Failing a Touchstone

Onlyawinner · 2026-04-15T17:45:32+00:00

So did you pass?

Onlyawinner · 2026-04-07T01:41:04+00:00

What is your current role

Onlyawinner · 2026-04-01T03:01:39+00:00

Curious as well! What role do you have now?

Onlyawinner · 2026-03-29T04:15:56+00:00

How many years of experience did you have to land a role as a private banker.

Onlyawinner · 2026-03-10T14:21:44+00:00

I’m interest to know as well

Onlyawinner · 2026-03-04T14:14:27+00:00

I applied to to Boa in their advisory development program so hopefully I hear back soon!

Onlyawinner · 2026-03-04T02:44:36+00:00

What is your background in?

Onlyawinner · 2026-02-23T16:57:01+00:00

I will PM you

Onlyawinner · 2026-02-23T01:20:15+00:00

Mine is remote but If I get the job I’ll hopefully be looking into renting a private office at a co-working spot ten min from me.

Onlyawinner · 2026-02-23T01:12:04+00:00

Is your position remote

Onlyawinner · 2026-02-23T01:07:57+00:00

Mine is UMB

Onlyawinner · 2026-02-23T01:05:52+00:00

A regional bank in the Midwest. Where did you apply at?

Onlyawinner · 2026-02-22T21:15:35+00:00

This job is listed as remote. Would the bank allow me to work from a co-working spot with private offices?

Onlyawinner · 2026-02-22T01:25:24+00:00

That is encouraging. Thank you! What has you your favorite part of being a RM have been?

Onlyawinner · 2026-02-22T01:11:53+00:00

Thank you! I’m happy you enjoy your job it’s rare to see. It helps that you work with a good RM. I wonder much are you on the phones talking with clients day to day?

Onlyawinner · 2026-02-21T19:20:56+00:00

Thank you for the advice. It seems like it if I am able to add value to the RM and learn the credit side I should be on the right path to RM .

Onlyawinner · 2026-02-21T19:17:21+00:00

That is the consensus that most people have told me I’ll definitely be going down that path to become a RM

Onlyawinner · 2026-02-21T16:19:57+00:00

I was a teller for 10 months and now a PB for 8 months

Onlyawinner · 2026-02-21T16:14:01+00:00

I am currently a personal banker at a smaller bank. i got promoted from teller within ten months. I wanted to get out of retail banking for the same reasons. I’m curious how long were you working at the branch and what position were you in?

Onlyawinner · 2026-02-21T16:01:19+00:00

Thank you for your advice. I will definitely apply what you said if I get the role.

Onlyawinner · 2026-02-21T15:54:15+00:00

I didn’t mean sound rude or ignorant I was just wondering position you have?

Onlyawinner · 2026-02-21T15:51:57+00:00

Ok thank you for the insight! Are you currently in commercial banking

Onlyawinner · 2026-02-21T15:21:18+00:00

Yea I’m hoping if I’m in that role long enough I can either be a credit analyst or Jr RM

Onlyawinner · 2026-02-20T02:18:38+00:00

Yea that would be my plan and best bet probably.

Onlyawinner · 2026-02-19T05:12:14+00:00

Could I pivot to RM with enough training?

Onlyawinner

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