typical questions. scenario/response background qualifications and so on
Financial Services Representative Interview Questions
2,342 financial services representative interview questions shared by candidates
Please tell us why you are interested in this role and why you believe you would be good at it.
What was one situation you had to resolve a issue for a customer.
If you could change something about yourself what would it be and why? Name a time you provided excellent customer service and why? If a customer named three things for you to do, what would you do first?
You should know within FSR which of the three functions (finance, structured products, real estate) that you're the most interested in
Tell me about yourself. Why fidelity investments? Why finance? Tell me about a time you gave excellent customer service? Tell me about a time you had to reach goals/metrics? Tell me about a time of poor customer service and what you did to change it? Tell me about a time you worked with a group/team. Tell me about a course in school that you took and didn't care for and why. What does customer service mean to you?
Name a time you went above and beyond for customer service.
tell us about a time you had to be a leader?
Are you currently using Excel or Power Point?
Why FSR?
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