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.

Handles complaints and difficult situations with customers with much ease.

Great at following up with clients and makes sure they are updated on matters relating to their transactions.

2

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.

Asserts opinions, views, and ideas respectfully and appropriately to the relevant audience.

Interrupts conversations politely and respectably before expressing views and ideas.

2

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.

Tries to be as comfortable and relaxed as possible before making any telephone call.

Maintains a cool head whenever the person on the line seems arrogant and uncontrollable.

2

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.

Knows how well to collaborate with others to find solutions to problems.

Communicates views and thoughts in a very distinct and understandable manner.

3

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

Gives other people the work to proofread before presenting it.

Usually tries to find errors in work and corrects them immediately.

2

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

Pays attention to long-term projects and makes sure to not fritter away one's time at work surfing on the internet

2

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

Takes pride in serving all clients equally in a warm and friendly way

Excels in redefining customer service processes to meet the ever-changing needs of customers

3

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

Makes attempts to apply skills learned in training session to advance skill set and career

Encourages team members to share concepts learned in training sessions

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.

Demonstrates willingness to learn how to apply appropriate writing conventions when expressing ideas in reports and proposals

Shows willingness to learn how to acknowledge cited works appropriately

2

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.

Puts extra effort in doing repetitive tasks for long periods of time

Shows willingness to work in a team and puts extra effort to work independently

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you keep customers informed proactively whether formally or informally to ensure they are knowledgeable about the company?

Can you describe an instance where you served an irate customer? What did you do?

[employee comments]
LISTENING SKILLS:

Give an instance that you have been defensive during a conversation. How did it turn out?

Give an instance that you did not listen carefully and you ended up messing the situation.

[employee comments]
PHONE SKILLS:

Have you ever made a call while drinking or eating? How can you rate the conversation?

How well do you close conversations and do you feel you leave the callers in a satisfied position?

[employee comments]
PROBLEM SOLVING:

How do you manage high-pressure situations that require fast and urgent attention?

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?

How do you do your research and do you use factual data and information while doing any task?

[employee comments]
FOLLOWING DIRECTIONS:

How do you react to a colleague who regularly fails 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:

Is there a time when you were asked a question and you were unable to answer? Did you seek assistance?

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 concentrate during training sessions and do you encourage others to concentrate?

Do you seek for extra assistance from colleagues on complex concepts learned in training sessions?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

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?

What are you doing to improve your spelling, punctuation and grammar when typing?

[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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