Table 1Transition record

bank tellertosecurities broker

A bank teller already meets 53% of what the securities broker role asks for. The move turns on 9 required skills not yet in the profile.

From bank teller

53%

Overlap1

To securities broker

17 Skills carried over

9 Required, not held

48.3 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 48.3

This move: 48.3 of 100 · moderate

1 Share of the securities 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 17 skills that carry over, these are the ones fewest other occupations ask for. A securities 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 electronic communication engineering, manufacturing and construction
already held maintain records of financial transactions information skills
already held trace financial transactions information skills
already held financial jurisdiction business, administration and law

All 17 carried skills, including the 11 the securities broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 17 missing skills fall into 5 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 4 required, 2 supplementary

required, not held analyse financial risk required
required, not held analyse market financial trends required
required, not held assess risks of clients' assets required
required, not held forecast economic trends required

optional, not held perform stock valuation optional
optional, not held provide support in financial calculation optional

02 communication, collaboration and creativity 3 required, 2 supplementary

required, not held apply technical communication skills required
required, not held review investment portfolios required
required, not held trade securities required

optional, not held build business relationships optional
optional, not held communicate with banking professionals optional

03 business, administration and law 1 required, 3 supplementary

required, not held stock market required

optional, not held accounting optional
optional, not held modern portfolio theory optional
optional, not held tax legislation optional

04 management skills 1 required

required, not held create a financial plan required

05 natural sciences, mathematics and statistics 1 supplementary

optional, not held statistics optional

Table 4

Table 4 · Where to start

The 3 entries a securities 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 17 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 markets knowledge
already held financial products knowledge
already held handle financial transactions skill
already held maintain records of financial transactions skill
already held obtain financial information skill
already held protect client interests skill
already held securities knowledge
already held banking activities knowledge
already held communicate with customers skill
already held electronic communication knowledge
already held operate financial instruments skill
already held provide financial product information skill
already held trace financial transactions skill

8 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held accounting optional
optional, not held build business relationships optional
optional, not held communicate with banking professionals optional
optional, not held modern portfolio theory optional
optional, not held perform stock valuation optional
optional, not held provide support in financial calculation optional
optional, not held statistics optional
optional, not held tax legislation optional

24 held skills the securities 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 ensure proper document management skill
not needed by the target role ensure safe transport of money skill
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 maintain financial 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

5 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

required, not held stock market required
optional, not held accounting optional
optional, not held modern portfolio theory optional
optional, not held statistics optional
optional, not held tax legislation 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.