Private Client Banker Interviews

Private Client Banker Interview Questions

65

Private Client Banker interview questions shared by candidates

Top Interview Questions

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Chase

Private Client Banker was asked...22 October 2020

Would I be available to work some weekends and or later after close if there was a pending audit?

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I stated, I would be agreeable to work some weekends. As well, I would be happy to assist if need with an audit. Less

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Yes, my job is my #1 priority, anything to assist with a cohesive effort, whether it requires working some weekends Less

Chase

Private Client Banker was asked...11 March 2015

I have 5 qualified candidates. Why should I choose you?

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talked about my personality and referred to prior success

JPMorgan Chase & Co

Private Client Banker was asked...1 November 2023

Why are you interested in this position?

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Because I want to switch careers out of compliance.

JPMorgan Chase & Co

Private Client Banker was asked...7 November 2023

Describe your process of working with a prospective client start through finish

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Related it to a methodical 4 step approach. Spoke on what I viewed as most important during this process Less

JPMorgan Chase & Co

Private Client Banker was asked...19 February 2021

Describe why you’re right for this role.

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Customer service background experience and sales experience in banking and retail. Less

JPMorgan Chase & Co

Chase Private Client Banker was asked...24 November 2015

How would you handle (example)?

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Think outside of the box. Being able to find solutions and use resources is key.

Chase

Private Client Banker was asked...18 May 2015

How does your day look like (as a banker)? Walk me through.

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Go through your day by showing that you have a structure and game plan. Having a designated call block is essential. Less

First Republic

Private Client Banker was asked...9 September 2020

Tell me about your experience in the banking industry

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Spoke about my job as a banker

Chase

Private Client Banker was asked...3 February 2014

Sell a pen that he drops on your desk.

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Pick up the pen from his desk and tell him, "Do me a favor, why don't you write your name on this piece of paper". He will tell you that he does not have a pen, which you will then proceed to sell him the pen. Less

Chase

Private Client Banker was asked...20 August 2015

Sell me a checking account.

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we'd love to foster a relationship. Can we start today?

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