Personal Banker Tests

Test Summary: Assessments aimed at measuring a candidate's proficiency in entry to mid-level positions within a financial institution for which tasks include discovering customer needs, expanding new and existing relationships with customers, proactively contacting and meeting customers and completing sales (Versions of tests available: One Sitting Proctored, One Sitting Unproctored, and Two Sittings)

Test Specifications:
  • Test Name: Personal Banker Tests
  • Job Level (depending on test version): Entry-level jobs
  • Test Publisher: SHL
  • Uses: Assess the candidate's proficiency regarding tasks required in a financial institution
  • Estimated Testing Time: 57 minutes (One Sitting Proctored); 35 minutes (One Sitting Unproctored); 30 minutes Screening, 55 minutes Selection (Two-sittings).
  • Test Format: Multiple Choice
Abilities, Knowledge & Skills Measured (Depending on Test Version):
  • Learning and Sales Potential, Customer Focus, Sales Drive
  • Persistence and Planfulness, Confidence and Independence, Achievement Orientation
  • Bank Problem Solving