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Banker Interview Questions

Top 5 banker interview questions with detailed tips for both hiring managers and candidates.
Paul Peters
By Paul Peters, May 3, 2021
Paul Peters is the Chief Editor of Betterteam. He's a former print journalist and small business owner and has written articles for a variety of newspapers, magazines and websites.
two Bankers looking at the computer screen inside the office

Bankers, also known as retail bankers, assist clients in managing their bank accounts and finances. They are responsible for providing banking solutions in line with their clients’ banking needs.

When interviewing bankers, the right candidate for the job should be able to assist clients, advise them on their finances, and be able to explain banking procedures to them succinctly and in an understandable manner. Avoid candidates that do not display a thorough understanding of retail banking processes.

Interview Questions for Bankers:

1. How do you explain banking procedures to clients who are unfamiliar with banking terms or technology?

Demonstrates retail banking knowledge and interpersonal skills.

2. How do you ensure that you provide the most suitable retail banking products and services to your clients?

Tests the ability to provide the right banking products and services to clients.

3. Describe the process you follow to onboard new clients. How do you ensure it is a smooth process?

Illustrates knowledge about retail banking platforms and client-interaction skills.

4. How do you stay up to date with best practices and regulations in retail banking?

Indicates an interest to remain well-informed on developments within the banking industry.

5. You incorrectly enter a client’s personal details in the banking database. How do you remedy the situation?

Demonstrates data-entry and problem-solving skills.

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