Relationship Banker
Posted Aug 31, 2026 · We last checked this listing on Sep 20, 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.
Behavioral
Tell me about a time you had to help a customer who was upset or frustrated. What did you do and how did it turn out?
whether the candidate can de-escalate and stay service-focused under pressure
Describe a time you sold or recommended a product or service to someone who didn't ask for it. How did you approach it?
comfort with proactive, needs-based selling rather than pure order-taking
Tell me about a time you had to learn a new system or process quickly on the job.
trainability, since this role requires completing a certification roadmap
Have you ever worked somewhere that required following strict rules or procedures, even when it slowed things down? How did you handle that?
willingness to follow compliance and regulatory procedures without cutting corners
Tell me about a time you worked with another team or department to solve a customer's problem.
ability to partner with specialists like mortgage or insurance teams
Tell me about a time you had a slow period during your shift. What did you do with that time?
self-direction and willingness to do outreach or other productive work
Why does banking, and specifically this kind of customer-facing role, interest you right now?
genuine motivation and fit for a role built around long-term career growth
Technical
What does financial wellness mean to you, and how would you help a customer work toward it?
understanding of the bank's core value proposition beyond transactions
If you noticed a transaction that seemed unusual or suspicious, what would you do?
basic awareness of fraud and Bank Secrecy Act reporting responsibilities
How comfortable are you with cash handling and balancing a drawer at the end of the day?
basic operational competence and attention to accuracy
Situational
Walk me through how you would greet a customer who walks into the branch and needs to open a new checking account.
customer engagement style and grasp of the account-opening process
If a customer came in to deposit a check but seemed like they might also benefit from a savings account, how would you bring that up without feeling pushy?
natural cross-selling ability balanced with genuine customer care
How would you explain to an older customer why they should try using mobile or online banking instead of coming into the branch?
ability to teach digital tools patiently to varied customer types
A regular customer mentions they're thinking about buying a home. What would you do with that information?
instinct to connect customers to broader bank services and referral partners
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As published by Associated Bank.
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