Bank tellers play an important role at every bank. They regularly interact with most costumers who walk in the door, and are responsible for ensuring those customers get their needs met. To many customers, the teller is the face of the bank, and the only person they’ll interact with while there. Tellers handle most of the routine deposits, inquiries and check cashing transactions that customers complete. In addition to providing excellent customer service, there are a number of other bank teller goals and objectives.
One of the most important bank teller goals and objectives is to help the customer. That means listening to what the customer needs, and then providing the resolution. While some bank customers can have unreasonable expectations, the teller is the primary conduit between customers and the money they hold at the bank. A friendly smile, a positive attitude and customer service skills all contribute toward this goal. Some banks conduct customer satisfaction surveys as part of teller job assessment. Achieving strong marks in friendliness, responsiveness and attitude can provide job stability, pay raises and promotion potential.
- Provide a good customer experience. …
- Develop current skills and learn new ones. …
- Advance your education. …
- Improve performance metrics. …
- Fulfil daily tasks. …
- Start your own business. …
- Cross-sell banking products and services. …
- Improve banking security.
What Are Your Career Goals? BEST SAMPLE ANSWER
Why is having banking career goals important?
Having banking career goals is important because they help you take the appropriate actions to reach your desired outcome. These can help you reach the long-term targets you hope to achieve throughout your career in banking and continue to develop professionally. Since these objectives help you continue to improve yourself, they can increase your self-esteem. Those who set career goals can increase their overall job satisfaction and eventually work in their dream job. Banking career goals are also helpful for preparing a response to the common interview question, “Where do you hope to see yourself in five years?”
What are banking career goals?
Banking career goals are objectives that a professional in this industry hopes to achieve by a set period. These can be short-term such as becoming a certified financial planner, or long-term such as becoming a senior banker. Banking career goals can help individuals progress from where they currently are in their banking career to their desired position. For instance, if a bank teller wants to one day become a loan officer, they may set the goal to complete finance courses in the next four years.
List of examples of banking career goals
The following are some examples of banking career goals:
Provide excellent customer service
Since many banking roles involve working with customers, its beneficial to focus on providing excellent customer service. This involves listening carefully to understand the customers needs and maintaining a positive attitude. Some employers may conduct customer satisfaction surveys to assess how well an employee does at their job.
Example: Earn at least a 95% on this months customer satisfaction surveys. To do this, I plan to be a more mindful listener so that I can fulfill my customers requests and offer them the service they need.
Cross-sell other bank products and services
In addition to serving customers, certain banking roles, such as bank tellers, also try to sell bank products and services. Its important to stay up to date on your banks products so you can provide customers with the information they need to make their decision whether to purchase it. Banking professionals may want to keep track of what their bank offers so they can present customers with related items. For instance, if a bank teller is helping a high school student set up a bank account, they may also let them know about student loans their bank offers since the student may be preparing for college.
Example: Sell at least 20 debit cards to those looking to withdrawal funds from their savings accounts. When customers come to withdrawal money I plan to give them a sales pitch about the benefits of our debit cards.
Learn a new skill
Gaining new skills can help you demonstrate your ability to adapt and continue to develop professionally. This is helpful when searching for new jobs and can show your current employers youre willing to take on new responsibilities. When choosing a new skill to learn, consider what would help you professionally develop and succeed in the banking industry. For instance, it may be helpful to stay up-to-date on computer systems used at your bank or learn how to handle cash.
Example: Develop skills in time management to help me take on additional responsibilities and meet loan application deadlines. To accomplish this career goal, I plan to find a mentor who possesses this characteristic and ask them for advice.
Earn a higher degree
If youre interested in a managerial position in a bank setting, you may want to consider earning an advanced degree. Gaining a masters degree in business can help teach you skills to use in your current field and expand your banking knowledge. These programs also help prepare individuals for a leadership role.
Example: Earn a masters in finance by 2026 so I can gain risk management and investment strategy skills to use in a managerial role at BZT Bank. To achieve this, I plan to take classes part-time while continuing to work as a bank teller.
Increase your performance metrics
Another common banking career goal is to improve your overall performance metrics for daily tasks. This varies depending on your type of position. For example, a credit analyst may strive to evaluate a clients risk faster so they can prepare more reports for them.
Example: Discover 15% more investors for my clients in the next fiscal year, helping them raise up to $100,000 in investments. To do this, I plan to stay up-to-date in the industry and conduct regular research on potential investors.
Start your own business
Once banking professionals gain experience in the field, they may decide to start their own business. This may start with someone offering others financial services and eventually expanding their client base. Those working in banking can identify areas of opportunity where they can begin offering something new, such as a mobile app for tracking Christmas gift spending.
Example: Open a credit union for retired veterans in Austin, Texas, by 2025. To achieve this goal, I plan to organize a committee and begin planning a bond for the union membership.
FAQ
What are your top 3 career goals?
- Increase professional knowledge and training. …
- Increase earnings. …
- Improve low-functioning work processes or relationships. …
- Have new experiences. …
- Attain a leadership role.
What are the goals of bank manager?
What are your career goals in bank?
What are some good examples of career goals?
- Gain a New Skill. …
- Boost Your Networking Abilities. …
- Intern with a Large Company to Gain Experience. …
- Start Your Own Business. …
- Improve Your Sales or Productivity Numbers. …
- Earn a Degree or Certification. …
- Make a Career Switch. …
- Become an Expert in Your Field.
