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Mystery Shopper > Mystery Shopper Jobs >
Bank
Mystery Shopping at a Bank
When you sign up for a mystery shopping network, you will often be
asked a series of questions. These questions will range from the type
of job that you do to your hobbies. One of the reasons that they are
asking you all of these questions is because they want to know what
special jobs you will be qualified to do for them. They also want to
know if you or a family member are part of anything that might
disqualify you from taking part in a specific shop. Some of the
businesses that come to the mystery shopping networks are very specific
about the qualifications of anyone that would be considered to do a
shop at their business. One of these types of shops is a mystery shop
at a bank.
Mystery shopping at banks is actually very interesting. Most times you
will get the job if you are not already an account holder, so you need
to go in and open a new account. You will be evaluating their employees
on both timing and their answers to specific questions that you are
going to ask. These questions will be provided for you and you must be
familiar with them before entering the bank. Most banks have specific
things that they must ask as well, such as offering you the latest
promotional item that is being offered at the bank.
When I did my first bank mystery shopping job I was rather nervous. I
didn't realize that it was actually going to be a very easy thing to
do. I went into the bank and put down my name on the list and secretly
started my stopwatch to see how long it would be before they got to me.
According to the guidelines that the bank had provided, they had 20
minutes to get to me or the shop was over. Fortunately for them, they
called my name within 5 minutes so I was off to sign up for a new
account.
Once I was seated in front of the bank representative, I began to ask
the questions that were provided for me by the company. I asked things
about CD rates, savings interest rates and bank hours. All of these
questions were answered properly by the person that was helping me.
After I finished filling out the paperwork for a new account, I sat
back and waited for them to make a mistake.
Typically, most people will skip the upsell, where they tell you about
the latest promotion that the bank is offering. The person that was
helping me, however, offered it without hesitation. I was amazed, they
had done everything right. I walked out of there happy for them because
I knew that once the great score got back to the bank they would be
perked in one way or another.
Many times, people think of mystery shopping as being all about grocery
stores and restaurants. The fact is that special shops can be both
profitable and enjoyable. It is a welcome break to the monotony that
many of the mystery shops have to offer.
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