Convince a Prospect to Become a Client


young bank teller is thinkingAt the end of the day, business is about turning prospects to clients. Bank Teller is a sales position, doesn’t matter if you like this description. A good teller is able to pitch a client in a right moment, and convince him to make a transaction, or other action favorable for the bank.


If you want to get a job in an interview, you simply need to convince the interviewers that you have this ability of turning prospects to customers. Every little thing you do in an interview matters. For example, a good salesman should definitely keep an eye contact with the interviewers, and they should demonstrate excellent listening skills. Let’s have a look at sample answers:

I would try to uncover the needs of the client and match them with the products and services from our portfolio.

First of all, I would try to create a good friendly relationship with them. Sales are about relations. Once I gain trust, it will be easier to sell them the product. I would also always look at things from their perspective , so they would feel that we care for them, and not only for our profits.

Role play

Man thinking about another difficult questionNot only your sales skills, but also your intelligence and resourcefulness will be tested in a role play. The interviewer will play a client of a bank, and your task will be to sell them something, or to convince them to take certain action. It is not easy, and not everybody knows how to deal with this kinds of interview exercises. Especially big banks, such as Wells Fargo, Morgan Stanley, or Chase use this interview technique in virtually all teller interviews.

Special tip: If you want to ace your role play, you can learn from practical examples and answers you’d find in our eBook, Bank Teller Interview Guide.

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