Role vocabulary

ATS resume keywords for Retail and Branch Banking

These are the 28 terms our scorer checks a Retail and Branch Banking resume against. It is the same list the free check uses, published in full.

The vocabulary

Coverage is 25 of the 100 points. Sixty percent of this list is full marks, so you do not need all of it, and stuffing every term in is penalised separately.

  • casa
  • current account
  • savings account
  • branch banking
  • relationship manager
  • cross sell
  • third party products
  • home loan
  • personal loan
  • credit card
  • fixed deposit
  • nri
  • kyc
  • account opening
  • branch operations
  • cash management
  • teller
  • customer acquisition
  • book size
  • fee income
  • audit rating
  • portfolio
  • hni
  • priority banking
  • digital adoption
  • locker
  • sip
  • insurance

The eight questions for Retail and Branch Banking

The guided builder asks these, in this order, and turns each answer into a line on the page. Nothing is written that you did not type.

  1. 1.What is the size of the book or portfolio you manage, in CASA, deposits or assets?
  2. 2.How many customers or accounts do you manage or acquire in a month?
  3. 3.What is your target achievement in CASA, loans or third party products?
  4. 4.Which products do you sell, and what fee income or revenue did they generate?
  5. 5.What is your branch audit rating or compliance score?
  6. 6.How many staff, relationship managers or sales officers do you supervise?
  7. 7.Which core banking and CRM systems do you work in?
  8. 8.How many complaints or service requests do you resolve, and within what turnaround?
Answer them and see your score before paying

Words are the easy half

A resume can carry every term above and still be rejected, because coverage says what you know and nothing about what you delivered. The heaviest category on the rubric is evidence: how many of your bullets carry an actual figure.

Seven in ten is full marks. Most resumes we see manage two.

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