Skip to contentSkip to footer

Financial Services Representative Interview Questions

Salaries
Interviews

2,342 financial services representative interview questions shared by candidates

First questions was ok such as tell me about your most recent experience how did you capture clients and achieve your sales targets. Tell me a hard situation you were sucessed. After that started behaviour questions and was the worst part. A lot of massive questions and real simulations such as: how would you approach to a client or non client yet and tell him about our products? Real simulation with the manager.... he was the client and had already a credit card... how would I convince him to get cibc's card. What would I do if a client started to screaming in the Branch? And what if the client was not calm yet? And the last and worst: what would I do to convince a client to buy for example $20,000 in a FX if he just wanted $5,000?
avatar

Financial Services Representative II

Interviewed at CIBC

3.9★
Dec 8, 2015

First questions was ok such as tell me about your most recent experience how did you capture clients and achieve your sales targets. Tell me a hard situation you were sucessed. After that started behaviour questions and was the worst part. A lot of massive questions and real simulations such as: how would you approach to a client or non client yet and tell him about our products? Real simulation with the manager.... he was the client and had already a credit card... how would I convince him to get cibc's card. What would I do if a client started to screaming in the Branch? And what if the client was not calm yet? And the last and worst: what would I do to convince a client to buy for example $20,000 in a FX if he just wanted $5,000?

Viewing 651 - 660 interview questions

Glassdoor has 2,342 interview questions and reports from Financial services representative interviews. Prepare for your interview. Get hired. Love your job.