Relationship Banker
Posted Aug 13, 2026 · We last checked this listing on Oct 4, 2026
Likely interview questions for this role
Written from this job description, not a generic list. Each one notes what the interviewer is really checking.
About your past
Tell me about a time you turned a routine transaction into a chance to help a customer with something bigger, like a savings goal or a new account.
What they are checking: whether the candidate can spot cross-sell opportunities naturally instead of just processing what's asked
Give me an example of a time you had to follow a strict process or rule at work even though it slowed things down or annoyed someone.
What they are checking: respect for compliance and procedure in a heavily regulated environment
Tell me about a time you had to learn something new quickly, like a system, product, or policy, in order to do your job well.
What they are checking: trainability, since this role involves completing a structured certification program
What's a time you missed a sales goal or service target, and what did you take away from it?
What they are checking: self-accountability and growth mindset in a role with performance expectations
Tell me about a time you worked with a difficult coworker or had to hand off a customer to someone else on the team. How did that go?
What they are checking: teamwork and smooth collaboration with specialists in insurance, mortgage, and other partner teams
Why does a career at a bank appeal to you, especially starting in a role that's built around training and certification milestones?
What they are checking: genuine interest in long-term growth versus treating this as a short-term stop
What would you do
Walk me through how you'd handle a customer who's upset about a fee on their account while there's a line forming behind them.
What they are checking: composure under pressure and ability to balance service quality with efficiency
If a customer asked you to help with something outside your role, like a mortgage question or an insurance issue, what would you do?
What they are checking: awareness of when to partner with specialists rather than overstep expertise
Describe a situation where you noticed something odd or suspicious in a customer's behavior or request. What did you do?
What they are checking: awareness of fraud and Bank Secrecy Act reporting responsibilities without formal training yet
How would you introduce yourself and the bank's services to someone at a community event or in-store outreach setup?
What they are checking: comfort with proactive, outward-facing business development, which this role requires beyond the branch
About the work
What does financial wellness mean to you, and how would you bring that up with a customer who just wants to deposit a check?
What they are checking: understanding of consultative selling versus transactional order-taking
How comfortable are you walking a customer through mobile or online banking tools, and can you describe a time you taught someone how to use technology they were unsure about?
What they are checking: digital literacy and patience in teaching less tech-savvy customers
If you found a discrepancy while processing a transaction, like the numbers not quite adding up, what steps would you take before finishing it?
What they are checking: attention to detail and understanding of operational integrity in cash handling
Practice this interview out loud.
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Practice this out loudThe full job description
As published by Associated Bank.