Position Name: Personal Banker
Interviewer
Candidate Name
Interview Date
Introductory Questions
– Interviewer(s) share name, role, tenure, and hand business cards for thank you messages – Share a brief overview of the company
– Give Candidate the Job Description, highlight Job Purpose, Schedule/Travel, Major Challenges & Key Decisions, and Physical Requirements
Walk us through your professional background.
What type of environment do you thrive in? What type of management style do you enjoy most?
What are your short and long-term professional goals?
What do you know about our organization?
Transitional & Verification Questions
– Clarify any unclear information from resume or application
– Verify availability for work hours and schedule, start date, and other important details
What interests you about this role?
What interests you about working for us?
Technical Questions
– Ask job related questions, based on skills and competencies needed for the role
– Ask open ended questions that allow candidates to tell a story about a specific example
– Ask 5-10 questions based on the role and how much time you have (~3-4 minutes per question)
– Listen for recent examples, details, consistency, the candidate’s role in the story, and teamwork
– Take notes and ask clarifying questions as follow-ups
What specific areas (related to the position) do you consider yourself the most knowledgeable? What areas have you had less experience or do not feel as comfortable with?
Behavioral / Situational Questions
– Ask job related questions, based on skills and competencies needed for the role
– Ask open ended questions that allow candidates to tell a story about a specific example
– Ask 5-10 questions based on the role and how much time you have (~3-4 minutes per question)
– Listen for recent examples, details, consistency, the candidate’s role in the story, and teamwork
– Take notes and ask clarifying questions as follow-ups. Follow up questions may include:
- Tell us more about the action you took and the outcome.
- What did you say at that point?
- How did you react to that situation?
- Explain your role in more detail.
- Tell me in detail what steps you took.
- And what was the result?
- Describe the obstacles you faced in getting it done.
- What other options did you consider?
- Why do you think you reacted as you did?
- How do you think others felt about your actions at the time?
- Were you satisfied with the outcome of your actions?
- If the same or a similar situation presented itself, what would you do differently?
Communication
Describe your most recent conflict within a team setting because of a miscommunication and how you were able to solve it.
Situation:
Action:
Result:
To get our points across, we sometimes need to use differing approaches when talking with different types of people. Talk to me about a time when you have done that successfully.
Situation:
Action:
Result:
Tell me about a time when you had to give instructions to another person who was having difficulty understanding. What did you do?
Situation:
Action:
Result:
Customer Focused
Have you ever had to go the extra mile to satisfy a customer? Tell me what you did and what was the result?
Situation:
Action:
Result:
Give me an example of a time when a customer really tried your patience. How did you handle it?
Situation:
Action:
Result:
Describe a time when you successfully handled a customer complaint.
Situation:
Action:
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Initiative
Describe for me a recent time when you could not solve a job-related problem. What did you do?
Situation:
Action:
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What types of work projects get you really excited? We all “geek out” about different things. What do you geek out about?
Situation:
Action:
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Integrity
Tell me about a time you were new to a company or work group. What steps did you take to build trust with coworkers and/or staff?
Situation:
Action:
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What do you do when your manager directs you to do something that you know is against company policy and practices?
Situation:
Action:
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Change Management
Describe for me the most difficult change in the workplace that you needed to deal with. How did you overcome resistance?
Situation:
Action:
Result:
Tell me about a situation where you needed to adjust quickly to a significant change in team or department priorities? What did you do? What was the outcome?
Situation:
Action:
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Planning & Organization
What tools do you use to plan your day? How do these help you determine priorities? How do you keep others informed?
Situation:
Action:
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Describe a situation that didn’t go as planned. What would you have done differently?
Situation:
Action:
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Quality
Tell me about a time when you were given constructive feedback. How did you use it to improve your quality of work?
Situation:
Action:
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Teamwork/Team Building
When it comes to group dynamics, what do you believe hinders teamwork the most?
Situation:
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What do you believe makes a team successful?
Situation:
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Describe your most recent conflict within a team setting because of a miscommunication and how you were able to solve it.
Situation:
Action:
Result:
Sales
How do you prepare to call a past or current customer?
Situation:
Action:
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Decision Making
Do you tend to make decisions quickly and instinctively or more slowly and methodically? Tell me about a time when your method did not achieve the results you expected. What happened and what did you do?
Situation:
Action:
Result:
Candidate’s Questions
– Be sure to leave time for their questions, generally 1-3
– Paint a positive but honest view of the pros and cons of the work and culture
Notes
Closing Questions
– Describe where you are in the process, next steps, and when they can expect to hear back
– Ask if they have any final remarks
What is one thing I should know about you that I haven’t asked?
What do you hope to find in our organization that you don’t have now?
What is the best thing a previous employer did that you wish everyone did?
Interviewer Assessment
Enter your overall assessment about the candidate’s knowledge, skills, abilities, and fit for this position.
Would you recommend this candidate advance in the process?
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