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)
- Branch Manager - for sales oriented managers who are responsible for growing branch business.
- Banking/Credit Union Sales Associate – for tellers, lobby and member services personnel who cross sell or up sell products and services.
- Banking/Credit Union Service Associate – for traditional, customer service oriented personnel who are not responsible for cross selling.
- Banking/Credit Union In-Store Sales Associate – for sales oriented, customer focused personnel who operate in an off site, store front location.
- Administrative Support – for back office personnel or those positions that have little customer contact.
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
|Positive Service Attitude||Positive Service Attitude||Positive Service Attitude||
|Self Reliance||Responsibility||Self Reliance|
|Preference for Objective Measures||Preference for Objective Measures||Preference for Objective Measures||Task Focus|
|Acceptance of Diversity||Acceptance of Diversity||
Acceptance of Diversity
|Acceptance of Diversity|
|Process Focused||Process Focused||Attention to Detail|
|Social Comfort||Social Comfort||Social Comfort||Interpersonal Insight|
|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.