Private client banker Interview Questions

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Private Client Banker interview questions shared by candidates

Top Interview Questions

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Private Client Banker was asked...22 October 2020

Would I be available to work some weekends and or later after close if there was a pending audit?

2 Answers

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I stated, I would be agreeable to work some weekends. As well, I would be happy to assist if need with an audit. Less

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Yes, my job is my #1 priority, anything to assist with a cohesive effort, whether it requires working some weekends Less

Private Client Banker was asked...18 February 2021

Describe why you’re right for this role.

1 Answers

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Customer service background experience and sales experience in banking and retail. Less

Private Client Banker was asked...11 March 2015

I have 5 qualified candidates. Why should I choose you?

1 Answers

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talked about my personality and referred to prior success

Private Client Banker was asked...18 May 2015

How does your day look like (as a banker)? Walk me through.

1 Answers

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Go through your day by showing that you have a structure and game plan. Having a designated call block is essential. Less

Chase Private Client Banker was asked...24 November 2015

How would you handle (example)?

1 Answers

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Think outside of the box. Being able to find solutions and use resources is key.

Private Client Banker was asked...3 February 2014

Sell a pen that he drops on your desk.

1 Answers

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Pick up the pen from his desk and tell him, "Do me a favor, why don't you write your name on this piece of paper". He will tell you that he does not have a pen, which you will then proceed to sell him the pen. Less

Private Client Banker was asked...4 May 2021

Tell me about a specific time you had to deal with a difficult client or coworker.

1 Answers

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I had a very dissatisfied customer who paid to upgrade our product. The upgrade we made did not turn out how he expected but time was needed for the leather to settle. To compensate for the perceived deficiency, I offered him a 12 month care package -which cost the company pennies on the dollar- for free! The care package protects his purchase in addition to making it look brand new whenever he wants. When the upgrade he initially paid for began to settle -thus, looking more natural and aesthetically pleasing to the eye- he was pleased with our work and only used 3 months of the 12 month care package I extended to him. Less

Private Client Banker was asked...19 August 2015