Banking Professional Background Assessment Form
Please complete this assessment to help us evaluate your professional background for banking-related roles.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Total Years of Experience in Banking
*
Highest Level of Education Completed
*
Please Select
High School Diploma
Associate Degree
Bachelor’s Degree
Master’s Degree
Doctorate
Other
Which of the following best describes your most recent banking role?
*
Retail Banking
Corporate Banking
Risk/Compliance
Operations
Other
Please rate your familiarity with the following banking regulations.
*
Rows
Not Familiar
Somewhat Familiar
Very Familiar
Anti-Money Laundering (AML)
1
2
3
Know Your Customer (KYC)
4
5
6
Basel III
7
8
9
Dodd-Frank Act
10
11
12
How would you rate your customer service skills in a banking environment?
*
1
2
3
4
5
Indicate your proficiency in the following banking skills.
*
Rows
Beginner
Intermediate
Advanced
Risk Assessment
13
14
15
Financial Analysis
16
17
18
Loan Processing
19
20
21
Relationship Management
22
23
24
Have you obtained any professional banking certifications?
*
Yes
No
Briefly describe a significant achievement in your banking career.
*
Submit Assessment
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