What you’ll get

Financial services companies across the nation use the Optimize Hire Financial Services Pre-Employment Tests to improve hiring decisions.

Developed by Dr. Adam Grant at The Wharton School of the University of Pennsylvania, the Optimize Hire Financial Services Pre-Employment Tests are among the shortest hiring assessments on the market with an industry-leading completion rate of 96%.

Our pre-employment tests help financial services organizations increase sales revenue, customer service ratings, and retention among other job performance outcomes. Click on any of the orange blocks below to learn more about the studies we’ve conducted to prove it.

Sales Revenue

Customer Service Ratings


What we test

Optimize Hire Financial Services Pre-Employment Tests assess traits in the following areas to predict which candidates will stick around the longest and be the highest performers. If you’re looking for customization, we’ll connect you with a researcher at the Wharton School to discuss the right trait add-ons for finding employees that will help you meet your specific business goals.

Pre Employment Testing for Cognitive Ability

cognitive ability

Pre Employment Testing for Personality


Pre Employment Testing for Motivation


Traits of reliable financial services employees

The following traits are proven predictors of job performance and turnover for financial services employees according to the Bureau of Labor Statistics and decades of psychology research. The Optimize Hire Financial Services Pre-Employment Tests can assess any combination of these traits and others that are specific to your company needs.

  • Dependability — being reliable, responsible, and dependable, and fulfilling obligations

  • Integrity — being honest and ethical

  • Attention to Detail — being careful about detail and thorough in completing work tasks

  • Achievement/Effort — establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks

  • Persistence — persistence in the face of obstacles

  • Leadership — willingness to lead, take charge, and offer opinions and direction

  • Adaptability/Flexibility — being open to change (positive or negative) and to considerable variety in the workplace

  • Initiative — willingness to take on responsibilities and challenges

  • Stress Tolerance — accepting criticism and dealing calmly and effectively with high stress situations

  • Cooperation — being pleasant with others on the job and displaying a good-natured, cooperative attitude

  • Self Control — maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations

  • Analytical Thinking — analyzing information and using logic to address work-related issues and problems

  • Concern for Others — being sensitive to others' needs and feelings and being understanding and helpful on the job

  • Independence — developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done

  • Social Orientation — preferring to work with others rather than alone, and being personally connected with others on the job.

  • Innovation — creativity and alternative thinking to develop new ideas for and answers to work-related problems.

Popular financial services positions tested

Assistant Manager, Assistant Vice President (AVP), Banking Officer, Branch Manager, Credit Administration Manager, Financial Center Manager, Regional Manager, Service Center Manager, Bank Teller, Loans Officer, Accountant, Accounting Manager, Accounting Officer, Accounting Supervisor, Business Analyst, Certified Public Accountant (CPA), Cost Accountant, General Accountant, Project Accountant, Staff Accountant, Sales Agent, Certified Financial Planner, Investment Advisor, Portfolio Manager, Quantitive Equity Manager, Credit Union Examiner, Anti-Money Laundering Officer

Assessing and hiring candidates is easy.

how it works pre-hire test pre-employment assessment Optimize Hire industries financial services

sign up and start testing

Getting started takes just a few minutes whether you're using our built-in applicant tracking system or using a third party integration with a company like iCIMS. Completing the assessment takes applicants only 8-10 minutes, making it one of the shortest on the market.


how it works pre-hire test pre-employment assessment Optimize Hire industries financial services

rank candidates and interview

Candidates are automatically ranked by their assessment score with scores tending to follow a normal distribution. Optimize Hire also provides custom interview guides, with suggested questions straight from experts at the Wharton School based on each candidate's specific answers. This will help you probe your candidates’ specific strengths and weaknesses to see if they're truly a good fit for your company.


how it works pre-hire test pre-employment assessment Optimize Hire industries financial services

Hire productive, happy employees

Check out our validation studies to see the incredible results our clients have had using the Optimize Hire Financial Services Pre-Employment Tests. If that doesn't convince you, we'll do a validation study just for your company, too.

Our clients

To learn what we can do for you, give us a call at 800.330.2020.