Banking Skills
Assessments for banking employees such as tellers, bank managers, accounting managers, other finance roles and skills such as handling money, etc.
Showing all 25 results
-
Accounting Manager Test
The Accounting Manager Test screens accounting candidates for mental ability, leadership qualities, integrity and work ethics.
-
Advanced Numerical Reasoning Appraisal
$39.00The Advanced Numerical Reasoning Appraisal assess higher-level numerical reasoning skills for managing complex business information.
-
Bank Collections Agent – Short Form
Use the Bank Collections Agent – Short Form to screen candidates for skills like tact, problem solving and account monitoring for entry-level collections in inbound or outbound call center environments in a financial setting.
-
Bank Manager Test
Use the Bank Manager Test to assess mental ability, information processing, ethics, leadership qualities and decision making in financial roles
-
Bank Teller Math Aptitude Test
$22.00Use the Banking Teller Math Aptitude Test to measure basic math skills and error catching ability of applicants for teller and loan officer roles in banking.
-
Bank Teller Skills Test
Use the Bank Teller Skills Test to screen and assess verbal, numerical, logic, coding, teller skills in bank teller candidates.
-
Banking Services Representative Test
$50.00Use the Banking Services Representative Test to assess friendliness, cross-selling and customer service skills in applicants for all banking service roles.
-
Banking/Finance Administrative Assistant Test
Assess Banking/Finance Administrative Assistants for entry-level clerical positions that include typing skills, customer service, professionalism and conscientiousness. – We’re sorry, the Banking/Finance Administrative has been discontinued and replaced with the General Entry Level 7.0 – Data Entry.
-
Branch Manager – Short Form
Use the Branch Manager to assess mid-level applicants for management judgment, leadership potential, problem solving and teamwork skills. – We’re sorry, this test has been discontinued and replaced with the Manager 7.0 – Click Here
-
Entry Level Customer Service
$34.00The Entry Level Customer Service assesses a wide range of entry-level positions where employees are expected to interact with customers when carrying out critical tasks of the job. – NO LONGER OFFERED – Oct 2025
-
Financial & Banking Services
$15.00The Financial & Banking Services test measures the knowledge of investment products, banking products, taxation and principles of macroeconomics.
-
Financial Services Practice Manager Test
The Financial Services Practice Manager Test identifies the leadership qualities necessary to monitor others, make ethical decisions efficiently and handle complexities.
-
Occupational: Bank Teller
Use the Occupational: Bank Teller to measure key administrative & clerical skills and personal work style for banking roles.
-
Occupational: Financial Analyst
$74.00Use the Occupational: Financial Analyst to measure a candidate’s potential fit for the role of an Analyst within the financial industry by assessing critical thinking and work style.
-
Occupational: Financial Manager
$74.00Use the Occupational: Financial Manager to measure the critical thinking, reasoning and inference skills, as well as, the overall job fit of your financial manager candidates.
-
Occupational: Loan Officer
Use the Occupational: Loan Officer to measure the critical thinking, reasoning and inference skills, as well as, the overall job fit of your loan officer candidates.
-
OPAC® Software Skills Tests
The OPAC® Software Skills Tests offer an array of over 50 exams to measure critical knowledge, skills and abilities necessary for success in the high-stress office environment.
-
Personal Banker Solution
Use the Personal Banker Solution for all entry to mid-level financial institution and loan officer positions. – We’re sorry, this test has been discontinued, updated and replaced with the Entry Level Sales (click here) and/or Sales Professional 7.0 (click here).
-
Phone Banker Test
The Phone Banker Test assesses learning potential, dependability, persistence and planfulness, sales focus, customer focus. – We’re sorry, this test has been discontinued and replaced with the Sales & Service Phone Solution – Click Here
-
Short Employment Tests®
Use the Short Employment Tests® for selecting candidates for administrative, banking, customer service and cashier positions.
-
SkillCheck® Assessments
The SkillCheck® Assessments cover the broadest range of clerical, software, call center, financial, healthcare, industrial, legal, and technical candidate competencies.
-
Teller 6.0 – US, UK, ANZ English
The Teller 6.0 assesses person’s ability to handle money, prevent transactional errors, promote quality customer service, and generate sales or referrals appropriately.
-
Teller 7.0
$67.00The Teller 7.0 replaces the Teller 6.0 and assesses person’s ability to handle money, prevent transactional errors, promote quality customer service, and generate sales or referrals appropriately.
-
Teller With Sales Solution
The Teller With Sales Solution is for all entry-level financial institution bank teller positions.
-
What Is The Value (US)
$35.00Use the What Is The Value (US) measure entry level candidates’ candidate’s money handling ability in positions handling cash. – NO LONGER OFFERED – Oct 2025
Not sure which test fits your needs?
We can help you to make the right choice.