Bank Reference Letter

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How do you get a letter of reference from a bank? In what way can a bank reference be used? We provide a template that you can download and customize to fit your needs.

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How do you get a letter of reference from a bank? In what way can a bank reference be used? We provide a template that you can download and customize to fit your needs. It includes all the necessary information, such as the bank's name, address, and contact information. Download this template now and get started!

A professional bank reference is a recommendation from a bank that can vouch for a person, often that he or she holds a bank account with them. A professional reference differs from character references, which are much more personal references. The professional reference speaks mainly to the applicant’s employability and work-related qualities, as opposed to their personal or character traits. Personal references may be helpful at times but don’t be tempted to submit a personal reference as a substitute when the job listing or interviewer specifically requires a professional reference

How do you write a professional bank reference letter?

Consider the following format and writing suggestions when you draft a reference letter for a co-worker, friend, or staff member.

Reference for First Name and Last Name:

  • If you are writing a personal letter of reference, include a salutation (Dear {{Name}}). 
  • If you are writing a general reference letter, say “To Whom It May Concern" or simply don't include a salutation.

Paragraph 1
  • The first paragraph of the reference letter explains your connection to the person you are recommending, including how you know them, how long you have known them, and why you are qualified to write a reference letter to recommend them for employment or graduate school.

Paragraph 2
  • The second paragraph of the reference letter contains specific information about the person you are recommending, including why they are qualified, what they can contribute, and why you are providing a reference letter. 
  • Be sure to use specific examples to speak to their qualifications. If necessary, use more than one paragraph to provide details.

  • This section of the reference letter (typically right before the conclusion) contains a brief summary of why you are recommending the person. 
  • State that you "recommend without reservation" or "highly recommend" the person or something similar.

  • The concluding paragraph of the reference letter contains an offer to provide more information. Include a phone number within the paragraph. 
  • Also, include your phone number and email address in the return address section of a hard copy letter or, if you're sending an email, underneath your name in the signature.

  • See a sample signature for a hard copy letter in the download file.
  • Sincerely,
  • Signature
  • Writer Name
  • Title

Professional Reference Letter samples:

  • To whom it may concern:
  • This letter is to certify that (name or names ) have been customers of our bank since (date) They have maintained (number of accounts) with us and have been in good standing throughout this period.
  • The bank may or may not include account balances. 
  • Thanking you. 
  • Yours sincerely,

What makes a good bank reference letter?

  • Provide descriptions of the person
  • Explain how you performed the responsibilities required, and therefore it’s good to study some appealing  anecdotes;
  • Structured and written to highlight the bank information that is required;
  • Immediately clear about the purpose the reader is seeking;
  • Brief, preferably one page in length;
  • Clean, error-free, and easy to read;
  • Using common business letter format;
  • No copying of exact words/phrases from sample letters without checking the context;
  • Uses the correct name of the individual or organization;
  • Contact information including his or her full name, appropriate title, address, phone number, and/or e-mail address.

Keep in mind that this example reference letter is only a basic and simple letter template. You should spend some effort in tweaking the letter and add some of your own creativity and personality to it. In fact, we encourage you to do so! You will see that by using our reference letter template, you will save time, cost, and effort!

Download this Bank Reference Letter format now. 

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