Different Interview Questions for the Same Title: Personal Banker
Personal Financial Advisors
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
New Accounts Clerks
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.