tell us a scenario where you provided exceptional customer service .
Relationship Interview Questions
9,664 relationship interview questions shared by candidates
There is a case study in the second interview to see how you would handle a situation with a client making an almost impossible request.
A common question that they ask is: What are your 3 biggest strengths and weaknesses? This quesion always tends to trip me up, as the weaknesses need to have a positive spin on them.
Describe a situation a time when you had to go above and beyond the call of duty in order to get a job done.
They ask many behavioral questions (tell me a time when....)
They had me do a mock phone call with the interviewer which was fairly unexpected but in the end the interview process was pretty easy.
Questions about difference between stock and bond, mutual fund and ETF.
Nothing difficult. What recent economic news surprised you? Tell me about a time you had to think outside the box.
The most difficult part of the interview was the case study because they put you in a situation where knowing the companies policies and proceedures would really help you out. Since you are not an employee yet, you have no way of knowing what those policies are. Basically, a customer is trying to set up an IRA at the last minute and is setting it up for his daughter. Signatures are needed and the money to open the IRA needs time to process. Plus, I'm sure they want you to build up the company (in the case study they have you pretend you are with some other company) and try to up-sell as well. The case study in my opinion was worthless and was a poor way of gauging someone's true skills. If you want to me to advise someone on how to open an IRA at the last minute then maybe you should tell me how that process works and I would easily be able to relay that to a customer.
The case study was difficult
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