I had an interview with a manager at chase he asked me to role play as a personal banker and I had NO IDEA of what questions to ask to get the guy to sign up an account. I had no idea! What should I do? He said I need to perfect my role playing and that i need to think of the right questions to ask! Anyone know?
2007-10-08 12:01:49 · 6 answers · asked by Anonymous in Business & Finance ➔ Personal Finance
Well banks have different accounts that are better ford different customers. This is usually based on how much money they have. Some examples of questions would be.
What kind of balances do you normally keep in your account?
What method do you use to pay for you day to day items?
What specific services are qualities are you looking for in bank account?
How many checks would you say your write a week?
Are you familiar with online banking?
Do you have any credit needs?
2007-10-08 12:18:32 · answer #1 · answered by scottsmylie 5 · 0⤊ 0⤋
Personal Banker Role
2016-12-16 04:42:27 · answer #2 · answered by Anonymous · 0⤊ 0⤋
You said a personal banker and not a teller so I would ask a really good opening question and then let the client talk. From that they will tell you the type of questions to ask. I would ask
What can I do for you today to help YOU reach your financial goals tomorrow?
Or
What step do you think you need to take to be where you want to be financially in the future?
If you are a personal banker then you are a sales person. You are selling the banks product (money) to your clients. The first step would be to find our what your client need.
The best sales people are the best listeners
2007-10-08 13:34:20 · answer #3 · answered by remanagermark 3 · 0⤊ 0⤋
If you had no idea, you are NOT ready to be a personal banker. The average TELLER would have a clue. It is NOT your role playing that needs work. That is the EASY part is you are remotely qualified for the job. You need to learn HOW to be a personal banker. Once you do that, you can do the role play in your sleep.
2007-10-08 12:15:51 · answer #4 · answered by STEVEN F 7 · 1⤊ 0⤋
Hmmm...name, address, phone number, social security number.....why don't you make an appointment at another bank, pretend you are going to open an account with them, and find out what questions they ask you...then you will know for sure.
2007-10-08 12:11:48 · answer #5 · answered by trivia buff 5 · 0⤊ 1⤋
Va treasures?
2016-03-13 07:43:01 · answer #6 · answered by Karen 4 · 0⤊ 0⤋