PRE-REGULARIZATION SELF-ASSESSMENT FORM Name of Employee: Business Group: Performance Period: Position: Department:

Objective: To provide an evaluation of the employees performance against assigned task/job function and responsibilities prior to regularization of employment.

JOB RESPONSIBILITIES
Leadership Strengthens the team by being a positive influence & willing to take on tasks. Demonstrate honest, ethical, behaviour in all transactions. Have excellent relationships with work associates regardless of position in the organization. Accessible for communication. Encourages people to communicate their differing opinions. Proficiency & Knowledge Processing of Transaction Follows call centre phone scripts. Demonstrates integrity, high ethical standards & respect to SA's and PA's Takes outbound calls for New Cards and TransPay Advices callers appropriately about BSA requirements. Meets Base Average Handle Time Handles crisis appropriately and in a timely manner. Follows standard processes when it comes to remittance Customer Focus Strives to meet customer expectations. Demonstrates knowledge of Uniteller Services. Quality comes first, doing things right the first time. Demonstrates knowledge of Transaction Process Capturing of Information for Transactions Attendance Logs into phone system on time. Logs off from phone system on time. Use of Proximity Card at all Times Takes break schedules appropriately Absenteeism Arrives on time to log in before scheduled shift OTHER TASKS Willingness to take on task on shift Willingness to take on additional task Strengths: Areas for Development:

PERFORMANCE RATING NI S G VG E

Prepared by: