Tag Archives: Screening

Before the interview: How We Screen Our Job Seekers


We like to take measured and holistic approach when it comes to finding the right employees for the job. Because we are looking for quality job seekers to match with our companies, we are careful about the candidates we place. This is why we have a thorough screening and testing procedures at Financial Professionals.

We implement a thorough national and state background screening for every employee that comes through our agency. This is not unusual; nowadays, background checks are very common in seeing whether or not employees are falsifying their applications. The Society for Human Resource Management reported that eight-seven percent of organizations conduct criminal background checks on a least some applicants. We verify if candidates have a criminal record, if they are who they say they are, and we look at their credit reports to get some insight on the candidate’s reliability and responsibility. After all, we want our employees to be responsible when it comes to handling other people’s finances.

In addition to background checks, we also give a series of tests to every person who comes through our agency. Each of these tests were designed strategically, so there’s no way for candidates to cheat the system. Our Bank Rely Test reveals employee’s work ethic, and is a good way to determine their punctuality and attendance record. The Work Attitude Questionnaire tests applicants’ attitudes toward theft and respect toward other people. It also flags checkered behavior, such as substance abuse and problems with anger management. The Bank Customer Service Survey tests a person’s strengths and weaknesses; how friendly the individual is when working in sales, and how they deal with conflict situations. The General Information Appraisal is a reliable gauge for testing one’s overall intelligence, including logic skills. Last but not least, the Teller Test, designed specifically for bank tellers, tests money math skills. We see how quickly these candidates answer the questions without a calculator. 

Unfortunately, there isn’t a guide that helps prepare candidates. The results are out of job seekers’ control. But the good news for candidates is that if they’re honest, trustworthy and responsible, chances are they’re do well passing our tests and our screening process. The best advice we give is for employees to be relaxed and get a good night’s sleep before taking their test. The rest will fall into place.

Feel free to contact us if you’d like more information about our screening and testing services.

Ron Ray

Ron Ray is Owner/Chief Executive Officer of Financial Professionals, a Dallas-based financial staffing agency. Since 1981, Ron has worked with a variety of banks and banking professionals to ensure they are working with the best talent.

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What Employers Don’t Want to See on Your Facebook Profile

Photo by Mashable.

Photo by Mashable.

In today’s day and age, social media is a major way job applicants learn more about employers – but it’s a two-way street. Many employers, including our staff at Financial Professionals, screen job seekers by looking at their Facebook profiles. The practice is becoming more common. Based on a survey conducted lasts year, CareerBuilder.com found that 37% of employers use social networks to screen potential job candidates. Many employers use social media to learn a little bit more about his or her qualifications. Of course, candidates’ resumes, cover letters and interpersonal skills weigh heavily on whether or not employers think a job applicant is the right person for the job — but companies and agencies will review candidates’ digital presence to learn if the person behind the resume presents his or herself in a professional manner online, as well as in real life. 

Sometime we find discover things that aren’t always pretty. Those embarrassing photos you posted on Facebook of yourself the other night – we see those. Those cuss words you used to describe your former boss in your last update – we read that, too. The last thing employers want to see if someone’s provocative or inappropriate party photos, chronicling a night of getting drunk and acting like they’re a rock star. Those are not the quality applicants we like present to our employers. When you’re competing against several applicants who all have an equally strong skill set, the content on your Facebook profile could be the thing that sets you apart.

Take a lesson from us and make sure that if you’re searchable online, you’re not sharing too much. Here’s how to keep things professional on Facebook.

Make your profile photo a picture of you

No matter how tight you’ve set your privacy settings, your profile photo is the one thing everybody sees. A photo of your dog or of a cartoon character isn’t the best representation of you.

Think twice before posting offensive status updates

Take a deep breath the next time you think about posting something obscene, obnoxious or even controversial. Employers are looking for people they can respect – so only show your best side by posting things you don’t have to explain later.

Have someone you trust scan your profile for red flags 

Sometimes it’s easy to miss those little details that reflect your checkered past. For example, you might’ve thought it was cool to post those photos of you partying when you were in college – but they’re not so funny if you and your friends were drinking underage. Keep anything incriminating off of Facebook, even if it isn’t recent.

Have questions about our recruiting, screening or testing? Feel free to email us today.

Priscilla Stricker

Priscilla is the Managing Partner who oversees operations, staffing and business development for Financial Professionals. She has 15+ years' experience in the staffing industry, which has allowed her a successful career of finding the right fit for clients as well as candidates. Specialties have included banking, commercial real estate, title, mortgage, accounting and financial positions at all levels.

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Cybersecurity is No Joke

Intrusive security questions are sparking conversation lately, forcing banks to adopt better methods of protecting information. In the past, many banks did not use steps beyond entering a standard ID and password, but now more advanced features require business account holders to use security keys such as the RSA SecureID token for transfer of funds and transactions.

Banks need to stay on top of the technology curve by seeking innovative and cost-effective ways to protect their customers and their assets. Besides setting up the best infrastructure possible, the easiest solution is to add extra layers of identity authentication. In addition, it’s also important for banks to screen out potentially harmful employees before they leak secure information.  

There are a few things everyone can do to guard off cyber threats. First, keep virus and firewall protection up to date. Second, make passwords difficult and survey online activity for personal information that you may use for passwords — ie: mother’s maiden name, first car, and pet names. Lastly, watch what you share over social networking. Sometimes simply writing it down is the safest bet.

Miki Rose

Miki Rose is the Managing Partner at Financial Professionals, a Dallas-based recruiting agency specializing in financial jobs. Miki leads client relationships and business decisions that position Financial Professionals as a top staffing source for the southern US region.

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