Financial Customer Service Representative Interview Preparation Guide
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63 Financial Customer Service Representative Questions and Answers:

1 :: Top 17 Behavioral Interview Questions As Financial Customer Service Representative:

Behavioral interviews As Financial Customer Service Representative where popularized by industrial psychologists in the 1970s, and have been used at big companies like AT&T. The idea behind them is that past responses to situations are the best predictor of how candidates will respond in the future.


1. Tell me about a time you faced a conflict while working as part of a team.

2. Talk about a goal you set for yourself. What did you do to make sure you met the goal?

3. Give an example of a time when you had to work with someone with a very different personality from yours.

4. Talk about an instance where you wish you’d handled a situation differently with a team member.

5. What’s the most difficult problem you have had to solve As Financial Customer Service Representative?

6. Give an example of how you handled a situation where you needed information from a colleague who wasn’t responsive.

7. Talk about a time when you had problems building a relationship with a key team member. What did you do?

8. Tell me about an instance when it was important to make a great impression on a client. What did you do?

9. Tell me about a situation where you had to work with a difficult client.

10. Tell me about a situation where you disappointed a client, and how you tried to fix it.

11. Talk about a time when you had to strategize to meet all your obligations.

12. Talk about a time when you failed at something. How did you react?

13. Talk about a time you took on a leadership role.

14. Tell me about a long-term project you oversaw. How did you keep it focused and on schedule?

15. Talk about a time when you were under a lot of stress. What caused it, and how did you manage?

16. Do you prefer to work alone or with others As Financial Customer Service Representative?

17. Tell me about a time when you were overwhelmed by the amount of work on your agenda. How did you handle it?

2 :: Tell me about the most fun you have had on the job?

When answering this question, discuss situations where you completed tasks benefitting your previous employers.

3 :: Top 11 Interview Questions to Ask when Emotional Intelligence Matters As Financial Customer Service Representative:

Emotional intelligence, or EQ, has come into vogue as a good trait to hire for.

EQ is the ability to use emotional information to guide thinking and behavior, to recognize other people's emotions and your own, and to discriminate between different feelings and label them appropriately.

EQ is considered essential to help teams function well. Here are some of the top questions for help you get an idea of how candidates perceive their emotions and those of others.

1. If you started a company today, what would its top values be?

2. Who inspires you? Why?

3. How could you create more balance in your life?

4. What makes you angry?

5. How do you have fun?

6. How good are you at asking for help?

7. How did you deal with a bad day?

8. What's something you're really proud of? Why?

9. Tell me about a time when your mood altered your performance (positively or negatively).

10. Has there ever been a time when you felt you needed to change your behavior at work? How did you do it?

11. Did you create friendships that lasted while working at a previous job?

4 :: Did you consider yourself a team player?

Of course you're a team player - who isn't. But a simple yes probably isn't the response the interviewer is looking for. Be ready to provide specific example of how you've worked as part of a cohesive team to get things accomplished and how you've focus on team performance rather than individual performance. Make sure not to brag as this will make it appear as that you're more concerned about your own performance and accomplishments than those of the team.

5 :: Describe a time when you anticipated potential problems and developed preventive measures?

The key here is to show that you were proactive. How did you find out about the potential problems? How did you address it quickly?

6 :: How do you keep others informed on work issues?

Possible methods:
Talking to them, emailing them, sharing best practices in meetings

7 :: What do you like to do for fun?

Be open to sharing hobbies and activities that you enjoy. Make sure you're genuine about it and don't list off things you don't really like because if they ask you a follow up question it'll be harder for you to answer.

8 :: What did you dislike about your old job?

Try to avoid any pin point , like never say “I did not like my manager or I did not like environment or I did not like team” Never use negative terminology. Try to keep focus on every thing was good As Financial Customer Service Representative , I just wanted to make change for proper growth.

9 :: Basic 15 Interview Questions that Test Communication Skills As Financial Customer Service Representative:

For most jobs, communication skills As Financial Customer Service Representative are important. It's hard to work as a team if people aren't communicating well.

At some jobs, like customer service or sales, communication skills are an absolute essential.

These questions are meant to help gauge a candidate's ability to communicate.

1. How do you prefer to build rapport with others?

2. How would you go about simplifying a complex issue in order to explain it to a client or colleague?

3. How would you go about persuading someone to see things your way at work?

4. How would you go about explaining a complex idea/problem to a client who was already frustrated?

5. What would you do if you there was a breakdown in communication at work?

6. Talk about a successful presentation you gave and why you think it did well.

7. How would you explain a complicated technical problem to a colleague with less technical understanding?

8. Do you prefer written or verbal communication As Financial Customer Service Representative?

9. Describe a time when you had to be careful talking about sensitive information. How did you do it?

10. What would you do if you misunderstood an important communication on the job?

11. Talk about a time when you made a point that you knew your colleagues would be resistant to.

12. Is it more important to be a good listener or a good communicator As Financial Customer Service Representative?

13. Tell me about a time you had to relay bad news to a client or colleague.

14. Rate your communication skills on a scale of 1 to 10. Give examples of experiences that demonstrate the rating is accurate.

15. How have you handled working under someone you felt was not good at communicating?

10 :: What have you done to improve your skills over the past year As Financial Customer Service Representative?

You'll want to be prepare with some very specific examples of what you've done over the last year and what you're currently doing to improve your professional knowledge and skill set as well as anything else you're doing the shows self improvement.

11 :: How long do you want to work for us if we hire you?

Here being specific is probably not the best approach. You may consider responding, “I hope a very long time.” Or “As long as we're both happy with my performance.”

12 :: What do you do in your spare time?

If you want to show your fun side, discuss your extracurricular activities. If you want to show your ambition, discuss the work / school projects you do in your spare time.

13 :: Tell us about a typical day at work. How does it start? What do you do?

At the beginning of each day, I inspect the work site to make sure that it is hazard-free. Once the work site is secured, I verify that all tools and equipment are adequate in supply. As soon as the work orders are delivered, I provide workers with security guidelines and carry out drills. During the workday, it is my duty to monitor workers to ensure that they are working according to the enforced safety policies and that any problems or accidents are quickly addressed.

14 :: Can you describe your ideal boss/supervisor?

During the interview As Financial Customer Service Representative process employers will want to find out how you respond to supervision. They want to know whether you have any problems with authority, If you can work well as part of a group (see previous question) and if you take instructions well etc.
Never ever ever, criticize a past supervisor or boss. This is a red flag for airlines and your prospective employer will likely assume you are a difficult employee, unable to work in a team or take intruction and side with your former employer.

15 :: What have you done to improve yourself in the last year As Financial Customer Service Representative?

Discuss how you've improved yourself through work experiences, books you've read, classes, club(s) / extracurricular activities and describe the process on how it's happened. For example: I've improved my presentation skills tremendously because I've had to do 2 presentations this year for my communications class.

16 :: Tell me about a problem that you’ve solved in a unique or unusual way. What was the outcome? Were you happy or satisfied with it?

In this question the interviewer is basically looking for a real life example of how you used creativity to solve a problem.

17 :: What five words would be describe you as Financial Customer Service Representative?

The hiring manager requests this of you because she wants to know more about your individual personality. This list can reveal a lot to her about who you are and how you might fit into the workplace. Your answer also gives the manager an indication of your self-perception, which is a good indicator of the type of employee you will be.

18 :: What is your biggest weakness As Financial Customer Service Representative?

No one likes to answer this question because it requires a very delicate balance. You simply can’t lie and say you don’t have one; you can’t trick the interviewer by offering up a personal weakness As Financial Customer Service Representative that is really a strength (“Sometimes, I work too much and don’t maintain a work-life balance.”); and you shouldn’t be so honest that you throw yourself under the bus (“I’m not a morning person so I’m working on getting to the office on time.”)

19 :: The change in the business industry now requires you to have a new set of skills you have to learn, how do you react to that?

First, find out which skills are the ones that you're currently lacking. Then identify what the steps would be to acquire/build those skills. Then take action to do so.

20 :: Tell me about a time when you were forced to make an unpopular decision?

Not every decision is popular. In fact, almost every decision is bound to make someone unhappy at some point. The key is to demonstrate how it impacted others positively and why you chose it.

21 :: What motivates you?

I've always been motivated by the challenge – in my last role, I was responsible for training our new recruits and having a 100% success rate in passing scores. I know that this job is very fast-paced and I'm more than up for the challenge. In fact, I thrive on it.

22 :: What does success mean to you?

I am punctual, I always have excellent attendance on any job As Financial Customer Service Representative, I have a keen eye for both large and small details, and I am always finding ways to improve a process and shorten the length of time it takes to complete a project.

23 :: Where do you see yourself in five years As Financial Customer Service Representative?

If asked this question, be honest and specific about your future goals, but consider this:
A hiring manager wants to know
☛ a) if you've set realistic expectations for your career,
☛ b) if you have ambition (a.k.a., this interview isn't the first time you're considering the question), and
☛ c) if the position aligns with your goals and growth. Your best bet is to think realistically about where this position could take you and answer along those lines. And if the position isn’t necessarily a one-way ticket to your aspirations?
It’s OK to say that you’re not quite sure what the future holds, but that you see this experience playing an important role in helping you make that decision.

24 :: Explain me about a challenge or conflict you've faced at work As Financial Customer Service Representative, and how you dealt with it?

In asking this interview question, your interviewer wants to get a sense of how you will respond to conflict. Anyone can seem nice and pleasant in a job interview, but what will happen if you’re hired?. Again, you'll want to use the S-T-A-R method, being sure to focus on how you handled the situation professionally and productively, and ideally closing with a happy ending, like how you came to a resolution or compromise.

25 :: How would you feel about working for someone who knows less than you As Financial Customer Service Representative?

The reality is, the majority of the time someone is in a management/leadership position is because of their experience and past success. So they probably possess at least a unique set of knowledge from you. So you'll want to learn from them as much as possible. If it's not the case, then discuss how you would look for mentors in different departments to help your personal career development.

26 :: What do you feel you deserve to be paid?

Do your research before answering this question - first, consider what the market average is for this job. You can find that by searching on Google (title followed by salary) and globalguideline.com and other websites. Then, consider this - based on your work experience and previous results, are you above average, if yes, by what % increase from your pay today from your perspective? Also - make sure if you aim high you can back it up with facts and your previous results so that you can make a strong case.

27 :: Describe your vision of your perfect dream job?

Ideally, the role you're applying for either is that dream job or will help you get to it. If it's going to help you get there, describe the elements of that job role that you are passionate about so that it ties to the vision of what your dream job is. Be honest and talk about the type of work environment, management team / leadership, coworkers, culture, vision and products/services you'd like your dream job to entail.

28 :: What differentiates this company from other competitors?

Be positive and nice about their competitors but also discuss how they are better than them and why they are the best choice for the customer. For example: "Company XYZ has a good product, but I truly believe your company has a 3-5 year vision for your customer that aligns to their business needs."

29 :: Suppose there are three light switches outside a room. Inside is a single light bulb, controlled by one of the three switches. You need to determine which switch operates the bulb. You can turn the switches on and off as many times as you wish (they are all off to begin with), but may only enter the room once. There is no one there to help you. The door to the room is closed, and there are no windows, so you cannot see inside. How can you discover which switch operates the bulb?

Do the following steps:
☛ 1. Turn ON two switches, and leave one OFF.
☛ 2. Wait a few minutes.
☛ 3. Turn one switch from ON to OFF. One is now ON and two are OFF
☛ 4. Enter the room. - If the light is ON, it is controlled by the switch you left ON. - If the light bulb is OFF, touch it. If it is warm it is controlled by the switch you turned ON and OFF. If it is cold, it is controlled by the switch you never turned on.

30 :: Do you work better on a team, with just one partner, or alone?

Ideally you can handle all three well, but you may have a personal preference for one or a few. The key is to make sure you understand what the job is looking for and to pair your answer with that (assuming it's true)