Financial Services Representative Interview Questions

3,578 financial services representative interview questions shared by candidates

Was most surprised by having to role play a scenario. They focused more on the discussion you were able to have with a client, how well you listend, and judged your response to their answers. In one scenario, the client kept mentioning her husband, so it was best to suggest setting up an appointment with him there. They were not focused on the actual banking products since they will teach those in training.
Jul 8, 2014

Was most surprised by having to role play a scenario. They focused more on the discussion you were able to have with a client, how well you listend, and judged your response to their answers. In one scenario, the client kept mentioning her husband, so it was best to suggest setting up an appointment with him there. They were not focused on the actual banking products since they will teach those in training.

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