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Banking and Related Services

Entry Level Assessment Blueprint

Specific Competencies and Skills Tested in this Assessment:

General Finance Technical Skills

  • Use accounting procedures in a financial environment
  • Employ marketing procedures to forward organizational goals
  • Utilize customer service skills to work effectively with customers
  • Perform accounting functions with computers and related software


Business Financial Management Technical Skills

  • Analyze and interpret financial data to produce accurate reports and aid in developing short and long-term business plans
  • Analyze tax structures and consequences to aid in business decision making
  • Analyze current laws and regulations to determine and maintain appropriate financial practices and records


Academic Foundations

  • Apply reading skills in a financial career environment
  • Apply writing skills in a financial career environment
  • Apply mathematical skills in a financial career environment
  •  Apply economic knowledge in a financial career environment



  • Interpret financial elements such as economic conditions to determine impact on consumer behavior
  • Interpret laws and regulations to determine the role of government in the financial industry

Ethics and Legal Responsibilities

  •   Identify and practice ethical behavior in the workplace
  •   Analyze practices of the financial industry to determine ethics and social responsibilities


  •  Locate, organize, and reference written information from reliable sources to communicate with coworkers and clients
  •  Develop and deliver formal and informal presentations using appropriate media to engage and inform audiences
  •  Apply listening skills and interpret verbal and nonverbal behaviors to enhance communication with coworkers and clients
  •  Interpret and use tables, charts, and figures to support written and oral communication


Information Technology Applications

  • Use computers and software to increase work efficiency
  • Utilize a database to manage general information


Problem Solving, Critical Thinking, and Decision Making

  • Use problem solving and critical thinking skills to locate good sources of information about problems and determine appropriate methods for investigating causes
  • Use problem solving and critical thinking skills to determine root causes of problems and suggest solutions
  • Use decision making skills to solve problems and evaluate solutions

Leadership and Teamwork

  • Exhibit leadership practices to improve the quality of work and the work environment
  • Work effectively in a team environment to improve the quality of work and the work environment


Safety, Health, and Environmental

  • Practice safe behaviors in work environment including ergonomics
  • Respond appropriately in emergency situation by locating emergency information and equipment

Employability and Career Development

  • Demonstrate employability skills related to a career in finance
  • Pursue career development skills to advance in the financial world

Written Assessment:

Administration Time: 2 hours
Number of Questions: 104

Areas Covered:

General Finance Technical Skills: 13%

Business Financial Management Technical Skills: 17%

Academic Foundations: 13%

Systems: 5%

Ethic and Legal Responsibilities: 6%

Communications: 12%

Information Technology Applications: 8%

Problem Solving, Critical Thinking, and Decision Making: 9%

Leadership and Teamwork: 7%

Safety, Health, and Environmental: 6%

Employability and Career Development: 4%


Sample Questions:

In automated accounting, an audit

  1.  checks the accuracy of processed information
  2.  in generated on a yearly basis
  3.  is always stored using electronic media
  4.  corrects the data

When issuing a stop payment, the issuer

  1.  has noted the appearance of the check on the monthly bank statement
  2.  possesses the original check and the disbursement has not been claimed
  3.  does not have the funds available to pay the disbursement
  4.  does not possess the original check and disbursement has not been claimed

Assume that the current currency exchange rate for US Dollars and Euros is 1 US Dollar = .736 Euros. Brad is making a purchase in Germany that costs 25 Euros. How much will this cost him in US Dollars?

  1.  $18.40
  2.  $25.74
  3.  $33.97
  4.  $42.50

Government regulations are generally designed to

  1.  create jobs for government workers
  2.  protect the public from harmful or unjust actions
  3.  increase the number of political campaigns
  4.  make people think before they vote

An emergency number to call for aid should be posted

  1.  at the first aid station
  2.  on the company’s website
  3.  next to, near, or on the phone
  4.  near the nurse’s station

The total at the bottom of the deposit ticket is the total of

  1.  checks and cash
  2.  checks only
  3.  cash only
  4.  cash received at the bank

Select the sentence below that has been correctly written.

  1.  The stock was to expensive for me to buy.
  2.  I think she said she worked their.
  3.  Jim’s patients was wearing thin by the end of the day.
  4.  I left the correspondence on the manager’s desk.

One of the hallmarks of a global economy is _______, which occurs when nations combine to form a common market as a free-trade area.

  1.  economic integration
  2.  economic dislocation
  3.  boundary readjustment
  4.  fiscal redefinition

If a technical report is based on large amounts of data, a good way to include all the data is in a/an

  1.  glossary
  2.  appendix
  3.  index
  4.  text box

An effective mentor is a person who

  1.  has mastered the skills and experience an employee needs
  2.  is a good friend of the employee
  3.  is external to the employee’s company
  4.  has been given salary raises in the past