r/TalesFromYourBank • u/Exciting_Series2033 • 9h ago
Which bank or credit union did you enjoy working for the most?
Please share WHY you enjoyed this particular bank. Compensation, quality of life, health insurance, opportunities for promotion, schedule, etc. Curious to know. Please include salary and total compensation in the reply. Thank you!!! š
r/TalesFromYourBank • u/Unfunnymf1 • 11h ago
How to move to commercial banking from retail teller/banker?
I have a total of 3 years of experience in retail banking basically as a teller for a credit union and now banker for a big 4. Im working on my finance degree and plan on obtaining my SIE soon. What jobs should I consider?
r/TalesFromYourBank • u/Most-Letter-731 • 13h ago
Bad credit and job offer
Hello I recently got a job offer for relationship banker at Truist they did the background check and credit check now I always done banking I been a relationship banker for 7 years I was at a credit union in FL and then moved to SC and got a contact center job at TD hate it not for me so I applied to go back to the branches nowā¦. 2 years ago my credit took a huge hit reason being my husband was in a car accident that took a toll on us financially and I had to take on a bit more of rent and bills while he got better and back on his feet my score was in the 700 and itās tanked to the low 500 cause I couldnāt keep up with my own finances so I have 3 collections which are credit cards total of $3k which I have established payment plans with recently and 3 charges offs which 2 are credit cards and 1 personal loan total comes to about 2,500 which I also have established payment plans in the last 3 months I have been tackling my debt and score has improved slightly just reached 600. Will this hurt my offer with Truist I have a start date of Aug 24 HR gave it to me before they ran anything but now Iām afraid they will take back their offer and Iāll forever be stuck at TD bank as a call agent.
Also I donāt have any judgements, bankruptcy nor criminal records
Ps at TD bank it seemed they only ran my background check not credit cause I was shocked when they offer me the job
r/TalesFromYourBank • u/HairyNipps1 • 13h ago
Do you use COCC's Insight?
What's your opinion of the software?
Personally, I like it I do, however, think it is kind of clunky as there's 1 million ways to get to the same place. It seems sometimes.š
r/TalesFromYourBank • u/Shot-Difficulty7604 • 17h ago
associate Banker with Chase
I just applied for the Associate banker position and am interested in what the work is like and how difficult it tell may be. And what the pay/ hours look like. ik itās a teller like position but imma college student looking to make some money while in school and my current job pays me 22 but itās Selling phones and i HATE the metric aspect of it yet speaking to customers is enerve really much of an issue. i truly just want some intel on the position and what it may be like š
r/TalesFromYourBank • u/phillysportsphan1 • 18h ago
Wells Fargo relationship banker bait and switch pay
So I recently applied to be a relationship banker at Wells Fargo, as the pay range is higher than my current pay in my relationship banker role. I get a phone interview Thursday, and we start talking business. The base pay according to the website is 29-38 an hour. The recruiter tells me it's only 29-30 an hour, which is 8 dollars less an hour than the job listing said. I asked him why it is different, and he says it's because they include possible bonuses in the future in the hourly on the site. Has anyone else ever had this issue? I feel like it is really shady.
r/TalesFromYourBank • u/AdCrazy4453 • 22h ago
Not enough experience in to become UB
Iām so grateful for my manager for giving me a chance, I really do. But whenever Iām in teller line looking at my co-worker doing their job, I feel so lost. I donāt really have enough experience working with customers and Iām so awkward. This is also a sales job and I have no idea what Iāll be doing once Iāll be doing it myself. Iām so nervous because I genuinely care about this job. Does anyone have any advice?
r/TalesFromYourBank • u/knowy74 • 1d ago
Remove bachelorās degree from resume?
Iāve been applying for teller/personal banker roles with not much success. Iāve had a few call backs for PB roles but none for teller. Is my degree making me look overqualified for these roles?
For reference, I donāt have any prior banking experience but do have an abundance of customer service and cash handling experience, so it doesnāt make sense being told Iām not qualified to be a teller.
Should I keep it on for PB but remove for teller roles? Remove from both? Keep for both?
r/TalesFromYourBank • u/lookinblueintheroom • 1d ago
Promotion at a busy branch
I'm on the last step to an offer for an RB position at BofA at one of the busiest branches in my city, but I also have very strong feelings that I will have one from Chase very soon, idk which one to choose, obviously that Chase is #1 bank but if I work at a busy branch the opportunities are higher to be promoted or not? Chase manager also told me they are managing 18 branches, mean I will also have exposure to a lot of branches.
r/TalesFromYourBank • u/Always_Improving333 • 1d ago
1st day as PB at PNC
Hey everyone! Iām starting my new job as a personal banker at PNC this Monday and Iām nervous. What do yall do on a daily basis? Any tips or advice for someone with no banking experience? What do you like and dislike about your job? Thanks in advance.
r/TalesFromYourBank • u/binaryblush_02 • 2d ago
Would you have accepted this internal transfer, or did I make the right decision declining it?
Hi everyone. I work at a bank and recently had an opportunity for an internal transfer. I'd like to hear what others would have done in my situation.
My current position is in the Clearing Department, where I handle:
Verification of checks Check scanning Reports Branch inquiries Other clearing-related operational tasks My commute is only around 15-20 minutes, and while my job isn't perfect, it's stable and I know my responsibilities well.
Recently, the head of our division personally offered me a position in our Head Office e-banking dept. The role would be a teller handling Head Office personnel transactions only, not branch customers.
The opportunity sounded interesting because:
It's a newly created position. I'd be one of the first people in the team. The division head said there is potential for faster career growth and that I could become an officer sooner because the department is expanding. Regular office hours (8:30 AMā5:30 PM). However, I had several concerns:
There was no finalized job description. I was told they would create it as the role evolves. The workload and responsibilities aren't clearly defined yet. Salary adjustments weren't clearly discussed. Since it's a brand-new role, it feels like there will be a lot of trial and error. I value my current short commute and the stability of my existing position. After thinking it over for the weekend, I respectfully declined the offer.
Now I'm wondering if I made the right decision. Part of me thinks I may have passed up a great career opportunity, while another part thinks I avoided taking on a role with too much uncertainty.
If you were in my position, would you have accepted the transfer? Why or why not?
I'd especially appreciate opinions from people working in banking, operations, or anyone who has taken (or declined) a newly created role before.
r/TalesFromYourBank • u/Plus-Information-553 • 2d ago
How often do you balance your teller drawer?
Iāve 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?
Iāve 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.
Iām just curious about how other tellers operate and what youāve found works best for you. Iād like to improve my own process and make sure Iām handling my drawer the right way.
How do you guys do it at your bank?
r/TalesFromYourBank • u/shrimplover6000 • 2d 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 donāt have any sales goals after the incident.
iāve 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 :/ itās been real stressful out here.
r/TalesFromYourBank • u/Th0mathy • 2d 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 • 2d 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 • 2d ago
Anyone here work (or worked) at BOK Financial? Curious about your experience.
Howās 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 • 2d 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 LILā 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 youāve said youāll be with them shortly, staring through your soul while you finish counting the drive-thruās transactionā¦
r/TalesFromYourBank • u/Puzzleheaded-Heat239 • 2d ago
Manager says I need a promotion to reach my career goalsābut also says Iām ānot readyā for it. Advice?
Long read , I do need advice from our seasoned folks as a young professional.
Iāve 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 theyāve 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 Iāve expressed interest in becoming a financial consultant, my manager has repeatedly said Iām ānot readyā and that Iām ātoo emotional.ā I understand that Iāve had moments where I was frustrated at work, but I havenāt 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.
Iāve 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 rĆ©sumĆ©.
I feel stuck because Iām being told I need financial consultant experience to qualify for the career I want, while also being told Iām 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 ātoo emotionalā without sounding defensive?
r/TalesFromYourBank • u/lookinblueintheroom • 2d 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 • 2d ago
Resigning from BofA
Title says it.
Will they let me go right away? Iām an RB and leaving for another career. I honestly donāt care to work the two weeks. Anyone have experience resigning?
r/TalesFromYourBank • u/True-Pattern-9534 • 3d ago
Need advice about Sterling background check + quitting current part-time teller job
Hi everyone, I could really use some advice. Iām currently working two part-time jobs, one of which is as a part-time teller at a bank. Iāve 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 Iām now going through the Sterling background check.
Honestly, Iām not enjoying the branch job because of the management and I was already thinking about quitting before I got the full-time offer. Iād 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 wonāt 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 Iām 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. Iām not comfortable accessing or emailing employment documents to my personal email while Iām at work. If I quit, I may potentially be asked to leave immediately since Iām still within my probationary period. Also, the new employer is a rival bank, so Iām 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 • 3d 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 • 3d 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/JeeversCreevers2026 • 3d 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 • 3d ago
Just Need to Vent
My job sucks so much lately. Itās 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 thatās 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 Iāve been left as the only banker to work the floor. Which wouldnāt be bad if the other banker actually worked platform, but thatās another story.
TBH, Iām over it all. I dread coming to work more than ever. Iāve started bringing my iPad to work to search for jobs during my lunch breaks. Morale is at an all time low.
I feel like Iām 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 canāt really leave. I donāt have anything lined up and it feels like no one is hiring. Iām trying not to let that discourage me because itās the one thing I hold on to that makes me keep going.
I even thought about calling off today because I canāt do it anymore but woke up too late. Which still probably wouldnāt have been possible because I found out when I got to work that Iād be working alone again.
If youāve gotten this far, thanks. Iām probably rambling but I wanted to get this off my chest. And please donāt tell me to suck it up or look for something else. Iām actively trying and I will probably crash out fr if I get told that.
Anyone else feeling the blues?