How to successfully interview a partner/CEO in a bank or financial services

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When talking to a partner/CEO during an interview in a bank or financial services, it requires a combination of several factors such as professionalism, consideration and listening. In this article, we will provide you with some advice so that you can not only pass the pitfall of this interview with confidence but above all that you leave an excellent impression at the end of this interview. Indeed, if the partner/CEO considers that the meeting went well, it is very likely that a job offer will follow in stride.

Greetings and Introduction

Always start by greeting your interlocutor with a formal title, such as "Sir" or "Madam", followed by their last name, unless they invite you to do otherwise or you know your interlocutor personally.
Introduce yourself concisely by stating your first and last name clearly and calmly.

Listen carefully

When your interlocutor addresses you, be attentive and do not interrupt him/her until he/she has finished speaking. This will demonstrate engagement in conversation and a form of respect.

Use clear and concise language

Don't waste time on conjectures. Try to be as direct as possible while highlighting the most important elements. Do not give out frivolous information. Your interlocutor will appreciate that you are brief and concise.

Maintain proper body language

Your posture during an interview shows in what state of mind and confidence you are. Therefore, it is essential to stand up straight, avoid crossing your arms (defensive posture) and maintain eye contact with your interlocutor.

Be respectful

It is possible that during the interview you disagree with a subject discussed. Whatever your opposing point of view, express it respectfully while not interrupting the interviewer.

Try to know some of their achievement in their position

Try to inform yourself in advance about some of the achievements made by your interlocutor in his position. This will demonstrate that you are interested in the entity and your interviewer and that you have done your homework.

Ask relevant questions

Relevant questions tend to demonstrate that you have a real interest in the position you are applying for. But make sure that the questions are in line with the role for which you are interviewed and that you have thought about your future role within the organization.

Be yourself

Although a large dose of professionalism is essential, you must remain yourself and not give a false image of yourself. Indeed, if you overplay your role, you risk being unmasked and if this was not the case, you will be recruited on a false image and therefore the expectations of the organization will not be in line with who you really are.

Thank your interlocutor for the time he/she granted you

Once the interview is over, it is essential to thank your interlocutor for the time he spent with you. Indeed, these people usually have busy schedules, and a form of gratitude can leave a positive impression.

Follow up

Once the interview is over, do not hesitate to send a thank you email to express your gratitude and to reiterate your interest in the position to be filled.

In the end, the key is to demonstrate during the allotted time of the interview that you have a real interest in the role and that you are the right person. Indeed, you have real skills and a solid understanding of the sector of activity for which you are applying. You are a respectful and serious person whether it is a partner/CEO or any other person in the organization.

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