Assessment Template For New Accounts Clerks

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
New Accounts Clerks

Tests

Qustom Questions

Hiring success rate

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83% hiring better

Test Used

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16509 times

Popular Job Roles
Banking Services RepresentativeCustomer Service SpecialistFinancial Service RepresentativeFinancial Services RepresentativeMember Service RepresentativeNew Accounts ClerkNew Accounts RepresentativePersonal BankerRelationship BankerUniversal Banker

Occupation-Specific

Technology Skills
Enterprise resource planning ERP software
Questions20
Time Limit20 min

Tasks

  • Perform teller duties as required.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.

Technology Skills

Enterprise resource planning ERP software

DCI iCore, Microsoft Dynamics GP

Presentation software

Microsoft PowerPoint

Data base user interface and query software

Corporate Information Factory CIF, Fiserv financial services software, Harland Financial Solutions DepositPro

Electronic mail software

Email software, IBM Lotus Notes

Financial analysis software

Financial needs analysis software, Systems Union Group MIS DecisionWare

Worker Requirements

Technology Skills
Enterprise resource planning ERP software
Questions20
Time Limit20 min
Skills
Active Listening
Questions20
Time Limit20 min
Knowledge
Customer and Personal Service
Questions25
Time Limit20 min

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking

Talking to others to convey information effectively.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Service Orientation

Actively looking for ways to help people.

Social Perceptiveness

Being aware of others' reactions and understanding why they react as they do.

Knowledge

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Sales and Marketing

Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Computers and Electronics

Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Worker Characteristics

Technology Skills
Enterprise resource planning ERP software
Questions20
Time Limit20 min
Skills
Active Listening
Questions20
Time Limit20 min
Knowledge
Customer and Personal Service
Questions25
Time Limit20 min
Abilities
Oral Comprehension
Questions30
Time Limit15 min
Interests
Conventional
Questions30
Time Limit15 min
Work Values
Support
Questions25
Time Limit25 min
Work Styles
Integrity
Questions20
Time Limit25 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Near Vision

The ability to see details at close range (within a few feet of the observer).

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Speech Clarity

The ability to speak clearly so others can understand you.

Interests

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Social

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Values

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Work Styles

Integrity

Job requires being honest and ethical.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Adaptability/Flexibility

Job requires being open to change (positive or negative) and to considerable variety in the workplace.

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