Optimize Hire for Financial Services

Psychologists at the Wharton School typically recommend adding traits like grit and positive energy to standard cognitive ability, personality and motivation tests when hiring for financial services positions. Give us a call or contact us online to tell us more about your business so our expert partners can offer company-specific customizations.


Why Optimize Hire?

Optimize Hire behavioral tests are 8-10 minutes long and have a 96% national completion rate. Created by Dr. Adam Grant and customized by experts at the Wharton School of the University of Pennsylvania our tests have been validated to show improvement in turnover and other job performance outcomes.

Sales Revenue

Customer Service Ratings

Retention


What experts recommend

All applicants are tested on behavioral traits and ranked by score. Psychologists recommend choosing the highest scorers to go on to resume review and interviews. It works the same way as the SAT - the higher the score, the greater likelihood - on average - of success.

Pre Employment Testing for Cognitive Ability

cognitive ability

Pre Employment Testing for Personality

personality

Pre Employment Testing for Motivation

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


Our clients

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