{ "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": 4, "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.

like
Posting as :
works at
You are currently posting as works at

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.

like

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.

like

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.

like

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

like

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.

like

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.

like

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?

like

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.

like

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 👍

like

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.

like

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.

like

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

like

Related Posts

Any openings for health care professionals?

like

Anyone here recently exit to Dell?

like

Anyone from fjord-accenture want to help with a referral?

like

Hi Fishes, What is the maximum package Accenture can offer for a support engineer role? Currently I hold 3 offers with 11LPA the highest from a product based firm. Can Accenture match 11LPA..? YOE:- 2.6y Skills:- sql,Linux,python,shell script

like

Referral for FaceBook Diversity Equity & Inclusion Manager? Looking for someone who is currently a Diversity Equity & Inclusion Manager for a tier 2 city and previously a DEI Program Coordinator for a tier 1 city.

like

OW 🐬 based out of Houston or Dallas - I see an Associate level opening that’s highly aligned to my background. Can someone provide a burner to understand a bit more about the role?

like

Is hiring a consultant with high rates really worth it?

like

would it be perceived badly if I would go to another firm only after one year of working here? The new position would pay 25-30% more than the current one.

like

I’m currently in Human Capital Consulting at Deloitte. Anyone similar interviewing for / left for Human Cap exit opportunities? Wondering what I should be looking for? Def don’t want to just do payroll / typical HR role. Thinking more HR / people strategy!

like

I have an offer at another consulting firm, but have been reached out by my target industry exit opp for a role with comparable salary + more benefits. Problem is role doesn’t post until Sunday, but they are looking to expedite my interview and start date is Nov 1. Is it reasonable to defer the existing offer for two week or more? I really want to give this industry role a shot but also not lose out on the offer at hand if things don’t pan out next two weeks. Any advice on how to message?

like
like

Have slightly under 1 year of experience at a T2 post MBA and am thinking consulting may not be the right fit. Thoughts on realistic title and TC expectations for an exit? Targeting biotech and pharma, commercial org

like

Just received an offer from Deloitte. If the role is non-client facing, can i invest in any stock?

like
like

Feel beyond burnt out over the last 6 months. Over the summer I knew it was time for a new job but I waited in the hope my current role would improve. It did not. Now the prospect of working anywhere, new company or current, seems exhausting. The potential of a new role doesn’t seem like a solution anymore. Has anyone else felt this way? How did you manage it?

like

Is the career progression and exit opp better in credit rating at the big 3 credit rating agencies (S&P, Moody’s, and Fitch) or in big 4 consulting / financial advisory practice? - I’m asking broadly for entry level roles

like

What are some exit opportunity firms to explore for someone in Deloitte gps practice? State and local specifically, currently SM.

like

Any Gemini referral? Will be creating an account now

like

Hello everyone! I got a screening phone call with HR for a staff accountant role. Any ideas on any questions I can ask that an HR person would know? Thanks!

like

I have worked in the HR space for the past 9 years, however most of my experience has been in Talent Acquisition. I do want to move into a People Operations/Generalist role. I’m planning to go for a HR certificate but unsure if I should go for a PHR or SHRM. Please advise!

like

Additional Posts

like

Want to jump to another firm-- should I apply on their career site or get a referral or you have a better plan? help

like

What to expect in Deloitte case study interview for SAP functional skill-set?

like

Role im interviewing for asked for proof of current comp...normal?

like

Can someone help me calculate the differences in a SEP IRA with a lower base pay vs. a higher base with 401k pre-tax contributions? Employer pays the SEP but I figure if I got a higher base and paid into the 401k myself I’d still get the tax benefit.

like

Any good accounting email distributions you are a part of? Looking for recs outside of the obvious Big 4 and FASB.

like

I’m eligible for 401k %match from my employer on aug 1 2021. The max total amount I could get from them for 2021 is ~$420. I plan on maxing out & my 401k has an aggressive strategy. Would you wait to contribute until later in the year in order to maximize the match, or invest early in the year for the compound interest gains? Am I wrong to think the latter?

Hello. Has any Amazonian heard of or can check if there's Amazon Care project(s) worked out from India? Would really appreciate it!

like

What is the life sciences specialist role at LEK like? How do the responsibilities and progression / future opportunities differ between LSS and a generalist consultant working in the life sciences space?

like

Question for the folks here that have recently gone through the visitor visa process for India: what am I missing?? I created the visa application form online and submitted it back in October for my dad and younger brother but is there a timeframe for when we hear back? The site is a cluster and I can’t figure out what I need to do in the meantime or do I just wait to hear back? Is there a step by step somewhere that someone can lead me to? Thank you and I owe you one!

like

Health question, not sure if this is the right place to ask - Getting a headache at the top of my head when I stand up. I’m not dehydrated but I recently started drinking coffee and was vomiting this weekend after getting a booster shot, could it be related? Any tips on fixing it?

like

Has anyone taken one of those online executive courses, like the Harvard Extension School offers? Looking to use my $5k of tuition reimbursement and already have an MBA. Worth it? Best programs?

like

Anyone have cases they found very helpful when preparing for interviews? Im looking for a real challenge that’s realistic to what I’ll get on the interview day

like

Up for promotion at a media agency. What should a Vice President, Digital Business Development, be making in NYC? It’s a Biz Dev focused role vs client services. Help, please :)

Need advice—I feel comfortable, but stagnant. I’ve been at my agency for three years and barely made any work for my portfolio, and haven’t been to a single production. However, I love my team, manager, and agency culture, and know that’s hard to come by… what would you do?

like

Tax associate here who is masochistic and thoroughly enjoys writing long-form opinions, writing memos, doing legal analysis and research, but hates deal work and churning out documents. Where is the best place for me? I assume DC boutique or national Big 4 would make sense. What about sophisticated T&E, in-house, other ideas, etc.?

like

I will be applying for a Data Modeling Senior Associate position at a Big Four firm. It seems a bulk of the role would be doing statistical risk analysis for credit risk in the auto industry. Contd

Hi! I am in need of some art directors and art sups on my teams. Launches for rare disease states. Live anywhere because this is permanent remote. Please DM me if you’re looking for a new challenge.

like

Girlfriend wants to quit her hospital job because she says it’s affecting her mental health. I cant afford to take care of both of us. What should I do?

likehelpful

Is it hard for anyone else to ask for a raise?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

{ "isSet": true, "allowed": true }

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy.

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal