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Financial Representative Interview Questions
5,866 financial representative interview questions shared by candidates
Q: Did you work in banks?
Tell me a time you helped a costumer solve an issue?
A made up client's spending description will given and you have to determine which type of CIBC banking services would be good for that client. Usually there is a list of clients and a list of banking services. You would have to match each client with the right banking service. Also, the interviewer will be play the role of a client calling you and you will tested on how you communicate with the client.
Have you had experience with target and goals in sales?
Situational questions around customer service
phone interview asks about your suitability, your past work experience, how well you understand your future role.The Face-to-face one is a bit tricky.My suggestion, never bluff and no amount of preparation can prepare you. So think and answer correctly or politely admit your ignorance.They test your attitude rather than your knowledge and how will go about things if given an option.
what could you bring to this role?
what experience do you have?
Why this company and position?
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