Personal Banker
  • Type of test: Solutions - Banking
  • Who do you want to test?: Entry-Level, Mid-Professional
  • Purpose: Skills

The Personal Banker – Loan Officer solution is for entry to mid-level financial institution positions. Sample tasks for this job would include, but are not limited to: acquiring, retaining and expanding new and existing customer relationships, discovering customer needs, making the best recommendation, completing sales, proactively contacting & meeting customers, and asking for referrals.