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Personal Bankers

The Client

One of the nation’s leading banking institutions with over $150 billion in assets under advisement, 4 million consumer households, and 500,000 business clients

The Challenge

The bank wanted to enable recruiters with candidate data to help them identify personal bankers with the highest ability to engage customers, assess lending opportunities, and leverage relationship networks.

The Results

Individuals who performed well on the assessment had:

80% more home secured lending

65% more client referrals

39% more consumer loans


The Virtual Job Tryout improved quality of hire by identifying abilities critical to overall high performance.

Candidate reactions

“I believe it is a great way to know your possible employee and their behavior. A very positive experience. Definitely helped me see what is done on a daily basis working at the bank.”

“The Virtual Job Tryout is an effective tool in screening your applicants with regard to decision making, personal traits, salesmanship and also how to handle money matters in the most proficient way.”

“A great tool to select only the most eligible candidates for the next step in the hiring process, a job interview.”