Accuracy
Monitors accuracy of own transactions
Records transactions accurately
Maintains accurate records
Recognizes and corrects errors
Cash Handling
Complies with established procedures
Maintains accurate cash flow records
Resolves cash discrepancies
Monitors access to funds
Audits funds
Community Relations
Participates within the community
Takes leadership role in external activities
Presents favorable image of organization
Uses community involvement to increase business
Competitive Analysis
Understands the basic nature of the
business
Identifies industry success criteria
Monitors the competition
Tracks position, profitability and market share
Compliance
Observes security policies
Stays current with regulatory activities
Complies with legal and regulatory guidelines
Alerts management to questionable practices
Meets certification requirements
Credibility
Provides reliable and accurate information
Offers fully researched recommendations
Instills customer confidence
Supports organizational values
Takes responsibility for own actions and mistakes
Demonstrates honesty and integrity
Financial Analysis
Collects and researches data
Identifies data relationships and dependencies
Recognizes trends and patterns
Synthesizes financial data into meaningful terms
Makes recommendations based on analysis
Goal Orientation
Sets clear goals
Relates individual goals to organizational goals
Contributes to profitability
Monitors and revises goals as needed
Demonstrates commitment and urgency
Helps others focus on goals
Industry Knowledge
Displays knowledge of financial arena
Stays updated with financial news
Keeps informed about nonfinancial business areas
Demonstrates knowledge of risks, returns and regulations
Monitors activities of regulatory agencies
Internal Auditing
Utilizes appropriate methods
Displays dedication to thoroughness
Provides independent and objective evaluations
Presents effective recommendations
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International Finance
Demonstrates knowledge of foreign exchange
markets
Understands international financial transactions
Possesses necessary foreign language skills
Displays sensitivity to cultural differences
Investment Management
Establishes and maintains relationships
Evaluates and responds to client needs
Develops individualized investment opportunities
Clarifies investment alternatives
Demonstrates tax law knowledge
Loan Portfolio Maintenance
Identifies qualified prospects
Assesses credit risks
Presents credit alternatives
Keeps current with rules and regulations
Maintains portfolio mix
Achieves loan results
Marketing
Builds and maintains customer base
Performs market analysis
Maximizes cross-selling opportunities
Measures customer satisfaction
Develops and implements follow-up programs
Persuasiveness
Uses logic and reasoning
Reviews alternatives before recommending
Presents ideas clearly
Backs up recommendations with facts
Displays openness to others' viewpoints
Product Knowledge
Displays knowledge of products
Explains product features and benefits
Understands financial terminology
Researches competitors' products
Service Orientation
Displays courtesy and sensitivity
Focuses on customers' needs
Responds promptly to customer needs
Solicits customer feedback
Explains financial concepts clearly
Strategic Planning
Develops strategic plans
Sets objectives based on goals, mission and values
Gathers input and knowledge of others
Adjusts plans as needed
Balances long-term and short-term needs
Technology Skills
Demonstrates required technological
skills
Understands automated accounting concepts
Adapts to new technologies
Applies technology to new uses
Training
Identifies training needs
Provides training activities
Allows adequate time for training
Implements cross-training programs
Creates a learning environment |
