Finance, Banking & Insurance Sectors: Assessment Test Preparation








Select the PrepPack™ You Need

You must stand out in order to be a preferred candidate for hiring in the banking and finance industry. Since jobs in finance and banking are so sought-after, companies use assessment tests to screen candidates. With JobTestPrep's Banking and Finance Bundle, you can practice for interviews and assessments, increasing your chances of scoring high on aptitude and personality tests.

What Is the Hiring Process in the Banking and Finance Industry?

The following list details how to start your career in the banking and finance industry. This is the application process for jobs in the banking and finance industry:

  1. Submit an online application detailing your personal information, work experience, and education. Some companies use applicant tracking systems to screen candidates, so be sure to include keywords from the job description to pass the automatic screening process. 
  2. Take psychometric assessment tests including reasoning tests, situational judgment tests, and personality tests. These are entrance exams that determine whether or not you are qualified for the position and are explained in detail below.
  3. Depending on the position for which you are applying, submit a business plan. Show you are ready for this employment opportunity by crafting a great business plan.
  4. Complete a preliminary video interview during which you will be asked basic questions about your work experience, motivation, and knowledge of the banking and finance industry as well as the company to which you are applying. 
  5. Complete an in-person interview. Be sure to answer questions according to the S.T.A.R. format:
  • S: state the situation
  • T: explain your task(s)
  • A: describe the actions you took
  • R: summarize the result

Hiring Process for Jobs in the Banking and Finance

What Tests Will I Have to Take?

Employers want to make sure that you not only have the technical skills and knowledge required to perform the job for which you are applying, but also that you will be a good fit for the company's culture. To determine if you are a good candidate for employment, you will need to take a combination of aptitude tests and exams, which test your skills and abilities, and personality and situational judgment tests, which evaluate your character and your behavior. Such tests may include: 

  • Personality tests
  • Cognitive ability tests
  • Numerical and verbal reasoning tests
  • Situational judgment tests
  • Basic math tests
  • Clerical aptitude tests
  • Pymetrics test (gamified assessment)

Jobs in the Banking and Finance Industry

JobTestPrep can help you prepare for the hiring process for any of these careers:

Jobs in the Banking and Finance Industry
Analyst Associate

Customer Service


Management & VP


 Employers and Links

Pennymac TD BANK




Edward Jones


Standard Chartered


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