Relationship Banker
Posted Sep 2, 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 had a customer who was upset or frustrated. What did you do, and how did it turn out?
What they are checking: how the candidate handles conflict and keeps composure while representing the bank's service standards
Give me an example from a past job where you noticed a customer needed something they didn't ask for, and you offered it to them.
What they are checking: instinct for proactive, needs-based selling rather than just order-taking
Tell me about a time you had to learn a new system or process quickly. How did you approach it?
What they are checking: trainability, since this role runs through a structured certification program (Banker Roadmap)
Tell me about a time you made a mistake handling money or a transaction. What happened and what did you do next?
What they are checking: honesty, attention to detail, and how they handle accountability around cash handling
This branch works with insurance and mortgage specialists. Tell me about a time you had to hand a customer off to someone else on a team. How did you make sure it went smoothly?
What they are checking: willingness to collaborate across teams rather than treat the customer relationship as a solo effort
What does good customer service look like to you, and can you give an example of when you delivered it?
What they are checking: the candidate's personal service standard and whether it matches the bank's expectations
Tell me about a time you had to represent your company or team in the community, like at an event or outreach effort.
What they are checking: fit for the in-store and community outreach expectations of the role
What would you do
Walk me through how you would greet and help a customer who walks in wanting to open a new checking account.
What they are checking: whether the candidate understands relationship-building and can naturally move a transaction into a broader conversation
How do you feel about sales goals and being measured on referrals or product recommendations?
What they are checking: comfort level with the quota-driven, cross-sell culture of retail banking
Suppose you're helping a customer at the counter and you notice a transaction that looks unusual or suspicious. What do you do?
What they are checking: understanding of compliance obligations, including reporting suspicious activity under the Bank Secrecy Act
How would you explain the benefit of mobile or online banking to someone who's never used it and is a little skeptical?
What they are checking: ability to educate customers on digital tools without sounding pushy
A regular customer mentions they're stressed about saving for their kid's college fund. How do you respond in the moment?
What they are checking: consultative approach to financial wellness conversations, not just product pitching
About the work
If a customer asked you to explain the difference between a savings account and a CD, what would you say?
What they are checking: baseline financial literacy and ability to explain products in plain language
We're required to run a credit check for this role under Regulation Z. Are you comfortable with that as part of the process?
What they are checking: straightforward compliance check and comfort with transparency about background screening
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Practice this out loudThe full job description
As published by Associated Bank.