How to Ace Virtual, First-Round Interviews with Financial Employers

Hiring in finance has always been high-stakes, but now, it starts on screen. Today’s financial employers rely on virtual, first-round interviews to screen candidates fast. That means your next hire’s first impression isn’t happening in a boardroom. It’s happening over Zoom. If you’re preparing top-tier talent or trying to improve early interview results, it’s time to refine your strategy. Here’s what your candidates need to know to stand out from the very first click.

Understand the Finance Industry’s Expectations

Candidates should research the industry standard before the interview. That way, they know what to expect and what is expected of them. The finance industry is one that practices more formal business practices. This means that even though it is a virtual interview, it should still be treated with the same seriousness of an in-person interview. 

Prep Your Tech and Setting

Prepared candidates always test their technology before the interview. This is a must for each interview, as settings can unexpectedly change. While testing, it’s crucial to confirm working knowledge of the platform and software that will be used. Ensure a stable internet connection, updated software, and functional webcam/audio. Choose a quiet, well-lit, uncluttered background. Plan a business professional outfit, just as you would for an in-person interview. 

Practice Industry-Specific Responses

Candidates can feel confident during the interview by preparing answers to common questions. Research finance-related interview questions and sample answers. Then, customize the answer to reflect personal knowledge and experience. Use the STAR method to structure responses with real examples

  • Situation
  • Task
  • Action
  • Result

Show Strong Virtual Communication Skills

Establishing an interpersonal connection can be challenging in a virtual interview. It’s hard to make eye contact and read body language. During a virtual interview, maintain eye contact with the other person by looking directly into the camera while speaking. This can be challenging, as many people tend to look at themselves instead. Avoid rambling and focus on speaking clearly and concisely. Maintain a confident and professional body posture. Sit upright, back straight, shoulders squared towards the camera. 

Ask Smart Questions

Before the interview, have two to three questions ready to ask. They should be directly related to the company and/or the position. These questions serve two purposes. The first is to gain information. The second is to show interest and knowledge. 

Follow Up Promptly

After any interview, a candidate should follow up with the individuals they interviewed with. This small gesture keeps the candidate at the forefront of the interviewer’s mind and helps set them apart from other candidates. It’s best to send a follow-up thank you email within 24 hours of the interview. This is also an opportunity to reiterate interest and highlight key takeaways.

Impress During Your Finance Virtual Interview 

In today’s finance job market, first impressions are happening over a screen, not across a desk. A strong interview strategy includes tech prep, clear communication, industry-specific responses, and thoughtful follow-up. These steps help candidates make a confident first impression and move one step closer to the offer. At BOS Staffing, we support finance professionals through every stage of the hiring journey.

Looking for your next finance role? Browse our current openings or get expert support from our team.

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