{ "media_type": "text", "post_content": "Any tips for a bank teller trying to move up in finance? Just recently finished school and got a diploma in Business Accounting who's thinking about getting a bookkeeper job if I can and if only entry level positions don't require 5+ yrs exp. Also considering a Financial Services Rep role. Any feedback on pay and what it's like working on either of the jobs? If there's a 3rd option anybody could suggest that would be wonderful.", "post_id": "619ef0e3f258be0031ce05b0", "reply_count": 22, "vote_count": 5, "bowl_id": "553769a790f5eebe1d2a0f92", "bowl_name": "Finance" }

Any tips for a bank teller trying to move up in finance? Just recently finished school and got a diploma in Business Accounting who's thinking about getting a bookkeeper job if I can and if only entry level positions don't require 5+ yrs exp. Also considering a Financial Services Rep role. Any feedback on pay and what it's like working on either of the jobs? If there's a 3rd option anybody could suggest that would be wonderful.

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Do you have any idea what you actually want to do? That’s probably the first thing you need to consider when comparing the two roles. Also, please don’t ever again refer to a degree as a diploma.

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This is beautiful, thank you. I can feel the financial struggle too. Flipp app has been my close companion for a while now trying to save up every dollar I can. I'll do my best to get into school again soon and maybe even get another job. Congrats on your journey and I hope I can get some success as well.

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An option to consider is as a client service associate at a brokerage firm. If hired, you will need to get your finra licenses. Back-office and operations are other areas to look as well.

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For sure. Planning to get my Canadian Securities Course license soon

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We have hired some tellers into the audit training program. You get to see a lot of the firm over the 3 years of such a program and can then stick around or look for the next role.

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Woah really? That sounds an amazing opportunity. I want to be able to become a part of that too. I hear an exodus in Accounting companies right now so I'm trying to get into one as well

Apply apply apply, see where opportunities that present themselves take you. The natural progression for retail is tough. While some managers make 300k+ for minimal work, it’s a long journey. Network with your current colleagues, apply for jobs, see where it takes you. Being in a role you don’t like/don’t succeed in, won’t help.

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Definitely. I'm done with working in retail for most of my life even retail banking. I want to have a better career for myself hopefully getting into corporate. I'll try my best looking for better opportunities too thank you

I’m a investment registered representative with access to multiple investments brokerages. Have you considered getting investment licensed?

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First tip is don’t listen to negative people and do your own credible research. Are you studying for the SIE? You do not have to be sponsored take it but you do for the series 6,63, 26,65.

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Get an internship or entry level position in the kind of finance you want to work in…. Private equity, investment banking, venture capital, distressed debt, risk, trading, etc… Then apply to hundreds of jobs, use variations of your resume tailored to the sector you are applying to and try to network. Good luck 👍

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Based on your comment on the educational program you completed, that narrows where in finance until you have a 4y or other certs/licenses. HOWEVER, there are lots of entry jobs in the area of “finance” (which is quite a broad umbrella). Many financial institutions have accounting departments with support staff. You’re already work for a bank, so search accounting type of roles. Keep broadening and adding to your knowledge and experience and you can grow/climb up with some focus and dedication.

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Plenty of options, I sold debt settlement (sales) for a year with a marketing degree, I got head hunted for an Intmd analyst role covering counterparty risk/CCAR which wanted 2-5 years. Best thing is to take a back end operations type entry role and do a year, get head hunted or move to a part of the bank your interested in.

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Get into an operations role in banking- work hard and you will be amazed what can happen with some talent,grit, and a bit of luck

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