Hiring for banking and finance
Assess integrity, analytical thinking and customer orientation before interviewing, in roles where compliance and trust are critical.
From an industry risk to a better-supported decision
-
Industry risk
Roles with sensitive information, pressure for accuracy and decisions that are hard to undo.
-
Signals to assess
Analytical rigor, integrity, attention to detail and technical command (Excel).
-
Suggested assessments
Integridad, Wonderlic (Inteligencia), Competencias Éticas y de Integridad, Pensamiento Crítico y Resolución de Problemas
-
Output
Ranking and comparable report to prioritize and prepare the interview.
Suggested assessments for this sector
Typical roles in the sector
Each role assesses different things. We show you what to combine and why.
Back office analyst (banking)
Attention to detail, orderly information management, Excel handling and integrity given access to financial operations.
Assess back office analyst (banking) →Financial analyst
Cognitive ability, analytical rigor, integrity, attention to detail and technical command (Excel).
Assess financial analyst →Risk / credit analyst
Reasoning ability, financial knowledge and command of analysis tools, along with critical thinking to support a recommendation.
Assess risk / credit analyst →Internal auditor (banking)
Critical thinking, rigor in information management, accounting knowledge and integrity reinforced by the control role.
Assess internal auditor (banking) →Cashier / teller
Integrity controls and self-control, sustained attention to detail and customer orientation. It is worth gathering a comparable signal of these three dimensions before sitting down to talk.
Assess cashier / teller →Accountant (banking)
Accounting knowledge, numerical rigor, Excel skills, information management and integrity.
Assess accountant (banking) →Account Manager (banking)
Responsible commercial orientation, basic financial knowledge to advise well, communication and an integrity control because they handle money and customer information.
Assess account manager (banking) →