case manager job

myright

Hey guys

I've got a a job interview for a case manager working for a of a bank. Basically checking documents relating to mortgage applications. So brokers probs contact me or customers.

I've not done anything like this before. But I have a telephone role play to do at the assessment centre. I don't know what to expect.

Please could someone give me some scenarios or something that may come up in the role play so I can prepare..

ACG

Ive had 2 role plays before when applying for jobs with financial service companies, both had a similar roleplay (I got both)...
Selling a holiday. Listen to what the person wants, do they want sun/beach/skiing/clubbing etc. Relay how your recommendation hits what they want, ie its sunny, pool, near the bars, it does/does not allow kids.

Expect them to reject the first option.

Try to cross sell something - insurance/foreign exchange etc.

- it doesnt matter what the scenario is, the principle is the same. Listen, come back with something they want, try to promote other services, expect a rejection on your first response... this is just to check how you deal with rejection.

myright

Thanks for that . So what's the best way to deal with rejection in the above scenrio?The company has specified to me it's going to be case manager related role play.

ACG

Ask why?
So you would say something like, ok thats fine, to help me further what is it about that you do not like?

A case manager role play, I have not come across but i suspect it will be the same principle.