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Behavioral Talent Assessments for the Finance Industry
Reduce Turnover, Increase Productivity
Identify candidates who possess the necessary on-the-job behavior for success in roles such as financial analysts, sales, accountants, customer service and finance managers. By evaluating key personality traits and cognitive skills, our pre-employment assessment tests for the financial industry help you build a team that excels in growth, accuracy, decision-making, and ethical conduct.
Results
TalentClick’s Impact on the Financial Industry’s Workforce
%employee turnover
%insurance sales
%Customer Satisfaction
What You Can Expect From Talent Assessments for Finance
A Culture of Excellence in Your Financial Teams
TalentClick’s behavioral assessments offer deep insights into the traits that define success in the financial industry. From risk tolerance to ethical decision-making, our assessments give you the tools to make more informed hiring decisions.
Employee assessments help you:
- Reduce Employee Turnover: Identify candidates who are naturally aligned with the demands of the finance industry
- Improve Decision-Making: Select individuals who demonstrate strong analytical skills, attention to detail, and ethical judgment
- Enhance Team Performance: Build cohesive teams by selecting candidates whose behavioral traits complement each other
- Increase Diversity: Assess all applicants fairly and early in the process with objective, validated tools, for equitable evaluation
Sample TalentClick ‘Ideal Profiles’ for Key Financial Roles:
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Accounting Specialist
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Bank Teller
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Contact Center Agent
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Collections
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Administrator
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Customer Service
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Sales Representative
Sample Attitude-Values-Personality (AVP) Report for Financial Organizations:
How Our Behavioral Assessments Work
Find Employees With the Right Mindset for Success in the Financial Industry
Our assessments for financial organizations evaluate key behavioral traits that impact job performance, accuracy, and decision-making in financial roles. By analyzing these traits, we provide actionable insights to help you select candidates with the right skills and personality.
Personalized Interview Questions
Tailored questions that delve into critical traits such as risk management, ethics, and analytical thinking. These questions are designed to assess how well candidates handle financial challenges and adhere to ethical standards.
Behavioral Risk Analysis
Detailed insights into how a candidate’s personality traits may impact their performance in finance roles. This analysis helps identify strengths and potential risks related to accuracy, decision-making, and adherence to industry standards.
Manager Tips
Practical advice on how to effectively manage and develop employees based on their unique behavioral profiles. This guidance includes strategies for maximizing performance, addressing potential issues, and fostering professional growth.
Job Fit Considerations
An evaluation of how a candidate’s traits align with the specific demands of finance positions. This assessment ensures that candidates are well-suited for roles that require precision, analytical skills, and strong ethical standards.
Case study
How Benchmarks Helped Identify Top Performers in the Insurance Industry
Insurance agents across North America were having difficulties hiring excellent Customer Service Representatives (CSR) for their businesses. Due to the talent shortage—especially in more rural areas—the insurance agents needed a tool to help identify “diamonds in the rough” whom they would not normally consider.
TalentClick Reports Helped:
- Decrease Employee Turnover by 20%
- Increase Insurance Sales by 5%
- Improve in Customer Satisfaction Scores by 14%
- Increase Renewals by more than 8%
Get Started with a Free Trial Today!
See why employers in over 100 countries use our behavioral assessments and skills tests for Financial organizations to identify, hire and train top talent.
Our Solutions
Other Solutions for Financial Organizations Offered by TalentClick
Leadership Profile
Prepare for the future of your organization by predicting your leaders of tomorrow! See how the LP can help you future-proof your organization.
Business Reasoning
Business Reasoning (BR) is a skills assessment that measures advanced language/verbal reasoning, numerical reasoning and problem solving capabilities. BR helps employers make stronger hiring and development decisions while increasing job fit for leadership and complex roles.
Employee Engagement Survey
The Employee Engagement Survey (EE) measures workforce sentiment to help organizations understand what their employees really think and how to take action to improve engagement.
Try TalentClick for Free
Get started with TalentClick and try our unlimited-use standard subscription for free for 7 days. Start hiring and developing top performers with easy-to-action behavioral insights stored in one secure location. Start your trial today!
- Make Smarter Decisions with advanced reporting and actionable insights
- Better Value! Test everyone with unlimited-use subscriptions
- Easy-to-Action Reports showcase Fit Score to position
- Scientifically Validated for employee-related decisions
“The purpose was to enhance our hiring needs based on the assessment insights for both strengths and challenges as it relates to workstyle. It’s been a helpful tool for assessing personalities for possible job fit, cultural fit with the detailed results provided in the AVP Report (Attitude-Values-Personality). Our managers utilize it for hiring, training, and coaching. It’s a great tool for any employer looking to strengthen their employee assessment needs.”
– VP of Human Resources, Credit Union