Advice

Hello,

I am currently a retail Sr. Banker and have been for about 2.5 years but I have a strong interest for IB. I must finish my degree at with current company in order for them to pay for it.

I am looking for advice on what steps I can take as well as what certifications I should take now to stand out. Due to the college thing, I am a bit limited as far as internships and clubs hence why I stayed in retail banking.

I am more than happy to share my resume and listen to any advice on what to do.

6,196 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '24 Aug 2025 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“John is very kind and pleasant to talk with. He makes the student feel very at ease and encourages them to ask questions and to not hesitate if there is anything else he can help with, even if it is not directly related to the purpose of the scheduled session. He is very knowledgeable, communicates very well, gives clear actionable takeaways, and is very easy to schedule. ”

Southern Illinois University at Edwardsville

Class of '20 Jul 2026 Cohort

5.00/5

Investment Banking Mock Interview

“Julius has continued to go above and beyond each time I have a session with him. I have had 20+ sessions since joining the Academy and he is always willing to push your knowledge, put you in situation where you feel pressure and provides a calmness and will help you think through the situation. Like for today's mock he had built out a modeling test (LBO), something I had never done before, he pushes your knowledge while working through it and then provides great explanations on anything you may have missed at the end. I feel like he's provided me with the most valuable feedback and continues to will help anyone who is hungry to learn and expand their knowledge. Truley a great mentor!”

See All 11,446 WSO Academy Reviews

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1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
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