Tell us how would you resolve an issue with co-worker?
Financial Services Representative Interview Questions
2,342 financial services representative interview questions shared by candidates
- How would you incorporate client relationship management into fsr role - Other behavourial and situational based questions - If working on a task how would you take up accountability for that ? -------------------Most Important---------------- Sales Role Play - FSR (you will be given 5mins to read and analyse) You will act as FSR and the hiring manager will act as a new client and Employee of cibc where you would help to open a new staff account for Payroll purposes. You will be evaluated on your Communication Skills, Professionalism, ability to uncover clients potential financial needs as well as influencing skills. Tips: - Understand who the customer is i.e. kyc details, Ask Questions - Listen for Verbal Queues. this will help you uncover immediate and / or future opportunities or referrals - Take charge of the conversation
Describe a conflict that you had to resolve
Role play was unexpected and it was hard because you only have 5 mins to get ready.
My experience
Sales tactics
The annual wage for this role is $40,000. Is that ok for you?
how to attract customer from TD to CIBC
What is meant by open branch environment, working with a tablet
they asked me to act like actual FSR and deal with them as they are customer.
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