At a Glance:
- ADMINISTRATION: 45-60 minutes, Online
- COMPETENCY AREAS: Administrative & Clerical, Critical Thinking, Personal Work Styles
- REPORT: Overall Fit score is provided along with individual scale scores
Occupational Solution for Financial Services
"Two tests in one" assessment suite for assessing total job fit
Pearson's occupational tests in financial services let you see a candidate's true abilities and potential for success before you invest in bringing them on board and training them. Each test measures the whole person - the key cognitive abilities (can they do the job?) and personal work styles (will they?) that correlate to success in that job.
Measure success factors in these positions
- Accountant/Auditor
- Administrative Personnel
- Bank Teller
- Customer Service
- Financial Analyst
- Financial Manager
- Insurance Adjuster
- Insurance Underwriter
- Loan Officer
- See all positions in one table
Accountant/Auditor
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis |  |
| Strategic Thinking |  |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Administrative Personnel
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Bank Teller
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Customer Service
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Financial Analyst
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Financial Manager
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Insurance Adjuster
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Insurance Underwriter
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance | |
Loan Officer
| ABILITY | |
| Administrative & Clerical | |
| Verbal Ability | |
| Numerical Ability | |
| Speed & Accuracy | |
| Critical Thinking | |
| Complex Analysis | |
| Strategic Thinking | |
| Effective Decision Making | |
| Problem Framing & Solving | |
| PERSONALITY | |
| Achievement/Effort | |
| Adaptability/Flexibility | |
| Analytical Thinking | |
| Attention to Detail | |
| Concern for Others | |
| Cooperation | |
| Dependability | |
| Independence | |
| Initiative | |
| Innovation | |
| Integrity/Rule Following | |
| Leadership Orientation | |
| Persistence | |
| Self-Control | |
| Social Orientation | |
| Stress Tolerance |
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Powered by leading cognitive ability scales and Department of Labor data
- The ability component is powered by Pearson's leading cognitive ability tests: Watson-Glaser and Essential Skills Assessment
- The personal work style component of each assessment ties directly to The Department of Labor's extensively-researched O*Net data on key competencies for that occupation
- For tellers at a large regional bank, ability scores predicted overall performance (r =. 35) and potential (r = .35)