Brilliant Answers to Personal Banker Interview Questions

Dear Job Seeker,

I will keep this short and to the point. Here is what I have for you:

cover of perosnal banker interview guide

In the eBook you will find great answers to the following interview questions:

  • Why do you want to become a personal banker?
  • Why did you choose our bank?
  • How would you convince the customer to become a client of our bank?
  • Talk about a successful sales experience.
  • Give an example of you dealing with an irate customer and what you did to fix the problem.
  • What would you do if you saw a fellow employee take $100 that belonged to the bank?
  • From your point of view, what is the main difference between teller and personal banker?
  • Describe a situation when you had problems to communicate something to your boss, or to your colleague.
  • What banking products do you personally use and why?
  • Why should we hire you, and not one of many other applicants for this job?
  • And 10 other difficult interview questions for Personal Banker

Check the sample below to see how the eBook can help you


Sample from the eBook

Question: Where do you see yourself in five years time?

Hint: Interviewers ask this question primarily to find out if your career plan matches the possibilities they can offer you.

In most banking institutions, exact career growth plan for each entry level job is outlined. Your answer should correspond with this plan. Private Service Manager, or Store Manager, are the next career steps for most personal bankers. One can also specialize further and become a mortgage consultant, or sales consultant.

Hiring is getting expensive and many banks face huge job hoping rates. Therefore you should try to convince them that you are a loyal employee, that you want to grow with them for many years to come.

Sample answers:

– In five years time, I would like to have a managerial position in a bank. My plan is to start here as a personal banker, improve my customer service skills, work on my management degree, do a good job, and be promoted in four or five years time.

– My goal is to become a consultant in five, or in ten years time. I believe that I can learn a lot in this company, and if I do a good job, and progress with my education along the way, there will definitely be some options…


Question: How would you convince the prospect to become a client of our bank?

Hint: At the end of the day, business is about turning prospects to clients. A really good banker is able to pitch a client in a right moment, and convince them into buying something.

If you want to get a job, you simply need to convince the interviewers that you have this ability. But it is not only about your answer to this question. All things you do in an interview matter…. As a good salesman, you should definitely keep an eye contact with the client and listen carefully. It’s necessary to present these things in an interview, as I explained in the chapter “Act as an ideal banker would act in their daily job”. Let’s have a look at sample answers.

Sample answers:

– I would try to uncover the needs of the client and match them with the products or services we offer. After that, I would look for the options to upsell, according to the situation and their needs.

– First of all, I would try to create a good friendly relationship with them. Sales are all about relationships. Once I gained their trust, it would be easier to sell them something.


Question: What banking products do you personally use and why?

Hint: This question is your chance to demonstrate your knowledge of banking products, with a wise explanation, one that your future customers would understand and appreciate.

Try to speak clearly, to the point, and stress the benefits the products bring to you as a client, so the interviewers can envision you doing the same thing in your future job, reaching out to their prospective customers.

Sample answer

– I have a checking account and a platinum debit card from your bank. You have so many ATMs in this area, and the card works perfectly for my online shopping needs, therefore I chose it. My parents have a mortgage loan from your bank and they are very happy with the flexibility of monthly installments, as well as the option to make extra payments at their convenience. I believe it is one of the best mortgage plans out there.


Question: What characterize a good personal banker from your point of view?

Hint: Interviewers try to find out if you understand the real role of banker, if you know what would be expected from you. Primarily, you should focus on sales. Then you can mention something about good level of customer satisfaction.

Anyway, your characteristic of a good personal banker should not consist in their skills, but in the benefits they can bring to the bank and to the clients, doing a good job in a bank.

Sample answers

– Good banker creates profit for their employer. They sell products to clients and they retain the best possible level of customer satisfaction. They should be happy in their daily job, and they should act responsibly. They should avoid making mistakes in work.

– Good banker should meet the expectations of their employer, in terms of monthly sales volume, levels of customer satisfaction, as well as other tangible and intangible goals. They should also enjoy doing their job, be loyal to the bank. They should have good relationship with other employees, and strive to maintain a good atmosphere in the workplace.


Question: From your point of view, what is the main difference between teller and personal banker?

Hint: Many job seekers say that tellers stand behind the window and handle cash, while personal bankers work on account operations, sitting at desk.

However, the real difference is that personal bankers are responsible for sales, for finding new clients, and for extending business relations with the existing one. Tellers simply take care of transactions—that’s it, and that’s why bankers earn more than tellers do….

You should always approach your work proactively (at least when talking about it in an interview) and have high expectations on yourself regarding sales. Try to reflect this attitude in your answer.

Sample answers

– From my point of view, responsibility for sales lies on the shoulders of personal bankers. Tellers only carry out transactions. Bankers build relationships, upsell and create new business opportunities. This makes the biggest difference between teller and personal banker. It is also the reason why I apply for a role of a banker, as I want to actively contribute to the profit of this bank branch.

– Tellers can be passive in their job, carrying out transactions, waiting what happens. That’s not something for me. I am passionate about meeting new people, building relationships and selling banking products. I believe that characterize a banker, and differentiate them from a teller. Personal banker is fully responsible for sales, while teller is responsible only for customer satisfaction.

End of the sample

These are just five interview questions. A small fraction of 42 pages long, specialized eBook in which you’ll find:

  • Brilliant sample answers to twenty most common personal banker interview questions.
  • Two example role plays for personal bankers (the most difficult part of the interviews), with a step-by-step guide on how to flourish in them.
  • Two winning interview strategies that will help you to stand out, and impress your interviewers.
  • … and much more!

All information from someone who interviewed more than one thousand applicants for jobs of personal bankers, tellers, and phone bankers…

Jack Groner, author of the eBook

But I do not want to waste your time with lengthy sales pages, fake “last minute” discounts, or other things. You have read the sample, you know what the eBook is about, and I believe you can tell whether it will help you in your interview.

I sincerely believe it will help you a lot. And you can read it easily in two or three hours, it’s 11,500 words. Only things that truly matter, no secondary content.

Plus, of course, you have a risk free sixty days money back guarantee. If you don’t like this eBook for any reason, or no reason at all, just let me know (email me at jack[at]personalbankerinterviewquestions[dot]com) within 60 days and I will give you a full refund.


Summary and technical info about the book

cover of perosnal banker interview guide

  • Format: eBook (.pdf file format, you can read it on your desktop, tablet, mobile, or kindle, and you can easily print it if you want)
  • Author: Jack Groner
  • Pages: 42, Words: 11,500
  • Updated in 2020
  • Secure checkout with PayPal, Instant download
  • Risk free 60 days money back guarantee
  • Price: $19.95 (You will make it back in less than two hours in your new job)
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Jack Groner, Your personal job interview coach

P.S. Send me an email if you are still not sure how this guide will help you to get a job, or if you have any questions (jack[at]personalbankerinterviewquestions[dot]com). I try my best to answer all emails within twelve hours.