In order to work at a bank or credit union, you typically need a bachelor's degree in finance, economics, or a related field. Prior experience in customer service can also be beneficial, as these roles often require direct interaction with customers. You must possess strong analytical and problem-solving skills, excellent communication, and a knack for numbers. Most importantly, integrity and trustworthiness are key as you'll be handling clients' money. Additionally, further certifications or licenses may be required for advanced positions.