HIRINGBRANCH FOR
Banking & Insurance
Candidate
Record your response
Scenario
You are a customer service agent at a bank, supporting customers with their needs.
Task
Listen to the following call from a customer. Record your response. Let them know that you understand their specific issue and that you are going to help them.
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Financial matters require care. With HiringBranch, banking companies hire analytical problem-solvers who have high empathy.
"Thank you for calling.
I understand it's frustrating
when your video freezes during a work call.
I can
help you troubleshoot and check if it's related to
your internet speed."
Acknowledgement
Empathy
Positive Language
"Thank you for calling.
I am sorry your T-shirt is
not to your liking.
Let me check for you what the
shipping policy is in case of cancellation.”
Acknowledgement
Positive Language
"Thank you for calling us.
I understand that you don't
recognize one of the transactions on your account.
I can definitely help you check this out on my end.
Acknowledgement
Positive Language
"Thank you for calling.
You must be excited about
your trip to Paris!
Let me help you see if the Silver
Plan fits this trip and future travel.
First, what type
of coverage are you looking for?
Building Rapport
Acknowledgement
Probing
"Thank you for calling.
You must be excited about
your trip to Paris!
Let me help you see if the Silver
Plan fits this trip and future travel.
First, what type
of coverage are you looking for?
Building Rapport
Acknowledgement
Probing
"Thank you for calling.
You must be excited about
your trip to Paris!
Let me help you see if the Silver
Plan fits this trip and future travel.
First, what type
of coverage are you looking for?
Building Rapport
Acknowledgement
Probing
Banking & Insurance scenarios
Candidates respond to Banking & Insurance scenario prompts with open speech or text as if they were already on the job - like a trial. Al measures their soft skills so recruiters know who to pass through the hiring funnel.
Scenario prompts include:
Loans and mortgages
Investments
Monthly fees
Online banking
Account balance
Fraud and security
Roles
For teams of 20 to 20,000, common banking, insurance and financial assessments include:
FinTech department replaces multiple-choice assessments
“We streamlined a language test, a situation test and interviews saving hiring managers about 30 mins per candidate.”
Training and CX Manager, Online Retailer
FinTech department replaces multiple-choice assessments
“We streamlined a language test, a situation test and interviews saving hiring managers about 30 mins per candidate.”
Training and CX Manager, Online Retailer
Managing banking and insurance customers requires special care
Hire diligently with HiringBranch
Talk to us about a no-risk assessment pilot.
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