Banking Services Representative Test

Screen candidates for bank teller positions requiring intelligence, personality, cross-selling and customer service with the Banking Services Representative test.

Purpose

You are hiring bank tellers, and must be absolutely sure you get the right people. Perhaps the wrong banking representatives were hired in the past, or your bank has suffered from employee turnover. Our Banking Services Representative Test might be the right fit test for you to find your right fit hire.

This test is designed to help you evaluate four main teller skills: Is the potential bank teller smart with numbers? Do they have a good work personality a warm, friendly, and outgoing? Do they have a strong work ethic? And finally, can they cross-sell your financial institutions’ numerous other products and services and produce more business?

Personality tests are tools in your arsenal to ensure you hire people with good teller skills. And Resource Associates provides employee tests that help you find the right people.

What It’s Best Used For

This screening instrument is best used during the hiring or internal promotion process for bank tellers, client services representatives, and branch personnel. It is specifically built to reduce employee turnover by ensuring new hires can actively balance technical accuracy with a customer-first growth mindset.

• Identifying Cross-Selling Skills: Pinpoints self-motivated applicants who possess the warm, outgoing personality needed to naturally promote your financial institution’s secondary products and services.
• Verifying Financial Literacy: Confirms whether a candidate is genuinely “smart with numbers” by isolating baseline computational speed, numerical logic, and practical percentage handling.
• Measuring Work Ethic: Evaluates critical soft skills, friendliness, and day-to-day dependability to ensure the new hire seamlessly integrates into a collaborative branch environment.
• Data-Driven Interview Support: Employers instantly receive an online report detailing a graphical score display alongside an overall role-fit recommendation.

About the Test

This pre-employment test for bank tellers should take candidates approximately 75 minutes to complete. The test battery has three parts:

• 7-minute clerical speed & accuracy test.
• An untimed teller math test which consists of 10 multiple choice adding and subtracting questions and 10 multiple choice word problems that require skill with percentages.
• 101-question untimed personality test.

What the Report Gives You

A graphical display of scores of areas covered and an overall recommendation based on the match to each characteristic.

Optional Add-On

A Career Development Report for Individuals is available to be added for a nominal charge.

Testing Process

Online personality testing provides immediate reporting. Proctoring is desirable but not required.

Options

Contact us to learn how we can customize test content for bank employment or the way information is presented in the report to meet your specifications. We can also conduct test validation for your workforce or establish company-specific scoring.

Validity Information: Available upon request.

Sample Questions