I applied online. The process took 4 weeks. I interviewed at Charles Schwab (San Diego, CA) in Mar 2021
Interview
1. Tell us more about yourself.
2. This position requires license exams on X date and training for them on X-X date. Does that work with you?
3. Do you have any vacations planned on those days?
4. In the last 5 years what was your greatest accomplishment
5. Tell us three strengths and weaknesses!
6. Why TD Ameritrade/ Why this position?
7. Why are you looking to leave your current position?
8. Tell us more about your client relationship experience from your previous positions on your resume.
9. How do you work in a team?
10. How do you innovate at work?
11. How do you feel/deal with constant changes at your work?
12. Have you had to deal with any problems with a co-worker, please explain what happened.
13. Situation 1. Angry client calls about an overnight shipment that never arrived, what do you do?
14. Situation 2. Angry client calls, how do you deal with it?
15. Situation 3. Tell us a time when you had to detach emotionally to make the right decision.
16. Situation 4. How do you get multiple assignments done within a day?
17. Do you have any questions for us?
Other Relationship Manager interview reviews for Charles Schwab
I applied online. The process took 2 weeks. I interviewed at Charles Schwab (Southlake, TX) in Nov 2021
Interview
They use the STAR (Situation, Task, Action, Result) system for inviews. It is somewhat effective if you practice, practice, practice, before you do your STAR interview. Then relax and give it your best shot!
Interview questions [1]
Question 1
Describe a situation where you had to meet an objective and describe how you did it?
Everything about onboarding with TDA is so amazing, from my interview as a financial service rep to every internal interview afterwards. They always have a panel to prevent bias, they ask SAR questions and the managers who interview you are people you see every day so there is comfort.
