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Financial Clerk Interview Questions

Top 5 financial clerk interview questions with detailed tips for both hiring managers and candidates.
By Paul Peters, Updated May 10, 2021
Financial clerk looking at the laptop on her office desk while holding a gray mug

Financial clerks, or finance clerks, provide assistance to the financial departments of a variety of businesses. They prepare and process transactions, ensure that the financial records are updated and maintained, answer customer questions, and resolve financial queries or issues.

When interviewing financial clerks, top candidates will be highly organized and mathematically minded. Be wary of candidates who lack strong communication skills or detailed knowledge of accounting and bookkeeping software.

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Interview Questions for Financial Clerks:

1. What skills and personality traits would make you suitable for this role?

Assesses the candidate's aptitude and attitude.

2. What accounting software do you prefer to work with and why?

Explores the candidate's technical skills and experience.

3. How would you manage multiple tasks on a tight deadline?

Evaluates the candidate's time-management and multitasking skills.

4. How would you ensure accuracy when performing account reconciliation?

Examines the candidate's attention to detail and organizational techniques.

5. How would you assist a frustrated customer with resolving an incorrect transaction?

Reveals the candidate's communication and customer service abilities.

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