Practice 85 Bank of America interview questions covering behavioral scenarios, financial acumen, and client service excellence.
Question 50 of 85
How to Answer
General
Experienced
What You Need to Know
Community Answers

Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
The role of a Personal Banker requires sales skills and customer service skills to match products that best suit each customer's needs. For this question, your interviewer will expect you to do just that. Highlight your ability to learn the entire catalog of financial products you would have at your disposal and then talk about tailoring packages to each individual based on their needs. To sell your interviewer on your ability, use a real-world example where you used features and benefits to meet someone's needs in a sales-related situation.

Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
"I would get to know my customers and their needs through confident and friendly conversation. Once I know their needs and goals, I can get them involved with the products that can help them meet their goals. Last year, I did this for a customer with whom I had over a year's worth of history. Through email and in-person conversations, I learned that early retirement was his goal, and I used the benefits of our IRA accounts to help him open one and thrive."

Kimberly is a freelance writer and editor with a decade of experience in the education field, including her time as a pre-kindergarten teacher.
"If hired for this role at Bank of America, my first goal would be to learn the entire package of personal accounts, savings, loans, and investment products that your customers can take advantage of. Armed with that knowledge, I would then get to know my customers and what they find important to them to help them grow and thrive. I believe that my background in sales will help me match the great products with each individual's needs because I've done this in both the automotive sales and food industries."

Kevin Downey has an extensive background in business management, recruiting, branding and marketing. He's volunteered his career coaching services at job fairs, lecturing on interview techniques and crafting winning resumes and cover letters.
Check out this value proposition from their website; "From saving for a down payment on a major purchase to planning for and living in retirement, to funding a college education, people make dozens of financial decisions every day. At Bank of America, we are committed to ensuring our policies, products and programs all align with our purpose of making financial lives better for those we serve. We have done this in part by creating simple, safe, transparent and easy-to-use financial solutions that give people greater control of their finances. When individuals feel financially secure and are able to achieve their financial goals, communities are made stronger. We focus on helping individuals navigate every stage of their financial lives, to drive the economy forward."

Interview Coach
Jaymie
A real coach, not AI. I read every answer myself and write back with personalized feedback.
Typically responds within 24 hours.
0 - Character Count
Prepare for behavioral and technical questions Bank of America interviewers prioritize.
Get StartedJump to Question

Written by Kevin Downey
85 Questions & Answers • Bank of America

By Kevin

By Kevin