Job Shadow: Interview Worksheet
Person to be interviewed: Briceida Young Phone: (559)562-5419
Job Title: Personal Banker
Business: Bank of America
Place of the interview: 215 N Elmwood Ave, Lindsay CA
Date and time of the interview: March 10, 2016, 9:30 am
Estimated length of interview: 4 hours
Question 1: What qualities does a person need to possess to be in this type of position?
Answer: “They should like to help people, like to work with others, and be sales motivated.”
Question 2: What formal or on the job training does the organization provide?
Answer: “They provide online training every month. Training consists of certain exercises to help customers.”
Question 3: What inspired you to choose your career?
Answer: “I love helping customers and didn’t want to work outside.”
Question 4: What advice would you have for a person aspiring to enter your career field?
Answer: “To be energetic, friendly, commutative, and be okay with pressure.”
Question 5: Are there any necessary credentials for your line of work?
Answer: “Yes, you need a high school diploma, at least 48 credits completed, and a specialty in business is a plus.”
Question 6: What opportunities for advancement are there for this field?
Answer: “You can move to mortgage, merchant services, investments, or manager. There is a lot of room for growth.”
Question 7: What is the most challenging part of your job?
Answer: “Finding a solution for problems when a customer complains or is not happy with their experience.”
Question 8: What is the most rewarding part of your job?
Answer: “Knowing you helped a customer. The bonuses and the pay is good.”
Question 9: How did you get started in this field?
Answer: “I started as a bank teller in 2008, and moved up to a personal banker.”
Question 10: What are some key factors and skills needed in your line of work?
Answer: “You need to be bilingual, be able to multitask, have people and social skills, be well with working with others, be able to take and follow orders, and be self-driven.”
Job Title: Personal Banker
Business: Bank of America
Place of the interview: 215 N Elmwood Ave, Lindsay CA
Date and time of the interview: March 10, 2016, 9:30 am
Estimated length of interview: 4 hours
Question 1: What qualities does a person need to possess to be in this type of position?
Answer: “They should like to help people, like to work with others, and be sales motivated.”
Question 2: What formal or on the job training does the organization provide?
Answer: “They provide online training every month. Training consists of certain exercises to help customers.”
Question 3: What inspired you to choose your career?
Answer: “I love helping customers and didn’t want to work outside.”
Question 4: What advice would you have for a person aspiring to enter your career field?
Answer: “To be energetic, friendly, commutative, and be okay with pressure.”
Question 5: Are there any necessary credentials for your line of work?
Answer: “Yes, you need a high school diploma, at least 48 credits completed, and a specialty in business is a plus.”
Question 6: What opportunities for advancement are there for this field?
Answer: “You can move to mortgage, merchant services, investments, or manager. There is a lot of room for growth.”
Question 7: What is the most challenging part of your job?
Answer: “Finding a solution for problems when a customer complains or is not happy with their experience.”
Question 8: What is the most rewarding part of your job?
Answer: “Knowing you helped a customer. The bonuses and the pay is good.”
Question 9: How did you get started in this field?
Answer: “I started as a bank teller in 2008, and moved up to a personal banker.”
Question 10: What are some key factors and skills needed in your line of work?
Answer: “You need to be bilingual, be able to multitask, have people and social skills, be well with working with others, be able to take and follow orders, and be self-driven.”
Job Shadow Summary
I’ve always wanted to do something in business so I got to job shadow Briceida Young, a personal banker in Bank of America. I really liked getting to know more about what she does and getting more information on her career. I got to sit with her and her customers and watch how she attends them. During her break I got to ask her some questions I had for her and she got to evaluate me. She told me the requirement needed to be in her position are a high school diploma and to start off as a bank teller then just work your way up. A college degree in business is a plus. To work at a bank there is also some key factors and skills needed like; be bilingual, a multitasker, work well with others, be friendly, self-driven, and be willing to take orders. Everyone there was very friendly. After receiving all this information and seeing Briceida at work, I really hope to soon be working for a bank as well.