Customer Service Operations

Level 1

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This test is tailored for entry-level candidates in banking customer service or those in non-specialised roles requiring a basic understanding of customer service principles within the banking context. 

The test includes straightforward, scenario-based questions that cover fundamental customer service skills like active listening, basic problem-solving, handling common customer queries, understanding essential banking products and services, and the significance of effective communication. It also touches upon the importance of empathy, patience, and professionalism in customer interactions.

The test also evaluates the candidate's grasp of basic principles of customer service in a banking environment. It aims to ensure that candidates have the necessary foundational skills to interact with customers appropriately, handle routine inquiries, and provide basic support while adhering to ethical and professional standards.

Successful candidates should demonstrate an ability to manage day-to-day customer interactions, show a basic understanding of common banking products, and exhibit essential customer service skills.

Designed to access

  • Understanding Basic Banking Services

  • Effective Communication

  • Basic Problem-Solving

  • Familiarity with Banking Software

  • Adherence to Privacy and Security Protocols

Use this test to hire for

  • Entry-Level Customer Service Representative
  • Branch Teller
  • Branch Associate
  • Branch Support Staff

Question

What are the primary roles of a customer service representative?

Select ALL that apply

Question

A customer is upset over a bank error. What should you do first?

Select ALL that apply

Question

What should you do if you don’t know the answer to a customer’s question?

Select ALL that apply

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