Bank Collections Agent – Short Form

Use the Bank Collections Agent – Short Form to screen candidates for skills like tact, problem solving and account monitoring for entry-level collections in inbound or outbound call center environments in a financial setting.


Screen candidates for entry-level collections positions with the Bank Collections Agent – Short Form test.  Before you invest time and money to train a new employee, test your applicants for:

  • Account Monitoring Skills
  • Calling Customers
  • Overdue Account Collections
  • Tact and Problem Solving

This test provides the answers you need to make informed hiring and promotion decisions.

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Not the perfect fit?  No problem.  We have many similar tests to choose from.  See alternatives in the BANKING and CALL CENTRE category sections of our site.


The Bank Collections Agent – Short Form test solution is for entry-level collections positions in an inbound or outbound call center environment in a financial setting. Sample tasks for these jobs include, but are not limited to: monitoring overdue accounts to update status, calling customers with overdue accounts, and persuading customers to pay their overdue accounts.

Job Level: Entry-level
Job Family/Title: Banking
Languages: Available: English (US)
Number of Sittings: One
Designed for Unproctored Environment: Yes
Question Format: Multiple choice, Simulation

Knowledge, Skills, Abilities and Competencies

Measured Persistence: This is a measure of the tendency to set specific goals and work hard to achieve these goals. This trait is characterized by: suggesting the best solution for customer needs; being able to direct conversations towards a commitment/order/sale; and continuing to try if not successful the first time.

Navigation: This measures a candidate’s interactions within a realistic contact center environment by providing a workspace that simulates multiple customer service-based applications running on a Windows desktop simultaneously.

Service Orientation: This measures a candidate’s tendency to focus on meeting customers’ needs in a simulated telephone call context. This includes the tone and language used to respond to customers’ questions, apologizing when appropriate, and providing solutions that directly relate to customers’ requests.

Tactful Problem Solving: This measures a candidate’s tendencies to engage in problem solving with customers in the context of simulated telephone calls. This includes acquiring necessary information from both customers and systems to understand the nature of the problem, working through ambiguity to determine the correct answer, and tactfully explaining the resolution of the situation to customers.

Data Entry Speed: This measures a candidate’s ability to listen to and record information received from customers quickly.

Data Entry Accuracy: This measures a candidate’s ability to listen to and record information received from customers accurately.

Additional information

Appropriate For


Administration Time


Scoring Options



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