Bank Pre-Employment Testing

Banks and Credit Union Pre-Employment TestingBanks use the Optimize Hire Pre-Employment Test to improve hiring decisions. The Optimize Hire Banking Pre-Employment Test is a 10-minute aptitude test designed to assess which bank job applicants will perform best in banking jobs. The Banking Pre-Employment Test does not measure financial knowledge, but instead measures 9 traits including Cognitive AbilityPersonality, and Motivation to determine which applicants will build the best relationships with your customers and be most successful. Optimize Hire helps organizations fill the following positions in the banking industry: tellers, branch managers, financial analysts, loan officers, and back office staff.

Assess Applicants Now

  1. Click here to assess your applicants now
  2. Assess an unlimited number of job applicants
  3. See all of the test results


What’s Included

  • Customized online application page for your organization
  • Customized job descriptions
  • Tools to help you quickly post the job description online
  • Assess an unlimited number of job applicants
  • Online Applicant Tracking System to manage your job applicants
  • Structured interview guide that is tailored to each applicant
  • Pre-written emails (e.g. Rejection and Interview emails) to send to applicants
  • Step-by-step guide to hiring best practices

Case Study: Pre-Employment Tests Improve Banks’ Performance

In a study of financial services employees, Drs. Sergio Román and Dawn Iacobucci found that employees with one type of Motivation generated higher sales, customer satisfaction of the product, and evaluations of the salesperson. The Optimize Hire Pre-Employment Test scores candidates on this key trait and 8 others to predict job performance:

Pre-Employment Test Revenue - Optimize Hire