After joining the company, banks usually have an internship period of six months to one year. After the internship, you gradually adapt to the busy work of bank tellers. What about a few years later? This requires detailed career planning to guide.

After fully understanding your strengths and weaknesses, as well as the development prospects and requirements of the industry and occupation, the next step is to determine your career goals according to your personal situation.

Determine career goals:

Generally speaking, bank tellers have two development directions: specialty and management.

The so-called professional category is the development model of teller-financial planner, senior financial planner and third-party financial company-setting up financial management studio, and the management category naturally develops in the direction of bank executives.

Develop an action plan:

It is not enough to set career goals, but also to have specific action plans to support it, so that it is possible to achieve your goals step by step. The following is a feasible action plan for career development.

The first step: based on the existing position, use spare time to learn financial management knowledge and further clarify career goals.

Step 2: Learn to charge fees and get an industry-recognized financial planner certificate by the end of next year at the latest.

Step 3: Accumulate communication skills and skills to get along with customers, and accumulate professional knowledge related to financial markets. If you have the conditions, take more training courses in the School of Finance and Management. Through the existing resources of the bank, carry out internal job exchanges and engage in related work of financial planners.

Step 4: Accumulate work experience and professional skill level in 2-3 years. With the help of the banking platform, we will accumulate our own customer resources and network resources and move towards the direction of senior financial planners.

Step 5: Join a third-party financial institution in the next 3-5 years. At present, the financial market has begun to be subdivided, and there will be more and more third-party financial institutions in the future.

Part VI: After accumulating rich experience in financial management, if conditions permit and you have a strong desire to start a business, you can consider opening your own financial management studio to become an expert and satisfy your desire to work freely.