Position Name: Financial Services & Banking – Learning Coordinator
Interviewer
Candidate Name
Interview Date
Introductory Questions
– Interviewer(s) share name, role, tenure, and hand business cards for thank you messages – Share a brief overview of the company
– Give Candidate the Job Description, highlight Job Purpose, Schedule/Travel, Major Challenges & Key Decisions, and Physical Requirements
Tell us about yourself.
Walk us through your professional background.
What type of environment do you thrive in? What type of management style do you enjoy most?
What are your short and long-term professional goals?
What do you know about our organization?
Transitional & Verification Questions
– Clarify any unclear information from resume or application
– Verify availability for work hours and schedule, start date, and other important details
What interests you about this role?
What accomplishment on your resume are you most proud of?
Are you able to perform the essential functions of this position with or without reasonable accommodation?
Technical Questions
– Ask job related questions, based on skills and competencies needed for the role
– Ask open ended questions that allow candidates to tell a story about a specific example
– Ask 5-10 questions based on the role and how much time you have (~3-4 minutes per question)
– Listen for recent examples, details, consistency, the candidate’s role in the story, and teamwork
– Take notes and ask clarifying questions as follow-ups
What has given you the greatest sense of achievement at work and why?
Behavioral / Situational Questions
– Ask job related questions, based on skills and competencies needed for the role
– Ask open ended questions that allow candidates to tell a story about a specific example
– Ask 5-10 questions based on the role and how much time you have (~3-4 minutes per question)
– Listen for recent examples, details, consistency, the candidate’s role in the story, and teamwork
– Take notes and ask clarifying questions as follow-ups. Follow up questions may include:
- Tell us more about the action you took and the outcome.
- What did you say at that point?
- How did you react to that situation?
- Explain your role in more detail.
- Tell me in detail what steps you took.
- And what was the result?
- Describe the obstacles you faced in getting it done.
- What other options did you consider?
- Why do you think you reacted as you did?
- How do you think others felt about your actions at the time?
- Were you satisfied with the outcome of your actions?
- If the same or a similar situation presented itself, what would you do differently?
Adaptability
Tell me about a time when you had to deal with changes in organizational direction that impacted your work. How did you respond?
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How would you rate yourself in terms of being flexible in your style? Can you give an example of when you were flexible and when you were not? What was different about the circumstances?
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Tell me about a situation where you were under a great deal of pressure because of numerous demands competing for your time and attention. How did you resolve the situation?
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Analytical/Detail Orientation
Describe a task/project you completed which required a substantial attention to detail. How did you decide what to do first? What obstacles did you face? What was the final result?
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Give me an example of a workflow or procedure improvement you made. Who else was involved and how did you implement it?
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We all have had times when we’ve found an error in our work only after it became a problem. When have you found yourself in this situation? How did you resolve the situation? What steps did you take to prevent errors from reoccurring?
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Coaching & Mentoring
What does coaching mean to you? Describe a recent example that demonstrates how you engaged in a coaching discussion.
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Describe when a coaching opportunity was successful/not successful. What made it successful/not successful?
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Collaboration
Give me an example of when you were able to successfully communicate with another person in your department even though that individual may not have personally liked you (or vice versa).
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Tell me about an experience when people outside your work group asked for your help in solving a problem or meeting an objective. What did you do? What was the result?
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Communication
Describe your most recent conflict within a team setting because of a miscommunication and how you were able to solve it.
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Describe an example of when you have been called upon to present in front of a group. How did you prepare? Was the presentation a success? How could you tell?
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How do you ensure that your writing is clear and informative? Give me a specific example.
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To get our points across, we sometimes need to use differing approaches when talking with different types of people. Talk to me about a time when you have done that successfully.
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Tell me about a time when you had to give instructions to another person who was having difficulty understanding. What did you do?
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Critical Thinking
When a decision is needed, what process do you use to come to the right response?
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Tell me about a recent time when you approached a job or task in a completely different way than it had been done in the past.
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Customer Focused
Have you ever had to go the extra mile to satisfy a customer? Tell me what you did and what was the result?
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Give me an example of a time when a customer really tried your patience. How did you handle it?
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What does the term “internal customer service” mean to you? Tell me about a time you demonstrated excellent internal customer service.
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Decision Making
Tell me about a time when you had to make a decision that impacted multiple people. How did you communicate that decision and how was it received?
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It can be difficult to use good judgment when everyone else seems to disagree with your approach. Give me an example of a time when you had to go against the wishes of a group to get something accomplished. What did you do? How did you explain your reasoning? What was the result?
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Walk me through the last big decision you made. What were the circumstances? What were the alternatives? What was the consequence of your decision?
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Facilitation/Presentation
What types of meetings do you lead? Do you have a preferred format?
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Give me an example of a time you tracked and held members accountable for their assignments.
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In a meeting, how do you get each person to participate? Give me an example of when that went well/didn’t go well.
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In a meeting, how do you manage contrary opinions? Give me an example of when that went well/didn’t go well.
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In facilitating a meeting, tell me about a time you had to alter your approach because your usual method was not effective?
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Describe a time when you were particularly successful in your facilitation skills to achieve the desired result.
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Describe a time you had to use your presentation skills to influence someone’s opinion.
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Describe the best presentation you’ve ever given and why it went so well.
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In which settings are you most comfortable in presenting? How does your style and comfort vary for large group versus small group presentations?
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Integrity
Tell me about a time you were new to a company or work group. What steps did you take to build trust with coworkers and/or staff?
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We generally recognize that policies and procedures are necessary for workplace efficiency. Tell me about a time when you had to work under a policy or procedure you did not agree with. What did you do?
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Judgement
Tell us about a mistake that you made, how you took ownership, and what steps you took to make it right.
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Planning & Organization
How do you assure that you do not get so caught up in “task” that you lose the big picture?
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Describe a situation that didn’t go as planned. What would you have done differently?
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Give me a summary of the techniques you use to plan and organize your work. Describe how you applied one of these techniques.
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Problem Solving
Tell me about a time when you encountered a problem and your supervisor was not available to help you. How did you handle the problem?
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Tell me about a recent time when you needed to adjust your approach on the fly in order to complete a job or project.
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Tell me about a problem that needed fixing where you weren’t sure how to approach it.
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Quality
Tell me about a quality improvement that you initiated and implemented. How did it improve the organization?
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What methods or techniques do you use to monitor the quality of your work? Give me an example of when using these methods enabled you to correct a problem or error that otherwise would not have been identified.
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Tell me about a time when you were given constructive feedback. How did you use it to improve your quality of work?
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Relationship Building
How does one go about building rapport quickly and maintaining successful business relationships? Give examples of how you made these work for you.
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Teamwork/Team Building
Tell me about a time you worked on a project with a team that resulted in a successful outcome, what contributed to the success of the project?
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What role do you enjoy playing when working on a team?
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Describe your most recent conflict within a team setting because of a miscommunication and how you were able to solve it.
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Time Management
Are you better managing multiple priorities or one at a time? Tell me about a time you were successful/not successful.
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Talk about a time you were overloaded.
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Creativity/Innovation
Give me an example of how you came up with a unique and novel solution to a problem.
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What is the most innovative thing you have done in the last six months? Why did you go this direction? What was the driving business need?
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Learning Agility
Tell me about a time that you were involved in a team project that failed. What was the situation and what did you learn from that experience?
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Describe a time when you overcame a major obstacle.
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Candidate’s Questions
– Be sure to leave time for their questions, generally 1-3
– Paint a positive but honest view of the pros and cons of the work and culture
Notes
Closing Questions
– Describe where you are in the process, next steps, and when they can expect to hear back
– Ask if they have any final remarks
What is one thing I should know about you that I haven’t asked?
What could you bring to this position that other candidates could not?
What do you hope to find in our organization that you don’t have now?
What is the best thing a previous employer did that you wish everyone did?
Interviewer Assessment
Enter your overall assessment about the candidate’s knowledge, skills, abilities, and fit for this position.
Would you recommend this candidate advance in the process?