Six roles in a financial institution. Six tests built for each one.
Teller operations, new accounts, lending, advisory, compliance, and branch management each pull on a different mix of skills. Every VerticalFit test measures the same six dimensions, weighted the way research on that specific role says they should be.
How it works
- Pick a position, send a linkIn the employer portal, choose which of the six tests fits the opening and enter the candidate’s name and email for a unique link.
- They complete it here50 short questions plus one about AI familiarity, roughly 15–20 minutes, no account needed.
- Your hiring team gets the resultsThe moment they submit, their answers are scored automatically and emailed straight to whoever your firm designated — HR, the hiring manager, or your COO — with the fit result already in the subject line.
Six positions, six tailored tests
Same six underlying dimensions everywhere — weighted differently because the jobs are genuinely different.
Teller
The front line of the branch — handles cash transactions accurately, quickly, and honestly.
CSR
Opens new accounts and answers customer questions, matching people to the right products.
Loan Officer
Originates and evaluates loan applications, balancing sales goals with responsible lending.
Financial Advisor
Manages client relationships and investment strategy — a fiduciary, sales-heavy role.
Compliance Analyst
Reviews transactions and accounts for regulatory risk, fraud, and policy violations.
Branch Manager
Runs day-to-day branch operations, staffing, and performance.
The six dimensions
Every test scores the same six things — just weighted to match the position.
Detail orientation
Catching a cash-drawer discrepancy or a documentation error before it becomes a real problem.
Empathy & client care
Helping a client or customer feel understood during a stressful financial decision.
Assertiveness & negotiation
Holding a policy or a recommendation firmly with a customer or a colleague without being harsh.
Emotional stability
Staying steady through a long teller line, a volatile market day, or a live regulatory exam.
Ethical judgment
Doing the honest, compliant thing on a loan, a recommendation, or a finding even when it costs a sale.
Communication
Keeping customers, colleagues, and regulators aligned without anything slipping through.
Built for these roles, not borrowed from one
These questions are original — written to measure the same underlying traits that established tools like DISC and the Big Five are built on, rather than reproducing any copyrighted instrument. Each test is a screening and interview-guide aid meant to sit alongside a structured interview and work sample, not a certified psychometric instrument or the sole basis for a hiring decision.
Scoring happens in the candidate’s own browser the instant they submit. The result goes straight to your firm’s own Google Sheet, which files it as your hiring record and emails the report to your designated recipient from your own Google account. VerticalFit never receives, sees, or stores a completed assessment, and no outside service handles it in transit to deliver it.
Questions employers ask
Which roles does VerticalFit cover for banks and credit unions?
Six: Teller, CSR, Loan Officer, Financial Advisor, Compliance Analyst, and Branch Manager. Every candidate answers the same 50 core statements, and scoring weights the six work-style dimensions to match the role you choose.
How long does the assessment take?
About 15 to 20 minutes. Candidates answer 50 short statements about how they tend to work, plus one question about AI familiarity, on any device with no account needed.
How much does it cost?
$89 per month plus applicable sales tax for unlimited assessments if you subscribe by December 31, 2026, and that founding rate stays fixed while your subscription is active. New subscriptions after that are $119 per month. There are no per-candidate fees and no setup fee, and you can cancel anytime, effective at the end of the paid month.
Is it a personality test or a background check?
Neither. It is a structured questionnaire about work style, used as one input alongside an interview and reference checks. It is not a background check, not a medical or psychological evaluation, and never the sole basis for a hiring decision.
Is VerticalFit available to Texas banks and credit unions?
Yes. VerticalFit is offered to employers hiring for roles based in Texas. It is a structured questionnaire about work style, not a medical or psychological evaluation, and never the sole basis for a hiring decision, so use it alongside a structured interview and reference checks.
Who sees the results?
The report goes to your own results spreadsheet and is emailed to the recipient you designate, such as HR, a hiring manager or your COO. VerticalFit does not receive, see or store completed assessments.
One flat price. Every role in your industry.
No per-candidate fees and no setup fee.Send as many assessments as you need.
- Unlimited assessments for every role in your industry
- Each report scored automatically and emailed to your hiring team
- Candidate results stay in your own Google account
- Cancel any time, effective at the end of the paid month
For employers hiring in Texas. Secure checkout by Stripe. Your access code arrives by email within minutes.
See the report before you send a single test.
Get a complete sample report for a fictional finance candidate — exactly what lands in your inbox the moment a real candidate finishes.
- The fit rating for the role they applied for
- How they’d fit every other role you hire for
- A six-trait profile, weighted for the job
- The integrity check, and what to probe in the interview
Where should we send it?
Takes 30 seconds. You can download it right away, and we’ll email you a copy.