Call Center Tests for Financial Services
The Center provides a suite of computer-based tests tailored for customer service jobs in the financial services industry. Our on-line tests simulate the most important job tasks for front-line and call center employees in banking, insurance, investment, and credit union operations. These work sample tests provide such a realistic portrayal of the job that you are able to virtually evaluate an individuals' ability to perform the job before you hire them.
Tasks included in financial services simulations are: customer greeting, needs assessment, call transfers, caller verification, data entry, information retrieval, updating accounts, change order processing, and customer conflict resolution. The tests were created based on a thorough analysis of financial services jobs and are designed to measure the following competencies:
- Accuracy/attention to detail
- Active listening skills
- Customer service orientation
- Efficiency/productivity
- Problem solving
- Procedures learning
- Tact and diplomacy