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Branch No. of Employees Designation Staff Details Operation and Credit Administration Skills Department Head/ Branch Manager

This document is a training needs analysis form for staff at a bank branch. It includes sections for staff details like ID and name, operational skills gaps, behavioral skills gaps, credit skills gaps, and an others section. Branch managers are to analyze skill gaps for their subordinates and specify relevant codes to indicate where training is needed, such as O.4 for customer service training or B.5 for supervisory skills training. Specialized training requirements for departments like IT should be discussed separately.

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abinash adhikari
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126 views3 pages

Branch No. of Employees Designation Staff Details Operation and Credit Administration Skills Department Head/ Branch Manager

This document is a training needs analysis form for staff at a bank branch. It includes sections for staff details like ID and name, operational skills gaps, behavioral skills gaps, credit skills gaps, and an others section. Branch managers are to analyze skill gaps for their subordinates and specify relevant codes to indicate where training is needed, such as O.4 for customer service training or B.5 for supervisory skills training. Specialized training requirements for departments like IT should be discussed separately.

Uploaded by

abinash adhikari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Branch

No. of Employees
Department Head/ Branch
Manager
Designation

Staff Details Operation and Credit Administration Skills

S.N Corporate
Staff ID Staff Name O.4 O.5 Credit
Level
O.2 Foreign Administr
Branch O.3 Teller Exchange ation and
O.1 AML - Operatio Operatio Managem Documen O.6 Trade
CFT/KYC ns ns ent tation Finance
1 0123 ABC Officer
2 Senior
0456 XYZ Assistant

Guidelines to fill up the form:


·         To be filled by Department Head/ Branch Manager
·         It is required to mention the staff ID, name, and corporate level of all staffs of your respective d
·         The form includes skills in three categories:
o   Operational Skills (O)
o   Behavioral Skills (B)
o   Credit Skills (C)
·         BMs and Department Heads are required to analyze the skills gap of their subordinates and spe
Suppose, if XYZ employee require training on customer service, code to be mentioned is O.4 and
·         For specific skills other than mentioned training heads, you can specify on “Others” Section
·         For training gap in specialized departments like IT, Payment Solutions the requirement shall be
Training Need Analysis

ministration Skills Behavioral

O.7 B.4
Operatio B.2 B.3 Stress Effective B.6
nal Risk O.8 O.9 B.1 Strategic & Time Sales B.5 Communi B.7
Managem Remittan Advance Leadershi Managem Managem Techniqu Superviso cation Negotiati
ent ce Excel p skills ent ent es ry skills skills on Skills
O.7

B.5

ll staffs of your respective department/branch.

their subordinates and specify in a form of code for each training heads.
to be mentioned is O.4 and training on Supervisory Skills, code to be mentioned is B.5
ify on “Others” Section
s the requirement shall be discussed on one off basis.
( Sales: Credit/Deposits/Anciliary Products Others

C.4
C.1 Deposit C.7
Advance C.2 Basic C.3 Credit Marketin C.5 Customer
Credit Credit Appraisal, g and Selling Service Others
Worksho Managem Risk & Acheiving Credits in C.6 Retail Excellenc (Please
p ent Recovery sales Banks Lending e specify)

C.7

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