Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

bank tellertofinancial broker

A bank teller already meets 58% of what the financial broker role asks for. The move turns on 6 required skills not yet in the profile.

From bank teller
58%
Overlap1
To financial broker
16 Skills carried over
6 Required, not held
41.3 Difficulty2
adjacent 0–30
moderate 30–55
substantial 55–75
career change 75–100
this move, 41.3

This move: 41.3 of 100 · moderate

1 Share of the financial broker role’s weighted skill requirement already met by the bank teller profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Table 2

Table 2 · What you already bring

Of the 16 skills that carry over, these are the ones fewest other occupations ask for. A financial broker role needs them, and most people applying for one will not have them already. This is the part of a bank teller background worth leading with.

Skill the target role also needs Area
  • already held operate financial instruments management skills
  • already held provide financial product information communication, collaboration and creativity
  • already held maintain records of financial transactions information skills
  • already held trace financial transactions information skills
  • already held financial jurisdiction business, administration and law
  • already held protect client interests communication, collaboration and creativity

All 16 carried skills, including the 10 the financial broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 14 missing skills fall into 4 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier
01 information skills 3 required, 3 supplementary
  • required, not held analyse market financial trends required
  • required, not held manage financial risk required
  • required, not held synthesise financial information required
  • optional, not held conduct financial audits optional
  • optional, not held provide cost benefit analysis reports optional
  • optional, not held provide support in financial calculation optional
02 communication, collaboration and creativity 2 required, 3 supplementary
  • required, not held apply technical communication skills required
  • required, not held trade securities required
  • optional, not held communicate with banking professionals optional
  • optional, not held handle financial disputes optional
  • optional, not held review investment portfolios optional
03 management skills 1 required, 1 supplementary
  • required, not held create a financial plan required
  • optional, not held optimise financial performance optional
04 business, administration and law 1 supplementary
  • optional, not held modern portfolio theory optional
Table 4

Table 4 · Where to start

The 3 entries a financial broker role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 16 skills that carry over
Skill Type
  • already held actuarial science knowledge
  • already held advise on financial matters skill
  • already held economics knowledge
  • already held financial jurisdiction knowledge
  • already held financial products knowledge
  • already held maintain financial records skill
  • already held obtain financial information skill
  • already held protect client interests skill
  • already held provide financial product information skill
  • already held securities knowledge
  • already held banking activities knowledge
  • already held communicate with customers skill
  • already held handle financial transactions skill
  • already held maintain records of financial transactions skill
  • already held operate financial instruments skill
  • already held trace financial transactions skill
8 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held communicate with banking professionals optional
  • optional, not held conduct financial audits optional
  • optional, not held handle financial disputes optional
  • optional, not held modern portfolio theory optional
  • optional, not held optimise financial performance optional
  • optional, not held provide cost benefit analysis reports optional
  • optional, not held provide support in financial calculation optional
  • optional, not held review investment portfolios optional
25 held skills the financial broker role does not ask for
Skill Type
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role archive documentation related to work skill
  • not needed by the target role attach accounting certificates to accounting transactions skill
  • not needed by the target role convert currency skill
  • not needed by the target role core banking software knowledge
  • not needed by the target role create a financial report skill
  • not needed by the target role customer service knowledge
  • not needed by the target role electronic communication knowledge
  • not needed by the target role ensure proper document management skill
  • not needed by the target role ensure safe transport of money skill
  • not needed by the target role financial markets knowledge
  • not needed by the target role foreign valuta knowledge
  • not needed by the target role guarantee customer satisfaction skill
  • not needed by the target role health and safety regulations knowledge
  • not needed by the target role maintain customer records skill
  • not needed by the target role manage bank vault skill
  • not needed by the target role manage digital archives skill
  • not needed by the target role manage vault access skill
  • not needed by the target role offer financial services skill
  • not needed by the target role operate money-processing machine skill
  • not needed by the target role order supplies skill
  • not needed by the target role perform clerical duties skill
  • not needed by the target role prepare financial statements skill
  • not needed by the target role process payments skill
  • not needed by the target role produce statistical financial records skill
1 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier
  • optional, not held modern portfolio theory optional
Index

Other moves recorded from bank teller

Full index of moves from bank teller

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.