Banking Skills Tests
Assessments for banking employees such as tellers, bank managers, accounting managers, other finance roles and skills such as handling money, etc.
Showing all 14 results
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Advanced Numerical Reasoning Appraisal
The Advanced Numerical Reasoning Appraisal assess higher-level numerical reasoning skills for managing complex business information.
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Bank Teller Math Aptitude Test
Use 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.
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Banking Services Representative Test
Use the Banking Services Representative Test to assess friendliness, cross-selling and customer service skills in applicants for all banking service roles.
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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. For alternatives to this and other discontinued assessment products click here.
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Basic Banking Skills Inventory (BBSB ™)
We’re sorry, this assessment is no longer available but there are many alternatives to choose from. For alternatives to this and other discontinued assessment products click here.
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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 or For alternatives to this and other discontinued assessment products click here.
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Entry Level Customer Service
The 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
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Financial & Banking Services
The Financial & Banking Services test measures the knowledge of investment products, banking products, taxation and principles of macroeconomics.
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LH-STEP – System for Testing & Evaluation of Potential (LH-STEP™)
We’re sorry, this assessment is no longer available but there are many alternatives to choose from. For alternatives to this and other discontinued assessment products click here.
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Occupational: Bank Teller
Use the Occupational: Bank Teller to measure key administrative & clerical skills and personal work style for banking roles.
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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.
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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). For alternatives to this and other discontinued assessment products click here.
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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 or For alternatives to this and other discontinued assessment products click here.
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What Is The Value (US)
Use the What Is The Value (US) measure entry level candidates’ candidate’s money handling ability in positions handling cash. – NO LONGER OFFERED – Oct 2025
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