Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a reconciliation clerk.
A Reconciliation Clerk is responsible for balancing and reconciliation of internal and customer accounts as well as research and resolution of differences between issued item files and processed object files, production of financial reports for each of the accounts reconciled and contacting the customer regarding the reconcilement.
The essential functions of this position include processing, verifying and reconciling input documentation, performing verification and reconciliation of accounts, processing and reconciling transactions of complex nature, maintaining appropriate files, reports, documentation, and data, reconciling and rectifying customer ledger accounts, reconciling accounts receivable records with sales invoices, maintaining regular contacts with internal and external customers, ensuring follow-up action when necessary, reconciling and verifying bank deposits and payments.
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: Be committed to providing excellent customer service beyond what is expected to keep the clients satisfied. Provide after-sales service to the clients after the conclusion of a sale. | [employee comments goal] |
| VERBAL COMMUNICATION: Weigh my words first before I speak them out to avoid saying unwanted things. Listen well enough to be able to give constructive feedback to other people. | [employee comments goal] |
| PROBLEM SOLVING: Research well enough to gather factual information before setting out to solve a problem. Try to ask the right questions that will act as a guide to coming up with proper solutions. | [employee comments goal] |
| INTERPERSONAL SKILLS: Learn to develop and build on my confidence and poise when expressing myself. Learn to be empathetic towards other people to understand what they are going through. | [employee comments goal] |
| COLLABORATING WITH OTHERS: Create a group environment where people feel supported by their team members and constantly encourage them to keep moving forward Have an agenda ahead of scheduling meetings in order to make sure that the time spent with team members is efficient and productive | [employee comments goal] |
| DEALING WITH DIFFICULT PEOPLE: Accept the fact that there will always be difficult people, who seem to enjoy hurting others, and learn to deal with them Stay out of difficult people's businesses and out of their way and avoid talking about them or to them as much as possible | [employee comments goal] |
| DISPUTE RESOLUTION: Discuss all the possible options for a solution in a positive manner and assign further analysis for each option to each party Pay careful attention to each party's concerns and avoid bringing issues that they feel not important to the joint meeting | [employee comments goal] |
| MANAGEMENT SKILLS: Understand what leadership and management means as well as their concept Take an approach that keeps your team focused on their goals | [employee comments goal] |
| REALISTIC GOAL SETTING: Set a timeline for each goal in order to identify and stick to specific actions that one needs to take to work towards that goal Tell other people about own goals in order to get physical support or the necessary moral support to reach those goals | [employee comments goal] |
| CUSTOMER SERVICE: Address inquiries as quickly as possible and give explanations in case of delays Tactfully tell a customer no when the expectations or demands are unrealistic | [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: |