Job Match Surveys

Financial Sales Assessment Program™		 

Dear Participant,

This questionnaire is being used to determine the behaviors and skills essential in effectively performing a financial sales position in your organization. The information you provide will be used for research purposes only and will remain confidential. Information on this form will be reported to Employment Technologies Corporation, a human resources firm. This form will not be retained in any personnel file and should not be confused with any official personnel documents. Your responses will be used to evaluate the suitability of the Financial Salesperson Assessment Program (FSAP) within your organization.

Please complete the 26 items on this form by selecting the response that best describes how essential each job behavior is to overall performance in the target Financial Salesperson position. Filling out this form will take approximately 5 to 10 minutes. Once you have completed the form, please press the Submit button at the bottom of this page.

Thank you for your cooperation.


Participant Information

Name

Company

City

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Country

Telephone



Group Code
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Group Code


Demographic Information (optional)


Gender

Age

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The Job
Please select the option that best describes your job:

If you selected Other, please specify



Survey
Please read each statement below and select the option that best describes how essential it is to overall job performance in a Financial Sales position.

Job Behavior

Value to the Job

Asks questions to determine the financial products/ services needed by a customer.

Describes financial products and services that appear to meet customer requirements.

Responds effectively to questions or objections voiced by customers when selling financial products/services.

Recommends customers purchase financial products/services that satisfy implied or expressed customer requirements.

Verifies the identity of unfamiliar, or new, customers.

Provides brochures and/or other printed material to customers that describe financial products and services.

Refers customers to other departments within the financial institution to sell additional products and services (i.e., Trusts, Brokerage Services, or Annuities).

Uses information obtained from customer, credit reporting systems, and/or other sources to determine whether to open an account for a customer.

Attends staff, or sales, meetings with other employees to discuss the financial institution's policies and procedures, sales promotions, new products, etc.

Reads memos and directives to maintain awareness of the financial institution's new policies and procedures.

Reads new product information, local papers, and business publications, to develop and maintain awareness of new financial products and services, as well as those of competitors.

Reviews bank alerts, or other notices, to maintain awareness of recent robberies, forgeries, and other bank-related crimes.

Provides clear, accurate answers to customer questions about financial products/ services.

Completes customer profile, check order, signature card, or other forms for customers.

Communicates with other departments within the financial institution to resolve customer problems/complaints (i.e., Information Systems, Bookkeeping, Records, Data Processing).

Asks questions to determine reason(s) for closing account(s) and, where possible, persuades customer to reconsider by quickly resolving the problem(s) that caused customer to initiate account closing process.

Accepts deposits from customers and turns them in to the appropriate financial institution employee (i.e., teller or 'Proof Department') to ensure deposit is processed.

Adds, removes, or changes names and/or addresses on customer accounts.

Orders checks, or other items, for customers and follows up on orders when problems occur (i.e., customer does not receive checks, checks are improperly printed).

Greets or welcomes customers as they enter the branch/office.

Informs prospective customers that the financial institution is unable to open a new account, or provide an additional product/ service, due to unfavorable information contained in credit or banking history reports.

Asks questions of a personal nature or engages in 'small talk' to develop rapport with customers.

Tactfully asks impatient customers to wait until a Financial Salesperson is available to address their problem, rather than allowing customer to interrupt another customer being waited on.

Authorizes fee waivers, or refunds service charges, to correct bank errors and/or maintain good relations with customers.

Follows up with other departments, after initial inquires, to ensure successful and timely resolution of customer problems/complaints.

Assists other Financial Salespersons by answering questions, clarifying policy and procedures, or sharing workload to ensure prompt, efficient customer service.