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Sample Banking Cover Letter

How to write a banking and finance cover
letter showing best practices

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In our sample banking cover letter below, Dean Beacham is applying for a Chief Executive position within the Finance and Accounting Department of a leading investment firm, EFGH Investments. Mr Beacham writes his letter using four brief paragraphs.

The example letter starts with our fictional job applicant stating what he is applying for, why he is an excellent candidate for the position and why the role is an ideal fit at this stage in his career development. In the middle section of the letter, Mr Beacham expands on his current remit as Director of Portfolio Management at XZYUU Portfolios and mentions his successes and use of relevant skills.

When writing banking cover letters, relevant skills and competencies you might wish to consider include but is not limited to the following:

  • Highly developed investment researching and analytical skills
  • Knowledge of investment delivery systems
  • Ability to direct and motivate teams
  • Knowledge of financial services sector
  • Leadership skills, focus and tenacity
  • Ability to formulate key performance measures
  • Ability to implement strategies
  • Ability to implement procedures that optimise operational efficiency

Naturally, you should also mention your achievements and other significant results using quantifiable metrics such as "increased profits by 33% and reduced costs by 45%." In this banking cover letter example, the job applicant concludes the letter in the fourth paragraph by affirming his interest not only in the job but also on working for the employer. He then reiterates his suitability for the post in a professional and graceful conclusion.

Dean Beacham
98 Yolanda Avenue
NY 66666
[ Enter your telephone here ]
[ Enter your mobile here ]
[ Enter your Email here ]

[ Enter date here ]

Mr Jonathan Roth
Personnel Manager
EFGH Investments
120, Wealth Avenue
Any Town
NY 33333

Dear Mr Roth,

Re: (Enter Position / Ref here)

I am applying for the above mentioned Chief Executive, Finance and Accounting position. Having gained over 20 years significant and progressive experience within banking and finance, I am ably suited for the position and feel taking on its challenges would be a natural step for me at this stage in my successful career.

I have established a successful track record within the highly complex field of Trust and Investment Banking, managing combined institutional and personal portfolios in excess of $600 million. My experience has enabled me to hone highly developed researching and analytical expertise within telecommunications, manufacturing, banking, insurance and metallurgical industries.

Presently, I am attached as Director, Portfolio Management at XZYUU Portfolios and orchestrate operations at the company's 250 portfolio New York Head Office. I manage the company's 25 largest accounts along with staff development and performance appraisals. Prior to this I worked as Director of Finance at ABCDE Investments in Chicago and successfully orchestrated performance improvements, streamlined operational processes and and raised profitability by implementing robust expense analysis.

EFGH Investments has established an enviable reputation within investment banking and offers the enabling environment upon which I can capitalise on my substantial experience within investment banking and portfolio management. My commitment, drive and successful track record makes me a suitable candidate for the post and my expertise will be hugely valuable to your organisation in a number of important areas. I hope therefore, on consideration of my resume, you will be persuaded of my ability to perform well and become a valuable asset to your organization. In the mean time, I look forward to hearing from you at your earliest convenience.

Yours sincerely,

Dean Beacham

Professional cover letter and CV writing service

This sample banking cover letter is can be used as a template to compile your own powerful and professional cover letters. However, it is pertinent to mention that when making applications at this level, you should ensure your banking resume is professionally prepared. Now would be a good time to appraise your resume and decide if it sells your skills as it ought.

If you feel your resume needs a professional touch, our services include assistance with banking resumes (and cover letters) for managers, executives and directors in this field, giving you peace of mind, saving you time and increasing the chances of success in your job applications.

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