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Common banking interview questions

Vedang R. Vatsa

If you are seeking an entry-level position, obtaining a job in the banking industry is not straightforward and needs the necessary academic credentials, ability, sincerity, responsibility, and devotion, as well as experience.

When it comes to employment prospects, young graduates and seasoned professionals from all over the world desire to become bankers. If you are seeking an entry-level position, obtaining a job in the banking industry is not straightforward and needs the necessary academic credentials, ability, sincerity, responsibility, and devotion, as well as experience. While preparing for the interview:

  • Read about the bank: Researching the bank for which you are interviewing is the first step in preparing for bank interviews.  You might begin by visiting the bank's website to gain information about the bank's size, location, and offerings.
     
  • Study common financial jargon: Before appearing for the interview, read up on words such as CRR, SLR, Repo rate, Reverse repo rate, inflation, deflation, FDI, etc.
     
  • Do mock interviews: Prepare for common banking interview questions by practising interview questions. Mock interviews may aid in preparation.
     
  • Enhance your knowledge of banking policies: To excel at a banking interview, you must be informed of the most recent banking policies.

 

Here are some of the most important bank interview questions and answers, as well as preparation advice to help you ace your bank interview.


Why do you want to work in the banking industry?

This is a very common question in most bank interviews since the response helps the interviewer understand the motivation behind your career decision. The significance, impact, and growth prospects of the banking industry may be used as talking points. Avoid providing personal reasons such as income, reputation, privileges, etc., and instead, provide explanations and views based on facts.

A sample answer:

The banking business is profitable and plays a significant role in our economy. It offers challenging responsibilities and possibilities for skill and knowledge development. I want to pursue a career in the banking business due to the industry's dynamism and its importance in the current economic climate.

 

Can you list the types of bank accounts?

Various bank accounts serve various purposes to suit the account holder's needs. The five most popular bank accounts for saving or investing money are:

  • Savings Account - This is the most popular type of bank account that enables account users to save and withdraw funds while accruing interest.
     
  • Current Account - Designed for daily transactions, a current account is a kind of deposit account that enables customers to conduct multiple transactions on a regular basis and withdraw funds as frequently as needed.
     
  • Fixed Deposits-Fixed deposits serve as long-term savings solutions. It entitles investors to the interest accrued on deposits, provided the funds are not removed within a certain time frame. The interest rate on a fixed deposit is greater than that of a savings account, ranging from 4% to 7.5%.
     
  • Recurring Deposit Account - This is a customizable deposit account given by banks to individuals with regular income save a predetermined amount of money each month while receiving interest.
     
  • Demat Account - A Demat Account is used to purchase and hold shares. NRIs may utilise the Repatriable Demat account while Indian investors can use the standard Demat account.

 

Are you familiar with the previous and current tax regimes?

With the declaration of the new tax system, the union budget for 2020-21 ushered in a fundamental shift for all individual taxpayers.

Now, taxpayers have a choice between:

  • The previous income tax regime, including current deductions and exemptions.
  • The new income tax regime that has lower tax rates and fewer exemptions.

Consequently, when you prepare for your bank interview, ensure that you have a thorough understanding of the two tax regimes and their potential effects on taxpayers.


What documentation is required for a person to open a bank account?

The RBI has instructed banks to adhere to the Know Your Customer (KYC) standards, in which the bank receives the account holder's personal information. The basic documents required to establish a bank account are photographs, proof-of-identity such as an Aadhaar card or Pan card, and proof of residence.
 

Differentiate between FDI and FII?

FDI (Foreign Direct Investment) refers to the investment made by a corporation located in one nation into a foreign company, therefore making them shareholders. Foreign Institutional Investors (FII) refers to the investments made by foreign corporations in a country's stock market.

 

What is Annual Percentage Rate (APR)?

It is a fee or rate of interest that a bank charges its clients for using its services, such as loans, credit cards, etc.

 

What are Amortization and Negative Amortization?

Amortization is the repayment of a loan via instalments to cover the principal and interest, but negative amortization occurs when the loan repayment is less than the loan's accrued interest.


Given the ever-changing financial landscape, what do you believe the banking industry requires?

This is a common banking interview question. This question assesses your knowledge of the evolving trends and requirements of the banking industry. To respond, do a thorough study of the present banking environment and the approaches used by banks. You may also highlight the sector's growth in terms of technology and business practices, as well as what you believe needs improvement.

A sample answer can be:

Given the present state of the economy, I believe banks must strive toward the equitable distribution of savings to all sectors in order to promote growth.  To make banking procedures effective, we also need professional and advanced management strategies.  In addition to implementing measures to meet the credit demands of all segments of society, banks must limit the issuance of loans to repeat loan defaulters.

 

What are the common ways to operate bank accounts?

Bank accounts may be managed via:

  • Branch offices of the bank
  • Mobile Banking
  • ATM
  • Internet Banking

 

What does the line of credit mean?

The line of credit is the maximum borrowing amount a borrower may get from the bank. It is mutually agreed upon by the lender and the borrower.  These are immediately accessible money that the borrower may withdraw when needed.  The borrower may withdraw the amount necessary from the total credit and just pay interest on the amount withdrawn.

 

What does Overdraft Protection mean?

Banks provide overdraft protection as a service to their account holders.  It enables consumers to move funds across accounts in order to prevent check bounces, payment errors, etc.  Customers can move funds between their checking and savings accounts.

 

Why is a credit management system necessary?

A credit management system aids in the administration of financial transactions credited to account holders. A credit management system is necessary because it enables banks to regulate credit and maximise earnings. By directly monitoring credit conditions, the system manages bad debts and costs. An efficient credit management system ensures the sustainability of the money and avoids insolvency.

 

What is the revenue source for banks?

The majority of a bank's earnings come from providing loans. All loans have an interest rate that serves as a source of revenue for banks. Banks also profit from the extra fees assessed for online bill payments, account maintenance, and similar services.