Goodfit

Branch and sales hiring for banks, lenders and insurers

Goodfit interviews every branch applicant with the same questions and records every call. When audit asks how someone was hired, you send the recording and transcript. At day 30 and day 90, Goodfit calls each new hire and tells you who is thinking of leaving.

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Trusted by banks, lenders and insurers

Bajaj CapitalTata CapitalGenerali Central InsuranceCapitalmindMuthoot Fincorp

Free · Email code to start · Uses your mic · Up to 3 minutes

What hiring looks like in a busy branch network

# branch-hiring

Today
8 unread

  • SamRecruiter9:05 AM

    Quarter-end drive: 180 relationship manager openings 😵‍💫

    🫠3

  • SamRecruiter9:40 AM

    1,400 applied overnight. Phone screens start… now? 📞

  • JordanBranch manager11:10 AM

    Last batch couldn’t explain a term life policy to a customer 🙈

    😬3

  • ChrisCompliance12:20 PM

    Audit wants the interview notes for the Q2 sales hires 📂

  • SamRecruiter2:15 PM

    Collections candidate didn’t pick up. Third one today 📵

    😩2

  • MorganHR3:30 PM

    Two of last month’s RMs resigned. Nobody saw it coming 😶

    😭4

  • AlexRegional head4:45 PM

    Can we hire 40 more by the 1st? Half of last quarter’s RMs are gone 🔁

  • MorganHR6:10 PM

    Exit form says “personal reasons”. Again 🤷

With Goodfit

  • AI interviews every applicant, by phone or on the web
  • Each applicant is scored on product knowledge, pitch and objection handling
  • Audit gets the recording and transcript of every interview
  • Day 30 and day 90 calls tell you which new hires are thinking of leaving
  • Exit calls get the real reason branch staff quit

What Goodfit asks branch and sales applicants

Each role gets questions about real customer moments, like a missed payment or a better rate elsewhere. Every branch uses the same rubric.

Relationship Manager

Goodfit asks

  • “A customer wants to move all their savings into one product. What do you ask before you recommend anything?”
  • “They say another bank is offering a better rate. How do you respond?”

Scored on

  • Needs discovery
  • Customer trust
  • Relationship building
Relationship Manager hiring guide

Collections Agent

Goodfit asks

  • “A customer has missed two payments and gets angry as soon as you call. How do you open?”
  • “They say they simply cannot pay this month. What do you do next?”

Scored on

  • De-escalation
  • Firm and fair negotiation
  • Composure
Collections Agent hiring guide

Insurance Advisor

Goodfit asks

  • “How would you explain term life insurance to a customer who thinks it is a waste of money?”
  • “Tell me about a time you turned down a sale because the product was wrong for the customer.”

Scored on

  • Clear explanation
  • Objection handling
  • Integrity
Insurance Advisor hiring guide
More roles:Sales RepresentativeBranch ManagerLoan OfficerCustomer Service Rep

What Goodfit does for branch hiring, audits and retention

Branch managers see the answer behind every score

Every applicant answers the same questions on products, pitching and objections. Goodfit scores each answer out of 10 and puts the applicant’s own words next to it. Branch managers call the top names first.

Audit gets a PDF for every hire, with the recording

Goodfit records and transcribes every interview. When audit asks how a loan officer was hired, you download one PDF. It shows each question, the answer, the score and the time in the recording.

Goodfit calls new hires at day 30 and day 90

Each new relationship manager gets a short phone call. You get the names of those who may quit, with the reason in their own words. Their branch manager still has time to step in.

Exit calls rank why branch staff quit, by region

Each leaver gets a confidential phone call about why they left. Goodfit puts their answer next to the reason on your exit sheet. A report ranks the reasons by region, branch and manager.

How Bajaj Capital uses Goodfit to hire

Bajaj Capital
“With Goodfit, we can show the video and say, "Look at what this candidate has answered." That makes feedback clearer and hiring decisions much stronger.”
Alokita SharmaAlokita SharmaSenior Manager, Talent Management, Bajaj Capital

30

Interviews to hire 10 IT interns, down from 60

Read the Bajaj Capital story

Guides for hiring and keeping branch staff

Guide · High-volume hiringHow to screen thousands of applicants for one roleLearn how banks and insurers hire many relationship managers and collections agents at once.Read the guideGuide · Retention30-60-90 day check-ins: what to ask at each milestone and what to do with the answersSee what to ask new branch hires at each milestone, and what to do with their answers.Read the guideGuide · InterviewingStructured interview questions: examples, templates and how to write themFind out why the same questions and rubric in every branch make audits easier.Read the guide

Free to start

Try Goodfit on your next open role

Create a free account, add a job and send the AI interview to real applicants. You get a scorecard for each one with the recording behind every score.

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  • 20 free assessments
  • No card needed
  • Set up in minutes

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Not used for AI training

Neither Goodfit nor our AI providers train models on your data.

The same rubric for everyone

Everyone is scored on the same rubric, and accent doesn’t count against anyone. Each score links to that moment in the recording.

No app to install

People join by phone or from a browser link. There is nothing to download.

Works with the tools you already use

All integrations
  • Slack
  • Microsoft Teams
  • Google Calendar
  • LinkedIn
  • ATS and HR systems connected during setup

FAQ

Questions banks, lenders and insurers ask

Which banking and insurance roles can Goodfit interview for?
Relationship managers, loan officers, branch staff, collections agents, insurance advisors and customer service reps. Each role gets its own questions. A relationship manager is asked how to advise a hesitant customer. A collections agent is asked how to handle a missed payment. Every answer gets a score next to the candidate’s own words.
Is AI screening fair to candidates?
Every candidate for a role gets the same questions and rubric. Goodfit scores what they say. A candidate’s accent is never part of the score. Scores are advice only. Your team makes every hiring decision and can play back the recording.
What can we show an auditor about how someone was hired?
Every interview, check-in and exit call is recorded and transcribed. Every score sits next to the candidate’s quote and a link to that moment in the recording. When internal audit or a regulator asks, you download the candidate’s PDF report. You can also export many reports at once as a ZIP file.
When do the check-in calls happen, and are they confidential?
You choose when they happen. Many banks and insurers call new hires around day 30 and day 90. Check-ins are not anonymous. The call says so before the first question. Exit calls start with a note on confidentiality. A leaver’s answers go to HR leadership. Their manager never sees them with the leaver’s name.

Start your next branch hiring round on Goodfit

Goodfit interviews every applicant, checks in with every new hire and calls every person who leaves.

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  • 20 free assessments, no card needed
  • Then $5 per assessment
  • No seats or annual contract
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