Case Studies

Personal Banker and Loans

Jenna Schoenmann

Client

One of the nation’s leading banking institutions with over $150 billion in assets under advisement, 4 million consumer households, and 500,000 business clients.

 

Problem

The bank wanted to enable recruiters with candidate data to help them identify personal bankers with the highest ability to engage customers, assess lending opportunities, and leverage relationship networks.

 

Solution

Modern Hire worked with the client to create a Virtual Job Tryout that engaged candidates with multitasking, prioritization, situational judgment, and work style.

 

Results

The Virtual Job Tryout improved quality of hire by identifying abilities critical to overall high performance.

  • 80% more home secured lending
  • 65% more client referrals
  • 39% more consumer loans