Relationship Banker
Posted Sep 10, 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 helped a customer who was frustrated or upset. What did you do, and how did it turn out?
What they are checking: whether the candidate can de-escalate and stay service-focused under pressure
Walk me through a time you noticed a customer had a need they didn't ask about directly, and you brought up a product or service to help them.
What they are checking: comfort with consultative, need-based selling rather than pushing products
Tell me about a time you had to learn a new system or process quickly on the job.
What they are checking: trainability, since this role includes a structured certification roadmap
Tell me about a time you had to balance speed and accuracy, like when a line was building up but you still needed to get something exactly right.
What they are checking: ability to handle transaction volume without cutting corners
Describe a time you had to work with someone from another team or department to solve a customer's problem.
What they are checking: ability to loop in specialists like mortgage or insurance partners appropriately
Tell me about a goal you set for yourself in a past job and how you tracked your progress toward it.
What they are checking: self-motivation given the structured Banker Roadmap training milestones
Have you ever had to deliver news a customer didn't want to hear, like a declined application or a fee they didn't expect? How did you handle it?
What they are checking: honesty and composure when the answer isn't what the customer wants
What would you do
A customer comes in just to deposit a check but mentions they're saving up for a house. What do you do with that information?
What they are checking: instinct to connect casual conversation to relationship-building and referrals
If you noticed a coworker skipping a step in verifying a customer's identity to save time, what would you do?
What they are checking: willingness to uphold compliance and BSA/AML standards even under social pressure
A customer asks you to help set up mobile check deposit but seems nervous about using an app. How do you approach that conversation?
What they are checking: patience and skill teaching digital tools to less tech-comfortable customers
What does good customer service look like to you in a role where you're also expected to hit sales or referral goals?
What they are checking: how they reconcile service quality with performance targets without becoming pushy
About the work
How would you explain the difference between a checking account and a savings account to someone who has never had a bank account before?
What they are checking: basic product knowledge and ability to communicate simply
What do you understand about why banks ask so many questions when you open a new account?
What they are checking: baseline awareness of compliance requirements like Bank Secrecy Act and Know Your Customer rules
If you suspected a transaction might be fraudulent or suspicious, what would you do step by step?
What they are checking: understanding of reporting suspicious activity and following procedure over guessing
Practice this interview out loud.
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Practice this out loudThe full job description
As published by Associated Bank.