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.



!"

#
 




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%





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)




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: