The first round phone interview was supposed to be 30 minutes but ended up being an hour. They first asked me questions about my background and resume but then grilled me with financial questions for a half hour. There were questions about several financial products and situational questions about dealing with clients. After that successful interview I was scheduled to do an on cite interview two weeks later which lasted about 5 hours. After that successful interview session I was offered the position.
Interview questions [1]
Question 1
The most difficult question was, "Name a time when you had to study for a final exam for the next day but also had a major assignment due as well, how did you handle it and what did you do?"
Interview was good, Interviewer provided alot of information containing to the job description and the benefits. They provided STAR example questions to get a better understanding of who I was and what I can possibly offer to the environment
Role playing situation. Simulated call between customer and you in the role. Asked about interest in role and background. What would make you succeed. Interviewer observed how you handle a phone call
I applied online. The process took 1 week. I interviewed at Vanguard (Charlotte, NC) in Aug 2021
Interview
The interview was a two step process, the phone screen was about 15 mins and they were mainly looking for clarity of your voice and if you are articulate. The virtual 1-on-1 interview was fairly easy, about 6 STAR-based questions regarding customer service, communication skills, and learning agility.
Interview questions [1]
Question 1
Tell me about a recent time where you had to develop rapport and maintain a relationship with a client or customer?