How to Answer: As a Personal Banker, why is providing tailored customer service important? How would you make this a priority if hired for this role?
Advice and answer examples written specifically for a TD Bank job interview.
16. As a Personal Banker, why is providing tailored customer service important? How would you make this a priority if hired for this role?
What You Need to Know
In the banking industry, each customer has a unique financial situation and personality, so a customized approach is required to make each customer feel valued. As emphasized on their site, TD Bank expects their employees to go above and beyond to understand each customer's needs and expectations. "Working on the front lines of customer service, retail professionals interact directly with clients, providing advice and, where needed, referring them to different areas of the Bank." Discuss how you familiarize yourself with your customers to best work with them. Express your understanding of the importance of an empathetic approach when assisting a customer with their financial needs.
Written by Kevin Downey on February 28th, 2023
1st Answer Example
"As in my current industry, I understand that each customer has their own unique financial situation and needs. Because of that, I have to work with each person on their terms rather than taking the same approach with every customer I work with. To provide the most tailored customer service possible, I would take the time to get to know my customers and their needs and then work with them toward their goals. As personal finance can often be frustrating, I would take my time to listen and understand my customer's frustrations and show that I truly care about helping them create a solid plan moving forward."
Written by Ryan Brunner on October 9th, 2020
2nd Answer Example
"A tailored approach in customer is easy when you listen, listen, and then listen some more. By reflectively listening to my customers, I can get to know them by name, learn a bit about them, and learn their financial goals for the near and long term. With that information, I can formulate the best-customized plan for them, and they need to know that my approach was created with their needs at the forefront. With that in mind, the customer has a much better chance of becoming a life-long customer at TD Bank."
Written by Kevin Downey on February 28th, 2023