Initial phone screen with recruiter. On-site interview with two managers. The recruiter seemed to be screening primarily relevant experience and attitude. Good phone presence is important for the job and I'm sure she was evaluating that. The on-site manager interview was a behavioral interview. To prepare, find sample behavioral interview questions (e.g., "Tell me about a time in a previous job when you had to deal with conflict and how you handled it?") and dig into your past experience to think of possible answers that hopefully also relate well to the position for which you're interviewing. Spend time thinking of things you accomplished as well as challenges you faced (task-related, interpersonal, etc.). In the stress of an interview it can be hard to recall specific experiences, so reflecting on them ahead of time can help you avoid awkward silence. In all interviews and interactions for this customer-facing position, be warmly professional, confident (not arrogant), and enthusiastic. Try to be the person you'd want on the other end of the line when you're trying to manage your investment account, your retirement nest egg, or your kids' college funds. Candidates were also asked to take a Watson-Glaser critical thinking assessment. They do say that it will not be used to make a hiring decision, but the results may suggest follow-up training if you are hired.