Pre-Employment Tests for Banks and Credit Unions
Pre-Employment Tests for Banking and Credit Unions identify key personality traits, skills, and abilities that differentiate success in different banking environments. The results are predictive employee screening tools validated specifically for the banking industry. Success Performance Solutions is pleased we are now able to offer these tests as part of our assessment offerings.
What does SELECT for Banking Measure?
- Banking specific math problems (associates)
- Analysis and word problems (manager)
- SELECT also reports on areas such as:
- Willingness to do common job tasks (associates)
- Relevant Experience (manager)
- Counterproductive Behaviors
SELECT for Banking is available in 4 different report version plus a sales/service combo.
SELECT for Banking Service Associates (customer service) is appropriate for associates in financial institutions responsible for:Providing a high level of service
- Conducting basic financial transactions
- Typical bank teller duties (Not responsible for any type of up-selling or cross-selling)
- Targeted to select associates who have:
- Customer Focus
- Positive Service Attitude
- Work Ethic
Each candidate is assessed on the following attitudes and abilities:
- Positive service attitude
- Acceptance of diversity
- Energy
- Accommodation
- Resilience
- Work ethic
- Basic math abilities
SELECT for Banking Sales Associates is appropriate for associates in financial institutions responsible for:
- Providing a high level of service
- Increasing sales of financial products through direct sales, cross-selling or suggestive up-selling
- Targeted to select associates who:
- Are Sales-Oriented
- Have Customer Focus
- Fit with the Work Environment
- Comfortable having their performance measured objectively
- Able to follow processes and procedure
Each sales associate candidate is assessed on the following attitudes and abilities:
- Positive service attitude
- Dependability
- Preference for objective measures
- Acceptance of diversity
- Process focused
- Energy
- Influence
- Accommodation
- Social comfort
- Resilience
- Work ethic
- Basic math abilities
SELECT for In-Store Banking Sales Associates is appropriate for associates in financial institutions responsible for:
- Providing a high level of service
- Increasing sales of financial products through direct sales, cross-selling or suggestive up-selling
- Working in an in-store environment
- Targeted to select associates who:
- Are Sales-Oriented
- Have Customer Focus
- Fit with the Work Environment
- Can work independently
- Able to follow processes and procedure
- Able to handle varying responsibilities (wear many hats)
Each in-store sales associate candidate is assessed on the following attitudes and abilities:
- Positive service attitude
- Dependability
- Self-reliance
- Preference for objective measures
- Acceptance of diversity
- Multi-tasking
- Process focused
- Energy
- Influence
- Accommodation
- Social comfort
- Resilience
- Work ethic
- Basic math abilities
SELECT for Banking Branch Managers is appropriate for managers of financial institutions responsible for:
- Managing a team of associates
- Growing the financial sales of their branch/facility
- Growing and maintaining customer base
- Targeted to select managers who:
- Are Sales-Oriented
- Have Customer Focus
- Are Results-Oriented
- Can Lead Others Effectively
- Fit with the Work Environment
- Comfortable having their performance measured objectively
- Are intuitive and non-rigid in their thinking
- Can handle stress of the job
Each Banking Branch Manager candidate is assessed on the following attitudes and abilities:
- Managing a team of associates
- Growing the financial sales of their branch/facility
- Growing and maintaining customer base
- Targeted to select managers who:
- Are Sales-Oriented
- Have Customer Focus
- Are Results-Oriented
- Can Lead Others Effectively
- Fit with the Work Environment
- Comfortable having their performance measured objectively
- Are intuitive and non-rigid in their thinking
- Can handle stress of the job
PeopleClues Bank Teller
Positions that require the employee to deal with monetary items, follow strict procedures and deal directly with customers; position titles would also include loan officers, financial planners, etc; please note that the “Financial” report can also be helpful. Read more about PeopleClues.
eSkill Bank Teller Skill Test
- Code of Ethics
- Money Handling
- Product Referral and Sales
- Customer Service
- Compliance
- Banking Terms
- Debits and Credits
Basic Math
- Addition and Subtraction
- Multiplication and Division
- Fractions
- Order of operations
- Percentages and Proportions
- Decimals
- Numbers
- Equations
- Problems
- Series and Ratios
Accounting and Bookkeeping Principles
- Managing Inventory
- Working with the General Ledger
- Working with Accounts Receivable
- Working with Accounts Payable
- Accounting Fundamentals
- Working with Payroll
- Monitoring Sales
