This Intermediate Level Test is designed for customer service professionals who have some experience in the banking sector and are familiar with its operations, policies, and customer service tools.
This test assesses knowledge across a broader range of banking products, the ability to resolve more complex customer issues, an understanding of banking regulations, and proficiency with specific customer service tools and technologies, such as CRM systems.
It also evaluates the candidate's understanding of key performance metrics and their ability to apply problem-solving skills in a broader range of customer service scenarios. Successful candidates will demonstrate intermediate skills, such as the ability to navigate the regulatory environment, use technology effectively in customer service, and apply knowledge to enhance customer satisfaction and loyalty.
Designed to access
-
Handling Complex Customer Inquiries
-
In-depth Product Knowledge
-
Advanced Communication Skills
-
Understanding of Banking Regulations e.g. Knowledge of more regulatory compliance especially as it relates to customer data, financial advising and transactions
-
Use of Advanced Banking Systems e.g. CRM software, online banking platforms, and multi-channel communication tools
Use this test to hire for
- Experienced Customer Service Representatives
- Customer Service Team Leads
- Relationship Managers (Junior to Mid-Level)
- Banking Operations Specialists
-
Duration 10 minutes
-
Languages English
-
Level Intermediate / Level 2
Question
Which of these statements about KYC (Know Your Customer) are true?
Select ALL that apply
Question
Through which channels are customers now increasingly filing complaints?
Select ALL that apply
Question
Why are soft skills crucial in customer service?
Select ALL that apply
Use skills-based tests to make data-driven hiring decisions
-
Unbiased, skills-based assessments to ensure objective and equitable hiring decisions
-
Comprehensive analytics and insights for making informed, data-backed candidate selections
-
Scales to accommodate your hiring needs, from small teams to large-scale recruitment drives