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Private client banker Interview Questions

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Private Client Banker interview questions shared by candidates

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Chase
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

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

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

Chase

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

1 Answers

talked about my personality and referred to prior success

J.P. Morgan

Describe why you’re right for this role.

1 Answers

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

Chase

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

1 Answers

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

JPMorgan Chase & Co

How would you handle (example)?

1 Answers

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

Chase

Sell me a checking account.

1 Answers

we'd love to foster a relationship. Can we start today?

Chase

Sell a pen that he drops on your desk.

1 Answers

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

J.P. Morgan

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

1 Answers

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

First Republic Bank

Tell me about your experience in the banking industry

1 Answers

Spoke about my job as a banker

JPMorgan Chase & Co

I was asked about my work experience, skills and licenses

1 Answers

I answered as honestly as I can based on my experience

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