SunTrust Financial Service Representative Interview Questions | Glassdoor

SunTrust Financial Service Representative Interview Questions

Updated Jun 13, 2017
31 Interview Reviews

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Helpful (1)  

Financial Services Representative Interview

Anonymous Employee
Accepted Offer
Positive Experience
Easy Interview

Application

I applied online. I interviewed at SunTrust.

Interview

After applying at the company website I was contacted three days later by an HR Rep from Boston. He asked me a few questions over the phone to see if I truly qualified for the position. At the end of the conversation he set me up with a face to face interview with a manager. I was contacted after the interview the very next day and was told I passed the first round and would have a face to face with the regional. In each interview it felt natural and relaxed.

Interview Questions

Other Interview Reviews for SunTrust

  1.  

    Financial Service Representative Interview

    Anonymous Interview Candidate in Atlanta, GA
    No Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through a recruiter. The process took 4 days. I interviewed at SunTrust (Atlanta, GA) in June 2015.

    Interview

    I was first contacted by the recruiter who was very friendly and was quick to set me up a phone interview the very next day. After the phone interview he called back that same day to let me know that they had liked my phone interview so they wanted me to come in for an interview with the area manager and the store manager the very next morning. The interview started off with basic questions on what my duties were at my current job and they both asked me what I would do in different situations. The toughest part of the interview I would say was going out to the aisles and actually trying to interact with clients. Keep in mind this was an In-store location. They asked that you have a good conversation with them without offering any products until you have spoken to them and have a feeling of what type of product would suit them better. Over all, I felt pretty confident about my interview but have not gotten a call back. I decided to call the recruiter to see if my application had been denied but he said it was still being considered because they had filled the position I had applied for at that location . They said the same thing to my friend and they found her a new opening few days later.

    Interview Questions

    • If you were given a goal for the month to sell a certain product. How would you achieve that goal?   2 Answers

  2.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Kissimmee, FL
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at SunTrust (Kissimmee, FL) in June 2015.

    Interview

    Initial call from Suntrust recruiter based in Boston (Googled location from Ph#), typical customer service questions. Set appointment to meet with Branch Manager at In-store location. Appointment set for 2nd interview that was subsequently canceled, but then due to my diligence rescheduled. Possibly age discrimination practiced with interviewing for in-Store locations since it is so "fast paced".


  3.  

    Financial Services Representative Interview

    Anonymous Employee in Atlanta, GA
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at SunTrust (Atlanta, GA) in June 2015.

    Interview

    First interview was relatively short and took place over the phone, if the recruiter thought you were suitable then they would invite you to interview in person with an area manager.

    Interview Questions


  4.  

    Financial Services Representative Interview

    Anonymous Employee in Atlanta, GA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. I interviewed at SunTrust (Atlanta, GA) in May 2015.

    Interview

    Hiring process very smooth, interview process is simple, however with no experience with engaging clients, i was aware of hesitation and fearfulness from employees I interviewed by going out into aisles and prospecting potential clients.

    Interview Questions

    • When your out in the aisles prospecting clients, what is a question you would use to gain their attention?   Answer Question

  5. Helpful (2)  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 3+ weeks. I interviewed at SunTrust in March 2015.

    Interview

    I applied online and about 2 weeks later received a call from a screener in HR. Ask the typical STAR formatted questions (tell me about a time when you went above and beyond customer expectations, blah blah blah.) He gave a brief overview of the position, but it was kind of high level. I was told I would hear whether the hiring manager wanted to meet in 7 days. The 7th day on the dot I received a phone call to set up a in-store interview. I did so and when I arrived, I was dismayed to find it was a Publix with a SunTrust inside. My interview was at 10am, but the manager was still having her early pow wow with the other tellers. She had no idea I was even there for an interview. When I finally sat down, the position was explained to me and I was sorely upset. Although they liked the fact that I had my series 6 and 63 already and wanted that person to be licensed, you're basically only referring to other people (which if you are registered with FINRA, you have to use your license under whomever you are registered. which leads me to believe Suntrust is trying to go into an area they don't know too much about). You are a glorified teller with higher metrics, but cant write financial products. You are also expected to go down the aisles and prospect/ help customers find what they are looking for/refer them to Suntrust. My line of thought is you are probably seeing the same line of clients, and I'm supposed to convince these people to bring their money from Charles Schwab, or Merrill and park it here inside a grocery store? Not to mention the expected metrics points needed to obtain every month, was the same amount 3 other MAJOR banks had required on a quarterly basis. It seemed to be a very high pressure sales situation, and I could go to a dealership and get that with more money. Was waiting on the third interview with the hiring manager but will most likely decline as other banks have better conditions and metrics are a bit more realistic.

    Interview Questions

    • Would you have any problem prospecting for new business within the aisle's of the store?   Answer Question

  6. Helpful (4)  

    Financial Services Representative Interview

    Anonymous Employee in Atlanta, GA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 2 weeks. I interviewed at SunTrust (Atlanta, GA).

    Interview

    Very quick process for me, approximately "2" weeks from initial phone interview, to the final in -person interview.

    Interview Questions

    • What would you do if your manager was not available and a valued customer needed an exception on a large check being cashed. What do you think the bank policy would be? Is it better to follow abnk policy, or is it okay to make an exception with a high dollar client?   1 Answer

    Negotiation

    There was none... I was offered slightly higher starting wage than what I had requested. Bonuses are also given if you meet and surpass your goal..


  7.  

    Financial Service Representative Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 3 days. I interviewed at SunTrust in February 2013.

    Interview

    Got an interview from HR, then interviewed by the area manager.

    Interview Questions

    • What if you are closing a sale with your client and your teammate is struggling to help an upset client, your teammate asked you to help him with the situation, what would you do?   Answer Question

  8.  

    Financial Services Representative Interview

    Anonymous Employee in Miami, FL
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at SunTrust (Miami, FL) in January 2012.

    Interview

    The hiring process was very clear and organized the first step was a phone interview, the second was an in person interview at the main office in downtown and the last interview was in a different office where I would be working with the president of the center.

    Interview Questions

    • previous experience in banking, how to overcome objections, dealing with difficult issues on time constraints, deciding best course of action   1 Answer

  9. Helpful (6)  

    Financial Services Representative Interview

    Anonymous Employee in Charleston, SC
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    The process took a week. I interviewed at SunTrust (Charleston, SC) in August 2011.

    Interview

    Recruiter (phone), Hiring manager (4 days later), Area Manager (3 days later). Skill set, expectations, info about company. All very pleasant, professional, not many questions but could be because of my banking background.

    Interview Questions

    • At the end of the day with 20 minutes left, what would you do if you hadn't been very successful that day?   1 Answer

    Negotiation

    I put my cards on the table with the recruiter, what I was looking for and what I feel I'm worth. I gave a range that I was comfortable with. After the interviews, offer was a little above my highest range.


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