Banking & Finance Pathway

Teller

If you are detail-oriented, trustworthy, and ready to start a professional career with clear growth potential, then the Teller Pathway is a perfect entry point into the world of finance and banking.  From transactional accuracy to meaningful relationship-building, this pathway supports tellers in becoming trusted financial partners in their community - building skills that are essential at every level of the industry.  Begin your journey along the Teller Pathway and build opportunities for long-term success and a rewarding career in banking and finance.

Personal
Banking
HS Diploma/GED $55K/yr
Personal Banker Supervisor HS Diploma/GED $58K/yr
Assistant Branch Manager HS Diploma/GED $60K/yr
Branch Manager HS Diploma/GED $65K/yr
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Teller

A teller provides personalized customer service for customers in a retail bank setting. In a typical day, a teller accepts cash or checks, listens to customer needs and recommends products or services that meet those needs such as loans or accounts. Teamwork is needed in this role in order to refer the customers to the team member that can best meet their needs. Tellers provide guidance and support to customers on resources that will make banking more convenient for the customers.

Key Foundational Competencies

Common Skills

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Personal Banker

A Personal Banker serves as a dedicated financial advisor and sales professional for retail customers within a bank branch. Their core function is to build strong client relationships by assisting with routine financial transactions (accounts, loans, credit) and addressing customer issues.

Moving beyond basic teller duties, Personal Bankers focus on deepening client engagement. They assess customer needs to offer tailored advice and cross-sell a range of financial services and products, including savings accounts, investments (CDs, money markets), mortgages, and comprehensive financial planning for major life goals such as college tuition or retirement. Essentially, they act as a trusted financial guide, helping everyday individuals achieve their objectives while meeting specific sales targets.

Skills:

  • Customer Service
  • Communication
  • Sales
  • Problem Solving
  • Teamwork

Salary Range: $55K/year

Minimum Educational Requirements: High School Diploma or GED

Personal Banker Supervisor

The Personal Banker Supervisor is a key leadership role in banking, responsible for managing a team of personal bankers and overseeing the daily operations of a branch. This role involves maintaining high levels of client satisfaction, ensuring adherence to bank policies and regulatory compliance, and training staff. Additionally, the supervisor is tasked with driving the sales of various financial products, such as loans and investments, effectively serving as a vital link between front-line staff and upper management for retail banking customers.

Skills:

  • Professionalism
  • Management
  • Customer Service
  • Sales
  • Leadership

Salary Range: $58K/year

Minimum Educational Requirements: High School Diploma or GED

Assistant Branch Manager

The Assistant Branch Manager (ABM) plays a critical role in banking, functioning as the Branch Manager's second-in-command. This position involves overseeing all daily branch operations and managing the team, ensuring strict regulatory compliance, and actively driving sales targets. A core responsibility is guaranteeing exceptional customer service, often necessitating the ABM to effectively run the branch in the manager's absence.

Key duties encompass staff training, providing constructive performance feedback, resolving complex customer problems, and maintaining branch security protocols. Success in this role requires strong leadership, effective communication, and operational expertise, along with current knowledge of all banking products. This combination of skills is vital for professional advancement within the finance sector.

Skills:

  • Customer Service
  • Communication
  • Professionalism
  • Scheduling

Salary Range: $60K/year

Minimum Educational Requirements: High School Diploma or GED

Branch Manager

The Bank Branch Manager is responsible for leading the local branch's operations. This critical role involves staff leadership, driving sales growth, and ensuring outstanding customer service. Additionally, the manager acts as the main point of contact between the parent bank, the staff, and the community, upholding operational compliance with all bank policies and regulations to meet financial objectives and cultivate strong customer relationships.

Skills:

  • Customer Service
  • Communication
  • Sales
  • Operations
  • Management
  • Scheduling

Salary Range: $65K/year

Minimum Educational Requirements: High School Diploma or GED

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