Tips for personal banker interviews.

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ROBIN in Anaheim, California

85 months ago

Juan in Chicago, Illinois said: I actually got the job for a PB today with chase and all the posts in here helped a lot. I was a bit nervous before the interviews but the good thing was that all three interviews were done that same day one right after another. All three manager seemed to ask similar questions just said differently and in different order. Two of them had me do role play but with different kinds of products not having to do with banks. One had me pick a subject of my own and asked me to sell it to him. What I like to do is ask questions about what they are looking for what are they going to use for things like that. The more questions you ask the more you find out about the customer. That impressed them. Also the lobby thing was just to greet people as they came in and point them to the PB's that are there. If you read most of these posts you will be prepared enough, I think. One more thing I used a lot of personal sales experiences when I answered a lot of they're questions.

Good Luck!

JUAN ANY TIPS ON THE PERSONALITY QUESTIONS? WHAT DID YOU PUT? I TOOK IT LONG TIME AGO AND FAILED IT. HELP

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ROBIN in Anaheim, California

85 months ago

Barbara in Streetsboro, Ohio said: Congratulations Juan. I also was just hired by Chase. My last interview was a phone interview with the Market Manager. He just asked me to tell him a little bit about my background (over 20 yrs. in banking in management roles). He then asked me why I chose Chase as a potential employer. The third question is what I thought I might bring to Chase in the role of a personal banker. The last question was to give him an example of how I would handle a client that was pulled from the lobby and seated at my desk. Wanted to know how that conversation would sound. (Looking to see how far I probed before offering products). Told me this was the last step of the process and it moves pretty quickly after this interview. That was at 1 pm yesterday and I recieved my offer at 10am today. This site is wonderful and good luck to all potential Chase Personal Bankers. Just follow some of the suggestions and you should be fine.

WAS WONDERING WHAT TIPS DO YOU HAVE FOR THE PERSONALITY QUESTIONS OF THE ASSESMENT?

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Tom in Chicago, Illinois

85 months ago

Hey guys I'm writing my cover letter along with my resume and I'm not sure whom should I address my cover letter. Should I address it to the specific branch managers that I'm applying or should I address to the general HR ? I'm applying for Chase btw.

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Nita in Gary, Indiana

85 months ago

Ok, ThankYou for the response.:)

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pattygut in Irvine, California

85 months ago

Doug in Orange, California said: Hi Tara,
Did you get the job? I had a phone interview with Wells here in SoCal, and have a scheduled interview for Monday, 4/21...I assume it is a group interview. Thanks for the info, I'm sure it will come in handy.

hi, I'm wondering what they asked you for the phone interiew I have one tomorrow... please help thanks

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pattygut in Irvine, California

85 months ago

Doug in Orange, California said: Hi Tara,
Did you get the job? I had a phone interview with Wells here in SoCal, and have a scheduled interview for Monday, 4/21...I assume it is a group interview. Thanks for the info, I'm sure it will come in handy.

hi, I have a phone interview for wells fargo help plz what did they ask u

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betty in North Hollywood, California

84 months ago

this site is really helpful, please does anyone know how to explain how one has achieved a sale goal, for wellsfargo, thanks

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Patty B in Manteca, California

83 months ago

Thank you all for your postings. I have an interview in a week and all your generous comments have really help me. I hope i get the job as PB with Wells Fargo.

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Lucy in Los Angeles, California

83 months ago

Alex in Tucson, Arizona said: Wow, I am so thankful for this site! I have a personal banker interview on Tuesday June 29th 2010. I'll read as much as I can and post questions if needed. Thank you

Hi, I have an phone interview with Chase tomorrow for Personal Banker. Any advice on how to land an interview? It seems like they look for selling ability, product knowledge, and knowing something about their company. I am a fresh college grad currently working as a teller at another bank. I had no clue how hard it was to get interviews and be successful in them. I really really want this position so any advice would be appreciated. Thanks

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Jos in Las Vegas, Nevada

83 months ago

It seems that many people asking for help on here have one key thing that may be holding themselves back: GRAMMAR! You can ask anything you'd like and have a fantastic answer to all your interviewers questions, but lacking essiential grammar skills may be the death of your interview before the conversation even begins. Just a friendly reminder that a strong vocabulary and grammatical skills can go a long way in a professional conversation.

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Barbara in Kent, Ohio

82 months ago

I totally agree...use must also use SPELL CHECK....

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Patty in Manteca, California

82 months ago

What kind of questions did you ask during your interview?

Tim in Cambridge, Massachusetts said: I'm 21 and just landed a job as a Personal Banker. Having great people skills will be your best chance of impressing the hiring manager. They want a people person.
It will seriously help to have substantial sales skills and experience in dealing with customers.
If you have none of the above applying for a Bank Teller position is an excellent way to learn a substantial amount about retail banking.
As always, the best think you can take to ANY interview is a mental list of questions.
Asking questions in your interview show your interest in the job and pleasantly surprise the interviewer. Remember, "the person who asks the questions controls the conversation." So be prepared to ask those questions while being able to emphasize your prior sales skills.

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Happytobegone in Prairieville, Louisiana

82 months ago

If you are interested in ANY Chase position, RUN and RUN fast the other way. This company is nothing but a revolving door.

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Alibaba in Brooklyn, New York

82 months ago

b in Phoenix, Arizona said: for working with chase for 4 years knowing all their products, volunteered to do two different events where i out sold all the other reps, being always able to met and exceed my sales quota, being chosen to go to another state to come back train other associates, being a supervisor with the capacity to handle irate customers, having the most depth full knowledge of banking rules regulations, systems, policy and procedures, being not only a regular banker but also trained on the business aspect of their accounts, being one of their retention banker with the soft skills to retain customers,lastly for now being one of the lead bankers in my division i was laid off and my job was given to some one in another country that cant comprehend what a check register is and why a customer needs one i recently too applied for a job as personal banker and teller with chase bank and was not even considered for either positions i believe truly that chase bank is the worst bank i never want a job from them or will ever apply again i am actually in the process of being hired by wellsfargo chase bank doesnt care bout their employee or their customers guess i ll write jaime dimon funny thing is the man had the nerve to come and when asked the question if the rumor was true that he was eliminating our jobs he stood there and lied

This was the longest run-on sentence I have ever attempted to read. When applying for a PB position, it should be checked whether or not the applicant has some basic writing skills.

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RudyRmrz in Fresno, California

82 months ago

I am a personal banker with Chase. I love it and my hiring process was very smooth and easy. I saw the posting on the Chase website and applied. I have a bachelor's degree and previous banking experience. I took the assessment test online as part of the online application. It didn't seem very difficult at all: percentages, matching, personal response questions. The next day I got a call from a recruiter asking me some questions: why do I want to be a part of chase, what was my background, what were some things that I could do to make Chase better. She said that she liked my answers and she asked if I could interview with a manager the Monday of the next week. (I sent the application on Wednesday, got a call Thursday and was asked to come back on Monday.) I interviewed and it was branch manager from the bank that I was interviewing at and a branch manager from another bank. Neither were the manager that was going to be at the bank that I was interviewing for. They asked the same basic generic questions: why do I want to be with chase, what are my aspirations, tell me about yourself, your background,etc. I have a lot of retail experience and they were glad to see that since personal bankers all have to sell, retail experience is very useful. They asked me to come back on Thursday for a follow up and I received a call on Friday for the job offer. You make a salary of 29-35 a year plus monthly and annual incentives. It is difficult but if you try hard you can do it. I have never had a problem with Chase and someone has always had my back. I am moving up in the ranks and making much more than I started at but these are all options that you have when you want to move forward.

I hope all of this helps anyone.

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Gladtobegone in Prairieville, Louisiana

82 months ago

You are in one of their most growing markets, California and Florida. The rest of the country is horrible. Take it from me, they DON'T have your back unless you are a Kool Aid drinker, which is what they want. BEWARE!

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Patty in Manteca, California

82 months ago

what do you mean Kool Aid drinker??

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Gladtobe gone in Prairieville, Louisiana

82 months ago

Patty in Manteca, California said: what do you mean Kool Aid drinker??

A koolaid drinker is one that just follows whatever they are told without question, a robot. Are you old enough to remember Jim Jones? Take it from me, Chase is a revolving door.

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fs in Lynn, Massachusetts

82 months ago

lvelazq1 in Schaumburg, Illinois said: Do the Banks only hire personal bankers that are Bilingual, because I have applied at multiple banks, I have 15 years commisioned sales experience and customer service experience and been in the Top 10 sales Reps in the Midwest Area of 2000 reps 6 years in a row, but I am not Bilingual and so far I haven't got a call even for a phone interview in the 3 months since I have been applying. Can anyone give me any information if they only hire Bilingual Bankers? So I can stop trying.

overqualified

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Anonymous in Kenosha, Wisconsin

82 months ago

I had an interview with Chase over a year ago and did ok but not enough to make the cut with the recession and all. I can point out to the mistakes I made and now I would do anything for another chance. I've learned a lot since then through other jobs/experience. The questions pointed out here where spot on and did help me a lot on that interview.

Well, now I have an interview with Bank of America coming up in two days. So, I'm wondering if anyone knows what the difference between an interview with Chase and BOFA would be? Should I prepare the same way, same role playing and type of questions?

Anything particular about the PB BOFA Interview I should be aware of?

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RudyRmrz in Fresno, California

82 months ago

Gladtobegone in Prairieville, Louisiana said: You are in one of their most growing markets, California and Florida. The rest of the country is horrible. Take it from me, they DON'T have your back unless you are a Kool Aid drinker, which is what they want. BEWARE!

I don't mean to be rude but I disagree. Maybe it IS because I am in a affluent area but any ideas that I give are taken very seriously. I tell all of my tellers that we are a team and should act accordingly. I think a lot of times the job is what you make of it.

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RudyRmrz in Fresno, California

82 months ago

Anonymous in Kenosha, Wisconsin said:

Anything particular about the PB BOFA Interview I should be aware of?

They are very similar. They are both BIG 4 banks so the same type of questions will apply. I have found that the in order to have a good interview it is not always the company, your skills, or what you have brought to the table, but you interviewer. When you walk in the door, if the interviewer is one that looks into you eyes, do the same. If they were joking around before you walked in the door and happened to overhear, try making them laugh during the interview. If they are all business, be all business. Mirror the interviewer and you will do well. When I am interviewing for tellers at Chase I look for people with personality, I have colleagues that like those that are all business. If you have a good resume then you will do fine. That is what got you to the interview in the first place. The whole reason that you are now sitting in front of someone if to show your own personality, your inspiration, and your talent aka experiences. Lastly, I know it is difficult, but try not to be nervous or at least not act nervous, say you are nervous, etc. That is one of my pet peeves when a person tells me "sorry, I am just really nervous." To me that says they are not prepared, or in situations that might cause for moments decision making, they might not cut it.

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Fernando in San Diego, California

82 months ago

RudyRmrz in Fresno, California said: Mirror the interviewer and you will do well. When I am interviewing for tellers at Chase I look for people with personality, I have colleagues that like those that are all business.

Rudy, I'm anonymous from Kenosha (I'm in San Diego now). Thanks for a very good point. In hyndsight I realize that every interview that went well and got me the job I was mirroring the interviewer but didn't consciously realize it until now. I think this also applies in selling to customers.

I truly feel I now have what it takes to land this job. Education, experience and attitude/personality. Anyways... tomorrow is my big day, wish me luck!

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sadie in San Antonio, Texas

82 months ago

I'm 22, working as a Phone Banker w/ Wachovia, and when I applied my employment history consisted of a cashier at a grocery store, teller at another bank, and a mgr/owner of a little grocery store that my parents owned inside a mall. Initially I got a phone interview, all I had to do was answer the questions in a clear & concise manner. Also, don't be all business. You need to have personality, because when you are selling to the customer, you can't build rapport by being boring & bland. I got my 2nd interview maybe a week later. It was suppose to be with 2 managers, but at the time that person was out, so it was just with one. That interview was pretty easy, just answer the questions the same way, show your personality, try to be funny here and there (appropriate of course), and show off your achievements, especially those related to sales & customer service. At the end of the interview when you are asked if you have any questions, do ask some questions. One thing I think they liked, is when I assumed the position. I asked "how quickly do employees get promoted?" I forgot what else I asked, but that question was important because that shows that you will be the type that assumes the sale, which is the most important thing as a salesperson.

By the way, i'm a Phone Banker w/ Wachovia (soon I'll be transitioning to Wells) but the #1 thing being pushed is sales. We cross-sell and constantly refer refer refer! I don't enjoy being a pushy salesman but it's what it takes to be successful in the banking world nowadays. Also, the scripts I'm providing here, reword them a little because as a personal banker you don't have to say stuff like "let me get my parnter..." if YOU are the one to complete the sale.

My post is long so i'll post them seperately

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sadie in San Antonio, Texas

82 months ago

con't (1)...

This is how I sell various products. "Is there a reason why your full banking package wasn't completed for you? I saw that your back-up account wasn't activated. What it's used for is if for instance you lose your debit card, you know how it takes up to about 2 wks (including weekends) to get a new one? Well we've been getting many complaints about that so now we make sure every customer has a back-up account with a seperate dbc so you can use that one while you wait for your new card via mail. Also, this same account, people are using it for online purchases (you have to be careful when you do those, I personally don't like giving my acct # on the internet cause what if it turns out to be a phony merchant & they drain my account). Also, people use this back-up account for their bills. Let me get my parnter on the line to activate that for you." -- Now I know that sounds super long, but when I do it, it doesn't sound that long.

"Do you own or rent?" If they say "Own" get them to re-finance. "Let me get my parnter to help you see if you can save money by re-financing with us, you could be saving a lot of money every month if we can get you a better interest rate." If they say "rent", sell them on Renters Insurance. "Do you know how expensive it could be if someone breaks into your apartment and steal valuable items? A LOT. It's important these days to have your belongings insured because for instance if you lose your ring or laptop, instead of suffering the loss of thousands of dollars, you'll have a peace of mind knowing you are covered. Let me get my partner to give you more information on that."

(and yes there's more posts...)

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sadie in San Antonio, Texas

82 months ago

(con't 2...)

If customers object, overcome them. Don't be afraid to ask "Why not?" Listen and act appropriate based off the clues. If they don't have time, say "No problem, when's a better time to contact you?" The purpose of asking why is because we want to find out if they're just confused, misunderstanding, afraid, etc. However, becareful not to push too too much then we already do.

Make it sound like you are doing the customer a favor, that way they think they you are taking care of them. I know this seems tricky, but hey, it's what we have to do to keep managers off our back.

Another helpful tip for a personal banker who have face-to-face interaction w/ customers, build that rapport, be friendly, helpful, and leave a lasting impression. Call them up on their birthdays, send them thank you cards, etc. They will remember you and will also mention you to their friends/family.

(keep reading...)

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sadie in San Antonio, Texas

82 months ago

(con't 3... and this is it)

Even though we have to be pushy salesman, remember to interact w/ the customer on a HUMNAN level too. Banking is not an easy thing to understand, it seems like it's common sense, but to most who have never been in banking, it's not that simple. Help them understand their account so they can avoid losses. Also, if you get customers who honestly made a few mistakes, please refund their fees! The bank can certainly afford to refund those outrageous fees. Plus, refunding fees & helping a customer get out of a hole will build that rapport we are seeking.

So this is the last of my long post...Good luck!

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lou87 in mineola, New York

81 months ago

I applied to Citi Bank for a Personal Banker position 7 days ago and havent head from them yet. Two hours after I took the assesment test online i got an email saying that i passed the test and after my resume and application is reviewed i will get a call back if im qualify. Does anybody know how long they take to contact people?? Please let me know so i can apply to another bank. I dont have any banking experience but Im a peoples person and have an associates in accounting.

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Bob The Builder in Latonia, Kentucky

81 months ago

Working for any of the Bigger Banks (ones mentioned) in the PB role you are asked to be very pushy.. I mean discover needs.. Right!! you will not make anything unless you put every customer into something (cc,extra chk acct, sav) that they don't want or need.. Most banks know customers carry 5-7 cards so why not 1 more right..

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Tim in Oceanside, California

80 months ago

Keith in Downers Grove, Illinois said: Had my interview with the branch manager today, it was pretty short and they did not ask me to role play or anything (I have 5+ years sales and customer service experience) and they said we'll be in touch at the end... what does that mean?? how long before they normally get back to you after the second interview? I am a ready to have a nervous breakdown because I really want this position.

PS other than Chase what is a good bank to work for?? I'm looking to make 40-50k including commision my first year.

Wells Fargo is a great bank to work for as PB... starting is 38k not including quarterly bonus and I make about about 17 hundred in bonus every quarter.

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Anonymous in Desert Hot Springs, California

80 months ago

I just started as a Personal Banker with BofA in California. A bit of a pay cut from my last job but I absolutely love it and I am ready to do my best every day.

My question is for BofA PBs in California, how did you learn COIN/SNAP? Are there any resources available to learn it before you get in front of customers?It seems that they train you for everything BUT how to use this system. Any suggestions here would be greatly appreciated.

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Patty in Manteca, California

80 months ago

How did you get the job as a phone banker?

sadie in San Antonio, Texas said: I'm 22, working as a Phone Banker w/ Wachovia, and when I applied my employment history consisted of a cashier at a grocery store, teller at another bank, and a mgr/owner of a little grocery store that my parents owned inside a mall. Initially I got a phone interview, all I had to do was answer the questions in a clear & concise manner. Also, don't be all business. You need to have personality, because when you are selling to the customer, you can't build rapport by being boring & bland. I got my 2nd interview maybe a week later. It was suppose to be with 2 managers, but at the time that person was out, so it was just with one. That interview was pretty easy, just answer the questions the same way, show your personality, try to be funny here and there (appropriate of course), and show off your achievements, especially those related to sales & customer service. At the end of the interview when you are asked if you have any questions, do ask some questions. One thing I think they liked, is when I assumed the position. I asked "how quickly do employees get promoted?" I forgot what else I asked, but that question was important because that shows that you will be the type that assumes the sale, which is the most important thing as a salesperson.

By the way, i'm a Phone Banker w/ Wachovia (soon I'll be transitioning to Wells) but the #1 thing being pushed is sales. We cross-sell and constantly refer refer refer! I don't enjoy being a pushy salesman but it's what it takes to be successful in the banking world nowadays. Also, the scripts I'm providing here, reword them a little because as a personal banker you don't have to say stuff like "let me get my parnter..." if YOU are the one to complete the sale.

My post is long so i'll post them seperately

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sadie in San Antonio, Texas

80 months ago

Patty in Manteca, California said: How did you get the job as a phone banker?

My resume that I sent was to the point, emphasized on sales recognition, and my willingness to help others and strongly believing in "sales=service" and "service=sales".

Initial phone interview: Show that you have a personality, make a joke here or there...appropriate of course. Why? Because they want to see if you are able to build rapport over the phone..do you sound friendly and professional over the phone. Be prepared when they ask you why you want to work there. come up with something that's not too out there. I think I said something like "I'm good at sales and customer service, this job is the perfect fit for my type of personality and i find happiness in being able to help others understand their banking needs".

Then I at the in-person interview, it was pretty much the same thing. Make sure to emphasize your strong points (in my case selling...selling is a huuuge thing to them). emphasize that you can work well w/ others or on own. you like to not just meet expectations but you go above it otherwise you are not satisfied. you are confident that you will be a great attribute to their company as you have a lot to offer. And when its time for u to ask questions...make sure u have at least 2 questions to ask. Mine was how can you get promotions (that indicates to them that you are there to work hard and succeed).

Good luck.

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chicagogal in Chicago, Illinois

80 months ago

There seems to be an emphasis on percentage knowledge for the tests. Are questions problem solving to equate percentages or are the questions proposed in a scenario? ie what is 50% of 100 OR If I give you 50cents, what percentage of that is $1? These questions can be tricky. OR do we need to move decimals .01 .10 is what percent of 100?

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canno1cm in Trenton, Michigan

80 months ago

Reading this site helped alot! I had to role play with a pen and then a phone. The questions were basic. Spend time on practicing role playing and detailed examples. They seemed to want you to ask alot of questions.

Does anyone know how long you have to wait to hear back from interviewing with the district manager?? He gave me his card and said that they would be in touch. Does this mean I did not get it? :(

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Y&S in Brooklyn, New York

79 months ago

i just recently got hired by chase for personal banker position in New York and here are my tips for you guys.

1. Dress professional, a well tailored suit with a good pair of shoes makes a good impression, make sure your breath smells good also
2. Be calm and relaxed, these are top managers and can notice fear and anxiety so be calm
3. ask questions, dont leave without asking questions. One question you should ask is, "In your opinion what are the qualities needed for a PB to be number one", remember this and you will be successfull, a PB must have excellent communication skills very good listening skills.
4. They will ask you questions about chase products i highly recommend you know all about the 4 checking accounts and 3 savings account

before my interview even started i was talking to the branch manager about cars and ps3 black ops, shared a few laughs even before interview started. what they wanna hear is that your gonna bring the big bucks to the company but be a humble team player, tell them that you dont settle for nothing less than 1st place. I was scheduled for 3 interviews on one day with 3 banks after my final interview i was told that the boss of the branch manager wanted to meet me so i drove to him. He was very serious and straight foward but i didn't let that phase me i was also straight foward. I impressed him so much that he sent me right after to his big boss for an interview in another branch so mind you this is my 5th interview so im already tired but i didnt lose focus. The Big boss was a female and very strict looking but like i said that didnt phase me i was straight foward. She ask me why should i hire you? i said ma'am the real question you should be asking yourself is why shouldn't you hire me, with a proven successful sales track record and a aggressive sales mentality all i can do is generate revenue for this company and make us stay number one. Her jaw dropped you have to be relaxed. And prepare for role plays.

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sam in Oak Park, Michigan

79 months ago

??? in Ypsilanti, Michigan said: I applied online and received an e-mail the next day telling to me contact the recruiter. I did so and we sent up a phone interview about 4 days later. I had the phone interview (i posted some of the questions asked on here somewhere). Then I received a phone call to schedule my second interview 6 days later. I had the second interview and I nailed it!!!! Yay! so hopefully I will get the call back for the third interview this week.

Please keep in mind that it varies so don't get discouraged! The first time I applied I didn't get any phone calls back! so keep trying!

can you tell what questions they asked on the hone interview ?

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Frank in Rochester, Minnesota

78 months ago

kevin in Arlington, Virginia said: I just went thru my third interview it was the toughest and they guy who interviewed me was the area manager for personal banker.

I did not get the job ... and I know where i exactly screwed up... which I can whine abt and say its not fair. but they Interviewer asked me what have i done to prepare myself for this position?
and the toughest one was he asked me abt different products and insurances.
When I talked to hr department lady was kind enought to tell me she was disapointed that i was turned down and she said the only reason was I did not had any knowledge of products.

My advice from last interviews I have had with few companies is:
Certain things u want to imphasize on:
1. people person
2. customer service
3. team player
4. product knowledge.

WEll i am gonna do some browsing and see if i can learn some of the products online and apply again .

I do have one question could someone find out if u have fore closure and couple credit cards on late payments... will that affect u gettin the job at bank ?

Some companies will look at your credit score while others while not, but it is definitely legal for companies in banking to look at your credit score and make judgements about you based on your credit score since it does pertain to the job in the banking industry.

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Danny in Bronx, New York

78 months ago

My inteview was suppose to be @ 10:30am, I end up getting interviewed at 1:pm. He put me in the office, then kept me waiting even more. The vice president and distrinct manager come in to interview me. First question, tell me about yourself, My response,"I'm a positive, responsible indiviual who seeks challenges. I enjoy working with people. I also very dedicated and driven, I seek challenges and when I'm passionate about something I do it in excess. His reply," What do you mean when your passionate. When are you not passionate?" It goes down hill from there. He then asks me how do I rate myself as a sales person. I say a 9.5. He says "Really??? wow, a 9.5, huh?". The VP sees I work at Best Buy, he says sell me a computer. I sell him a computer and in the middle he knocks on the window and points at the someone to signal to do something else, he then says Best Buy employees are terrible sellers. The district manager asks why do I want to work at chase. when I start telling him why I want to work at chase his cellphone rings. He answers the call while I'm in the middle of my answer and starts yelling on someone, you could tell it wasn't planned either. He hangs up and then says sell me that pen in your hand. I start to sell it and he immediately starts saying I'm not interested, I like my pen I don't want your pen, I have to go. He tells me I didn't greet him and some other stuff. Then he says What do you grade yourself. I said I give myself a 3, he said to me, "but before you gave yorself a 9.5, why are you giving yourself a 3 now?" He looks at my resume, he says you don't have any banking experience, you don't have much experience at all, he says Best Buy's service sucks by the way! Can't every detail everything in but that;s how the interview continued. I wud not want to work in an environment like that anyway. STAY AWAY!

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unixphone in Fremont, California

78 months ago

he did that on purpose. He wanted to test how much stress u can take and what will u do when u meet customers like that. Can u still be professional? For example, "why i want to switch my pen? I love my pen!"
this is like why i want to go to wells fargo? I love chase bank!! You are suppose to say something like "Why not try having both pens at once? You can still keep your pen and have the options to choose." If he says BestBuy and their employees are terrible, you should keep it professional and reply "I am sorry how you feel. If i am not mistaken, i haven't met u before right? I will ensure to meet your expectation!!"

He is trying to be a bad customer and want to see can u handle them. Honestly, we DO HAVE THOSE CUSTOMERS. Anyway, this is a good experiences for you. I am sure u will do better next time :)

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Interviewee in San Francisco, California

78 months ago

I applied for PB openings within my county through the WF website. I had a mediocre at best resume. The day after turning in the application and resume, I was prompted by email to contact the phone screener at an 888 number. After a week without contacting them, they contacted me and asked me to continue the interview process by participating in a screening interview. I feel that I blew the screening, but a week later they called me for a group interview. That interview turned out to be cancelled, no reason given, but I was offered a phone interview in lieu. This was the normal "feel you out, what do you want out of us" interview.
During the phone interview I was asked my availability, which general area I would like to work in, salary expectations and job history and experience in sales/cold calling. They did a prescreening of licensure in real estate or other advanced banking, also prescreening my ability to be bonded. They did a few questions, why do you want to work for WF, what motivates you? Tell me about a difficult client/customer you had one time, what did you do? They asked if I had any questions. They then told me they would contact within 6 days if there was an opening, interest with no opening, or no interest.

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nancy in Los Angeles, California

78 months ago

Jennifer Bond in Indianapolis, Indiana said: Well, at my company they asked why do I want to work for them? Then they had me role play like I am a personal banker...they wanted me to know the questions to ask to get someone to sign up for an account. But I am sure it varies from company to company. But mainly in the role playing thing...you just need to ask questions like you are a personal banker right from the start:

Welcome to ...my name is...
What brings you in today?...
Great! What company are you currently banking with?
What do you like most about ...?
What do you like least about...?
Do you have checkings and savings?
What types of balances do you usually keep between your checkings and savings? <you ask this question and they next ?'s to qualify the for the different accounts they have available.>
Do you have any mortgage's or auto loans with us now?
Do you have any 401K roleover?
Ok,great!
What are you looking for in a new account?
Ok,I understand.
It sounds like you could qualify for......what this account includes is.....and it also includes...and free checks the first time you sign up, free debit cards, free safe box, and discounts on different types of loans!
Did you bring you two forms of ID with you?!
Great! Let's get you this going for you!

You could always add more but this is the one that is easiest that I found!

Good luck. Normally the first Interview is the easiest...then the next ones are harder. On my first interview there was an assessment...that you had to pass and it's all about percentages...I passed it but...it takes a while.

what do u say when they answer "what bank r u with now"
for example they say bank of america

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Patty in Manteca, California

78 months ago

Thank you so much!! This was really helpful!! Much success in your new job :)

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justlooking91 in Chicago, Illinois

78 months ago

That is word for word from Chase Bank

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Jennifer Bond in Indianapolis, Indiana

78 months ago

Ha, wow a long time ago I posted on here before even getting the job. I've been with Chase for over 3 1/2 years. It has been the best company I have ever worked for!Good luck to you all!! :)) Just be yourself!!

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Jennifer Bond in Indianapolis, Indiana

78 months ago

nancy in Los Angeles, California said: what do u say when they answer "what bank r u with now"
for example they say bank of america

I just noticed these emails from this website! I can't believe it's been over 43 months ago!! Anyway, I have been with Chase bank ever since.

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jjjj in Prairieville, Louisiana

78 months ago

unixphone in Fremont, California said: he did that on purpose. He wanted to test how much stress u can take and what will u do when u meet customers like that. Can u still be professional? For example, "why i want to switch my pen? I love my pen!"
this is like why i want to go to wells fargo? I love chase bank!! You are suppose to say something like "Why not try having both pens at once? You can still keep your pen and have the options to choose." If he says BestBuy and their employees are terrible, you should keep it professional and reply "I am sorry how you feel. If i am not mistaken, i haven't met u before right? I will ensure to meet your expectation!!"

He is trying to be a bad customer and want to see can u handle them. Honestly, we DO HAVE THOSE CUSTOMERS. Anyway, this is a good experiences for you. I am sure u will do better next time :)

Another Chase KOOL AID drinker.

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jjjj in Prairieville, Louisiana

78 months ago

Danny in Bronx, New York said: My inteview was suppose to be @ 10:30am, I end up getting interviewed at 1:pm. He put me in the office, then kept me waiting even more. The vice president and distrinct manager come in to interview me. First question, tell me about yourself, My response,"I'm a positive, responsible indiviual who seeks challenges. I enjoy working with people. I also very dedicated and driven, I seek challenges and when I'm passionate about something I do it in excess. His reply," What do you mean when your passionate. When are you not passionate?" It goes down hill from there. He then asks me how do I rate myself as a sales person. I say a 9.5. He says "Really??? wow, a 9.5, huh?". The VP sees I work at Best Buy, he says sell me a computer. I sell him a computer and in the middle he knocks on the window and points at the someone to signal to do something else, he then says Best Buy employees are terrible sellers. The district manager asks why do I want to work at chase. when I start telling him why I want to work at chase his cellphone rings. He answers the call while I'm in the middle of my answer and starts yelling on someone, you could tell it wasn't planned either. He hangs up and then says sell me that pen in your hand. I start to sell it and he immediately starts saying I'm not interested, I like my pen I don't want your pen, I have to go. He tells me I didn't greet him and some other stuff. Then he says What do you grade yourself. I said I give myself a 3, he said to me, "but before you gave yorself a 9.5, why are you giving yourself a 3 now?" He looks at my resume, he says you don't have any banking experience, you don't have much experience at all, he says Best Buy's service sucks by the way! Can't every detail everything in but that;s how the interview continued. I wud not want to work in an environment like that anyway. STAY AWAY!

NOT getting the job was an answered prayer. Chase is a revolving door.

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Dustin in Mckinney, Texas

78 months ago

Very helpful. I am in the process of applying to Chase. I have ample sales experience, lots of success stories, and I feel very confident in this opportunity. I Appreciate the post, good advice!

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randomdude585 in Duluth, Georgia

78 months ago

Hey, I applied for a personal banker position with chase. I completed the online application and took the assessment test. In a couple hours (<12) I received an email saying "we are interested in your background and would like to speak with you further please email ___@chase.com within 3 business days ...". Well, I emailed the recruiter and have not received a phone call or email response. What do you think this means? Was it just a computerized email sent out automatically after passing the assessment?

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