Relationship Banker
Posted Sep 9, 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 to sell someone on a product or service they weren't sure they needed. How did you approach it?
What they are checking: whether the candidate can identify a genuine need and recommend a solution without being pushy, since this role blends service with sales
What does good customer service look like to you, and can you give an example where you delivered it even when you were busy or short-staffed?
What they are checking: customer-first mindset and ability to prioritize under workload pressure
Tell me about a time you made a mistake handling money or a transaction. What did you do next?
What they are checking: honesty, accountability, and understanding of the seriousness of accuracy in cash handling
Describe a time you had to explain something technical or confusing to someone who didn't understand it well. How did you make it clear?
What they are checking: ability to teach customers about digital banking tools in plain language
Have you ever had to work closely with another team or specialist to solve a customer's problem? What was that like?
What they are checking: collaboration skills needed to partner with mortgage, insurance, and other specialists
Tell me about a goal or quota you had to hit in a past role. How did you keep track of your progress?
What they are checking: comfort with performance metrics and sales goals inherent to the role
Why are you interested in a career in banking specifically, rather than just another sales or service job?
What they are checking: genuine motivation and likelihood of sticking with the training and advancement path
What would you do
Walk me through how you'd handle a customer who comes in frustrated because a fee posted to their account that they didn't expect.
What they are checking: composure and problem-solving under pressure while staying within policy
If a customer wanted to open a new account but didn't have all the required documents, what would you do?
What they are checking: knowledge of process and willingness to follow compliance steps rather than cut corners
What would you do if you noticed a transaction or customer behavior that seemed off or suspicious?
What they are checking: awareness of Bank Secrecy Act obligations and willingness to escalate rather than ignore red flags
How would you approach a customer who walks in browsing, not clearly asking for anything, if you wanted to start a conversation about their financial goals?
What they are checking: proactive relationship-building skills and comfort initiating sales conversations
If you were asked to help with community outreach or an in-store event to promote the bank, how would you go about it?
What they are checking: willingness and ability to represent the bank outside the branch and generate new business
About the work
How comfortable are you learning new systems and completing structured training programs, like a certification track?
What they are checking: readiness for the Banker Roadmap program's pace and self-directed learning requirements
What's your experience with handling cash accurately, whether in a register, drawer, or similar setting?
What they are checking: basic competency and comfort with the operational, detail-oriented side of the job
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Practice this out loudThe full job description
As published by Associated Bank.