US Trust Interview Questions

4 total interview insight submissions
Interview Experience (78%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

4
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (55%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

2.5
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult
% Interns - FT Offers (75%)

The % of Interns Getting a Full Time Offer chart is meant to provide a realistic estimate of the hiring practices of the company based on the reviews at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to the simple company average and away from the average of the entire data set.

65%
  • 0%
  • 10%
  • 20%
  • 30%
  • 40%
  • 50%
  • 60%
  • 70%
  • 80%
  • 90%
  • 100%

Interviews at US Trust

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Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Assistant Vice President
Year 2011
Job Title Assistant Vice President
Group/Division Wealth Management
Location New York
Experience
Positive
Difficulty
Average
Assistant Portfolio Manager
Year 2015
Job Title Assistant Portfolio Manager
Group/Division Fixed Income
Location New York
Experience
Very Positive
Difficulty
Average
Intern
Year 2013
Job Title Intern
Group/Division Settlements
Location Clayton
Experience
Neutral
Difficulty
Easy
Intern
Year 2014
Job Title Intern
Group/Division Private Wealth Management
Location New York
Experience
Positive
Difficulty
Easy

Interview Questions & Answers - US Trust Examples

Client Sales and Service Officer Interview - Wealth Management

Anonymous employee in New York
Interviewed: June 2011
Date Submitted: Jun 09, 2017
Outcome
Accepted Offer
Interview Source
Employee Referral
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Interview
I was first approached by a Bank of America recruiter specific to US Trust. The first interview is more general, hoping to get a feeling for your understanding of the role and assess general fit. After that, you move to rounds where you will interview with members of the wealth management team on which you will sit. Typically that is 2-3 people culminating with the Private Client Advisor, for whom you will work.
Interview Questions
The interview questions tended more towards the personal and trying to get an understanding of your career ambitions and whether any experiences have synergies with the role. Since US Trust is part of BofA, lending/banking is prioritized in terms of previous knowledge. Any ability to speak to credit/lending products will move you to the top. Since the role is primarily client service, you will be asked about times when you have had to tell a customer/client "no" and also how you go about delivering bad news.
Sample Answer

Portfolio Manager Associate Interview - Fixed Income

Anonymous interview candidate in New York
Interviewed: 2015
Date Submitted: Oct 29, 2015
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Group Interview
Interview
Applied online. Received a call from HR the following day. Asked about background/ why I wanted the position. Passed info to PM team and soon after got a call to schedule an in-person same week. Meet is a PM and VP. 2 weeks later they called to schedule an interview with the rest of the team.
Interview Questions
Q: That is the biggest news right now and how is that impacting our industry. A: Fed decision on when to raise rates. With a historically low interest rate environment and a rate increase looming the markets are watching for signs as to when the increase will occur. Portfolios are being positioned to take advantage of the rate hike by favoring short duration highly liquid securities.
Sample Answer

Settlements Intern Interview - Settlements

Anonymous interview candidate in Clayton
Interviewed: January 2013
Date Submitted: Oct 20, 2015
Outcome
Declined Offer
Interview Source
Recruiter
Length of Process
Less than 1 month
Application
Phone Interview
Interview
Began with on campus recruiting. I attended one info session and subsequently met with the recruiter at a career fair. Afterwards, I applied with resume and cover letter online. Concluded with two phone interviews. Received offer.
Interview Questions
There were no difficult questions. Most of the questions were behavioral. Tell me about yourself. Tell me about a difficult decision you had to make. Tell me about a time a customer/client caused you stress or conflict. Etc.
Sample Answer

Private Client Manager Intern Interview - Private Wealth Management

Anonymous interview candidate in New York
Interviewed: February 2014
Date Submitted: Feb 18, 2014
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Group Interview
Interview
It started with two on campus interviews after I submitted my resume and cover letter via our career center. One of the one campus interviews was a group interview the other was a 1 on 1 interview. After that I received a call back for super day. Because of the recent weather my super day was canceled and my final two interviews were conducted over the telephone. I am currently waiting to hear back from US Trust. Overall it was a great process and the questions were all behavioral.
Interview Questions
Why wealth management?

How do you deal with an irate customer?

Tell me about a time you failed and what you learned from that failure?

Tell me about a time where you had a conflict within a group you worked with? What was your role in the group? And how was the conflict solved?

As I stated the interview was fairly easy, I didn't have a question that caught me off guard just prepare for a normal behavioral interview and you should be fine in this process. Also, display some personality during the interview I think this was key in my advancement.
Sample Answer