Recruiting / Pipeline
How to Know If You're Cut (and Why It Doesn't Matter)
Treat banking recruitment like sales: keep pursuing opportunities until you get a clear "no" — you only need one yes.
Sales Funnel Mechanics
You're in sales now. You are the product. Recruiting is a numbers game. Move prospects through stages until you close one.
Core Principles:
- Silence ≠ Rejection. Unless you hear "no," treat it as opportunity.
- Detach from outcomes. Focus on consistent, professional persistence.
- One yes wins. A single offer is the only metric that matters.
For strategy on timing interviews and negotiating competing offers, see Offer Timing & Negotiation.
Top of Funnel
Goal: Volume and Resonance
Channels: Coffee Chats, Info Sessions, Broad Networking
Every bank is a potential lead. Cast a wide net, build momentum, find people who click with you.
Middle of Funnel
Goal: Targeted Nurturing and Conversion
Channels: Invite-Only Chats, Follow-Ups
The funnel narrows. Some leads drop, others heat up. Double down on wins. Let uninteresting opportunities fall off naturally.
Tactics:
- Ignore comparisons. Patience outperforms panic.
- Focus energy on traction. People who respond, connect, and engage—that's where momentum builds.
- Drop cold leads. Spend that time on technicals, behavioral reps, or market views.
- Play long-term. Even non-targets matter. Relationships open doors years later.
Bottom of Funnel
Goal: Strategic Selection and Closing
Channels: First Rounds, Superdays
Focus shifts from outreach to conversion. Banks have you shortlisted. They want to close top candidates quickly.
Tactics:
- Drive toward the offer. Show interest is over. Build momentum every conversation.
- Understand their constraints. Bankers juggle candidates, deadlines, internal dynamics. Holding offers you won't take burns trust.
- Respond fast, communicate clearly. How you handle the final stretch leaves a stronger impression than the outcome.
- Win clean. Accept decisively. Close the loop with everyone else. The industry is small.
Persistence Principle
Unless told otherwise, you're still in. Keep emailing. Keep following up.
One yes wins.