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Wells Fargo Licensed Personal Banker Interview Questions & Reviews
Getting the Interview 4 Interviews
Interview Experience 4 Ratings
Licensed Personal Banker at Wells Fargo
No Offer – Interviewed in Philadelphia, PA Oct 2012 – Reviewed Oct 30, 2012
Interview Details – I applied onine for a Personal Banker 2 position. A few days later I was contacted by a recruiter to schedule a phone interview. The phone interview was the next day and only about 10 minutes. The phone interview was very basic with questioning involving my experience and strengths. I was later contacted for an in person interview. I went to a branch and met one on one with the manager. He was very laid back. He did not select me but he referred me to meet with another branch manager. I met with another branch manager and it was the same format. I have been to three different locations now for the same position. I have not heard anything back from the last two.
Interview Question – The questions are very basic and uses the STAR format. The questions are geared towards sales and customer service. Answer Question
Helpful Interview?
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Licensed Personal Banker at Wells Fargo
No Offer – Interviewed in Allentown, PA Aug 2012 – Reviewed Oct 3, 2012
Interview Details – Filled pout application online. I was then called right away to set up an interview. When I arrived I came to find out that it was a scheduled group interview. Everyone had to go around the room and describe their experiences.
Interview Question – Please try to be as detailed as possible regarding the technical question, business case, etc. Answer Question
Helpful Interview?
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Licensed Personal Banker at Wells Fargo
Accepted Offer – Reviewed Oct 26, 2012
Interview Details – Simple and quick. Basic interview questions. Nothing out of the blue and no tricks. First interview was a group interview. I was then called back a few days later to interview in a branch with a manager. I was called back the next day with an offer. The whole process lasted only a few days. Upon hiring, you are put into a training facility for about a month before reporting to the branch.
Interview Question – What do you do when you don't know the answer asked? Answer Question
Helpful Interview?
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Licensed Personal Banker at Wells Fargo
Declined Offer – Interviewed in Sep 2012 – Reviewed Oct 11, 2012
Interview Details –
Met with multiple District (3) and Branch/store (5) managers. Recruiting kept shifting me around because they said I am overqualified for the role (I have a Masters of Business and my series 7 and 66). The position offered was classified "Hire ahead" (anticipating future needs - no guarantee of branch or location). In other words, they wanted me for my experience, but weren't sure where they were going to put me. I get that - and understand what they are trying to do in the hiring process.
Was informed by a few branch/store managers that I wasn't the typical hire for this role as they tend toward people earlier in their careers, with retail/cell phone sales type of experience as opposed to those coming from the financial services industry. To their credit, the licensed Personal Banker is a new role at Wells, and they are still trying to iron how that will work given the current environment of checking account focused sales and the sales pressure from management that comes along with it (as opposed to the new 'vision' of a slower, more indepth needs assessment approach to customers).
This job has daily goals which must be reported hourly to branch management, so sensed a disconnect between what I was hearing from recruiting as to where they are going as a company, and what the branch/store managers know as reality on the ground.
Interview Question – How would you find more checking accounts if you were behind in your goals for the day. Answer Question
Reason for Declining – Declined as it doesn't sound like Wells has this whole vision figured out yet. Having conversations involving needs analysis for referral to other partners (mortgage, financial advisors) is not inline with branch pressure on checking accounts opened per hour/day.
Helpful Interview?
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No
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