Financial Services
Pre-Employment Testing
Whether you’re hiring analysts, advisors, or customer-facing staff, accuracy, integrity, and analytical thinking are critical in financial services. One mistake can cost more than just money—it can damage trust.eSkill’s pre-employment assessments help you identify candidates with the technical knowledge, numerical reasoning, and attention to detail required for success in finance. Evaluate key skills like Excel proficiency, bookkeeping, financial analysis, customer service, and regulatory compliance using customizable tests and real-world simulations.
Statistics Speak For Themselves
>$190,000
One unnamed credit card company saved over $190,000 using eSkill.
33%
We helped Encore Exchange, a medical billing company, reduce their time-to-hire by 33%.
Top Skills & Abilities
to Look for in
Financial Services
Microsoft Excel & Financial Data Analysis
Evaluate a candidate’s ability to use formulas, pivot tables, and data modeling to make sound financial decisions.
Attention to Detail
Essential for auditing, reconciling reports, and minimizing costly errors in high-volume financial transactions.
Customer Communication & Compliance Awareness
Assess a candidate’s ability to explain complex financial information clearly and adhere to regulatory standards such as FINRA, SEC, and GDPR.
Cognitive Aptitude Testing for Building Stronger Teams
Standard Job-Based Tests
Standard Subject-Based Tests
Customize From Over 600 Modular Subjects
Simulations
Situational Judgment Tests (SJT)
Upload Your Own Content
Associated Assessments
Microsoft Excel
Assess a candidate’s ability to navigate and utilize Microsoft Excel efficiently. This test covers formulas, functions, pivot tables, data analysis, conditional formatting, and macros, ensuring they have the skills needed for data-heavy roles in business, finance, and administration.
Basic Math
Test fundamental mathematical skills including addition, subtraction, multiplication, division, fractions, percentages, and basic problem-solving. Ideal for roles in retail, finance, logistics, and clerical work where numerical accuracy is essential.
Bookkeeping
Evaluate a candidate’s knowledge of financial record-keeping, accounting principles, and ledger management. This test covers accounts payable/receivable, bank reconciliations, journal entries, and financial reporting, making it essential for accounting and finance roles.
Attention to Detail
Assess a candidate’s ability to identify errors, inconsistencies, and small details in written documents, numerical data, and forms. This test is ideal for roles requiring precision and accuracy, such as accounting, quality control, and administrative work.
Logical Thinking
Test a candidate’s ability to analyze situations, identify patterns, and draw logical conclusions. This assessment covers deductive reasoning, problem-solving, and pattern recognition, making it ideal for technical, analytical, and decision-making roles.
Business Communication
Assess a candidate’s written and verbal communication skills in a professional setting. This test evaluates email etiquette, grammar, report writing, and clarity of communication, ensuring candidates can effectively convey information in the workplace.
Cognitive
Measure a candidate’s problem-solving, critical thinking, and reasoning abilities. This test evaluates numerical reasoning, verbal reasoning, logical analysis, and pattern recognition, helping employers identify high-potential candidates for strategic roles.
Time Management
Measure a candidate’s ability to prioritize tasks, meet deadlines, and manage workloads efficiently. This test evaluates task scheduling, productivity optimization, and decision-making under pressure, helping employers identify highly organized candidates.
Clerical Skills
Evaluate essential administrative and clerical competencies such as typing speed, data entry accuracy, record-keeping, and document organization. This test is perfect for roles in office administration, healthcare, and customer support.
Why Choose eSkill
Financial Services
Assessments?
Thousands of companies use eSkill to improve their hiring
Great System! It's very easy to use and extremely customizable. It's been a great experience and I feel the test I was able to create for our teller candidates definitely helps us narrow down those who have the right skills and talents.
Endless possibilities but easy to use. Endless combinations of testing/simulations content stays current and spans across so many disciplines. Was able to truly see candidate knowledge concerning specific disciplines and their ability to successfully get the job done.
"We utilize eSkill to determine a candidate's capability that may not have the direct experience listed on their resume. This tool is very useful for Hiring Managers who may need some convincing to pull the trigger. The software is user-friendly, and customer service is very responsive."
"eSkill enables managers to easily assess the current knowledge level or new hires because it allows us to anticipate interventions. This helps better prepare new hires for our job environment and helps them ‘get up to speed’ more quickly. The data extraction process is pretty user-friendly as is using the option to forward test results."
"We hire candidates in various markets throughout the U.S. By using eSkill, we now have the capability to test candidates and quickly evaluate their skills and aptitudes to ensure we are identifying the best candidate for each role."
"We have reduced time-to-hire by at least two or three days simply by eliminating inefficiencies in our process. Recruiters no longer have to manually screen applicants and there is no need to go back and forth with candidates to schedule and conduct interviews."
"Quick ability to generate assessments. Complete customization capability for your company's vision of assessments. Report generation for easy candidate comparison. Good pricing for product received. Very helpful for being able to generate which specific assessments we desire. Compare each candidate against another without having a generic canned assessment test."
Endless possibilities but easy to use. Endless combinations of testing/simulations content stays current and spans across so many disciplines. Was able to truly see candidate knowledge concerning specific disciplines and their ability to successfully get the job done.
Great System! It's very easy to use and extremely customizable. It's been a great experience and I feel the test I was able to create for our teller candidates definitely helps us narrow down those who have the right skills and talents.
"Seamless and easy; great support. Ability to assemble own tests. Ease of sending test notices and score reporting. great communication with eskills staff members."
Before eSkill, we did not have a formalized way to assess our candidates. As our company really started to grow in size, we started to notice the pains from hiring managers about the quality of candidates and recent hires. There was pressure to fill open roles as quickly as possible. There were a few instances of managers seeing that some new employees did not have the technical skills needed for positions. Once we started to use eSkill, we saw improved confidence when hiring and more qualified employees. Our managers were on board with using eSkill, mainly because we were able to work together to create specific assessments. All of the hiring managers were then required to complete assessments and provide feedback. Adjustments were made where necessary and we have not looked back since!
eSkill has enhanced our pre-employment skills testing. With the large database of questions readily available, it is easy to create or alter a test to fit a specific position or department. The website is user friendly for both the applicant and the administrator. The people at eSkill have been extremely helpful and friendly on any question that has arisen.
We chose eSkill because it meets and exceeds our needs. eSkill is unmatched in its ability to manage franchise locations, customize and configure tests, and customer service. The platform makes test deployment fast and easy, while our dedicated account manager has been very proactive in making sure we get the most out of eSkill. We would recommend eSkill to anyone who is looking to identify skilled candidates.
“eSkill helped us complete the circle in our hiring and screening process by providing a simple-to-use testing platform. This platform set the perfect stage to verify skills and abilities for applicants ranging from entry level customer service to senior level software engineers. Our hiring managers have been very pleased with the variety of standard tests available, along with our ability to create and post our own tests. This system has literally saved us hundreds of working hours.”
“The testing went great! We loved the ability to create our own test from a bank of existing questions. It was a key part of our search process and we found an excellent candidate. As I said, we don’t do searches for technical positions very often, but when we do, eSkill testing will always be a part of it.”
"eSkill assessments are the only way we can validate the candidates’ skill level. eSkill has been a good tool for us overall and as far as I know is very user friendly. We use it as a selling point to clients that we thoroughly vet our candidates before they are sent out for either interviews or placements."
