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      TIAA

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      Financial Services Consultant Interview

      24 Aug 2017
      Anonymous interview candidate
      Lewisville, TX

      Other Financial Services Consultant interview reviews for TIAA

      Financial Services Consultant Interview

      29 Apr 2026
      Anonymous employee
      Frisco, TX
      Accepted offer
      No offer
      Negative experience
      Difficult interview

      Application

      I applied through an employee referral. I interviewed at TIAA (Lewisville, TX) in Aug 2017

      Interview

      After speaking to a recruiter on the phone, I was asked to complete a personality test and then a webcam Q&A. The Q&A was written online and I answered the questions via webcam. Thereafter I had an in-person interview. There were 2 interviewers who had scripted questions. They looked at each other throughout the process but I was not sure what the looks meant.

      Interview questions [1]

      Question 1

      Explain in detail a time when you had to deal with an irate customer, what did you do, was the customer satisfied and did you regain their trust?
      Answer question
      5
      Positive experience
      Average interview

      Application

      I interviewed at TIAA (Frisco, TX)

      Interview

      Straight forward, brief, friendly. Followed STAR method for interview process. Come prepared, questions were as expected. No surprises, super nice building. Panel interview with 2 interviewers. Short tour of building after interview.

      Financial Service Consultant Interview

      12 Mar 2026
      Anonymous interview candidate
      Frisco, TX
      No offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at TIAA (Frisco, TX) in Mar 2026

      Interview

      The phone interview went well and the assessment was straightforward even though they moved on to another candidate I did not get a chance for an in person interview. I learned a lot but have to wait a year to reapply for the same role but afterwards, I got a link for how to get certified with SIE I picked the non experienced required role so I would be trained for 19 weeks (5 months) 4 days in and one day at home. Then after training it would be 3 days in and 2 days at home so the set up seemed promising.

      Interview questions [1]

      Question 1

      a time I worked with someone difficult and my strategy to resolve the conflict
      Answer question

      Financial Services Consultant Interview

      23 Feb 2026
      Anonymous employee
      Frisco, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at TIAA (Frisco, TX)

      Interview

      Two managers, simple customer service questions, hardest questions were the behavior ones specifically, "tell me about a time you had to empathetic towards someone" "tell me about a time you had to deliver bad news"

      Interview questions [1]

      Question 1

      tell me about a time you had to deliver bad news
      Answer question