Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a statement clerk.

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 Goals Sample

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


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Be flexible and exhibit creativity in solving the problems of customers.

Use tact when telling customers that their expectations or demands cannot be met.

[employee comments goal]

Learn only to listen and pick out the most important things from the conversation.

Listen with the aim of understanding rather than the intent of replying.

[employee comments goal]

Ask appropriate questions and to seek for clarifications on issues not well understood.

Use normal tone when making calls and do not to speak loud when it affects those around.

[employee comments goal]

Learn to articulate or communicate in a proper manner that can be well understood by people.

Show great confidence and poise when making decisions and not afraid to make mistakes and learn from them.

[employee comments goal]

Not to overwork which may end up compromising the quality of work.

Give room to other people to look at the work and to remove any errors from it.

[employee comments goal]

Organize the key information into checklists and check tasks off once they are accomplished in order to avoid mixing them up

Learn to pay attention to details in order to avoid missing steps or making mistakes and prevent future problems

[employee comments goal]

Provide timely and constructive solutions or advice to customers and make them feel they are fully understood

Involve management when a customer treats you disrespectfully and avoid taking matters into your own hands

[employee comments goal]

Show eagerness to attend training sessions and avoid missing any training session

Evaluate the outcomes of training sessions and learn how to identify training needs

[employee comments goal]

Evaluate samples of published reports and proposals to enhance understanding and confidence in preparing and writing reports and proposals

Employ proofreading and editing techniques to improve accuracy when writing reports and proposals

[employee comments goal]

Become more responsible and develop a positive attitude towards work

Learn more about data confidentiality and put more effort to improve knowledge in privacy issues

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


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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