Post office counter clerk to bank teller
A post office counter clerk already meets 33% of what the bank teller role asks for. The move turns on 7 required skills not yet in the profile.
66.5/ 100
1 How much of what a bank teller is expected to do is already part of a post office counter clerk’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the bank teller role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
A bank teller role treats 7 of its required skills as things a post office counter clerk already does. You would walk in with these on day one.
- communicate with customers
- convert currency
- customer service
- financial products
- handle financial transactions
- offer financial services
What stands in the way is 7 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 9 skills that carry over, these are the ones fewest other occupations ask for. A bank teller role needs them, and most people applying for one will not have them already. This is the part of a post office counter clerk background worth leading with.
- already held convert currency management skills
- already held offer financial services communication, collaboration and creativity
- already held financial markets business, administration and law
- already held financial products business, administration and law
- already held advise on financial matters communication, collaboration and creativity
- already held handle financial transactions management skills
All 9 carried skills, including the 7 the bank teller role treats as required.
Table 3 · What you may need to learn
The 32 missing skills fall into 11 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.
- still to learn maintain financial records required
- still to learn maintain records of financial transactions required
- still to learn produce statistical financial records required
- still to learn trace financial transactions required
- optional, not held archive documentation related to work optional
- optional, not held create a financial report optional
- optional, not held manage digital archives optional
- optional, not held ensure proper document management optional
- optional, not held maintain customer records optional
- optional, not held obtain financial information optional
- optional, not held prepare financial statements optional
- still to learn banking activities required
- still to learn financial jurisdiction required
- optional, not held foreign valuta optional
- optional, not held accounting techniques optional
- optional, not held securities optional
- still to learn provide financial product information required
- optional, not held order supplies optional
- optional, not held protect client interests optional
- optional, not held manage bank vault optional
- optional, not held attach accounting certificates to accounting transactions optional
- optional, not held operate financial instruments optional
- optional, not held perform clerical duties optional
- optional, not held ensure safe transport of money optional
- optional, not held manage vault access optional
- optional, not held guarantee customer satisfaction optional
- optional, not held operate money-processing machine optional
5 further areas in the appendix
Table 4 · Where to start
The 3 entries a bank teller role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 banking activities study this
- 02 financial jurisdiction study this
- 03 maintain financial records practise this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 9 skills that carry over
- already held communicate with customers skill
- already held convert currency skill
- already held customer service knowledge
- already held financial products knowledge
- already held handle financial transactions skill
- already held offer financial services skill
- already held process payments skill
- already held advise on financial matters skill
- already held financial markets knowledge
The 5 learning areas not shown above
- optional, not held electronic communication optional
- optional, not held core banking software optional
- optional, not held actuarial science optional
- optional, not held health and safety regulations optional
- optional, not held economics optional
25 supplementary skills, helpful but not required
- optional, not held ensure safe transport of money optional
- optional, not held manage bank vault optional
- optional, not held manage vault access optional
- optional, not held operate money-processing machine optional
- optional, not held actuarial science optional
- optional, not held archive documentation related to work optional
- optional, not held core banking software optional
- optional, not held create a financial report optional
- optional, not held foreign valuta optional
- optional, not held guarantee customer satisfaction optional
- optional, not held manage digital archives optional
- optional, not held accounting techniques optional
- optional, not held attach accounting certificates to accounting transactions optional
- optional, not held economics optional
- optional, not held electronic communication optional
- optional, not held ensure proper document management optional
- optional, not held health and safety regulations optional
- optional, not held maintain customer records optional
- optional, not held obtain financial information optional
- optional, not held operate financial instruments optional
- optional, not held order supplies optional
- optional, not held perform clerical duties optional
- optional, not held prepare financial statements optional
- optional, not held protect client interests optional
- optional, not held securities optional
16 held skills the bank teller role does not ask for
- not needed by the target role assist customers skill
- not needed by the target role carry out active selling skill
- not needed by the target role characteristics of products knowledge
- not needed by the target role characteristics of services knowledge
- not needed by the target role deliver correspondence skill
- not needed by the target role distribute pensions skill
- not needed by the target role handle registered mail skill
- not needed by the target role issue sales invoices skill
- not needed by the target role maintain store cleanliness skill
- not needed by the target role operate cash register skill
- not needed by the target role promote financial products skill
- not needed by the target role register mail skill
- not needed by the target role sales argumentation knowledge
- not needed by the target role satisfy customers skill
- not needed by the target role sell post office products skill
- not needed by the target role types of pensions knowledge
10 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- still to learn banking activities required
- still to learn financial jurisdiction required
- optional, not held actuarial science optional
- optional, not held core banking software optional
- optional, not held foreign valuta optional
- optional, not held accounting techniques optional
- optional, not held economics optional
- optional, not held electronic communication optional
- optional, not held health and safety regulations optional
- optional, not held securities optional
Common questions about this move
Can a post office counter clerk become a bank teller?
Yes, and it is a substantial move. A post office counter clerk already covers 33% of what a bank teller is expected to do: 9 skills carry over, 7 of which the bank teller role treats as required.
What skills does a post office counter clerk need to become a bank teller?
7 required skills are missing, plus 25 optional ones. They fall into 11 areas of the ESCO skill hierarchy, led by information skills. The single most important is banking activities.
How hard is the move from post office counter clerk to bank teller?
Its learning distance is 66.5 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.
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.