Truist Mock Interview
Practice 35 Truist interview questions covering banking operations, client relationships, and the Purpose-Driven culture.
Question 34 of 35
If a Truist client had increased savings as their main personal financial goal, what steps would you take to get them started down the right path?
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Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
As you prepare to interview at Truist, expect a question or two that digs into the technical abilities you would bring to the position in the form of a hypothetical situation you will likely face in this role. This question allows your interviewer to gain insight into your knowledge of sound financial savings philosophies, so be sure to talk about important aspects of a customer's finances that can impact their ability to save. As you answer, express that you would use a logical yet tailored approach with each customer.
Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
"After doing my due diligence in getting to know my client's needs, my first step would be educating them on setting a personal budget that allows for savings. I would take a keen look at their monthly income versus their monthly expenses while taking into account their variable spending every month. Often, customers are dumbfounded by how much they spend wastefully. While the customer makes the final decisions, I can use my expertise to help guide them on their savings journey."
Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
"In this role at Truist, this would come down to me knowing the entire product line and options for clients and being able to educate clients on what can be offered. From there, I would get them in contact with the appropriate individuals to help them get set up on a path they want to take to help build those savings."
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