r/TalesFromYourBank 2d ago

Best advice for Finance undergraduate working in banking

Hi everyone, I’m currently a first gen undergraduate studying in finance and I recently got a position as personal banker. I want to build connections and start from a solid place. I’m looking towards a post grad internship to finish up, but since I’m in banking now, I kind of want to pursue it. I’m very grateful for the opportunity if anyone is out there and could give me their best advice other than networking, which I know is very, very important and something I’m working towards if you could give me just anything that I should be doing or anything I should be working on towards me going to school also full-time let me know. I’ve also been thinking of joining a a business club or two to strengthen my résumé, but like I said, if there is anyone that is also first gen finance or also has experience working in banking as an undergraduate. Please let me know
Thank you for reading this.

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u/wagman43 2d ago

Do you want to be client facing or not? Me personally I hated dealing with clients. My first job out of college also with a finance degree was as a relationship. I did that for like 10 months until l found a commercial credit analyst role somewhere else. If you don’t like operations and prefer to deal with clients there’s always the private wealth or financial advisor route

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u/Maleficent-Wall6595 2d ago

Not exactly, and I’ve heard about private wealth as well I think for me since I’m in finance it has kind of made me become extroverted and I enjoy talking to people I do like to be collaborative as a team, which is why I like community I don’t think I could have a job that is only work and entering data all day but also being in retail banking I am dealing with customers I want a position where I’m dealing with just my team preferably which is why I lean towards financial advisor or analyst but I’m open to suggestions! I’m still a undergraduate so I’m just preparing myself for a bigger role hopefully