Use this step by step explanation to craft a good employee performance feedback review for a statement clerk. Find the right words with quality phrases.

A Statement Clerk is liable for preparing and sending bank statements to customers as well as answering questions, identifying and correcting discrepancies in accounts.

Primary responsibilities include compiling data to make bank statement, looking up customer information to locate account, encoding and canceling checks, taking orders for checks and ensuring they are sent out, stopping payments on controls at customer's request to prevent payment, verifying signed checks with complete information and accuracy, handling customer complaints, retrieving checks returned to customers in error, weighing statements in envelopes and affix correct postage, preparing reports for distribution to customers, loading machines with statements, maintaining database of canceled checks and signatures, comparing previous bank statements with canceled checks and correcting discrepancies.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Understands the importance of customer satisfaction and does more than required to ensure customer retention.

Always meets the changing needs of clients by redefining the customer service process.

3

LISTENING SKILLS: Listening Skills are a practical ability to accurately receive and interpret messages you receive during the communication process to ensure flow and accuracy are maintained.

Asks and raises relevant questions and issues about the topic of discussion.

Shows great tact of active listening when engaged in conversations.

3

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Has a clear knowledge of the audience and does not use complex vocabularies and jargons.

Gives the other person on the line time to ask before responding accordingly.

3

PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships.

Is always open-minded and readily accepts what others have to contribute.

Tries to be accommodative of other people's views and accepts them easily.

2

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Has excellent observation skills and ensures that all every little detail is captured.

Looks at situations from different perspectives and not only in a one-sided way.

3

FOLLOWING DIRECTIONS: Following Directions is the skill of carefully considering the given instructions and following them closely without fail.

Makes sure one has all the information needed before starting any task or project in order to avoid producing incorrect work

Reads directions in the order they are written on the project and avoids skipping ahead and forgetting to go back

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Possesses a loyal customer base and is viewed as the person to go to by returning customers

Excels at offering special and unique solutions to customers with special needs

3

TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace.

Puts more effort to participate in specialized training programs and shows interest to look for more training opportunities

Makes effort to evaluate the outcomes of a training session

2

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Excels at classifying information and structuring reports and proposals in an appropriate format

Integrates primary data and secondary sources accurately, persuasively, and logically

3

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Possesses proficient typing skills with high accuracy and exceptional typing speed

Excels at transcribing documents, typing up manuscripts, and inputting complex statistical data

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you put in an extra effort and time in emergencies to ensure the needs of customers are met?

What do you understand by excellent customer service? Explain a time when you offered it.

[employee comments]
LISTENING SKILLS:

How well do you assert your opinions and views when having a conversation with someone?

Do you in most cases ask relevant questions when having a conversation?

[employee comments]
PHONE SKILLS:

How well can you rate the way you handle your phone call conversations?

What is the best solution you have ever given to someone over the phone and was the caller satisfied?

[employee comments]
PROBLEM SOLVING:

Give a situation that you solved a problem, and it was unsuccessful.

Do you involve other people when trying to solve any particular problem?

[employee comments]
ACCURACY:

Do you normally have a checklist or a guide before you start doing any given task?

Are you someone who needs constant monitoring or supervision to deliver reliable work?

[employee comments]
FOLLOWING DIRECTIONS:

Can you give an example of a time when you were able to demonstrate your ability to follow instructions?

Is there a time you have had a conflict with a customer or colleague due to not following simple instructions? How did you resolve the conflict?

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

Can you think of a time where you felt you had not responded well? How did you correct the situation?

[employee comments]
TRAINING OTHERS:

What are you doing to learn new skills and to develop a positive attitude towards complex training sessions?

How often do you encourage team members to share concepts learned in training sessions?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to learn how to integrate primary data and secondary sources accurately?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

Have you ever failed to meet a tight deadline? What efforts did you make to improve?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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