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Bank Teller / Universal Banker
Bank Teller / Universal Banker
Job-Specific Assessment
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This HR Avatar Pre-Employment test was specifically designed to assess job candidates for Bank Teller / Universal Banker and similar roles such as Retail Bank Relationship Managers or more advanced Bank Tellers with broad service and sales responsibilities.

Universal Bankers perform a wide variety of bank service and sales tasks for retail bank customers. Their job description is somewhat of a cross between Bank Teller and Personal Banker and typically includes:

  • Interacts daily with the public and takes ownership to positively resolve customer service issues,
  • Completes a wide variety of financial transactions accurately and in accordance with regulations, policies and procedures,
  • Effectively, courteously, and professionally communicates in person, by phone or in writing,
  • Reads, analyzes and interprets industry periodicals, professional journals, technical procedures, government regulations, corporate product and procedure documents,
  • Builds new customer relationships and expands existing customer relationships by proactively approaching customers in-store or reaching out via phone and email.
  • Discovers customer needs, recommend and present related bank solutions, and pursue appropriate next steps and/or customer commitments.
  • Learns and adapts to new industry, regulatory, product, and procedural changes.

The HR Avatar Teller - Universal Banker test provides a whole-person evaluation by measuring job-relevant cognitive ability, personality, knowledge, skills, and relevant behavioral history. Each component provides important data for hiring decisions. Cognitive ability has been linked to overall job performance in most jobs and correlates with a candidate's ability to learn new skills and to solve complex problems. Personality characteristics determine how well the candidate will fit-in with a corporate culture. Knowledge and skills indicate how much training will be needed before a new employee becomes productive. Finally, relevant behavioral history detects counter-productive behaviors that can impact job performance.

The Bank Teller / Universal Banker test includes an animated work simulation in which candidates interact with customers to process transactions and have the opportunity to recognize opportunities for expanding the bank-customer relationship and recommend appropriate next-steps. They also interact with coworkers and supervisors in a job-related context. Post-test surveys indicate more than 80% of test takers find the assessment to be challenging, job-related, and highly engaging. This test also contains an automatically-scored essay component. Writing is a key skill for many jobs and also demonstrates the ability to generate, organize, and communicate relevant ideas effectively.

The specific attributes measured include:

Cognitive Ability
  • Analytical Thinking
  • Attention to Detail
  Knowledge and Skills
  • Universal Banker Fundamentals
  • Sales Ability (Retail Banking)
  • Writing
Personality
  • Adaptable
  • Competitive
  • Corporate Citizenship
  • Develops Relationships
  • Enjoys Problem-Solving
  • Exhibits a Positive Work Attitude
  • Expressive and Outgoing
  • Innovative and Creative
  • Needs Structure
  • Seeks Perfection
  Behavioral History
  • History Survey - Performance
  • History Survey - Tenure
  • History Survey - Unproductive Behavior

Detailed Report (sample on right)

Following completion, the test produces a Candidate Selection Report that includes an overall score and detailed scores for each attribute. The overall score weighs each of the factors based on research and analysis from the U.S. Government's Occupational Information Network (O*Net). O*Net represents over a decade of dedicated research evaluating the relative importance of various factors that lead to success in almost 1,000 different job roles.

The report also includes the candidate's original response to the writing sample (automatically scored essay).

Interview Guide (included)

The Candidate Selection Report also provides expert interview questions that help you probe critical or low-scoring areas, along with a guide for noting your evaluation of the candidate's responses. Consistent use of an interview guide is an important part of gaining better candidate insights and making better hiring decisions.

Language: US English
Time to Complete: 40 Minutes (Approximately)
O*Net SOC Code: 43-3071.00
O*Net Description: Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
O*Net Context: Office and Administrative Support
Review O*Net Detail
Price: 40 Credits ($40 USD)
Note: This test contains questions that are difficult to complete on small screens. A large screen device, such as a laptop, desktop, or tablet is recommended. Test-takers using small devices will be advised to change to a larger screen device.
Similar Job Titles: Customer Ambassador, Relationship Manager, Bank Teller, Senior Bank Teller, Assistant Branch Manager, Loan Interviewer, Loan Processor, Personal Banker, Cashiers, Statement Clerks, Billing, Cost, and Rate Clerks, Loan Interviewers and Clerks, New Accounts Clerks, Secretaries and Administrative Assistants, Except Legal, Medical, and Executive, Insurance Claims Clerks.


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Members:  Log On  to administer this test.
Test Activities
  • Perform financial calculations.
  • Resolve Customer Concern.
  • Recognize opportunities to cross sell bank products to customers.
  • Align the appropriate product with a customer’s needs.
  • Recommend appropriate next step to sell new products.
  • Follow specific bank policies and procedures.
  • Assist a co-worker.

"Amazing Service and Spot-On Testing"
"The value received far exceeds the price"
"Truly takes out the guess work"
"Hiring managers can easily understand the reports"
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