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Bank assessments are evaluations used by banks during the hiring process to assess a candidate’s suitability for a particular role. These assessments can cover a wide range of skills and attributes, including numerical ability, logical reasoning, customer service aptitude, sales capability, and personality traits.

Our online preparation pack includes practice materials for the common tests you will probably face in the Bank Assessment test.
The pack includes:

  • Situational Judgment Tests
  • Personality Tests
  • Logical Reasoning (Inductive & Deductive)
  • Numerical Reasoning
  • Verbal Reasoning

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Pursuing a career in banking can offer a variety of roles across different domains, each with its unique set of responsibilities and challenges.

Bank Assessment Test By Position

Bank assessment tests can vary widely depending on the position you are applying for. Here is a general overview of the types of assessment tests you might encounter for various banking positions:

1. Teller/Customer Service Representative:

  • Numerical Ability Tests: Evaluate ability to handle transactions and solve simple math problems.
  • Attention to Detail Tests: Assess accuracy in handling information and transactions.
  • Situational Judgement Tests: Measure decision-making and problem-solving skills in customer-related scenarios.
  • Personality Tests: Analyze behavioral traits and compatibility with customer service roles.

2. Personal Banker/Relationship Manager:

  • Sales Assessment Tests: Assess ability to sell products and services effectively.
  • Situational Judgement Tests: Evaluate judgment and interpersonal skills in customer-facing scenarios.
  • Personality Tests: Analyze traits to determine fit with sales and advisory roles.

3. Analyst (Investment Banking, Equity Research, etc.):

  • Numerical Reasoning Tests: Measure ability to interpret and analyze numerical data.
  • Verbal Reasoning Tests: Evaluate comprehension and interpretation of written information.
  • Excel Assessment Tests: Assess proficiency in using Excel for financial modeling and analysis.
  • Case Study Assessments: Evaluate analytical and problem-solving skills through industry-related scenarios.

4. Software Developer/IT Roles:

  • Technical Skills Tests: Evaluate proficiency in coding, algorithms, and other technical skills.
  • Logical Reasoning Tests: Measure ability to solve problems logically and analytically.
  • Personality Tests: Assess behavioral traits and compatibility with team and organizational culture.

5. Risk Management/Compliance Officer:

  • Verbal Reasoning Tests: Assess ability to understand and interpret regulatory and policy documents.
  • Analytical Reasoning Tests: Measure ability to identify risks and propose mitigations.
  • Situational Judgement Tests: Evaluate judgment and decision-making skills in risk-related scenarios.

6. Management/Executive Roles:

  • Leadership Assessment Tests: Evaluate leadership style, decision-making, and people management skills.
  • Personality Assessments: Analyze traits and behaviors related to leadership and management roles.
  • Situational Judgement Tests: Assess response to management and organizational scenarios.

Preparation Tips:

  • Understand the Role: Review the job description to understand the skills and traits the employer is seeking.
  • Review Fundamentals: Refresh your knowledge on the basic principles and concepts relevant to the assessment.
  • Time Management: Practice answering questions accurately within the allotted time.
  • Stay Calm: Read each question carefully and stay relaxed to think more clearly.

JPMorgan ChaseHSBC Bank USA
Bank of AmericaFifth Third Bank
CitigroupM&T Bank
Wells FargoUBS
Goldman SachsAlly Financial
Morgan StanleyHuntington Bancshares
U.S. BancorpBarclays
PNC Financial ServicesSantander Bank
Truist FinancialAmeriprise
TD Bank, N.A.RBC Bank
Capital OneNorthern Trust
The Bank of New York MellonDiscover Financial
BMO USADeutsche Bank
Citizens Financial GroupNew York Community Bank
First Citizens BancSharesSynchrony Financial
Arvest BankComerica
BCI Financial GroupWebster Bank
Ameris BancorpBNP Paribas
United Community BankMizuho Financial Group
First Hawaiian BankCIBC Bank USA
Bank of HawaiiEast West Bank
Eastern BankValley National Bank
Home BancSharesSynovus
Washington FederalColumbia Bank
Cathay BankOld National Bank
Customers BancorpSimmons Bank
Pacific Premier BancorpSouth State Bank
Hope BancorpFNB Corporation
WSFS BankAssociated Banc-Corp
Heartland Financial USAUMB Financial Corporation
Atlantic Union BankBeal Bank
First BanCorpStifel
FirstBank Holding CoMidFirst Bank
Texas Capital BankBankUnited
First National of NebraskaTIAA
Glacier BancorpUnited Bank (West Virginia)

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