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Financial Services Manager.doc

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Financial Services Manager.doc

上传人:管理资源吧 2012/2/10 文件大小:0 KB

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Financial Services Manager.doc

文档介绍

文档介绍:Title: Financial Services Manager (WORD version)
Industry: Banking
Function: Sales
Value-Added Results/Weights
Performance Standards
Profit (35%)
• Monthly production reports
• 5%–12% yield for profitability.
• 75–200 loans/month.
• $300K–$ loaned out/month.
• $27,000–$60,000/year chargeoffs for bad loans.
• %–% losses vs. outstanding number of loans.
• 2%–4% losses vs. outstanding dollar value of loans.
• .2%–.55% delinquency rate.
Motivated and productive employees (20%)
• Job training
• Cross training
• Priorities
• Feedback
• Expectations
• Company goals
• Direction
• The VP is satisfied that:
• All employees have written performance standards.
• All employees know how they’re pared with their standards.
• All employees receive at least 1 informal interim review/year.
• All employees receive an annual written performance appraisal.
• All employees are meeting their performance standards or there is a performance improvement plan in place.
• All critical jobs continue to be performed smoothly when there is vacation, sickness or work overload.
• A reward and recognition system exists and is used.
• Salary increases are differentiated based on performance.
• Surveyed department employees say:
• They understand the department’s direction, individual state goals and their role in achieving these goals.
• They understand specifically w