10 answers
swetha
Student
Chennai, Tamil Nadu, India
1
Question
Updated
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How do I become a bank manager?
I am eager. I want to become bank manager. #teaching #teacher #manager #bank #higher-education #business
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10 answers
Faten Abi Rizk
Business Development Manager
10
Answers
Beirut, Beirut Governorate, Lebanon
Updated
Faten’s Answer
You will have to study something related to finance.
You should start as a teller and then move to a managerial position (i.e. head of operations) then assistant branch manager then eventually branch manager.
You should start as a teller and then move to a managerial position (i.e. head of operations) then assistant branch manager then eventually branch manager.
shane eversole
manager
14
Answers
Atlanta, Georgia
Updated
shane’s Answer
Obtain a Teller position at a community bank or a credit union. Work hard. Have a willingness to learn. Be excited to help people. Be kind. Be patient.
Treasa Deepa
Technical Support Associate
30
Answers
Bengaluru, Karnataka, India
Updated
Treasa’s Answer
Degree Field(s) Accounting, business administration, or finance
Licensure/Certification Optional CPA or CFA certification helpful
ou also need at least five years of experience in financial services including previous experience as a loan officer, financial analyst, or assistant branch manager. CPA or CFA certifications are optional, but they may improve your career opportunities. You should also cultivate your skills in customer service, communication, accounting, decision-making, and time management. You'll want to be involved in community affairs and ensure you have an understanding of federal and state regulations regarding financial reporting.
Gain Banking Experience
Seek Professional Credentials
Licensure/Certification Optional CPA or CFA certification helpful
ou also need at least five years of experience in financial services including previous experience as a loan officer, financial analyst, or assistant branch manager. CPA or CFA certifications are optional, but they may improve your career opportunities. You should also cultivate your skills in customer service, communication, accounting, decision-making, and time management. You'll want to be involved in community affairs and ensure you have an understanding of federal and state regulations regarding financial reporting.
Gain Banking Experience
Seek Professional Credentials
KAMRYN PERSON
Branch Manager
1
Answer
Sharon, Massachusetts
Updated
KAMRYN’s Answer
Hi Swetha!
In my personal experience, I worked my way up by beginning as a teller. Depending on which bank you are employed by, you may have different goals in each role (# of customers transitioned from the teller line to a banker, sales goals when in banker role, etc.) and achieving these consistently is the best way to work towards promotion. After the teller role, typically you will move to banker, then assistant branch manager and finally branch manager. By climbing the ladder in this way, you have a great understanding for each member of your team and what it really takes to successfully run your branch. I do not have a degree in finance so that is really not necessary, although a great starting point if you are choosing to complete studies before moving into the workforce. I hope this was helpful!
Best of luck,
Kamryn
In my personal experience, I worked my way up by beginning as a teller. Depending on which bank you are employed by, you may have different goals in each role (# of customers transitioned from the teller line to a banker, sales goals when in banker role, etc.) and achieving these consistently is the best way to work towards promotion. After the teller role, typically you will move to banker, then assistant branch manager and finally branch manager. By climbing the ladder in this way, you have a great understanding for each member of your team and what it really takes to successfully run your branch. I do not have a degree in finance so that is really not necessary, although a great starting point if you are choosing to complete studies before moving into the workforce. I hope this was helpful!
Best of luck,
Kamryn
Ryan Jacobs
Third Party Risk Analyst
2
Answers
Windham, Connecticut
Updated
Ryan’s Answer
Hello!
A Bank Manager is a wonderful goal to shoot for! My wife started out as a part time teller and in less than two years she is now branch manager of a different bank! To be a bank manager, especially if you are new to banking, is to make yourself like a sponge and absorb all the good habits of workers and managers, and stay positive. You should be good at building relationships with your coworkers, and have a very strong work ethic to get the job done at all costs. You want to be the person that your manager always goes to when they need something completed, and don't think of it as doing extra work, but being the person who is separating yourself from the crowd! Also, connecting with customers and being easy to talk to is what is going to make your customers come back to you every time. Then work on your product pitches, and don't give up! You'll do great.
A Bank Manager is a wonderful goal to shoot for! My wife started out as a part time teller and in less than two years she is now branch manager of a different bank! To be a bank manager, especially if you are new to banking, is to make yourself like a sponge and absorb all the good habits of workers and managers, and stay positive. You should be good at building relationships with your coworkers, and have a very strong work ethic to get the job done at all costs. You want to be the person that your manager always goes to when they need something completed, and don't think of it as doing extra work, but being the person who is separating yourself from the crowd! Also, connecting with customers and being easy to talk to is what is going to make your customers come back to you every time. Then work on your product pitches, and don't give up! You'll do great.
Guadalupe Morales
Chief Operating Officer (COO)
10
Answers
Mexico City, Mexico
Updated
Guadalupe’s Answer
Hi Swetha,
Firstable, you will have to study something related to finance.
Obtain a Teller position at a community bank or a credit union and then move to a managerial position working very hard and having willingness to learn.
It tooks a lot of time and years, be patient.
Good luck!
Firstable, you will have to study something related to finance.
Obtain a Teller position at a community bank or a credit union and then move to a managerial position working very hard and having willingness to learn.
It tooks a lot of time and years, be patient.
Good luck!
Anne Pratt
Manager
2
Answers
Pittsfield, Massachusetts
Updated
Anne’s Answer
The best position to get into a bank is as a teller. As a teller you will learn how to handle money and balance transactions but you will also learn sales skills, customer service skills, and you will start to understand the operations of the bank. Having this experience will help you decide if you would prefer to be a branch manager or if you want to move back office.
Heidi Wood
Project Management
4
Answers
Updated
Heidi’s Answer
Hi,
To go along with the previous answer you would also want to start off getting a job where you will learn how to handle money. Such jobs as a grocery store, restaurant, and retail stores offer positions as cashiers. You will learn how to handle money when it comes to providing change back to customers in different ways. You will also learn how to balance your transactions so as not to make mistakes when handling money. Jobs such as these will give you a better chance to get a teller position.
Then comes the everyday operations of the bank into which you want to become the manager. As in any position you will need to gain the experience and move up the ladder to reach your goal.
Have fun.
Abhilash Suresh
Tech support engineer
56
Answers
Bengaluru, Karnataka, India
Updated
Abhilash’s Answer
The best position to get into a bank is as a teller. As a teller you will learn how to handle money and balance transactions but you will also learn sales skills, customer service skills, and you will start to understand the operations of the bank. Having this experience will help you decide if you would prefer to be a branch manager or if you want to move back office.
Daniel Lee
Credit Manager
4
Answers
Vancouver, British Columbia, Canada
Updated
Daniel’s Answer
Hello,
I'm assuming you are talking about how to become a branch manager at a bank? Most bank managers I know started off as tellers, or financial services (investments, credit facilities, etc.) sellers within the bank. It's next to impossible to manage a bank if you don't understand all the day to day operations of the bank, so if you are interested in becoming a bank manager, you definitely will need to build experience within a branch, and also prove you can meet sales targets for financial services, that all branches have quotas to meet.
Cheers and best of luck!
I'm assuming you are talking about how to become a branch manager at a bank? Most bank managers I know started off as tellers, or financial services (investments, credit facilities, etc.) sellers within the bank. It's next to impossible to manage a bank if you don't understand all the day to day operations of the bank, so if you are interested in becoming a bank manager, you definitely will need to build experience within a branch, and also prove you can meet sales targets for financial services, that all branches have quotas to meet.
Cheers and best of luck!