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
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Financial Service Representative

Interviewed at CIBC

3.9
Mar 27, 2013

- 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

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