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

A Statement Distribution Clerk is accountable for dispatching and distributing bank statements that have already been prepared, signed and sealed for the customers.

The primary responsibilities of this position include ensuring all the statements are signed and sealed ready for dispatch, helping with sealing and signing off of accounts, handles checks signature verification, stops payment notices, cancels checks using unique bank machines, loads machines with statements ready for dispatch, completes orders for checks, compiling data about the bank statements, looking up customer information for report delivery, taking orders for checks and ensuring they are sent out, mailing out statements, weighing statements in envelopes and affixing correct postage, answering enquiries.

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.

Uses team playing skills to assist other employees in meeting their customers? demands.

Have strong listening skills that help in understanding the needs of customers.

2

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

Does proper research to get accurate facts and figures before undertaking any task.

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

2

MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball.

Chooses tasks that can be paused easily especially when one's multitasking involves dealing with multiple interruptions

Pauses tasks at natural points, such as the end of a page, and does what one needs to, to remind oneself to resume

2

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

Expresses one's disagreement in a polite manner; calmly explains one's side of things with facts, and does not only rely on feelings

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

2

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Nimbly navigates obstacles and problems even when facing complex and unique circumstances

Aligns personal goals with those of the team or company and works hard to achieve them promptly and efficiently

2

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Asks for upfront payments from clients, introduces plans that give discounts for pre-payments or full payments, and adds late payments penalties where possible

Is always ready for risky times; ensures that the company has a risk strategy in place just in case there is a problem in the business environment

2

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

Seeks assistance when handling customers with special needs and works well with most customers

Puts more effort in providing feedback on time after a customer makes an inquiry

2

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

Acknowledges the importance of training and puts extra effort to concentrate during training sessions

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.

Makes enough effort to use a reader-friendly writing style that meets the needs of the target audience

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.

Shows willingness to improve literacy and numeracy skills when working with data

Makes effort to improve spelling, punctuation and grammar when typing data into relevant software

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Explain a situation where you went an extra mile to serve a customer. What did you do?

Which biggest challenge have you encountered in customer service and how did you deal with it?

[employee comments]
ACCURACY:

Are you keen when it comes to gathering data and information?

Describe an instance you made an error that led to significant problems and what did you learn afterward?

[employee comments]
MULTI-TASKING:

How do you prioritize your tasks to make sure that all are attended to and that they meet deadlines?

What are some of the ways and techniques that you have found to make handling of multiple tasks easier and more effective?

[employee comments]
FOLLOWING DIRECTIONS:

Which is one time you have made mistakes due to not following directions? Were the mistakes fixed? How did you do it?

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]
RESULTS ORIENTATION:

Describe a time when you have been very successful in accomplishing your goals. What made this possible?

How do you motivate your team members to stay focused on achieving results?

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
CUSTOMER SERVICE:

Can you recall of any situations where customers made objections? How did you react?

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 efforts are you making to apply skills learnt in training session to advance your skill set and career?

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

[employee comments]
WRITING REPORTS AND PROPOSALS:

What efforts are you making to learn the value of good written communication when writing reports and proposals?

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

[employee comments]
DATA ENTRY:

What efforts are you making to learn more about privacy issues?

What efforts are you making to improve your ability to work with different data entry software packages?

[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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