This test has been discontinued, updated and replaced with the Entry Level Sales (click here) and/or Sales Professional 7.0 (click here).

Use the Personal Banker Solution for all entry to mid-level financial institution and loan officer positions.  Before you invest the time and money to train a new employee, test your applicants for the following skills:

• Learning potential
• Sales potential
• Customer focus

This test provides the answers you need to make informed hiring and promotion decisions.

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The Personal Banker Solution is for entry to mid-level financial institution and loan officer positions. Sample tasks for this job would include, but are not limited to: acquiring, retaining and expanding new and existing customer relationships, discovering customer needs, making the best recommendation, completing sales, proactively contacting & meeting customers, and asking for referrals.

Job Level: Entry-Level
Job Family/Title: Banking
Localizations Available: US English
Time Recommended: 44 minutes
Number of Questions: Up to 206 items
Number of Sittings: One
Designed for Unproctored Environment: Yes
Question Format: Multiple choice

Learning Potential: This is a measure of the potential for success in jobs across industry type and functional area. Candidates’ responses to questions regarding developmental influences, educational and work history, and related values and attitudes are compared with response profiles from successful employees. These items are significantly related to a traditional cognitive test of learning ability.

Persistence and Planfulness: This is a measure of the tendency to set specific goals and work hard to achieve these goals. This trait is characterized by: suggesting the best solution for customer needs; being able to direct conversations towards a commitment/order/sale; and continuing to try if not successful the first time.

Sales Potential: This is a measure of the tendency to have a combination of sales skills and experiences that predict success in sales positions. This is characterized by: showing alternative solutions based on customer needs; directing conversations toward a commitment/order/sale; showing confidence even after a hard refusal/rejection; and striving to close a transaction every time. This is demonstrated by answering questions on a multifaceted measure relating to background, experience, and opinions.

Customer Focus: This measures the tendency to show persistent enthusiasm when interacting with customers. This trait is characterized by: apologizing sincerely for inconveniences, being patient, tolerating rude customers calmly, and searching for information or products for customers.