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Personal Banker Interview Questions

Top 5 personal banker interview questions with detailed tips for both hiring managers and candidates.
Paul Peters
By Paul Peters, May 19, 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.
Young personal banker showing details at his open laptop to his client while sitting on a couch.

Personal bankers seek to provide customized banking services to their clients. They are responsible for providing banking solutions in line with their clients’ financial needs.

When interviewing personal bankers, the right candidate for the position should be able to deliver a high level of client satisfaction and be good at describing banking products and policies. Avoid candidates that do not display a thorough understanding of personal banking processes.

Interview Questions for Personal Bankers:

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

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

2. Describe the process you follow to find new clients. How do you convince them to use your personal banking services?

Shows the ability to seek new business opportunities.

3. 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.

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

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

5. How do you build relationships with your clients?

Tests the ability to develop rapport with clients.

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