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, retention and more. Click on any of the orange blocks below to learn more about the studies we’ve conducted to prove it.
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. Additional custom traits are available upon request at no additional cost.
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.
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 like iCIMS. Completing the assessment takes applicants only 8-10 minutes, making it one of the shortest on the market.
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.
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.
To learn what we can do for you, give us a call at 800.330.2020.