Account manager's personal work summary 5 articles

Since I became an account manager, I have deeply understood and felt the mission and responsibility of this position. The account manager is a business card for our bank to serve the public, and it is the hub for customers to contact the bank. The communication style and behavior shown in the interaction with customers represent the image of the Bank. I know that every word and deed of the account manager will be paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. Dear readers, I have prepared some personal work summaries for you. Please accept them!

Personal Work Summary of Account Manager 1

20 19 all the work has basically come to an end. Over the past year, I have been strict with myself and carried out actual operations in strict accordance with the rules and regulations formulated by the bank. With my efforts, 19 did not have a job accident. Complete various tasks, including spare-time savings of RMB _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Let me sum up my work this year.

First, strengthen learning and improve their own quality.

Over the past year, I have been able to seriously study various financial laws and regulations, participate in various learning activities organized by banks with my heart, and constantly improve my theoretical quality and business skills. Personality is to ask more questions, learn more and practice more after being an account manager in a personal financial center. You can successfully identify high-quality customers by learning the "Quality Customer Identification Guidance Process". For example, one day, Mr. Wang came to our bank to withdraw money. In the process of chatting with him, I learned that he is an old customer of our bank and comes to the bank to handle business every day. Sincerely ask him to give advice to our bank and recommend him to open a wealth management account so that he can enjoy the service of ICBC's quality customers. He was glad to understand my recommendation and left his contact number. The deposit from i query to him is about _ _ ten thousand yuan. A few days later, I called him and invited him to open a wealth management account in our bank.

As an account manager, I think I should not only be good at learning, but also be diligent in thinking. In June 165438+ 10, as a customer, I visited four commercial banks, namely Bank of Communications, China Construction Bank, China Merchants Bank and Zhongxing Industrial Bank, and saw the quality of their financial products and services. I was deeply impressed when I came back. From the eye-catching quotation sheet of Bank of Communications and the publicity materials of various financial products, the excellent service of lobby managers and account managers, the RMB wealth management products of ZTE Industrial Bank and the green channel set up by China Merchants Bank for high-quality customers, I can see the gap between our bank and the lack of personal knowledge. After I came back, I made a systematic plan to learn business knowledge and theoretical knowledge, and suggested putting the fund quotation and publicity materials in place as soon as possible, which not only served customers but also played a good marketing effect.

Two. Diligent and pragmatic, responsible for the development of our bank.

Over the past year, I have worked in different positions, such as savings clerk and account manager. No matter where you work, you can stick to your post, love your post and devote yourself selflessly, and do your best for the development of our bank. As an account manager, I can actively collect high-quality customer information and fill in more than 90 high-quality customer information records. As an account manager, everything I say and do represents the image of our bank. Therefore, I am strict with myself, considerate to customers, publicize our new products, new businesses and new policies to customers, and expand our popularity. When working in the savings office, I can cooperate with the office director to do the office work well, use the knowledge I have learned to do the maintenance and repair of office machines and tools, ensure the normal operation of the business, and thoroughly clean the office before business. After the business is over, check the safety measures one by one, turn off the water and electricity, and then leave the office. Never received complaints from external customers. Usually, when customers have different views on our work, I can also explain clearly what customers don't understand, and finally satisfy customers. There are often workers and students from other places in the college who handle personal remittances. Some people can't even fill out the required receipts. Every time I will explain the filling method to them in detail and teach them word for word until they learn to do so. When you leave, you should also tell them to keep a written receipt for the next remittance. Because every time they complete the remittance business, they will continue to thank me.

While doing my job well, I also use my years of savings experience to help other comrades. If comrades have any questions, I will answer them seriously. I will humbly ask old comrades if I have any questions. When dealing with business skills, I have a requirement for myself: a threesome must have a teacher, and those who can't learn must learn by all means. If you want to help others in your work, you must improve your professional quality.

Third, explore the market and find new growth points.

Only by constantly developing high-quality customers, expanding business and increasing deposits can efficiency be improved. I learned from friends that Mr. Wang is a big customer, but the company account is opened in CCB. Knowing that our task of saving money is heavy, let me publicize it and see if it can be transferred to our bank. Take the initiative to contact Mr. Wang to introduce various financial services of our bank, and also publicize the exclusive services of wealth management accounts. At the urging of my friends and me, I opened an ordinary account in the finance room of our bank the next day, saying that I would handle a wealth management account as soon as the funds were in place, and then put them in slowly. In order to do a good job in marketing and expand publicity, I contacted customers by phone and text message to introduce our new products and deliver promotional materials to publicize the functions and characteristics of our new products. Good results have been achieved.

In the new year, I set new goals for myself. As an account manager, I intend to exercise myself from the following aspects to improve my overall quality:

First, the moral aspect. As an account manager, you must have high moral cultivation, strong dedication, decent style, strict self-discipline and self-care in terms of morality and responsibility.

Second, the psychological aspect. Account managers should be mature and healthy. Bad temper, able to deal with setbacks and failures rationally. We must also have initiative and pioneering spirit. At the same time, we should have strong communication potential and charm in language, manners, figure and temperament. Warm and cheerful personality, humorous language, flexible handling of problems, cautious and responsible business operation.

Third, business. Account managers should have systematic and solid business knowledge. First of all, we should be familiar with the bank's loan, deposit, settlement and intermediary business knowledge. It is necessary to master both the main business knowledge and the less popular business knowledge; Not only should we have a high level of policy theory, but we should also be able to introduce the operational processes of various businesses in detail; We should be familiar with traditional business and grasp emerging business in time. In addition, the account manager should have legal knowledge and economic knowledge, and his personality should have the potential to comprehensively use a variety of knowledge to bring a variety of alternative investment and financial solutions to customers.

Fourth, marketing. The account manager should be a marketing expert. To master the basic knowledge of marketing, we should practice and participate in practice with our heart. Master self-promotion skills, speech skills, product promotion skills, communication skills with customers, and refusal handling skills.

Account Manager's Personal Work Summary II

20 19 transferred to the branch office as account manager. During the nearly 12 months' work in the branch, I worked hard and paid attention to innovation. At the same time, my professional level has been continuously improved, and my ideology has also been greatly improved. Now I will summarize my work in the account manager as follows:

In my new position, there is a necessary gap between my work experience and marketing skills and other account managers. Moreover, in the new working environment, the regular individuals and corporate customers of the branch are strangers, and most of the existing customers of the branch are assigned to the names of other account managers. To carry out the work, we must first increase the customer base. After taking office, I have been "diligent in words and deeds, diligent in hands and brains" to win customers' support for our branch business and increase my customer base. In a short period of time, through its own high-quality service and professional financial management knowledge, it successfully marketed high-quality customers of the branch and improved their contribution and loyalty to the bank.

Since I became an account manager, I have deeply understood and felt the mission and responsibility of this position. The account manager is a business card for our bank to serve the public, and it is the hub for customers to contact the bank. The communication style and behavior shown in the interaction with customers represent the image of the Bank. I know that every word and deed of the account manager will be paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. From the first day I took up my new post, from the initial discomfort to the good integration into this job, my mentality has also changed a lot. At first, I felt that the account manager was very tired and his responsibilities were more important. However, slowly, I became mature, and I began to understand that this is work. It is my job to carry out daily maintenance for different customers every day. It is my job to answer customers' questions enthusiastically and patiently. It is my job to handle all the loan procedures for customers quickly and ensure their assets. When I have a clear purpose, work goals and priorities, everything becomes clear to me. When the customer sits in front of me, I no longer feel guilty or nervous. I have been able to deal with it calmly with a very simple gesture and a kind smile. Now, I can quickly and clearly convey the information that customers want to know about their own problems and doubts, and I can communicate well with most customers and achieve good results, thus winning the general recognition of my work from customers. At the same time, in contact with different customers, my own communication ability and marketing ability have been greatly improved.

.

While working, I also found myself with many problems:

First of all, financial expertise needs to be further strengthened. In order to cope with the diversity of today's market economy, bank credit business has become the demand of more and more customers. How to provide professional loans and financial services for our high-quality customers needs to improve our learning ability and initiative, grasp the latest financial information in time and accurately analyze the future economic trend, so as to improve our financial professional knowledge level;

Second, for different customers, we should also strengthen meticulous and accurate management. Dig deep into the existing customer resources, conduct accurate marketing according to the needs and actual conditions of different customers, and increase the income of branches;

Third, further overcome youth and impetuousness, be down-to-earth, improve work initiative, be not afraid of doing more than one thing, improve and improve yourself in bit by bit practice, never be complacent and arrogant because of a little achievement, but stick to a clear mind, keep pace with the times and create greater glories;

Because of the particularity and professionalism of the banking industry, to be an excellent banking employee, you must go through systematic training and rich practice. I hope to win more training opportunities in 2020, and I hope to participate in financial professional training such as AFP training to improve my overall quality. Consolidate your business foundation and work hard in a higher and further direction.

Summing up the past is to learn from experience and improve deficiencies. Looking forward to the coming year, I will be more confident, harder, more enterprising and complete my future work more perfectly, and make greater contributions to the development of our personal loan business.

Account Manager's Personal Work Summary 3

I was transferred to the branch as the account manager on120 October. During the nearly 12 months' work in the branch, I worked hard and paid attention to innovation. At the same time, my professional level has been continuously improved, and my ideology has also been greatly improved. Now I will summarize and report my own situation during my tenure as account manager as follows:

In _ _ _ _ _, I was transferred from the office to the office as an account manager. Under the care and guidance of the branch leaders and colleagues, I quickly became familiar with the new working environment. At work, I can seriously study various financial laws and regulations, actively participate in various learning activities organized by banks, and constantly improve my theoretical quality and business skills. After this all-round training and study, I deeply realized the importance of my post and the urgency of business development. In my work, I combine the theoretical knowledge I have learned with the practical problems encountered by customers, dare to explore new theories and problems, and work creatively.

In my new position, there is a necessary gap between my work experience and marketing skills and other account managers. Moreover, in the new working environment, the regular individuals and corporate customers of the branch are strangers, and most of the existing customers of the branch are assigned to the names of other account managers. To carry out the work, we must first increase the customer base. After taking office, I have been "diligent in words and deeds, diligent in hands and brains" to win customers' support for our branch business and increase my customer base. In a short period of time, through its own high-quality service and professional financial management knowledge, it successfully marketed high-quality customers of the branch and improved their contribution and loyalty to the bank.

Since I became an account manager, I have deeply understood and felt the mission and responsibility of this position. The account manager is a business card for our bank to serve the public, and it is the hub for customers to contact the bank. The communication style and behavior shown in the interaction with customers represent the image of the Bank. I know that every word and deed of the account manager will be paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. From the first day I took up my new post, from the initial discomfort to the good integration into this job, my mentality has also changed a lot. At first, I felt that the account manager was very tired and his responsibilities were more important. However, slowly, I became mature, and I began to understand that this is work. It is my job to carry out daily maintenance for different customers every day. It is my job to answer customers' questions enthusiastically and patiently. It is my job to handle all the loan procedures for customers quickly and ensure their assets. When I have a clear purpose, work goals and priorities, everything becomes clear to me. When the customer sits in front of me, I no longer feel guilty or nervous. I have been able to deal with it calmly with a very simple gesture and a kind smile. Now, I can quickly and clearly convey the information that customers want to know about their own problems and doubts, and I can communicate well with most customers and achieve good results, thus winning the general recognition of my work from customers. At the same time, in contact with different customers, my own communication ability and marketing ability have been greatly improved.

.

While working, I also found myself with many problems:

1. Financial expertise needs to be further strengthened. In order to cope with the diversity of today's market economy, bank credit business has become the demand of more and more customers. How to provide professional loans and financial services for our high-quality customers needs to improve our learning ability and initiative, grasp the latest financial information in time, and accurately analyze the future economic trend, so as to improve our financial expertise.

2. For different customers, we should also strengthen meticulous and accurate management. Dig deep into the existing customer resources, conduct accurate marketing according to the needs and actual conditions of different customers, and increase the income of branches.

3. Further overcome the impatience of youth, be down-to-earth, improve work initiative, be not afraid of many things or trivial matters, improve and improve yourself in bit by bit practice, and never be complacent and conceited because of a little achievement, but stick to a clear mind, keep pace with the times and create greater glories.

Because of the particularity and professionalism of the banking industry, to be an excellent banking employee, you must go through systematic training and rich practice. I hope to win more training opportunities in 2020, and I hope to participate in financial professional training such as AFP training to improve my overall quality. Consolidate your business foundation and work hard in a higher and further direction.

Summing up the past is to learn from experience and improve deficiencies. Looking forward to the coming year, I will be more confident, harder, more enterprising and complete my future work more perfectly, and make greater contributions to the development of our personal loan business.

Account Manager's Personal Work Summary 4

Time flies, and 20 19 years have passed. During the year when I worked as an account manager in _ _ Sub-branch, I worked hard and made continuous progress, and my business level and ideological level were greatly improved. The working scenario of 20 19 is summarized as follows:

1.20 19 under the care and guidance of the branch president and leaders, I became familiar with the new working environment in a short time. In my work, I have carefully studied various financial laws and regulations, actively participated in various learning activities organized by banks, and constantly improved my theoretical quality and business skills. In the new working environment, my work experience and marketing skills are lacking. In addition, the branch must start its work by establishing a new foreign branch. In my work, I always strive to win customers' support for our business, expand the number of my own customers, collect information and seek support through high-quality service and professionalism in a relatively short period of time, and successfully market a large number of high-quality customers and businesses such as _ _ _ Famous Wine Trading Center, _ _ _ City Electric Power Industry Company and _ _ _ City SME Service Center. Although the current book contribution is not great, it will be stored for future use. By the end of 65438+February, personal accumulated deposits exceeded 22 million yuan, and the average daily income exceeded180,000 yuan, and new breakthroughs were made in payroll, ps merchants, notice deposits and other businesses.

Second, since I became an account manager, I deeply understand and feel the responsibility and mission of this position. The account manager is a business card for our bank to serve the public and a hub for customers to contact our bank. The way and manner of communication with customers represent the image of our bank. I always learn communication skills, master communication methods, and treat work with the attitude of "work is my career" and the way of running forward. Collect high-quality customer information from all aspects, keep abreast of customer trends, visit the bridge between customers, go down to enterprises and institutions, and go deep into customers. When there is no bus, take the bus, as always, rain or shine, and carry out daily maintenance for different customers, even leaving messages and greetings, which represents our bank's yearning for customers. Answer questions for customers enthusiastically and patiently, respond calmly to customers with simple gestures and friendly smiles, convey what I want to know to customers quickly and clearly, communicate well with customers and achieve good results, and win the general recognition of customers for my work. In the credit business, do a good job in pre-loan investigation, post-loan inspection and follow-up investigation, and submit the examination and filing materials in time. In 20 16 years, the accumulated loan was more than 33.5 million yuan, and the loan was paid off on time by 64 10000 yuan, among which there was no bad loan or bad credit. Thus, while obtaining high-quality operating profits, personal compliance work is realized and the security of credit funds is guaranteed.

Third, the existing problems

In the past year, although I made necessary achievements in all aspects, I also clearly saw my own shortcomings.

(1) I haven't studied enough to cope with the deepening of financial reform and the diversification of market economy. How to master the latest financial information and the development of our city sometimes can't keep pace.

(2) Excavate the existing customer resources, select the best customer, improve the quantity and quality of customers, and enhance customers' greater contribution and loyalty to the bank.

(3) Further customer service is young and impetuous, be down-to-earth, improve work initiative, do more and talk less, and improve yourself in practice. I am trying to correct the above shortcomings.

Fourth, the direction of future efforts.

In the new year, I will make persistent efforts, pay more attention to the study and research of new laws and regulations, new business and new knowledge, improve my working methods, forge ahead, work hard, enhance my sense of service purpose, show great courage, show pioneering spirit, consolidate my business foundation, work hard in a higher and further direction, and meet all kinds of difficulties in practical work with "new" work.

Account Manager's Personal Work Summary 5

In a blink of an eye, I have been working in _ _ bank for six years. With the help of my leaders and the support of my colleagues, I have grown from a law student to a bank employee who can master most of the business skillfully. I was transferred from _ _ branch to _ _ branch as account manager on1October 20th. Looking back on my work and life this year, I feel that I have gained a lot. Now I will summarize my study and work this year as follows:

First, strengthen study and improve quality.

I was transferred from _ _ branch to _ _ branch in February this year as an account manager. Before, there was little contact with assets business, and various businesses changed greatly, so I need to calm down and learn the knowledge of credit business again. After I came to my post to clear my mind, I consciously strengthened the theoretical knowledge of various financial products, improved my understanding of our financial products, and became familiar with the credit business in a short time. With the help of the leader and the master, I soon got used to it. I think only by having a thorough understanding of the business can we better serve our customers. As an account manager, I deeply understand and feel the responsibility of this position. The account manager is the business card of our asset business to serve the public, and it is also the hub for customers to contact our bank. How to serve customers better is what I need to learn and improve. On the one hand, we should be familiar with the business products of my bank and know what we can bring to our customers. On the other hand, I want to know what customers need, especially the latter, so that I can have a clear aim.

Second, keep your feet on the ground and work hard.

As an account manager, I work hard. My job is mainly the asset business of banks. While creating benefits for the company, I must always grasp the business risks. I can't bring losses to the bank because of my negligence. This requires me to be careful, observe carefully, investigate truthfully, report seriously and analyze professionally. While maintaining existing customers, I will try my best to tap new customers, meet customers' needs with professional business handling skills, realize personal compliance while giving priority to operating profits and ensure the safety of credit funds.

Third, there are shortcomings.

It is necessary to tap the existing customer resources, select the best customers, improve the quantity and quality of customers, and enhance customers' greater contribution and loyalty to banks. I need to further overcome my impatience when I was young, keep my feet on the ground, improve my work initiative, do more and talk less, and improve myself in practice.

In the new year, I will make persistent efforts, pay more attention to the study and research of new laws and regulations, new business and new knowledge, improve my working methods, work hard, enhance my sense of service, and strive to improve in all aspects to become an excellent account manager.

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