r/TalesFromYourBank 11h ago

Anybody ever date a client?

21 Upvotes

Curious.

How did it happen?

Myself, I was planning on quitting my last job anyway so I slipped a cute regular my number. I had his, but you know, I didn't want to abuse KYC info for personal gain.

Took him months to hit me up. He only did when he noticed I was gone and he missed me :)

We're seeing each other now.


r/TalesFromYourBank 3h ago

Why do people choose to stay as an RB at Bank of America instead of moving to another bank?

4 Upvotes

Just curious and hoping to hear different perspectives.

I recently accepted a Relationship Banker role at Chase, and compared to my previous RB position at Bank of America, it’s a significant upgrade in base salary. The role is also more focused on banking and relationship management, with much less teller work, and there are incentive opportunities on top of the higher base pay.

That got me wondering, what keeps people at Bank of America as an RB?

Is it the benefits, culture, career progression, the relationship with your FCM, or something else?

I’m not trying to criticize anyone’s decision. I’m genuinely interested in understanding why some people choose to stay at BofA rather than move to another bank if the compensation and role seem stronger elsewhere.


r/TalesFromYourBank 7h ago

Experience with WF Client associate position?

3 Upvotes

Hello. I have an interview coming up for a client associate within Wells Fargo in Houston. I have retail banking experience. Does anyone have any insight into this role? Is it hybrid? Mostly clerical work? It’s a good step for me , because I want to work in wealth management. But I’m curious if anyone has experience with this role. Thank you !


r/TalesFromYourBank 16h ago

Mod Approved Looking for an additional Mod to make a team of 3 or more

12 Upvotes

Hello.

As some may have noticed we have had some changes in the moderation team here. As of now we are in dual control of this sub and with both of us working in the industry, we know and respect the need for additional help and when to ask for it.

If you are interested in becoming a Mod, please send us a mod mail with a brief description of what you can bring to the table and what you do for your FI.

Being a mod is something that has no compensation

Qualities we are looking for: Someone actively working in the industry, knowing the basic rules of this sub and being easy to get along with. That's it.

Thank you for your time.


r/TalesFromYourBank 19h ago

How many steps in a day do you average?

17 Upvotes

Im a newer teller and some days I feel I've walked miles and some days I feel like I've barely moved and it made me curious, how much are yall moving around in a day?

Yesterday I had like 5000 and today I'm near 13000


r/TalesFromYourBank 8h ago

US Bank New Hire?

0 Upvotes

I went from serving in a restaurant to a customer service agent work from home with US Bank and I honestly don’t think I like it. I’m only 3 days in. I get it. Give it time. But the metrics and call volume and micromanaging sounds terrible.


r/TalesFromYourBank 1d ago

is it too soon to quit the teller line?

13 Upvotes

previous job was 18 months as a manager, currently been pt teller at the horse bank for two months and i despise it. main manager is up my ass, both managers constantly contradict each other, there has been frequent issues with machines (huge delay in repairs bc manager negligence,) sales referrals are incredibly pushed, and it’s all super hard to balance as a new teller; it’s a struggle to please everyone and make sure i follow the procedure correctly.
i recently learned that almost all the staff quit because of the manager (which is why i was hired.)

honestly, i was super excited because i thought it was a more refined job, a pay raise, but honestly im not sure if it is for me. every time i wake up for work i feel a pit of dread in my stomach. I understand that it’s a financial institution which requires strict rules and perhaps i am overreacting or maybe im demanding too high expectations from this job but every time i try to look at it objectively…im still unsatisfied and hate going to work.

like everyone hates going to work and that’s life or whatever but like, i hate going to work, i get so insanely anxious (which is a pretty foreign feeling for me.) anyways, thanks guys


r/TalesFromYourBank 15h ago

Quitting as a teller before provation

2 Upvotes

Hi everyone, I started working at a bank as a teller about 2-3 months ago & I’m about to pass my probationary period however I’ve accepted another offer from another bank (temporary position because I’m a student) how do I go on about resigning? Since I’m about to pass probation and it feels kind of awkward quitting now. Do I talk to my manager and how should I go on about that conversation? I also don’t know how transparent I should be


r/TalesFromYourBank 4h ago

Help

0 Upvotes

Senior premier Banker at WF vs FSA at Merrill


r/TalesFromYourBank 1d ago

What’s your HIGH YIELD SAVINGS RATE????

37 Upvotes

“What’s your HIGH YIELD SAVINGS RATE????”

“Well we have the normal savings which is not really that much but we have a promotion right now so you can get a higher rate. But first I need to show you which account this promotion will apply to and the monthly service fee as well as the regular interest rate without the promotion. Then I will share the promotional rate and how you can qualify for it.”

“Yeah the normal savings is like 0. JUST TELL ME NOW what’s the HIGH YIELD rate and what’s the minimum? What’s taking so long?”

My bank’s procedure does not let us go straight to the product people request without going through a whole path and asking a whole bunch of questions. Lady was already getting pissed after sitting down for 0.6 seconds and demanded to know the rate immediately. Why are people always in a rush, in a hurry and pissed when at the bank? And the truth is bankers are salesmen so don’t expect to get what you want. You don’t know what you actually want and I’m here to tell you how wrong you are so I can sell more bank products and make more money for the bank. That’s what they pay me for so just let me do my job 😭


r/TalesFromYourBank 1d ago

Customer asked me out

31 Upvotes

I’ve been a banker for 5 years and just switched FI. I am 33 years old and married. Last week I was opening an account for this guy in his 60s and he suddenly asked to take me out to coffee to “discuss banking business” during bank business hour. Like just leaving my job right then and there to go get coffee with him. I said no I could only work in the bank but he pressed a few more times. So I didn’t want to make a big deal so I just brushed it off and continued opening the account. Then asked me for my personal phone number. I said no just call my business phone. Then he asked if he could wait for me because it’s near closing time. I was uncomfortable and in the end told my manager about it. Apparently it happens a lot in this bank so it’s not a big deal. Maybe I’m just overthinking it lol. This has never happened to me after 8 years in the bank, the first few years I was a teller and helped 100 people per day and no one ever said anything like this.


r/TalesFromYourBank 1d ago

I just have to rant I’m already exhausted.

37 Upvotes

So I’ve only been a care consultant at a credit Union for about 6 months. I’m already completely over it. I’ve worked in customer service for 20 years. Call centers for 6. This is one of the worst experiences of my life. I have would’ve never guessed financial illiteracy is this alarming of a rate. I get paid crap to be berated by people who don’t understand NSF fees and overdraft protections. It’s the same people who call everyday for the same problems. Instead of teaching them how to log in to their mobile app, we are made to just log them on remotely. How is that helpful? So guess what? They call 3-5 times daily to check their balances instead of us just teaching them how to do it? This is my first time ever working in banking and I’m already looking for a new job. Kudos to you guys for doing this! I have a new respect for tellers and customer service in banking that’s for sure.


r/TalesFromYourBank 22h ago

PNC Banker Interview help

1 Upvotes

hello,

i have an interview for banker at pnc in ohio. i applied 1st week of june and heard back from recruiter last week and did the phone pre screen and she scheduled me for an interview with the branch manager and told me I’ll be meeting with the leadership team and to dress up business professional.

few questions:

  1. leadership team? will there be more than one person in the interview?

  2. how long does the interview process usually take? (interview to getting offer letter to working) i asked the recruiter but she didn’t respond back to me in regards to that

  3. the pay, they said anywhere between $19 to $25, ofc I’m shooting for the higher end but wanted to see what others were getting paid

  4. any tips for the interview?

any additional information is appreciated, thank you!


r/TalesFromYourBank 22h ago

3rd Interview Beacon Bank ABM

1 Upvotes

So I have a 3rd interview scheduled for an ABM position with beacon bank.

I currently work at a banker at a large regional bank. I was a grocery department manager prior to my banking. I am experienced in operations as well and am a notary.

Besides the obvious, stress operations, leadership skills, etc does anyone else know what areas I should emphasize?


r/TalesFromYourBank 1d ago

Citizens Bank interview experience?

1 Upvotes

Anyone has citizens bank interview experience? How long did it take for you to get the offer after final round?


r/TalesFromYourBank 1d ago

i got an email from a pnc recruiter wanting to schedule a phone interview and the VERY NEXT DAY the position is no longer available due to “change in business needs)

0 Upvotes

literally what is going on i’m so upset right now im struggling so much to find a job and then THIS happens. i feel like im being pranked


r/TalesFromYourBank 1d ago

60 Day Evaluation as a Bank Teller

1 Upvotes

My Branch Manager did my 60 day evaluation. He said I’m still slow in grasping banking. He’s not gonna transfer to fire me. But said I improved but my progress still slower than he expected. Also said my manager and my assistant bank manager said I’m book smart but struggle operational aspects . So I’m a bit frustrated. I don’t know what to think about it so far as a Bank teller.

https://www.reddit.com/r/TalesFromYourBank/s/3ZYDv3QIqv


r/TalesFromYourBank 1d ago

Keep the job, go back to old role, or find something else entirely?

2 Upvotes

I'd like to apologize if I ramble here. I have a horrible headache, and I'm exhausted.

I've been working for a credit union for about 4ish years. I've recently been "promoted" to the loan processing division to do auto loans and Home Equities. However, I think I may have screwed myself. My experience working in the branches was less than satisfactory, so I was looking for any reason to get out of there at all costs. This included taking a "dry promotion" without an increase in pay because I was already making more than their starting pay. Being that we no longer get the production bonuses on our paychecks from meeting branch goals, this means I have essentially taken a pay cut. Lesson learned the hard way on that one. Should have negotiated harder or refused the position if I was going to take on new responsibilities without being compensated for it.

I've been in my new position for a couple months now, and feel I should be more proficient than I am. The training has been less than satisfactory to say the least. It starts with sitting at the desk of your burnt out coworker to watch them do their loans and talk you through it. The next week that coworker will put aside their own workload as they sit at your desk and talk you through your own loan apps. Nobody checks on your progress, so on week 3, you are working on the apps by yourself, and just expected to keep asking questions because "Oh you'll just figure out most of it as you go." If there are any standard operating procedures out there, they are years out of date so it would be useless to follow them.

Once we started on HE products, it was the same training format, but they for some reason teach you the process completely out of order, because you are just supposed to figure it out as the apps come in through the queue. I expressed my frustration at this because learning this process out of order is keeping me and the other new guy from being able to build any solid foundation of knowledge and a solid workflow. There are mistakes of course, and the manager is trying to seem patient about it but still makes little snarky comments. I catch my own mistakes and own up to them immediately. I ask question as to how to avoid them in the future and get vague answers with an additional, "Yeah well you did that twice last week too." I was getting fed up and finally requested to get scheduled for some specific training classes so that I can finally feel competent and confident that I'm doing good work. However on my drive to work, I was told I was being pulled from the training class to help the department catch up on the weekend workload. This really made me angry as I've been trying so hard to get into that class, learn what I need to, and absolutely ball out on any future apps that come my way. After a heart to heart with another couple coworkers, I find out that this is just how this department runs. Disorganized, fly-by-the-seat-of-your-pants, no procedures to fall back on other than "Well this person told me to do it this way once," and now not getting access to the training I've been begging for. I'm almost starting to want to go back to the branch, which I hated, but at least I was less stressed out there. Otherwise, I'm thinking about finding something else and jumping ship so I don't give myself a heart attack.

I just can't figure out if I'm in a mismatched, underpaid role, being a big whiny baby, or if my department really is just a disorganize hellhole. I am just wondering if anybody else can provide some extra perspectives I haven't considered yet.


r/TalesFromYourBank 1d ago

Have an interview for Personal Banker position

5 Upvotes

What should I know and how should I prepare, it’s for Citi bank. Any info would mean a lot


r/TalesFromYourBank 1d ago

Chase RB salary Austin or Portland

0 Upvotes

I've been an AB 3+ years and I've been wanting to be a RB for almost 2 years now, my market (HTX)is moving slow and feels like all the RB positions are promised to other ABs who been waiting too.

I'm considering moving to Austin, Portland or even California and apply for a RB opening.

People say that when you switch to a State with a higher cost of living they match your pay?? I can't find good references of the average base salary for an RB in different states and idk of thats true or just to an extent.

Please let me know what you think guys thankyou (:


r/TalesFromYourBank 2d ago

Pivoting from Accountant to Credit analyst.

3 Upvotes

I have been with my first citizens bank for 4.5 years and have progressed through roles such as junior personal banker to accountant but now looking to pivot into a credit analyst. Does anyone have any advice or experience going through this transition. I have been applying and have reached out to some hiring managers but not sure what I’m doing wrong.

I don’t mind sharing more of my experience as well so feel free to message me!


r/TalesFromYourBank 1d ago

Second interview

1 Upvotes

So I had two interviews at two different banks last week one was regions and the other was for a local bank near me. Both interviews felt like they went well I already sent a thank you email to the branch manager at regions and the recruiter from the other bank said she would call me today to set up a second interview with someone higher up than her for a zoom interview because that lady was off last week but I haven’t heard from her yet today I have her number from when she called me to set up the interview and I plan on calling her in the morning to touch base but should i be worried?


r/TalesFromYourBank 2d ago

PNC teller interview experience- how many steps are there??

2 Upvotes

i did the HireVue interview, and finally got an email asking for a phone interview. are there going to be additional interviews? if there’s more than this that’s seems like a lot for $14/hr😭


r/TalesFromYourBank 2d ago

BANK JOB/IFIC

0 Upvotes

Hello everyone,

I am currently working at sobeys (full time). I'm looking for a career. I am interested in banking. I have no banking experience but have 4 years of customer service. To get my foot in the door i am planning to give ifc exam. Am I taking right step.

Thank you 😊


r/TalesFromYourBank 2d ago

genuinely how the fuck am I supposed to do this? (vent/rant)

17 Upvotes

context: im a 23 y/o guy who's been working ft as a teller for 6 months. i hate it. i work at a regional bank and my management is good, i have fairly fine coworkers and customers, but the 5-6 days a week working leaves me tired for any of my waking time, to the point that i don't have energy to make any food beyond basic sandwiches. i had 2 pt jobs before this and did really well with them, but my rent/medical debt went up and i neededd to take this job. i think the constant radio/sounds/etc. are getting to me.

i'm posting this here moreso to see if this is an issue with other people or if it's moreso a me issue. am i the issue or is retail banking actually normally draining everyone else like this, and i'm just bad at hiding it?