross-selling financial products enhanced revenue streams by 15%, showcasing my ability to drive results while fostering trusted client relationships.
Weak body paragraph example:
I am interested in the personal banker role as I seek a stable and fulfilling job. My experience in banking is limited, but I can learn quickly. Handling client relations is somewhat new to me, but I'm eager to try. I hope to succeed if given the chance, as I aim to grow in this area.
STEP 4
Finish by encouraging next steps
Finally, include a closing paragraph summarizing your best professional attributes and a call to action for a future interview. Sign your letter with an appropriate sign-off phrase and your name.
Strong closing paragraph:
With a bachelor's degree in finance and three years of experience providing exceptional customer service and financial guidance, I am confident in my ability to excel as a personal banker at First National Bank. I am eager to contribute my skills and knowledge to your team and would be thrilled to further discuss my interest in an interview. Thank you for considering my application.
Best regards,
David Anderson
Weak closing paragraph:
I am really interested in becoming a personal banker and think I would enjoy working at your bank. I am eager to explore whether my background in customer service could be useful. Thank you for considering my application. I hope to hear from you soon.
Yours sincerely,
Alex Johnson
Now you've completed your cover letter! Writing a cover letter is easier when you take it section by section. To simplify the process, we've built a great Cover Letter Builder that will generate a custom letter in minutes. Check it out!
Top Skills to Include in Cover Letter Examples for Personal Banker
Your personal banker cover letter is great for sharing more relevant skills. Here are some of the most in-demand skills for a personal banker. Ensure you mention both soft skills and hard skills that show you're a well-rounded candidate.
- Financial Analysis
- Customer Relationship Management
- Sales Acumen
- Regulatory Compliance
- Risk Assessment
- Product Knowledge
- Negotiation Techniques
- Active Listening
- Cross-Selling Expertise
- Credit Assessment
- Digital Banking Proficiency
- Confidentiality Handling
Using our Cover Letter Builder gives you access to skills and content suggestions tailored to your target role. Simply type in your desired job title and writing style, and the Builder will write you a custom cover letter in virtually no time!
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