Universal Banker Interview Questions

588 universal banker interview questions shared by candidates

The UB has 3 main job functions with 3 groups of questions. 1) Your ability to deal with angry customers and capacity to research weird bank problems, so some type of behavioral questions like "tell me about a time." 2) How comfortable you are at selling, some branches the UB might even make cold calls but all branches there's a high demand for you to identify and refer new checking accounts to PBs and refis to mortgage bankers. 3) UB is somewhat of a thankless job where you are the glue between tellers and bankers and fill in where the branch needs you, so some questions that help determine how well you fit in with the branch.
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Universal Banker

Interviewed at BMO US

3.4
May 16, 2013

The UB has 3 main job functions with 3 groups of questions. 1) Your ability to deal with angry customers and capacity to research weird bank problems, so some type of behavioral questions like "tell me about a time." 2) How comfortable you are at selling, some branches the UB might even make cold calls but all branches there's a high demand for you to identify and refer new checking accounts to PBs and refis to mortgage bankers. 3) UB is somewhat of a thankless job where you are the glue between tellers and bankers and fill in where the branch needs you, so some questions that help determine how well you fit in with the branch.

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