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Personal Banker


One of the nation’s leading financial institutions serving over 50 million consumers and US small business clients through operations in more than 40 countries.



This company wanted to enable recruiters to differentiate candidates based on their ability to convert customer referrals into sales. The client also asked for an assessment that would provide an engaging, interactive candidate experience and reinforce the organization’s brand.



Modern Hire built a Virtual Job Tryout that was able to measure the complex, underlying attributes linked to personal bankers’ ability to convert referrals to sales and prospects to clients.



Individuals who scored highest on the Virtual Job Tryout showed a statistically significant and meaningful relationship with a variety of performance indicators:

  • 2.5x more often rated as a top performer
  • 2x more potential for promotion
  • 11% more in total sales