Personal Banker Test

A personal banker usually works in a retail banking environment, helping customers to manage their finances and bank accounts. The personal banker will also sell financial products and services that the bank offers to the customer, and support them in applying for things like mortgages and loans.

  • What is a personal banker test?

    The personal banker test is an assessment that is designed to be used early in the recruitment process to filter through a large number of applicants so that the recruitment team can choose the best candidates to take further.

    The test itself is an online assessment that contains multiple-choice questions, based on the actual skills and attributes that a successful personal banker needs to be able to demonstrate. Every applicant takes the same assessment; answering the same questions under the same conditions, so it is an excellent way to directly compare their results and choose those that match the role criteria.

    The personal banker job knowledge test is becoming more commonly used because it is a simple way to assess candidates based on the knowledge and job skills that are important in the role - and often these are the attributes that are not easy to gauge in other ways.

About the Personal Banker Test

The personal banker job knowledge test is easy to administer to several applicants at the same time, which makes it appropriate to be used as a filter when there is a large number of similarly qualified candidates. It is also simple for the candidate to complete the assessment; it is a short test that can be taken completely online.

The questions asked in the test are directly related to knowledge, experience, and skills that will be needed by an employee in the role if they were to be chosen. This makes the results much more relevant and a better indicator of future success.

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  • Why should you use a personal banker test for recruiting?

    A personal banker needs to be confident with excellent negotiation skills, as well as strong customer service. While some recruitment teams will be looking for personal bankers who have specific qualifications around finance and business, others might be more interested in direct experience. These are the criteria that a candidate can be measured against using their CV or application form, but the soft skills and aptitudes as well as the application of job knowledge are not easy to judge from a paper sift.

    The personal banker job knowledge test is designed to see how well a candidate can deal with communication and negotiation, what their selling skills are like, and how well they understand bank regulations and rules. It is also an excellent way to monitor how well a candidate can stay calm under stressful situations. Personal bankers might use specific software to complete transactions on behalf of the customer, but the personal banker should also have a good grasp of numerical reasoning. As the personal banker is often the only contact that a retail customer will have with a bank, they need to be able to communicate effectively, offer support, deal with complaints, and make recommendations.

    The recruitment team will find the personal banker test useful in recruiting for other roles, including financial advisors and bankers.

    The results of the test will clearly show which candidates have the right level of knowledge and skill to be successful, and with this data in hand, the recruiters will be able to choose the best applicants. Those that reach or exceed the benchmark of skills will be obvious in the results, which can be considered unbiased and quantifiable data, perfect for informing decisions.

Picked Sample Report

View a sample report

Results for the Personal Banker Test along with other assessments the candidate takes will be compiled to produce a candidate report. The report is automatically generated and available both online and as a downloadable pdf so they can be shared with other team members and employees alike.

How our test assesses personal banker skills

Candidates will need to answer a range of questions that measure industry-specific soft skills where applicable (e.g. teamwork), aptitude (e.g. logical reasoning) and relevant personality dimensions (e.g. integrity). The results present a holistic view of how well-suited each candidate is for the job at hand, using a data-driven approach.

The format varies by type of question, including multiple-choice for aptitude and technical skills, situational judgment for soft skills, and agreement on a Likert scale for the personality dimensions. This approach ensures candidates are being assessed in an accurate and fair manner, and that results reflect the true underlying qualities of each candidate.

The characteristics, abilities and knowledge necessary to be a personal banker were identified using the US Department of Labor's comprehensive O*NET database. O*NET is the leading source of occupational information that is constantly updated by collecting data from employees in specific job roles.

During the development process, test questions were rigorously analysed to maximise reliability and validity in line with industry best practices. They were created by our team of I/O psychologists and psychometricians – who collaborated with subject-matter experts – and field-tested with a representative sample of job applicants who have varying experience, just like you might find in a talent pool.

Each test is reviewed by a panel of individuals representing diverse backgrounds to check for any sensitivity, fairness, face validity, and accessibility issues. This ensures each candidate has a fair chance of demonstrating their true level of expertise.

Our personal banker test is monitored to ensure it is up-to-date and optimized for performance.


Predictor of job success

Picked provides evidence-based recommendations for tests to use for over 750 jobs. Our recommendation engine leverages data from the Occupational Information Network (O*NET) developed by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).


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    Fully accredited

    All our Personal Banker tests are written by accredited psychologists and fully validated.

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    For all levels

    We offer Personal Banker tests for all levels so you can assess all roles within your organisation.


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    Our full array of candidate performance metrics will provide actionable data on each of your candidates.

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    Candidate comparison

    Simple, easy-to-use candidate comparison reports mean you don’t need to be a psychologist to interpret them.

“We used Picked as part of our Finance Graduate Scheme recruitment and it was just what we needed – really simple to send candidates the link to complete and clear to see how they all compared. And great value for money!”
Christina, HR Director, Cancer Research, UK
Christina, HR Director, Cancer Research, UK
Personal Banker Test expert

Written by a Personal Banker Test expert

Our team of assessment experts is made up of I/O psychologists and psychometricians who are dedicated to making all of our tests as reliable, valid, and fair as possible. They strictly adhere to best practices in the industry and stay on top of the latest innovations to ensure job candidates’ unique profiles of characteristics, abilities, and knowledge are being measured accurately while minimizing bias. They leverage decades of research and advanced predictive analytics to build assessments that link to outcomes that matter, such as job performance, turnover, engagement, culture fit, and more.

“Personality profiling allowed us to perform lookalike modelling of our most successful employees and use this as a blueprint for new hires.”
Nick, HR Operations, Airbus, Spain
Nick, HR Operations, Airbus, Spain

Personal Banker Test FAQs

Is the personal banker test hard?

The personal banker test is designed to differentiate candidates based on their skills and aptitudes, about the skills and aptitudes that are necessary for success in the role. This means that the personal banker test will be challenging, especially for those who might be lacking in knowledge and other attributes.

What software skills are needed by personal bankers?

Personal bankers are expected to be able to use basic office software like Microsoft Word, but they might also be expected to have a good working knowledge of specific banking software or customer management systems.

What is the cost for Picked's personal banker test?

Picked operates on a monthly or annual subscription basis. We have several plans to suit your hiring needs, which you can check out here. Alternatively, you can get in touch with us to discuss a custom plan.

Can I get a free trial?

Yes, simply sign up (no credit card is required) and we'll give you unlimited access for 7 seven days. Create as many jobs and test as many candidates as you want; you won't be charged a penny.

“Focusing on data reduced the subjective decision making from our hiring process and allowed us to reduce bias and make better hiring decisions.”
Izzie, Head of HR, iZettle, Sweden
Izzie, Head of HR, iZettle, Sweden

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