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

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


Preparation for Banks and Financial Institutions 

Click on any of the companies below to buy the bundle that is suitable for it. 

Finance & Banking Bundles Available
Citigroup American Express Co Royal Bank of Canada
Capitec Bank TD Ban Bank of China
Standard Chartered Bank African Development Bank Charles Schwab Corporation
JPMorgan Chase Wells Fargo Santander Bank
BofI Federal Bank Ernst & Young Merrill Lynch & Co Inc
Prudential Financial Inc FMR Corp Edward Jones
Manulife Financial Corp Castle Harlan Inc UBS Americas Inc
Mellon Financial Corp Investors Management Corp Hicks Muse Tate & Furst Inc
A G Edwards Inc Credit Suisse Securities USA American Express Financial Adv
Bear Stearns Co Inc Enron Corp Forstmann Little & Co
Union Planters Bank NA Vanguard Group Texas Pacific Group
AXA Financial Inc AMVESCAP Franklin Resources Inc
Shipley-Raidey Capital Prtnrs Oaktree Capital Management LLC Putnam Investments
UBS Financial Svc BISYS Group Inc Legg Mason Inc
Investcorp International Inc Alliance Bernstein Holding LP Kelso & Co
Bank of America J P Morgan Capital Corp Pershing LLC
LPL Financial Svc Raymond James Financial Inc Pioneer Investments
Blackstone Group Moody's Corp NFDS
Invesco Inc E Trade Financial Corp Fidelity Investments
First Command Financial Svc Piper Jaffray Co Robert W Baird & Co Inc
Capital Group Companies Inc Aegon USA Investment Mgmt LLC Franklin Templeton Services
Pfpc Global Fund Svc Banc Of America Investment Svc Boston Co
Jefferies Group Inc Financial Network Investment Boston Financial Data Svc Inc
ABN Amro Inc TD Ameritrade Holding Corp PFPC Inc
Ing Financial Advisers LLC Ryan Beck & Co Inc Dreyfus Corp
Ameritrade Holding Corp American Century Investment NYSE Group Inc
Horsehead Industries Inc Ubs Securities LLC Oppenheimer Funds
Franklin-Templeton Group-Funds Louis Dreyfus Holding Company Franklin Advisers Inc
Interactive Data Corp Fremont General Corp SEI Investments Co
HMK Enterprises Inc Advest Group Inc World Financial Group Inc
Shareholder Services Inc Cdc Ixis Asset Mgmt-North Amer American Funds
Frost Investment Svc Aareal Financial Svc USA Inc Waddell & Reed Financial Inc
Bain Capital LLC Interpacific Group Inc Mutual Service Corp
Federated Investors Inc First Investors Corp Stephens Group Inc
J J B Hilliard W L Lyons Inc Stifel Financial Corp Stephens Inc
Lazard Freres & Co DITECH.COM Janus Capital MANAGEMENT LLC
Franklin Templeton Invstr Svc Scottrade Inc Chicago Mercantile Exchange
Newburger Burman Evergreen Investment Mgmt Co Ayco Co
Neuberger Berman LLC Walzem International Inc Bernstein Investment Research
Pimco Advisors LP Morgan Stanley Ameritrade Inc
Janus Old Mutual Asset Management Black Rock Inc
Drake Beam Morin Inc SWS Group Inc Financial Group Of America
Affiliated Managers Group Inc American Express Financial Adv Nasdaq Stock Market Inc
Bear Stearns Securities Corp Safe Net Inc Deutsche Bank Alex Brown
Vanguard Group Mc Donald Investments Svc Capital Group Co Inc
Phoenix Investment Management Barclays Global Investors NA Nomura Holding America Inc
Banc Of America Securities American Funds Svc Co Fortis Financial Svc
American SKANDIA Inc GFI Group Inc Chicago Board Options Exchange
Merrill Lynch Pierce Fenner Grantchester Securities Inc Susquehanna Investment Group
Catterton Partners Corporation J P Turner Stephens Holding Company
Eaton Vance Corp Knight Trading Group Inc Icahn Associates Corp
Nicholas-Applegate Capital Mgt HOULIHAN Lokey Howard & Zukin America Group
Smith Barney PSCUC Service Ctr Inc Black Rock
Atlas Securities Inc Georgeson Shareholder Comms Greenwich Capital Holdings
Greenwich Capital Markets Inc First Options Of Chicago Centrix Financial
Wedbush Morgan Securities Inc John Hancock Funds LLC Ferris Baker Watts Inc
Thomas Weisel Partners LLC National Financial Data Svc Louis Dreyfus Corp
Dmh Corp Loomis Sayles & Co LP Interntnal Mzznine Investments
Coupon Service Corp BISYS Retirement Svc Inc Credit Suisse Asset Management
Wm Financial Services Inc Carlyle Group Furman Selz Inc
Professional Planning Group ICMA Retirement Corp Eaglemark Inc
Pacific Investment Mgmt Co Money Concepts Capital Corp Strong Capital Management
Primerica Lykes Brothers Inc Mellon Financial Corp
David L Babson & Co Inc AIG Sunamerica First Albany Co Inc
Brandes Investment Partners Pacific Exchange Inc Pershing
Interactive Brokers Group LLC Financial Fitness Dresdner RCM Glbl Invstrs
Axa Advisors Babcock & Brown Holdings Inc Alliance Capital Mgmt LP
D H Blair Investment Banking SAC Capital Advisors Cavalry Investments LLC
BTM Information Svc ABC Enterprises Inc Gilman & Ciocia Inc
Artemis International Solution Western Asset Management  

What's Included

Analyst/Associate: Basic Math, Numerical Reasoning, Reading Tables and Graphs, Interview Preparation, Case Study Practice, Personality Profiling


Customer Service/Teller: Basic Math, Reading Tables and Graphs, Personality Profiling, Interview Preparation

Management and VP Roles: Basic Math, Reading Tables and Graphs, Personality Profiling, Interview Preparation, Case Study Practice

SupervisorBasic Math, Reading Tables and Graphs, Personality Profiling, Interview Preparation, Situational Judgment Practice