Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a financial services officer.
A Financial Services Officer is liable for guiding buyers through the process of buying financial instruments like bonds, retirement plans and working out the procedures and regulations as well as connecting them with the sellers.
The primary roles for this post include collaborating with clients to customize financial product requirements, providing financial to customers and providing optimal customer relationship, analyzing credit worthiness of assigned portfolio directly with credit analyst, maintaining knowledge on market financial and credit services both for existing and new, preparing documentation to open and operate new business and consumer deposit accounts, developing customer base by optimizing cross-selling services and products, collaborating with clients to customize financial product requirements.
Employee Performance Goals Sample | |
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| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CONFLICT MANAGEMENT: Show commitment and more resolve to finding a solution to any conflict. Raise proper questions and backed up facts and information during any conflict management. | [employee comments goal] |
| INNOVATION: Try to be a good influence to other people and to help them use their skills and capabilities in the right manner. Exercise great creativity and ingenuity when analyzing problems and coming up with solutions. | [employee comments goal] |
| KNOWLEDGE OF COMPANY PROCESSES: Anticipate outcomes based on the understanding of the company's decision-making bodies and power relationships Promote a shared understanding of the company's needs and strategic direction to rally teams | [employee comments goal] |
| COLLABORATING WITH OTHERS: Identify what every person is good at and pair them with the appropriate roles and tasks in order to help them succeed Create synergy within the team, departments, and alliances across the company | [employee comments goal] |
| DEALING WITH DIFFICULT PEOPLE: Stay calm and be aware of the fact that one will never win an argument with a difficult person State own views with confidence and look at the difficult person in the eye when communicating with them in order to look reasonable | [employee comments goal] |
| EVALUATING OTHERS: Learn to ask people about their work when one doesn't understand some of its aspects in order to give the right feedback Avoid repeating a point once one has made it as one would sound nagging to the other person | [employee comments goal] |
| LONG RANGE PLANNING: Identify what needs to be improved and what more the company should be doing in order to close gaps and open up new opportunities Create a flexible action plan in order to make it easy to change or update in the future | [employee comments goal] |
| RESOURCE USE: Eliminate current projects that may seem costly or unnecessary in order to free up resources to fund more productive ventures Create a skills catalog in order to make sure that the right resources are available where and when one needs them | [employee comments goal] |
| BUSINESS ETHICS: Demonstrate responsive attitude towards the concerns of others regarding inequality and unfair treatment Coach others on the role and importance of honesty, fairness, and integrity | [employee comments goal] |
| INTERCULTURAL COMPETENCE: Increase links to networks of individuals and groups from different cultural backgrounds Attend and promote group meetings and events that include people from different cultures | [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: |