Applied to a Bank of America July-cycle program or forum and got an assessment link? Try the three parts below as Intervyo builds them, then read what is in it, how each part works, how to approach it and what comes after.
Key facts
- Who gets it: The Technology and Quantitative Data Analytics postings say assessments often begin before the deadline, and the fall 2026 Campus Insight Forum set one before its video interview.4,5,7
- What is in it: Workplace scenarios where you choose the response most and least like you, then questions on which traits describe you.7,8,9
- Math: Behavioral and personality multiple choice, with little or no mental math. One prep site adds a short business case: reading tables, a payback period, margins.7,8
- Length: About 30 minutes in four timed parts, by one prep site's count, with no going back once you press Next.8
- Technology: Global Technology applicants have had one coding problem alongside the situational and work-preference questions, often in a language they chose.9
- Retakes: If you are unsuccessful, you can generally retake the same assessment after six months.2
- Results: Bank of America does not give out specific details of assessment results.2
- Next step: Not everyone who completes the assessment is invited to the HireVue video interview that follows.7,9
In the last two cycles, the selective HireVue has been the first step after the application on the January investment banking and sales and trading route. Bank of America says some roles require an assessment, so read every email after you apply.10,11,2
Try the tests
The three parts of Bank of America's assessment that the app builds, a short paper of each, on the same screens as the app. Each one opens in its own window, with a report at the end.
Work situations
A situation at work and four responses. Choose the one you would be most likely to give, and the least.
4 situations · about 2 minutes
Your working style
Two good ways to work, side by side. Choose the one more like you, and how strongly.
12 pairs · about 1 minute
Business case
A client's profile, its loan request and three years of figures, then questions on them.
3 questions · about 2 minutes
What the Bank of America online assessment looks like
When it arrives
For summer 2027, Technology and Quantitative Data Analytics opened on Jul 1, 2026, and their postings say assessments often begin before the deadline. Technology applicants took theirs in early July. Recruiting is rolling, so apply early.6,4,5,9
The invite
If a role requires an assessment, you get an email with instructions, or a member of the talent acquisition team contacts you. Take it in a quiet place, free of distractions. If something breaks, use the troubleshooting steps in the email and wait until it is fixed before you carry on.2
The parts
Expect work situations first: a scenario and four responses, where you pick the one most like you and the one least like you. Then come questions on your working style and which traits describe you. One prep site lists four timed parts in about 30 minutes, including a short business case read from tabs of company data.7,8
Technology adds code
Global Technology applicants have had one coding problem alongside the situational and work-preference questions, often in a language of their choice. Difficulty has varied from easy to much harder, so warm up on short array and string problems.9
After you submit
For the fall 2026 Campus Insight Forum, a program preference survey followed, then a HireVue for some applicants only. For Technology, the HireVue came several weeks after the assessment. Bank of America does not share detailed results.7,9,2
The four parts, as one prep site lists them
- Handle Work Challenges 9 min
- 8 workplace scenarios. Pick the response most like you and the one least like you.
- Work Your Business Case 7 min
- 5 multiple-choice questions read from a resources tab: a company profile, a growth proposal and an operating statement.
- Tell Us Your Story 3 min
- 15 self-report questions on your skills, performance and plans.
- Describe Your Approach 9 min
- 88 pairs of statements, about 6 seconds a pair. Some pairs repeat to check you answer consistently.
One prep site gives these four parts for the 2027 cycle, from US and Hong Kong campus sittings, each timed and locked once you move on. US forum sittings had the situations and traits parts with no mental math, so treat the business case as possible rather than certain.8,7
Before you start
- A quiet room and 45 minutes nobody will interrupt.
- A laptop on a steady connection, other tabs closed.
- Read Bank of America's four core values once: they are the best guide to the situations.
- Answer as you would act, quickly and consistently; some working-style pairs repeat.
- Each part is timed and you cannot go back, so read the instructions screen before you start it.
- For Technology: a few warm-up coding problems in the language you will use.
- Keep the invite email open for the troubleshooting contacts.
The sections, one by one
Bank of America says its assessments measure key aptitudes and values. In practice most of it reads judgment and working style, with no right answer on the personality parts; only the business case, where it appears, has answers that are simply right or wrong.1,7,8
- Work situations: A workplace scenario and four responses: pick the most and the least like you.
- Working style: Pairs of statements: pick the one more like you, at about 6 seconds a pair.
- Self-report: Rate your own skills, your performance against others and how long you plan to stay.
- Business case: Short multiple choice read from company data: trends, payback period, margins.
- Coding (Technology): One problem, often in a language you choose.
Here is each part as Intervyo builds it. No candidate has published the real screens, so the page is our design in Bank of America's navy and red: one white page per question, the part and the question count at the top, Previous and Next at the foot. Each block says what the part checks and how to answer it well.8,7
1.Work situationsScenarios, most and least
A workplace scenario and four responses. You pick the one you would be most likely to give and the one you would be least likely to give, and you can't pick the same response for both. Expect this part first.8,7
What it measures: How you would act at work against Bank of America's values: delivering together, acting responsibly, realizing the power of its people and trusting the team.
How to answer it well
- 1Choose the least likely response as carefully as the most. Both count.
- 2When a situation carries a risk or a rule, the best response deals with it openly and early.
- 3Bring in the right colleague rather than working around them.
- 4Answer as you would act at work, not as the ideal candidate. A consistent picture reads better than a polished one.
2.Working styleAbout 6 seconds a pair
Two statements about how you work, side by side. You choose the one more like you and how strongly. Both are good ways to work, so there is no right side, and some ideas come back later in different words.7,8
What it measures: Which traits describe you best, across ways of working such as teamwork, structure, drive and care with risk.
How to answer it well
- 1Answer quickly and as you are. Both statements in a pair are good things.
- 2Use the strong end where you mean it. A profile of all middle answers says little.
- 3Expect repeats in new words, and answer them the same way.
Best guessThe traits, the count and the four-box scale are Intervyo's, built from applicants' accounts of "which traits describe you best" questions.
3.Business caseA case file in three tabs
A short case on a fictional client: a company profile, its request and three years of figures, each in a tab. Questions on it are multiple choice, and the wrong options are the numbers a common slip gives.8
What it measures: Reading tables and doing simple business math accurately: growth, margins and what a new loan or product adds.
How to answer it well
- 1Name the figure you need, its row and its year before you calculate.
- 2Check which total you divide by: a segment's own sales, total sales or gross profit.
- 3Read the request tab: questions on the new loan or product use its figures.
Best guessOnly one prep site lists a business case among the parts, so it may not be in every sitting. The case and its questions are Intervyo's.
Example items and how to approach them
Work situations"You are two weeks into your internship. Your manager asks for a client summary by 9 a.m. tomorrow, and at 6 p.m. you find the data you were given is incomplete. Most and least like you: (a) finish it with the data you have and say nothing, (b) email your manager now, say what is missing and propose a plan, (c) ask a teammate to fill the gaps without telling your manager, (d) tell your manager in the morning that it will be late."8,12
- 1Find the real risk: a client sees work that is wrong, or a deadline missed with no warning.
- 2Most like you: the response that flags the problem early to the person who owns it, with a plan, as in (b).
- 3Least like you: the response that hides the problem or leaves the warning too late, as in (a) or (d).
- 4Use Bank of America's own values as the tiebreak: integrity and the disciplined management of risk, and treating clients as individuals.
Tip: Written by Intervyo in the reported format, on the new-hire deadline theme one prep site lists. Not a Bank of America item. Answer as you would act, quickly: you cannot go back once you press Next.
Work situations"You lead a three-person team on a class project for an outside client. One teammate has missed two meetings and has not started their section, due in four days. Most and least like you: (a) do their section yourself, (b) talk to them privately, ask what is going on and agree a smaller deadline, (c) tell the professor straight away, (d) leave their section blank so it is clear who did not contribute."8,12
- 1Start with the person: a private conversation comes before going over anyone's head.
- 2Most like you: the response that finds the cause and agrees a concrete next step, as in (b).
- 3Least like you: the response that lets the client receive weaker work to make a point, as in (d).
- 4Escalating or covering the work can be right later, if the first step fails.
Tip: Written by Intervyo on the disengaged-teammate theme. Bank of America names "trust the team" and shared ownership among its values, so favor responses that fix the work and keep the team together.
Work situations"A client calls to say a payment they made last week is missing. Your records show no payment from them. Most and least like you: (a) tell the client your records show nothing, so the problem is on their side, (b) thank them, take the details and check with the team that handles payments before you reply, (c) promise the money will be found today, (d) pass the call to a colleague without taking any details."8,12
- 1Assume nothing yet: a record that disagrees with the client is a question, not an answer.
- 2Most like you: take the details, check with the people who own the records, and set a time to reply, as in (b).
- 3Least like you: blame the client or promise what you cannot control, as in (a) or (c).
- 4Close the loop: the client hears back from you, not from someone they have never spoken to.
Tip: Written by Intervyo on the theme of an outside report of an error your records do not show. The same judgment, owning the follow-up, comes back in the HireVue that may follow.
Business case"A growth proposal costs $600,000 up front and adds $150,000 of operating profit a year. Operating margin is 20% on $5 million of revenue today. What is the payback period, and what happens to the margin if the proposal adds $500,000 of revenue at that profit?"8
- 1Payback: up-front cost divided by the yearly gain.
- 2Current profit: margin times revenue.
- 3New margin: new total profit over new total revenue.
- 4Check the direction: the new revenue carries a 30% margin, above 20%, so the margin should rise.
Tip: Written by Intervyo in the style one prep site lists for the business case: payback period and margin impact, read from company data. Work fast; the less time you take, the better.
Example answer, written by Intervyo (not a real candidate)
Written by Intervyo as an example. Payback is $600,000 divided by $150,000 a year, so 4 years. Today, operating profit is 20% of $5 million, which is $1 million. With the proposal, revenue is $5.5 million and profit is $1.15 million, so the margin is about 20.9%, up about 0.9 points, because the new revenue earns 30%.
More Bank of America online assessment questions
Work situations
Working style
Self-report
“Rate your skills, your performance against others and how long you expect to stay.”8
Themes, not exact wording
Practice for Bank of America with Intervyo
Start free to practice Bank of America questions and track when it opens. Go deeper on Bank of America with the pack, or cover every firm you apply to with the Season Pass.
Free
Try it and track Bank of America
$0no card
Sign up free- An online assessment in the real format
- 2 HireVue-style questions, scored
- A resume review and a cover letter
- The tracker, with alerts for 5 companies
Bank of America Pack
Every Bank of America stage
$89one payment
Get the pack- 80 online assessment runs and 50 technical questions
- 50 Bank of America video interview questions, scored
- 12 live AI mock interviews
- 15 resume reviews and 45 cover letters
- The Bank of America process map and 10 research briefs
Premium, $149 adds the superday simulator.
Season Pass
Save 63%Every company you apply to
$16.58a month
Get the Season Pass- 150 online assessment runs a month
- 130 HireVue-style questions a month, every company
- 20 live AI mock interviews a month
- 5 superday simulations a month
- 30 resume reviews and 90 cover letters a month
$199 a year, or $44.99 monthly. Cancel any time.
How long to hear back after the online assessment
The assessment usually comes soon after you apply, and the HireVue, if you are picked for it, a few weeks later. Bank of America contacts you by email or through a recruiter, so check your spam folder too.9,7,3
Jul to Aug 2026 (summer 2027)
Global Technology
Assessment in early July, then a HireVue for selected applicants in late July or early August.9
Aug 2026 (fall 2026 forum)
Campus Insight Forum (region not stated)
One applicant took the assessment on Aug 4 and had a video invite later that month: three questions, 30 seconds and three minutes, no retakes.7
Aug 2026 (fall 2026 forum)
Campus Insight Forum, New York
A link to rank the programs you were interested in followed the assessment.7
Sep 2026 (fall 2026 forum)
Campus Insight Forum, US
HireVue invites reached US applicants around Sep 22, with those who ranked investment banking first among the first.7
Not everyone who completes the assessment gets the video, and Bank of America does not share detailed results, so a quiet few weeks can mean either.7,2
Best guessIf three weeks pass after the assessment with no video invite, check your status in the application portal, then keep applying elsewhere. July-cycle programs recruit on a rolling basis until they fill.
What happens after the online assessment
Online application
One office and one division per year, through the campus application system. July-cycle programs opened on Jul 1, 2026 for summer 2027.3,6
Online assessment (July-cycle programs)You are here
This page. Work situations and working-style questions, with a coding problem for Technology.7,8,9
HireVue video interview
If selected: an on-demand video, 30 seconds to prepare and up to three minutes per answer, primarily behavioral.3,7
First round (some offices)
San Francisco and Los Angeles investment banking have run a live first round after the HireVue; New York and Menlo Park have gone straight to superday.10,11
Superday
Final interviews with people from the business you applied to.3
Online assessment vs HireVue
Both come early and both are one-way. The assessment reads your judgment and working style from your clicks; the HireVue hears you explain yourself.
FAQ
Does Bank of America have an online assessment?
For some roles. The Technology and Quantitative Data Analytics postings say assessments often begin before the deadline, and the fall 2026 Campus Insight Forum set one. For investment banking and sales and trading in January, expect the HireVue as the first step after the application, and read every email in case a test is added.2,4,5,7,10,11
Is there math in the Bank of America online assessment?
Little or none. Expect behavioral and personality multiple choice with no mental math. One prep site lists a short business case on payback periods and margins, so be ready for simple arithmetic from a table.7,8
How long is the Bank of America online assessment?
About 30 minutes in four timed parts, by one prep site's count. Set aside about 45 minutes, and take it somewhere quiet and free of distractions, as Bank of America asks.8,2
Can you retake the Bank of America assessment?
In general, if you are unsuccessful you can retake the same assessment after six months. Roles can use different assessments, so if a new invite arrives, open it and follow the instructions even if you think you have taken it.2
Will I get my assessment results?
No. Bank of America's talent acquisition team does not give out specific details of assessment results.2
Is there a coding test for Bank of America Technology?
Expect one coding problem inside the assessment, alongside the situational and work-preference questions, often in a language you choose. Difficulty has varied from easy to much harder.9
Online assessment at other firms
Sources
Firm pages first, then dated candidate reports. Last checked Nov 4, 2026.
- 1Bank of America: Hiring process
- 2Bank of America: Job Application Status FAQs & Answers (assessments)
- 3Bank of America: Application process (US and Canada)
- 4Bank of America: Quantitative Data Analytics Summer Analyst Program - 2027
- 5Bank of America: Global Technology Summer Analyst 2027 - Software Engineer and Mainframe Analyst
- 6Bank of America: Campus job feed (all open campus roles)
- 7Candidate report on a public forum: BofA Campus Insights HireVue (Aug to Oct 2026)
- 8QuantVault: Bank of America Online Assessment: Format, Questions & Free Practice · prep site
- 9PracHub: Bank of America Global Technology OA 2027: Coding, Situational Judgment, and HireVue (Aug 2026) · prep site
- 10Candidate discussion on a public forum: BofA SA IBD 2026 Megathread (Jan to May 2025)
- 11Candidate discussion on a public forum: BofA SA 2027 (Jan to Apr 2026)
- 12Bank of America: Bank of America's Mission, Vision, and Core Values
Intervyo isn't affiliated with, endorsed by or sponsored by Bank of America. Formats change between cycles and divisions, so always follow the instructions in your own invite.