Interview Tips for a Bank Customer Service Representative


Banks are financial service institutions that hire employees who work directly with customers. In a job interview for a bank customer service representative, you can take several steps to improve your chances of being hired.

Dress Appropriately

  • Many banks have a dress code. There are two types of customer service representatives: the representative who deals with customers face-to-face and the representative who talks to customers on the phone. There will be a more relaxed dress code if you are on the phone, most likely business casual. Live representatives must dress more elegantly. Women must wear pantyhose with close-toed shoes at many banks. Skirts must be an appropriate length. Men are required to wear a tie. Don't have any piercings (other than earrings) or tattoos visible.

Prepared Questions

  • As a customer service representative, you must have experience with conflict resolution. You will be asked about your experience. Provide examples where you have helped someone solve a problem. Perhaps you worked in a retail clothing store and frequently helped customers find a style in their size by calling other stores in the area. Whatever your experience is, find within it the experience where you didn't simply say, "That's not my job, sorry," but instead sought a solution.

Role Play

  • Many people prepare for an interview by role playing. One thing about a customer service position is you might be asked to role-play in the interview. If you are, it is critical that you take it seriously and demonstrate the ability to handle problems on your own. Banks want someone who can resolve issues without escalating the conflict to management. Customers get upset, but as a customer service representative you must be able to help the customer and find a way to make them happy. There will be times you do need to call a manager in, but the more you can do on your own, the more valuable you are.

Ability to Engage in Conversation

  • When you go into an interview for a bank customer service position, pay attention to the details of the room around you and your interviewer. If this is their personal office, seek things that are meaningful to them that adorn the room such as pictures of family, memorabilia or souvenirs from trips. Take the initiative while they are opening your file and collecting their thoughts to ask them about these items and start a conversation. If you do this, you'll show that you have the ability to build a rapport with a customer. If you can show this in an interview with a stranger you are well on your way to being hired.


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