Tests for Banks and Credit Unions

Banks and credit unions face a challenging business environment. Competitive pressures from brokerage houses and insurance companies are forcing banks and credit unions to change from a service culture to a sales culture. In order to do this, banks and credit unions must test for and hire employees who are sales oriented. Banks and credit unions need employees who are willing to cross sell and in the very least ask customers if they are interested in additional bank or credit union services. Up until now, there has not been a sales assessment that measures what it takes to succeed these new, non-traditional bank and credit union positions.

After four years of research, a family of sales assessments has been developed to predict success in the following bank and credit union positions: (Click on each title for a sample report)

 

These predictive assessments measure the essential behaviors, work ethic, integrity, and willingness to do the tough job tasks necessary to succeed. All tests are administered at a website we create for you and the results are ready within three minutes of test completion. The results include predictive scores, a structured position interview and targeted “Interview Probes” on identified potential problem areas.

Our Banking and Credit Union assessments measure:

Banking Service Associates
Banking Sales Associates
In-store Banking Sales Associates
Banking Branch Managers
Administrative Support
Positive Service Attitude Positive Service Attitude Positive Service Attitude  

Productive Attitude

  Dependability Dependability Leadership  
    Self Reliance Responsibility Self Reliance
  Preference for Objective Measures Preference for Objective Measures Preference for Objective Measures Task Focus
        Self Control
Acceptance of Diversity Acceptance of Diversity

Acceptance of Diversity

  Acceptance of Diversity
    Multi-tasking Flexible Thinking Multi-tasking
  Process Focused Process Focused   Attention to Detail
Energy Energy Energy Energy Energy
  Influence Influence Influence  
Accommodation Accommodation Accommodation    
  Social Comfort Social Comfort Social Comfort Interpersonal Insight
Resilience Resilience< Resilience Resilience Criticism Tolerance
Basic Math Abilities Basic Math Abilities Basic Math Abilities Math and Problem Solving  
Work Ethic and Integrity Work Ethic and Integrity Work Ethic and Integrity Work Ethic and Integrity Work Ethic and Integrity
Job Tasks Job Tasks Job Tasks Job Tasks Job Tasks
Counterproductive Behaviors Counterproductive Behaviors Counterproductive Behaviors Counterproductive Behaviors Counterproductive Behaviors

All assessments are fully validated and meet or exceed all EEOC, ADA , and APA guidelines and regulations. They have never been successfully challenged. These internet-based assessments are simple to administer and score. Most applicants complete the assessment within 25 to 30 minutes. All reports are available for download within three minutes of test completion on a secure testing website.

Thank you for taking the time to review our assessment information. If you would like to review or discuss these proven, predictive assessments with us and their appropriateness for your bank or credit union, please call us at 800-947-5678.