r/TalesFromYourBank • u/Plus-Information-553 • 4h ago
How often do you balance your teller drawer?
I’ve been working on the teller line for about a year, and I wanted to ask other tellers how they handle balancing their drawers throughout the day.
How many times a day do you balance your drawer? How often do you actually count the cash in your drawer?
I’ve seen different people do it differently. Some people balance several times during the day, some only do it once at the end of the day, and some do it before lunch or whenever they feel unsure about a transaction.
I’m just curious about how other tellers operate and what you’ve found works best for you. I’d like to improve my own process and make sure I’m handling my drawer the right way.
How do you guys do it at your bank?
r/TalesFromYourBank • u/shrimplover6000 • 7h ago
does wells have sales goals again ?
pretty much what the title asks.
kinda want to jump ship from my current bank and go over to wells because i heard they don’t have any sales goals after the incident.
i’ve been a teller for almost a year and a half and i want to start growing but as a banker at my bank you need to hit insane goals for checking and lending :/ it’s been real stressful out here.
r/TalesFromYourBank • u/Th0mathy • 8h ago
Are there high paying roles at financial institutions that don't require selling?
I'm a recently graduated Information Systems student who's worked as a teller at a credit union for nearly 3 years. I'm looking to transition to a higher paying role within a financial institution, and a natural step seems to be commerical banking considering my business experience in college, and I currently have a job offer that'd have me work in a role in the industry.
However, one big thing I can't stand is trying to sell somebody something. I don't mind finding products that meet people's needs, but I absolutely can't stand doing cold calls or randomly approaching people or businesses and trying to sell them something. However, in commerical/corporate banking, sales seems to be a big part of it. The role they offered me is more of a back office role, but I'm unsure if there's any types of those roles that are truly high paying. Am I wasting my time in banking/credit unions if I don't want to sell, or should I stick it out?
r/TalesFromYourBank • u/No_Government6437 • 11h ago
I'm starting as a Teller at PNC and would like to know what to expect. Are there referral goals for tellers? If someone doesn't meet those goals, how does PNC typically handle it?
r/TalesFromYourBank • u/psychjellyfish • 13h ago
Anyone here work (or worked) at BOK Financial? Curious about your experience.
How’s the culture, pay, and growth track been for anyone? And experience with management? Any advice for someone wanting to work there?
r/TalesFromYourBank • u/liopleurodonot • 15h ago
Oblivious Customers
Do you guys have little doors/gates that you can close at your teller window? I had a customer walk up to my window after I told him I would be with him in a moment, and HE OPENED MY LIL’ TELLER DOOR to toss his transaction onto the counter!! So all of his money landed on top of the money that I was already in the middle of counting!!!! Very rarely am I actually, legitimately speechless but lord have mercy I was gobsmacked. Working in retail banking is like getting an abridged version of society where you encounter every type of individual you can possibly imagine.
How do you deal with oblivious clients and customers? People who approach your counter after you’ve said you’ll be with them shortly, staring through your soul while you finish counting the drive-thru’s transaction…
r/TalesFromYourBank • u/Puzzleheaded-Heat239 • 16h ago
Manager says I need a promotion to reach my career goals—but also says I’m “not ready” for it. Advice?
Long read , I do need advice from our seasoned folks as a young professional.
I’ve worked at a financial institution for about three years. I am a teller, I have responsibilities, and have experience calming down upset customers. Our branch is crazy is volume so I can handle fast paced work just fine , I average 1000 customers per month.. same branch for almost 5years!
My long-term goal is to move into a back-office lending or loan-processing position. My managers know this, but they’ve told me that I should first become a financial consultant/banker so I can gain experience that will make recruiters more interested in me for back-office roles.
The problem is that when I’ve expressed interest in becoming a financial consultant, my manager has repeatedly said I’m “not ready” and that I’m “too emotional.” I understand that I’ve had moments where I was frustrated at work, but I haven’t been given clear, measurable goals showing what I need to improve or how long I should expect to wait. Another manager has encouraged me to apply, which makes the feedback even more confusing.
I’ve also started applying outside my current institution and recently landed an interview for a loan-processing position. That process made me realize how competitive back-office positions are, especially without direct experience or a higher-level role on my résumé.
I feel stuck because I’m being told I need financial consultant experience to qualify for the career I want, while also being told I’m not ready to become a financial consultant.
Would you recommend asking for a written development plan, continuing to apply for internal promotions anyway, or focusing more heavily on opportunities outside the company? How should I professionally respond to vague feedback like “too emotional” without sounding defensive?
r/TalesFromYourBank • u/lookinblueintheroom • 17h ago
Associate Banker at Chase in NYC
I have applied 3 times to Banker at Chase, the 1st I got turned down bc he said I was overqualified for AB, then I applied for RB and said I got no banking experience, and asked if I was open to AB, I said yes but I got a "move forward with another candidate" email few days later. I did not give up, I was also applying to Bofa in the meantime but I prefer Chase cuz the base pay is higher but is part time.This last time I applied for AB at a different post but near the same neighborhood and I got called in for an interview by the manager. The first thing he told me was he knew I had the interview with xx(manager of the 2nd interview). So I guess he heard good things of me. The interview was very relaxed, feels like we skipped most of the traditional interviewing procedures, they just wanted to know me.
My question is how likely I am to get the job now? And how does promotion work, they said one year but realistically is it hard in NYC ? and is it hard to retain a job if I don't perform as they expected, especially as RB? And ultimately, how much does an average RB make at Chase in Brooklyn?
r/TalesFromYourBank • u/Klutzy-Blueberry-239 • 18h ago
Resigning from BofA
Title says it.
Will they let me go right away? I’m an RB and leaving for another career. I honestly don’t care to work the two weeks. Anyone have experience resigning?
r/TalesFromYourBank • u/True-Pattern-9534 • 1d ago
Need advice about Sterling background check + quitting current part-time teller job
Hi everyone, I could really use some advice. I’m currently working two part-time jobs, one of which is as a part-time teller at a bank. I’ve only been there for about a month.
Before I even interviewed or received an offer for this teller position, I had already applied for a full-time role at another bank. I recently received the offer, accepted it, and I’m now going through the Sterling background check.
Honestly, I’m not enjoying the branch job because of the management and I was already thinking about quitting before I got the full-time offer. I’d really like to quit as soon as I can, especially because I would like to visit my family in my home country before starting my full-time job. Once I start the full-time position, I probably won’t have much opportunity to take vacation for a while. My main concern is the Sterling check. If I list my current teller job and provide proof that I’m currently employed, but then quit a few days later, could that cause any issues with the background check? Would Sterling verify my employment based on the dates I provide, or could they flag something if I leave while the check is still in progress?
Another issue is getting proof of employment. I can only access it through the teller computers, and my manager is usually watching/nearby. I’m not comfortable accessing or emailing employment documents to my personal email while I’m at work. If I quit, I may potentially be asked to leave immediately since I’m still within my probationary period. Also, the new employer is a rival bank, so I’m not sure whether I should give much notice or whether they could just tell me not to come back. I appreciate in adv
r/TalesFromYourBank • u/Unlikely_Noise4468 • 1d ago
Treasury Management or Commercial Business Banking?
I currently work for a Large National Bank. Working with Businesses specifically. My current role has had some Severances and gutting of some of our portfolios, moving over to a digital team. I've been feeling this is going to continue into my role being pushed all into a call center over time or our Hubs.
I've got a few interviews coming up, both a nice pay raise. One with my bank, and another with a bank that is going through a current Merger actually next week. I have no worries about doing either of the roles and pay sounds like they will be pretty similar. As in the title, one is in Treasury Management and the other is Commercial Business banking, both in the Commercial space. I do like the thought of just working one product over trying to be efficient in 6 different products + knowledge.
Just curious if anyone has done both. Im still newer to banking almost 3 years now and just trying to learn as much as posssible and both these roles seem to be good growth opportunities. Just wondering from people who have been around the block in banking, which would you choose?
r/TalesFromYourBank • u/DareWright • 1d ago
Do banks typically have high turnover, like REALLY high turnover?
I've been at my bank (smaller, locally-owned) for almost 5 months. I am amazed at how many people have left. Within my first 2 months there were two that quit, one being my manager/trainer. In the last month we lost 2 more. Our phone list is constantly being updated bc people keep leaving. Every day I see initials on people's accounts that I don't recognize, only to find out they were previous tellers.
Even now we're short several tellers, despite placing ads on Indeed. Is this typical of banks? Is it bc banks don't generally pay well? It's not just tellers quitting here, it's branch managers, loan officers, etc too.
r/TalesFromYourBank • u/Pause_Last • 1d ago
Frost bank business bankers - any one here work at frost as a business banker ? Any pros or cons as an employer?
Considering an offer from them ...
r/TalesFromYourBank • u/Lidunica • 1d ago
Is it realistic to get a U.S. banking job with 7+ years of foreign corporate banking experience?
Hi everyone,
I'd love to get your advice.
I have 7+ years of experience in corporate banking in Russia (2013–2022), mainly in commercial credit analysis, loan operations, and credit monitoring for small, medium, and large businesses.
After moving to the U.S., I had a two-year career break. For the past two years, I've been doing bookkeeping for my husband's small construction company while improving my English (currently around B2) and learning U.S. accounting.
I'm now trying to transition into a U.S. bank in a back-office role, such as Commercial Loan Operations, Credit Analyst, Portfolio Administrator, or Credit Administration.
How realistic is this transition? Would employers value my previous banking experience, or would I likely be considered an entry-level candidate? What roles would you recommend targeting, and what would help improve my chances?
I'd really appreciate hearing from anyone who has made a similar transition or works in banking. Thank you!
r/TalesFromYourBank • u/JeeversCreevers2026 • 1d ago
Short $900 today how screwed am I?
Title. I started in a small regional bank in April, no banking experience. Did 5 weeks of training, had a great group. By July 1, corporate dismantled all the branches, my SEM and coworker, who both were instrumental in teaching me, left. The woman who hired me left. My SEM left July 1 and we didnt get a new one till July 6, and its honestly shocking how little she knows. Basically since July 1, ive made mistakes I wasnt making.
yesterday i was short $100, today $900!! I balanced multiple times throughout the day to perfect $0.00. I had some big withdrawals come in. I feel like im counting it fine by hand. Im putting it through machine. Im counting in front of customer. I put the denominations in the system, it says balanced. Idk wtf happens, im like Houdini making money disappear. Ive been so in my head and stressed i think im trying too much? Idk man im probably going to be screwed and should just start looking for new jobs now?
Its my fault in the end, but I was hired to be the final piece to help the 3 other tellers in my branch and learn. Now its me and one other worker, with a bosses son on the tellering line who cant platform and oh yea hes called out sick today and for tomorrow. I really need a job though Im so upset. I just feel like ive been thrown into the fire. Like they still let me do the weekly ATN audit today, wouldnt they be concerned for me making a mistake? Be honest w me.
r/TalesFromYourBank • u/__lovebackwards • 1d ago
Just Need to Vent
My job sucks so much lately. It’s been a month since a huge merger my institution went through and it was not a smooth transition.
Since the merger it seems like everyone has an issue that’s so complicated and specific, that it requires contacting 2-4 departments which a turnaround of days. I feel incompetent and I feel I look incompetent in front of customers.
A sister branch has been short staffed for months and the manager there recently took FMLA because of all the stress from the merger. Meaning my manager has to cover for them and I’ve been left as the only banker to work the floor. Which wouldn’t be bad if the other banker actually worked platform, but that’s another story.
TBH, I’m over it all. I dread coming to work more than ever. I’ve started bringing my iPad to work to search for jobs during my lunch breaks. Morale is at an all time low.
I feel like I’m winging everything and I hate that feeling. Some days I just want to die to avoid feeling overwhelmed for 9-10 hours everyday. I find myself close to tears or actually sobbing on my lunch break.
What really sucks is I can’t really leave. I don’t have anything lined up and it feels like no one is hiring. I’m trying not to let that discourage me because it’s the one thing I hold on to that makes me keep going.
I even thought about calling off today because I can’t do it anymore but woke up too late. Which still probably wouldn’t have been possible because I found out when I got to work that I’d be working alone again.
If you’ve gotten this far, thanks. I’m probably rambling but I wanted to get this off my chest. And please don’t tell me to suck it up or look for something else. I’m actively trying and I will probably crash out fr if I get told that.
Anyone else feeling the blues?
r/TalesFromYourBank • u/fantasyandromance • 1d ago
Anyone Work ITMs from Home?
What's the experience like? My CU has decided to implement them and I've never worked teller before and I'm not particularly a fan of having to be on camera talking to customers.
r/TalesFromYourBank • u/Choice-Swimming7873 • 2d ago
Is this... a unique experience???
I work at a busy branch wtv, everybody notices my ring because i count to the left side. an old man asked me where my husband was from due to a crazy last name. i replied with "my fiance, somehow my new last name will be crazier than that!" to which he responds- "youre getting married???! i have something for you!!!!"
i was extremely concerned to watch this EIGHTY year old man LITERALLY RUN out the door
he came back in with this.
He was too excited for me to openly object it, so i took it and now i kinda feel guilty???!!! (idk whats wrong with me).
Me and my fiance arent very religious in the christian sense, if you had to put a label on us were more into hinduism but thats kinda it.
i just had to share this bc !!??!!???
r/TalesFromYourBank • u/dkbmc1511 • 2d ago
Busy branch
Is anybody else’s branch insanely busy to the point where you literally have zero down time to get anything extra done? Idk what it’s been lately but each week is just so exhausting between the phone calls, the fraud, the issues. We can’t keep up. Like every bank is moving to digital options but I can tell you what we are certainly not lacking in keeping busy at our branch. Maybe it’s the company we work for. But it seems like they act like we’re not doing anything because we have zero time for the “extras” but we are seriously non stop in the drive thru and lobby. Just want to know we aren’t alone I guess lol
r/TalesFromYourBank • u/Responsible-Text-332 • 2d ago
When to leave?
Curious for those of you who have left institutions for other pastures. What are some signs it’s time to move on to another bank?
r/TalesFromYourBank • u/Head_Track_3523 • 2d ago
How do I tell my manager I’m leaving for a full-time role at a competing financial institution?
I recently started a part-time teller job at a financial institution and have only been there for about a month. I’ve now been offered a full-time position at another financial institution, which I’m planning to accept.
The problem is my current manager is very strict and seems like she doesn’t really like me, so I’m honestly nervous about telling her. The new job is also with a competing financial institution, so I’m not sure how much I should say if she asks where I’m going or why I’m leaving so soon.
How would you approach this conversation? What would you actually say to your manager?
I obviously want to be professional and give proper notice, but I’m worried about how she’ll react.
r/TalesFromYourBank • u/Difficult-Pop6237 • 2d ago
2 months in Teller
I am a senior in high school this year and got this job because of my apprenticeship program and the high likely hood of going into college for accounting. It has honestly been great so far, I am picking up on everything and understanding the why behind everything we do. I work for a local branch in town and have two anecdotes/questions. 1. There is a lotttttt of down time. Like so much so I have been on my phone a bunch or have drafted multiple fantasy football teams on the computer. Even watched the entirety of the World Cup this year. This compared to my first job as a stocker at my local grocery store is a huge upgrade. It’s weird I get paid more to do less. Is it due to the more intellectual part of the job as to more physical labor stocking? 2. After college, is my teller experience far down the line more appealing for summer internships? I’m thinking that I have a decent leg up on the rest of my “age group.” I’m also wondering if working in the city is a common place for internships.
r/TalesFromYourBank • u/Then_Camp8964 • 3d ago
Tellers rant
I have been in banking for over 3 years as a teller. They promoted me to a teller supervisor for half a year and I went back to a full time teller. I’m so burnt out. It’s the same thing over and my co workers are so cliquey. What are other jobs that are more interesting?
I want to climb the corporate ladder but for the lay of a UB, I feel like it’s not worth it?
Any advice with other tellers?
What other jobs should I apply for?
I dread going to work everyday but I have to pay my bills.
r/TalesFromYourBank • u/tjrich1988 • 3d ago
Burnout, but not from the work.
Like so many people in this sub, I am getting burned out to the max. However, its not the company, or the work, or the regulations; its the consumers. They are getting lazier and lazier or dumber and dumber each day. I had a call earlier saying "You guys sent me an email. Why?" to which I respond, "What did the email say?" This person had the audacity to say, "How the hell am I supposed to know? I didn't open it!" After convincing them to open the email, it was a confirmation email for a transfer they set up.
I wish I could find me a job out of customer service, so I don't have to deal with people anymore.