Personal Banker Test

When looking to fill a personal banker position, it's important to make sure that the candidate has the skills necessary to do the job. A personal banker skills test can help ensure that the candidate is a good fit for the position.

  • What is a personal banker test?

    A personal banker is a banking professional who specializes in providing services to individual customers. These services include making deposits, setting up accounts, taking loan applications and providing financial advice.

    A personal banker test is an easy way of assessing the essential skills needed for the job. Some of the skills it assesses include numerical reasoning, decision making and communication.

    The skills test focuses around situations a personal banker would face on a daily basis, and asks multiple-choice questions that offer employers insight into candidates’ skill levels.

Jump to a section on this page:

  1. What is a personal banker test?
  2. What are the benefits of using the personal banker test for pre-screening?
  3. How our test measures personal banker skills
  4. Personal Banker Test FAQs

Identify the best candidates and hire faster

Our pre-employment tests let you drill down to the best candidates at the click of a button.

  • Find those candidates who will excel in the role.

    Select the assessments that match the skills or behaviours for the position. You can test for software or coding competency, soft skills like teamwork, or personality traits, to be sure those who pass have high potential.

  • Reduce costs and time.

    No more laborious sifting of resumes or cover letters. Pick your ideal assessment mix, invite your applicants to take them, see the results in your dashboard. Get to the interview stage fast.

  • Eliminate bias.

    All your candidates take the assessments on a level playing field. Only their results determine whether they get shortlisted.

  • What are the benefits of using the personal banker test for pre-screening?

    The personal banker tests can be used at any stage throughout the hiring process, however, using it during the pre-screening stage will have the most benefits. The skills test shows which candidates have the basic skills of a personal banker, making sure only the most qualified candidates will progress through to an interview or further stage.

    The test can be taken anywhere, it does not require office space or a current employee's time, which means there is no limit on the number of candidates who can take this test. Also, the results of the test are passed on to the hiring company without any personal information about the candidate. This makes sure there is no bias within the decision making based on gender, age or qualifications.

    The skills test asks questions on a range of skills which are all essential for the role. These skills include numerical reasoning, situational judgment, communication, error checking and customer service skills.

    A personal banker requires a diverse range of skills, which means throughout the test lots will be assessed. Due to this, the test can be used for other professions as well.

    Other roles such as loan officers, credit analysts, bank tellers or universal bankers could use this test as they also need a variety of skills such as the ones assessed in the personal banker test.

More Job Skills Tests

How our test measures personal banker skills

Test questions are designed to assess industry-specific technical skills, soft skills, aptitude and suitable personality dimensions. Our data-driven approach provides results that enable you to determine how suited is a candidate for the role.

Depending on the type of question, the format of the test may vary. Multiple-choice questions are used to measure aptitude, technical skills and soft skills, while agreement on a Likert scale assesses suitable personality dimensions. Skills tests ensure that candidates are being evaluated in a precise and impartial manner, their results demonstrating the true knowledge and potential of each test taker.

The characteristics required to be a personal banker were determined by looking at the skills and abilities listed in the US Department of Labor’s O*NET database, which collects data from professionals in various fields.

O*NET is the largest database of its kind, providing detailed information about occupations and the requirements for each role.

Our team of I/O psychologists and psychometrics worked closely with subject-matter experts to create an extensive question bank that can be used to test multiple candidates. We also conducted rigorous field testing with a representative sample of candidates to ensure that the questions were reliable and valid.

Test scores are averaged together to give an overall score. The average score is compared to other candidates' scores to ensure there is no bias toward certain candidates.

Our personal banker test is constantly updated and optimized to ensure the best experience and results.

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Validated

Predictor of job success

Picked provides evidence-based recommendations for tests to use for over 750 jobs. Our recommendation engine leverages data from the Occupational Information Network (O*NET) developed by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).

  • Assessments

    A full suite of assessments

    Our platform comes with 12 tests across both foundation and advanced levels so they’re suitable for everyone. Including aptitude, behavioural and personality tests, you’ll have a full range of tests to help you find the candidates you’re seeking.

  • Analytics

    An array of candidate metrics

    For each of your candidates, you’ll be given a comprehensive report. Included will be all the metrics you need to build a detailed picture of each candidate and ensure you’re making the right hiring decisions.

“The platform is so simple to use. I had used competitor providers for over six years and will never go back. Fast, efficient and friendly!”
Greg Chambers, HR Business Partner, Littlefish Ltd
Greg Chambers, HR Business Partner, Littlefish Ltd

Personal Banker Test FAQs

What are the key skills of a personal banker?

Personal bankers must have detailed financial knowledge, excellent numerical ability, and good customer service skills, which are vital for providing clients with excellent service every time. Personal bankers must also have strong communication skills so they can clearly explain complex topics in an easy-to-understand manner to customers.

What other tests might be useful when hiring a personal banker?

Other tests which would be useful when hiring a personal banker include the specific skills test needed and assessed within the test. These skills include but are not limited to, numerical reasoning, communication, situational judgement and error checking.

Can I see what the test is like?

Yes, of course. You can try the test for free by signing up for a free trial.

Are these tests available in my plan?

We have a range of plans available. The difference between the plans is the number of test attempts permitted, not the type of tests. All our plans include our full test suite comprising all tests and all levels.

“An unbeatable service, impressive platform and fantastic value for money.”
Laurence Fishman, Partner, NLPCA
Laurence Fishman, Partner, NLPCA

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