Customer Focus

Question 1

Tell me about a time when you almost lost a customer and had to turn the situation around.

Answer 1

Grus and Subramanian - Wire inx

Question 2

Tell me about a time you exceeded a customers expectations.

Answer 2

Sigma Hoch account asset split 3 ways

Question 3

Tell me about a time when you went the extra mile for a challenging customer.

Answer 3

Heidi Novae’s - Gifting securities instead of cash. Helped out the foundation.

Question 4

Tell me about a time you were confronted with an internal or external customer problem.

Answer 4

Heidi Benzonelli

Question 5

Describe a time when you found a customer problem especially difficult to deal with.

Answer 5

Angie Stoecker - email

Question 6

Tell me about a time when you changed your approach to customers based on customer feedback.

Answer 6

Clients preferred Zoom to webex

Question 7

Tell me about a time you created a new service, process, or product based on customer feedback.

Answer 7

Client service plan - meetings

Question 8

Describe a time you obtained up-to-date information from a customer, and what you did with it.

Answer 8

Heidi Benzonelli IRA

Question 9

Describe a situation where new insights about a customer paid off.

Answer 9

Heidi Benzonelli requesting an IRA.