Banking Skills Test

The Banking Skills Test tells you which job applicants will serve customers with professionalism and stay sharp in a fast-paced branch environment.

This assessment is designed for front-line roles like bank tellers and customer service reps, where accuracy, trust, and people skills matter just as much as speed.

If you’re hiring for retail banking, credit unions, or financial service centers, this test gives you a clear view of who can do the job, before you hire.

Banking Skills Test: Sample Score Report

You get instant results, sent straight to your inbox, including:

Skill-Level Ratings
Each skill area is scored as Beginner, Intermediate, or Advanced so you can clearly see where a candidate stands.

Overall Readiness Score
Know right away if someone meets your standard for customer-facing roles.

Time per Question
Understand whether they were confident or guessing their way through.

Follow-up Interview Questions
Suggested questions based on their score for each workplace trait.

What’s included in the Banking Skills Test?

It covers attention to detail, basic math, customer service traits, and workplace behavior. Every question is built around real scenarios that reflect day-to-day banking tasks.

Who should take this test?

This assessment is ideal for bank tellers, member service reps, new account staff, and other customer-facing banking roles.

How much does this cost?

Pricing is simple and flexible as your needs change. Each test completed uses one test credit. (See pricing for credits )

Can I get a free sample before I purchase?

Yes, just visit Try for Free to provide your information and we’ll send a free sample of the test you request.

How it Works