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This is a pretty basic question. I answered "Balance Sheet" which is insane because every financial analyst/lender knows that cash is king. The answer is the Cash Flow Statement. The interviewer was kind enough to tell me that she usually relies on the balance sheet too. Like I said, they did everything they could to ensure I left the interview feeling good about myself. Still, I think I'd prefer tough love. Less

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Internal BofA Partners, existing customer referrals & existing external network Less

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I rambled on this one. The goal here is to preserve the relationship with the client while addressing the reporting gaps which are affecting the bank's ability to effectively manage the account. Overcoming the hurdle posed by the CEO's loyalty to the CFO is especially difficult. It's a behavioral question. The first thing should be to find out more about the relationship with the client: how long has the company been a client? If it's been several years, why is there an urgent need to change the CFO? Has the bank already requested the client to change the CFO and/or discussed the gaps and how they are affecting the quality of the bank's services to the client? In terms of responses, there are many. I can think of three: There is the "show and tell" approach which could involve having a consultant CFO or an experienced team member spend time with the CFO and go over the numbers and the gaps and see whether the CFO is coachable and able to expand her skill set. Alternatively, the consultant could perform the analysis and make a presentation to the CEO and the CFO and maybe work on a consultative basis for 6-12 months which would hopefully help convince the CEO of the kind of leadership his finance department needs. The "peer influence" approach: The bank could also introduce the CEO to another CEO of a company in their portfolio who has successfully hired a CFO for his business and have them chat about the CFO role and the possibilities it introduces for the company. The least attractive option is to use the "carrot and stick approach" where the bank gives the company an incentive to bolster its financial leadership (e.g. reducing the interest on their loan by 50bps) or threaten to call the loan if the current CFO remains in his current role. Less

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Because of the P's of the Banking. In future I would like to get promoted from Priority Banking to Private Banking. Less

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I had to answer stating I can generate the business which will definitely help the bank to have significant growth on books and get gpod relationships on long term basis. Less

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Yes that encompasses strategy, list of prospects, sales pitch, ways to differentiate myself in the market. Less

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I have equipped myself with relevant knowledge to fit in this position.

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Asked questions around relationship management

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I don't fail.