Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a statement distribution clerk.
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 Goals Sample | |
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| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CUSTOMER ORIENTED: Share company information with customers so that they can understand the goods and/or services provided. Not to put pressure or undue influence when closing a deal with a client. | [employee comments goal] |
| ACCURACY: To always work in a very peaceful environment to ensure no distractions are entertained. Work and deliver good content or results without being monitored. | [employee comments goal] |
| MULTI-TASKING: Decide on a distinct set of tasks that one needs to accomplish and stick to them, and put additional related tasks on a new list for next time Become effective at switching tasks and release all emotional energy attached to the task once it has been completed | [employee comments goal] |
| FOLLOWING DIRECTIONS: Organize the key information into checklists and check tasks off once they are accomplished in order to avoid mixing them up Take time to understand the steps and their purpose and run through the process mentally before handling it physically | [employee comments goal] |
| RESULTS ORIENTATION: Anticipate, identify, and effectively deal with problems and risks; plan for contingencies to deal with unexpected challenges Focus on high-priority actions and try as much as possible not to get distracted by low-priority actions | [employee comments goal] |
| FINANCIAL MANAGEMENT: Take the time to understand the payroll process and make sure it is secure before writing checks for the employees Regularly deposit some of the company's earnings into a savings account in order to build a cash reserve that the company can fall back on in case of unexpected expenses | [employee comments goal] |
| CUSTOMER SERVICE: Address inquiries as quickly as possible and give explanations in case of delays Prioritize your workload effectively based on the needs of a customer | [employee comments goal] |
| TRAINING OTHERS: Take advantage of training sessions to advance skill set and career Develop a positive attitude towards complex training sessions and show more willingness to learn new skills | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: Evaluate samples of published reports and proposals to enhance understanding and confidence in preparing and writing reports and proposals Encourage others to use a clear, logical structure that achieves internal cohesion and coherence | [employee comments goal] |
| DATA ENTRY: Demonstrate more willingness to work efficiently in a team and independently Show willingness to learn more literacy and numeracy skills when working with data | [employee comments goal] |
Summary |
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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 |
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: |