Financial Services & Banking – Pre-Screen

Position Name: Pre-Screen

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 resume.

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?

What accomplishment on your resume are you most proud of?

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 has given you the greatest sense of achievement at work and why?

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?

Adaptability

What is one of the most challenging changes you have faced at work? How did it impact you? What was the outcome?

Situation:

Action:

Result:

Customer Focused

When a customer irritates you, how do you react? Tell me about a time that happened.

Situation:

Action:

Result:

Judgement

Tell us about a mistake that you made, how you took ownership, and what steps you took to make it right.

Situation:

Action:

Result:

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:

Result:

Problem Solving

How has your approach to problem solving changed as you’ve progressed in your career?

Situation:

Action:

Result:

Relationship Building

Tell about a time when you built rapport quickly with someone under difficult conditions.

Situation:

Action:

Result:

Results Orientation

What results have you achieved that you are most proud of?

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 do you hope to find in our organization that you don’t have now?

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?