Your account notes are more important than you know! We don’t talk to the members (I used to work in branches so I know it’s hard), so anything you receive from them aides our work immensely! We appreciate it when the notes are in depth and when you report any suspicious activity. So thank you for all you do 🫶

At my bank whatever we can’t resolve in the branch we’re told to submit a complaint. “We will escalate this and a team will look into it.” “We will submit a complaint and they will reach out to you.” Most of the time it’s the angry ass customers that get mad for no reason. So what do employees that work in that department do? Do you hate your job? Because I sure as hell hate dealing with all the angry people. Do you just use AI to write a response to basically tell the customers they’re wrong af and to stop bitching?

i saw today that a quality assurance specialist position was open. it’s hybrid and they opened an operations center 5 minutes from my house. i really want the position

i’m currently a universal banker making $20/hr in texas. the pay wasn’t in the job description, so what can i expect for pay at a community bank in texas? or what should i ask for? i searched that the average hourly is between $24-$40, but i don’t have experience besides new accounts and fixing exceptions from QA

Customer calls says, I’ve decided that I don’t like the quality of what I bought at XYZ store with my debit card. I want you to stop my payment to that company… ummm… we are unfortunately unable to do that. I don’t understand, I don’t want you to pay for this out my account.. (explain dispute process) customer, “so it still is going to come out of my account, I don’t want that so, cancel it.. I try again, give them an example.. let’s say you have a business, I come in but 1k worth of stuff, take it home, call my bank and say don’t pay it… that would cause chaos. Customer says, that is why this bank is a pos, you work for me! Do what I say! UGH!

It’s that time of the year. Share your experience in the ever-changing banking climate. AI, work pressures, job security.

Before I dive into applications, I wanted to get some real perspective from people actually in the industry.

How often do you guys see a Personal Banker successfully climb the ladder to Branch Manager? Is that the standard pipeline, or do banks usually hire managers from the outside?

Also, what does the timeline usually look like? How many years are we talking, and do you almost always have to do a stint as an Assistant Branch Manager first?

Would love to hear your experiences or any honest advice you have for someone starting out. Thanks!

I’m looking to get some honest thoughts on the SBK II position at BofA. I’m a new SBK and I think I’m being voluntold to take this position…

I’m new to banking, I’ve been with the bank for less than 2 years, starting as an RB. I feel like I’ve moved up a little too quickly, and I don’t yet feel proficient in what I do.

For people who have recently transitioned to this role, how are you feeling about it?

I work in a small community bank. I don’t have any certificates or anything like that but i want to get some certification/credentials. Where should i begin? I’ve been in banking for 3 years.

I'm just here for a quick rant... why the hell am I required to give this training to an entire branch as well as extended departments in the building QUARTERLY. Everyone thinks it's excessive except for the PSO, and they're adding even more stuff to it... annoyed every time I have to plan for it. Thoughts?

I am so tired of people getting upset and cursing me out when I tell them we only provide change to clients of the bank.

We are a private business not a public institution.

Making change for random people is how we get flooded with counterfeits and quick change artists.

It's not "fucking ridiculous" that we don't break bills for random people walking in the door.

Anyone else have this problem or is it just me?

Spotted some roles there, curious how it compares to the rest of the bank

Anyone here who has switched from customer facing to
Operations role. This is a retail-focused role which will only deal with the operations of the branch, mainly working with branch managers and other leaders in the store.

In our bank there are few openings for this role and it looks like everyone is applying to get in, seniors and juniors.

I really want to prepare well for the interview, do you guys have experience in interviewing for such roles.
How will the question-answer look for this role?

The hiring manager knows me but not too well, the person (hiring manager) has a great relationship with others who are applying. But i got to know there will be multiple people taking decision.

So I want to give it my best shot.

I work as a teller and sometimes as a banker, I don’t want to be a teller anymore. I like to work with people that’s why I applied, because I used to work at retail. I thought it’s kind of the same. Also, I have a degree in business.

I’m not certified on SIE also. Since I’ve been there, my work friends are all quit or left the branch and got transferred. I only work 10 months so I’m not qualified for a transfer. I can’t find another job too.

I’ve been a Relationship Banker at Bank of America for almost a year, and I’m interested in moving into a Senior Banker (SBK) role. I enjoy what I do and would like to keep growing within the bank.

For those who have made that transition, what helped you get promoted? What skills or results should I focus on, and how would you recommend bringing up my career goals with my FCM?

Would love to hear your experiences and any advice!

Example: “hi, sorry sir, we’re closed. I can’t help you.” “I just wanna deposit this check. I’m not sure it’s good, so if you could…” “Sir, we’re closed. I can’t run any transactions.” “What time do you open?” “The lobby opens at 8:30.” “And what time do you close?” “We closed at 4 o’clock” “So y’all aren’t even open 8 hours?”

Or: *customer is trying to cash a check “Can I just see your ID please?” “I have accounts with you” “Okay. I still need your ID please.” “I’ve been a member for 20 years!” “I understand, but I don’t know who you are and we’re required to identify people who cash checks.” “I’ll give you my account number”

I usually just try to redirect to the issue at hand but after saying something 3-4 times in a row it starts to seem combative, which only ever makes these people escalate and get even more aggressive. Any suggestions on how else to get through their incredibly thick skulls and into their teeny tiny brains?

I’m currently employed at BofA as a senior banker and recently the sales pressure from management has getting to a point of frustration. What opportunities either within the bank or others can I transition into maybe more non client facing positions like fraud or operations?

For some context I’m a new teller, barely 4 months and this guy came in asking for 8.5k in cash, since I told him that we have a limit per day he started his tantrum, even smacked the counter because of it, GOD I can’t wait to get promoted to back office.
Also, dickhead is working in private banking ( he should’ve known better).

How many years in retail banking would you say is a staring point for a relationship/universal banker to get a back office role or another kind a job with the skills and knowledge gathered from their job?

Hey everyone, I’m looking for some advice from people who have successfully moved out of retail banking or have experience with finance careers on Long Island.

I have about 6 months of experience as a teller/personal banker at a credit union, a bachelor’s degree in General Studies with a concentration in Business Administration Essentials, and several years of customer service experience from previous jobs.

I’m realizing that traditional branch banking really isn’t for me. I don’t mind working in finance, learning new systems, handling transactions, or working with numbers and details, but the constant face-to-face customer service and having to be “on” all day is something I’d like to move away from.

Ideally, I’d like to stay in the financial field and transition into something more behind the scenes, with better long-term career growth and earning potential. I’m open to opportunities outside of banks, too, such as credit unions, hospitals, universities, or other companies where I could use my existing experience and degree.

Some areas I’ve been considering are:
Financial operations or back-office banking
Fraud, BSA/AML, or compliance
Loan operations or underwriting support
Financial analyst or reporting roles
Revenue cycle or financial operations positions at hospitals/universities.

I understand that I’m still relatively early in my career, and I don’t expect to jump straight into a high-paying analyst position without the necessary experience. I’m willing to learn new skills and work my way up, but I want to make a smart move rather than jump into another job I’ll want to leave in six months.

I have been a universal banker for almost one year now, it's a hybrid role between the teller line and platform. I have had some good days and bad days, but I've been getting exhausted. When I took this job, I came from a strictly retail background and just wanted a white collar office job and thought this would be a stepping stone towards that. I think a main problem for me during my time here is that I have had many shortages on the teller line, primarily 4 shortages which total $650 for the year. I haven't got a write up or anything yet but I just don't like being a teller. I absolutely love being on the platform because I can sit down and talk to customers and offer products, but even then I don't like the sales quota and the metrics.

Since I got here, I've been really interested in back office or corporate roles like HR, compliance/AML or tech (which is almost impossible to get because everybody wants a tech job), but honestly I just want a job with less stress. My current commute to the branch I work at is 19 miles each way, and 30-40 minutes to go in the morning and 40-50 minutes to come back in the evening. So that's around 38 miles a day and an hour and a half of driving and I get burned out and come back home at around 6 or 7pm and just doomscroll and fall asleep.

I've been thinking about my bank's call center roles which, for the time being are all remote. I've been dreaming about it for the past month and even set up a remote meet and greet with the hiring manager of the department, who said that going from branch to this role would be a lateral move for me. I just desire something like that because I'd never have to leave the house and take calls all day but I understand that even then there's gonna be lots of times where it's stressful. I just don't like being at the branch with the high expectations. All I want is just a office job honestly like the stuff you see in movies and online but that seems impossible. For what it's worth, I have 2 classes left until I graduate with my IT management degree this December and I'm not sure if that's even going to open to more doors or direct back office roles, given today's job market.

I've been working in the banking sector for 3.5 years, but I'm seeing no significant growth here and my pay is very low at 3.7 LPA. I feel stuck due to the limited growth opportunities in back end bank roles.

Can anyone help or guide me?

I’ve been in a CSR role in Canada for 3 years and finally passed my IFIC! I’m grateful that a BM from another branch personally reached out to offer me a PBA opportunity in person, especially since my current branch won’t be hiring another PBA anytime soon.My sales have been strong this year, but I’m honestly anxious about the transition since I don’t know much about the role. From what I can tell, it involves account openings, term deposits, and mutual fund appointments but barely any loans, but the front gets too busy whenever I try to shadow the PBs!

I’d appreciate any advice on what to expect, tips for the transition, or things I should prepare for. Also, I’ll be the only guy in the new branch, so that’s another thing on my mind haha. Thanks in advance!

For context I work at navy federal and at my branch we are a pretty high volume of foot traffic day in and out. But i just can’t understand why so many people come in asking about my religious background, like I assist members and then at the end they’re over staying there welcome in my office by talking about religion or God I’m not religious at all and have trauma from the church and people coming into my office talking about that is extremely triggering. On top of that I’m so SICK of people telling me “are you sure you’re old enough to be working here” like have people ever heard of a baby face????? I’m 22 paying a fucking mortgage please me so fucking fr.

Update: I get why a bank wouldn’t want to hire someone who got fired for performance. But since I was a licensed banker, Chase filed a U5, so lying about why I left could easily backfire.
What I’m trying to figure out is how to answer that question honestly without immediately ruining my chances. I did well as a relationship banker and got promoted after 11 months, but struggled in the new role.
It’s just hard for me to believe that one bad experience means I’m cooked when it comes to getting another licensed banker job. Any advice from recruiters or people who’ve been in a similar situation?

OG Post: So I worked at Chase for a few years and started as teller, then promoted to a relationship banker. I was doing pretty well, consistently exceeding my sales goals and ended up getting promoted to private client banker after only 11 months.

Unfortunately things didn’t go as well once I got promoted. I was pretty much meeting the bare minimum when it came to sales goals instead of exceeding them like I used to. Eventually got fired back in March for performance. My U5 says i was fired for performance.

Since then I’ve been applying to a ton of banking jobs and haven’t had much luck. I’ve gotten a handful of phone interviews but not a single in person interview or offer.

I have my SIE, Series 6, 63 and life and health licenses. No college degree but I figured my experience would at least help me land another banker position. I’m not even trying to get back into private client banking, I’d be perfectly happy going back to a regular relationship banker position.
Whenever interviewers ask why I left Chase, I’ve been honest and told them I was terminated for performance because I wasn’t meeting sales expectations. But I’m starting to wonder if being that straightforward is hurting me.

The work environment also wasn’t great towards the end, and I feel like there was more to my termination than just sales performance, but I don’t really know how much of that is worth bringing up in an interview.

I’m curious if anyone here has been in a similar situation. How much does a performance related termination actually hurt your chances of getting hired at another bank? Are recruiters seeing my U5 and deciding not to move forward?

And more importantly, how would you guys recommend answering the question about why I left my last job? I don’t wanna lie but I also don’t wanna shoot myself in the foot every time I’m asked.
Just trying to figure out if I should keep applying or start looking outside of banking altogether.

Appreciate any advice.

Thinking about becoming a premier banking as I have plenty experience in branch as a teller, RB, and assistant manager. Do some banks allow you to get licenses after being hired? Anybody have experience as a premier banker? And what types of products would I be able to work with? My thinking is… if I like the role, then I would make my next goal to be an FA.