Financial Services & Banking – Processor – Operations

2765

Position Name: Processor – Operations

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 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?

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 specific areas (related to the position) do you consider yourself the most knowledgeable? What areas have you had less experience or do not feel as comfortable with?

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

What is one of the most challenging changes you have faced at work? How did it impact you? What was the outcome?

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Action:

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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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Action:

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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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Communication

Tell me about a recent time when an e-mail or verbal conversation was misinterpreted by your team or employees. What was the situation and the outcome?

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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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Do you tend to take an observer/listener role or be an active participant in meetings? Tell me about a time when your preferred style worked well and a time when it didn’t.

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Planning & Organization

What tools do you use to plan your day? How do these help you determine priorities? How do you keep others informed?

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Describe a situation that didn’t go as planned. What would you have done differently?

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Problem Solving

Tell me about a time when you had to problem solve with a group. What role did you play and what was the outcome?

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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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Process Management

What process have you developed and/or initiated in your recent position?

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Give an example of when you recommended a change in process and someone disagreed. How did you handle the resistance?

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Quality

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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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 do you believe makes a team successful?

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Tell us about a time when someone wasn’t pulling their weight on a team. What was the situation and how did you manage through it?

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Do you prefer to work by yourself or with a team? Which is more interesting to you and why?

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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 do you hope to find in our organization that you don’t have now?

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?

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