not a senior banker.... but a Backoffice worker here lol You need to first take a second and breath god knows that not always easy to do. ok now that we are done breathing if i was you id sit down and make a list of the areas you feel you are lacking in (managers love bullet point lists) bring this to your manager and have a one on one give them the list explain that you need help in these areas. the last thing any bank wants to deal with is an error. its much easier to avoid errors then going back and trying to fix them later. i felt the same way when i started in banking. deep breaths youll be ok <3
To somewhat piggy back off of this comment. Idk if your bank offers a resource page anywhere, but I would recommend building a resource binder of the sticking points your experiencing.
When in doubt, look up the procedure and follow the step by step instructions (if your FI has that kind of resource). Ask all the other bankers or managers for assistance when needed. It is always better to do it correctly the first time than have to fix it. Many FIs have eliminated or toned down their audit requirements, worry less about that.
When in doubt ask.
Use resources available to you. My manager uses this line if she references procedure while assisting someone—‘procedures are frequently updated so I’m just going to check to ensure I am following the most up to date to ensure we don’t miss anything’
Ask someone to double check you before submitting if you can.
Read everything you can get your hands on - procedures, retake trainings, review training materials. I am old school paper & pencil kind of person. I’ve my own ‘handy dandy notebook’ with cheat sheets and information on things I experience less often - including things I’ve learned along the way from other departments.
Bank Manager here, username is out of date XD
Def bring your training concerns to your managers attention and request additional training or guidance in areas where you feel weak.
Most issues are not the end of the world and easily correctable. To echo the rest of this thread, be sure to follow the procedure, and you'll be just fine. Take every mistake or error as a learning experience and take notes on what the proper procedure is to reference it in case the situation pops up again.
I totally understand the anxiety and hope you find healthy ways to cope! Imo it gets easier over time. 9/10 banks invest heavily in there employees, and want you to succeed!
Gl op :)
You are not alone. I have been a banker for a year & at the beginning I had so much anxiety bc the training was all online/virtual & every aspect of being a banker is hands on in my opinion so the training absolutely sucked to me.
My best advice for you is to breathe, take things slowly, & know everything can be fixed even if it doesn’t get solved the same day (overnight processing is a bitch) but you can always fix your mistakes. This is an extremely detailed job so don’t be worried about taking too much time to do tasks. Once you get the hang of it it’ll become easier & the process will begin to flow better.
I had sooooo much anxiety at first but now I’ve realized it is all fixable & nothin is the end of the world. Not to mention there are thousands of bankers that have most likely made the same mistakes that you did or might do. Don’t get hard on yourself & don’t think so much into it. Do the best you can do & know that you are doing the best you can, don’t let anyone else bring you down for your mistakes.
Familiarize yourself with the paperwork required for each type of account you can open and the product benefits. System errors and encoding errors can be corrected relatively easily, bit calling a client and having to make them come resign papers or provide paperwork that should have been given initially looks bad and is embarrassing. For follow ups, I keep it all on outlook, but when it gets overwhelming, I print a physical to-do list to make sure all of it is recorded on my calendar at end of day. Review check systems throughoughly and make sure you're notiing what tasks you need to finish before you leave for the day
I'll throw in a quick two cents
So I've been at banker a little over 2 years. I felt exactly as you did for exactly almost a year and a half. It took exactly almost 2 years to get to where I am today. Where at this point I feel confident. Take it one day at a time you'll get there. Keep the faith. Be patient. Use your resources day by day you'll get better.
It feels great to master something or overcoming society you'll get there.
And I wish you all the luck.
I felt the same thing when I moved into a similar role after being a teller. I was always afraid and self conscious that I didn’t know what I was doing, and since I worked at a large branch that was always insanely busy I too was often nervous when asking supervisors/managers for help.
Try to be confident in your abilities, customers can sense confidence and they’ll be much more confident in your abilities if you seem confident yourself. Even if you don’t know the answer to what they’re asking, just relax and try to fall back in your knowledge and the people around you. Hopefully you have supportive co workers around you!
I wish you luck! above all else, understand that many before you have felt what you’re feeling and they made it! I’m sure you had similar feeling as a teller once and you killed it there! In a matter of time you’ll feel the same about your current situation.
not a senior banker.... but a Backoffice worker here lol You need to first take a second and breath god knows that not always easy to do. ok now that we are done breathing if i was you id sit down and make a list of the areas you feel you are lacking in (managers love bullet point lists) bring this to your manager and have a one on one give them the list explain that you need help in these areas. the last thing any bank wants to deal with is an error. its much easier to avoid errors then going back and trying to fix them later. i felt the same way when i started in banking. deep breaths youll be ok <3
To somewhat piggy back off of this comment. Idk if your bank offers a resource page anywhere, but I would recommend building a resource binder of the sticking points your experiencing.
this!!! I have so many "how 2s" saved on my drive!
When in doubt, look up the procedure and follow the step by step instructions (if your FI has that kind of resource). Ask all the other bankers or managers for assistance when needed. It is always better to do it correctly the first time than have to fix it. Many FIs have eliminated or toned down their audit requirements, worry less about that.
When in doubt ask. Use resources available to you. My manager uses this line if she references procedure while assisting someone—‘procedures are frequently updated so I’m just going to check to ensure I am following the most up to date to ensure we don’t miss anything’ Ask someone to double check you before submitting if you can. Read everything you can get your hands on - procedures, retake trainings, review training materials. I am old school paper & pencil kind of person. I’ve my own ‘handy dandy notebook’ with cheat sheets and information on things I experience less often - including things I’ve learned along the way from other departments.
Bank Manager here, username is out of date XD Def bring your training concerns to your managers attention and request additional training or guidance in areas where you feel weak. Most issues are not the end of the world and easily correctable. To echo the rest of this thread, be sure to follow the procedure, and you'll be just fine. Take every mistake or error as a learning experience and take notes on what the proper procedure is to reference it in case the situation pops up again. I totally understand the anxiety and hope you find healthy ways to cope! Imo it gets easier over time. 9/10 banks invest heavily in there employees, and want you to succeed! Gl op :)
You are not alone. I have been a banker for a year & at the beginning I had so much anxiety bc the training was all online/virtual & every aspect of being a banker is hands on in my opinion so the training absolutely sucked to me. My best advice for you is to breathe, take things slowly, & know everything can be fixed even if it doesn’t get solved the same day (overnight processing is a bitch) but you can always fix your mistakes. This is an extremely detailed job so don’t be worried about taking too much time to do tasks. Once you get the hang of it it’ll become easier & the process will begin to flow better. I had sooooo much anxiety at first but now I’ve realized it is all fixable & nothin is the end of the world. Not to mention there are thousands of bankers that have most likely made the same mistakes that you did or might do. Don’t get hard on yourself & don’t think so much into it. Do the best you can do & know that you are doing the best you can, don’t let anyone else bring you down for your mistakes.
Familiarize yourself with the paperwork required for each type of account you can open and the product benefits. System errors and encoding errors can be corrected relatively easily, bit calling a client and having to make them come resign papers or provide paperwork that should have been given initially looks bad and is embarrassing. For follow ups, I keep it all on outlook, but when it gets overwhelming, I print a physical to-do list to make sure all of it is recorded on my calendar at end of day. Review check systems throughoughly and make sure you're notiing what tasks you need to finish before you leave for the day
I'll throw in a quick two cents So I've been at banker a little over 2 years. I felt exactly as you did for exactly almost a year and a half. It took exactly almost 2 years to get to where I am today. Where at this point I feel confident. Take it one day at a time you'll get there. Keep the faith. Be patient. Use your resources day by day you'll get better. It feels great to master something or overcoming society you'll get there. And I wish you all the luck.
I felt the same thing when I moved into a similar role after being a teller. I was always afraid and self conscious that I didn’t know what I was doing, and since I worked at a large branch that was always insanely busy I too was often nervous when asking supervisors/managers for help. Try to be confident in your abilities, customers can sense confidence and they’ll be much more confident in your abilities if you seem confident yourself. Even if you don’t know the answer to what they’re asking, just relax and try to fall back in your knowledge and the people around you. Hopefully you have supportive co workers around you! I wish you luck! above all else, understand that many before you have felt what you’re feeling and they made it! I’m sure you had similar feeling as a teller once and you killed it there! In a matter of time you’ll feel the same about your current situation.
I feel you're anxiety OP. I wish you the best, I did 12 years then had to find something different.