(Questions from recruiter) Tell me about a time that you went above and beyond for a customer?
Financial Services Representative Interview Questions
2,342 financial services representative interview questions shared by candidates
What are your short term and long term goals professionally? Why do you want to take the plunge in sales? Do you have what it takes to be successful?
really no unexpected or difficult questions.
What experiences have you had in sales or customer service that would aid in your ability to excel in this position?
no difficult questions
How comfortable are you cross-selling?
Where do you see yourself in 5 years? Why would you like to work here?
Why do you want to work for Merrill?
Previous experience and how it would play into this role.
1. Go over resume 2. What are you passionate about 3. Why did you choose Merrill Lynch 4. How will you deal with upset customers 5. Listen to a recording of a phone interaction an provided my opinion
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