Scribd Logo
Upload

Welcome to Scribd!

    • 1K views

    Bank Clerk Appraisal Form

    Uploaded by

    pinky_bio878057
    This document contains an employee performance review for a Bank clerk. It consists of 6 sections: [1] employee and appraisal details, [2] duties and responsibilities assessment, [3] performance assessment against key areas, [4] assessment of objectives set, [5] competency assessment, and [6] discussion of career development support. The appraisal evaluates the employee's performance over the past year in their role as a Bank clerk.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd

    Bank Clerk Appraisal Form

    Uploaded by

    pinky_bio878057
    1K views4 pages
    This document contains an employee performance review for a Bank clerk. It consists of 6 sections: [1] employee and appraisal details, [2] duties and responsibilities assessment, [3] performance assessment against key areas, [4] assessment of objectives set, [5] competency assessment, and [6] discussion of career development support. The appraisal evaluates the employee's performance over the past year in their role as a Bank clerk.

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document contains an employee performance review for a Bank clerk. It consists of 6 sections: [1] employee and appraisal details, [2] duties and responsibilities assessment, [3] performance assessment against key areas, [4] assessment of objectives set, [5] competency assessment, and [6] discussion of career development support. The appraisal evaluates the employee's performance over the past year in their role as a Bank clerk.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    1K views4 pages

    Bank Clerk Appraisal Form

    Uploaded by

    pinky_bio878057
    This document contains an employee performance review for a Bank clerk. It consists of 6 sections: [1] employee and appraisal details, [2] duties and responsibilities assessment, [3] performance assessment against key areas, [4] assessment of objectives set, [5] competency assessment, and [6] discussion of career development support. The appraisal evaluates the employee's performance over the past year in their role as a Bank clerk.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    You are on page 1of 4

    c

    •

    Org/division/dept: location/based at:

    name: position: ref:

    year or period covered: time in present position: time in present position:

    appraisal date & time: appraisal venue: appraiser:



    State your understanding of your main duties and responsibilities of Bank clerk

    No. Duties Weight Core Comments


    1. Recording interest
    owed to saving
    accounts
    customers and
    interest owed to
    the bank from
    loans and other
    investments
    2. Recording and
    organizing loan
    information
    3. Recording, filing
    and looking after
    stocks, bonds and
    other investment
    documents.
    4. Taking care of
    records for each
    customer͛s
    account.
    5. Preparing the
    monthly balance
    sheets of checking
    account
    customers.



    ºsing the 4-point scale below, please assess your employee performance in the following
    areas:

    4 ʹ Performance was always successful, consistent and respectable and at times clearly
    superior and exceeding standards.
    3.5 ʹ Performance was at most times clearly superior and exceeding standards.
    3 ʹ Performance was successful, consistent, and respectable in every regard with few
    exceptions.
    2.5 ʹ Performance at times was inconsistent and did not meet standards.
    2 ʹ Performance at most times was inconsistent and did not always meet standards.
    1 ʹ Performance was overall unsuccessful and unacceptable with regard to expectations
    and the requirements of the position.

    !"
    #


    •


    $
    %
    &

    $ '(
    )

    List the objectives you set out for your staff (Bank clerk) to achieve in the past 12 months (or
    the period covered by this appraisal) with the measures or standards agreed ʹ against each
    comment on achievement or otherwise, with reasons where appropriate.

    Score the performance against each objective (1-3 = poor, 4-6 = satisfactory, 7-9 = good, 10
    = excellent):

    *(
    ) + ,
    -


    •


    $

    % '

    Discuss and agree the skills, capabilities and experience required for competence in current
    role, and if appropriate, for readiness to progress to the next role or roles.
    ºsing the 4 point scale below, fill up the following table ’

    ͻ 4 ʹ Exceeds expectations
    ͻ 3.5 ʹ Somewhat Exceeds Expectations
    ͻ 3 ʹ Meets expectations
    ͻ 2.5 ʹ Somewhat meets expectations
    ͻ 2 ʹ Less than expectations
    ͻ 1.5 ʹ Somewhat less than expectations
    ͻ 1 ʹ Inadequately short of expectations 4

    -. / ",

    Results Orientation
    Customer Focus ʹ internal as well as external.
    Leadership Qualities
    Organizational alignment(acceptance of change)
    Communication
    Problem Solving
    Team work
    Self-confidence ( taking on new responsibility)
    Professional Demeanor and Appearance
    Openness to Feedback and Suggestions
    Time management
    Reliability

    & -)

    Discuss and agree (as far as is possible, given budgetary, availability and authorisation
    considerations) the training and development support to be given to help the appraisee
    meet the agreed objectives above.


    0 *)
    !’

    † Exceptional

    † Strong
    † Fully Competent
    † Continued Development
    † Poor
    † New to Position

    ´ ,!

    +!
    Designation:
    Signature:
    Date:



    : Yes / No Date:
    Signature:

    1+!2 ,!

    Comments, if any

    New Title (if applicable)

    Date:

    You might also like