Seven Summaries of Bank Account Manager's Work in the First Half of the Year

Summary is a kind of written material that summarizes and summarizes the performance of study and work life in a period of time. It plays a connecting role in our study and work. Let's learn to write a summary together. The following is a sample essay (7 articles in common use) that I collected from bank account managers in the first half of the year, for your reference, hoping to help friends in need.

Bank account manager's work summary for the first half of the year 1

The first half of 20__ years passed quickly. Looking back on the past six months, with the support and help of the leaders and colleagues of China Merchants Bank, I strictly demand myself to do my own job seriously according to the requirements of the head office. The work in the past six months is summarized as follows:

1. As an enterprise account manager, we should not only study the credit policy in 2008, but also focus on the credit policy of China Merchants Bank, such as "overall credit policy, customer and business credit policy, and industry focus". On this basis, we will do a good job in policy communication and classified marketing of enterprise selection, and give full play to the responsibilities of account managers.

1, strive to improve business skills and strengthen their own risk management awareness. From the establishment of the branch to now, I have encountered businesses that I have never actually operated before, such as domestic factoring and development loans. In order to better expand customers, with the support and help of the leaders of the acquiring department of the branch, I quickly learned and became familiar with the operation mode of this business, and my grasp of risks was further improved. In addition, in order to strengthen the study of business skills, I participated in the skills training organized by the branch four times in half a year.

2. Strengthen customer marketing and do a good job in customer inspection, credit investigation and maintenance. Due to the overall tight banking policy in 2008, in the grass-roots branches that realize the harmony between marketing and risk management, we deeply study the development trend of the industry and do targeted customer marketing. In the past six months, I have participated in the business development of Kunming Su Hua Biotechnology Co., Ltd., Yunnan Qifeng Electromechanical Equipment Co., Ltd., Yunnan Energy Power Fuel Co., Ltd., Yunnan Chengtou and other companies.

Second, strengthen customer marketing and increase customer base. My burden is very heavy, and my technology, marketing ability and experience are far from the performance of the account manager, so I have never dared to take it lightly. I have been studying and summarizing how to do a better job in banking, and I have been learning and accumulating constantly, so that I can handle all kinds of problems in my daily work with ease. After half a year's training, the organization and management ability, comprehensive analysis ability and coordination ability have been improved, and all the work of this position has been guaranteed. Actively improve their professional quality, strive for the initiative in work, have a strong sense of professionalism and responsibility, and strive to improve work efficiency and quality.

Three: existing problems and future efforts. Although I can work hard actively and have made some achievements, there are still some problems and shortcomings, mainly in:

First, the level of performance skills is not skilled enough. Some good customer resources can cooperate well, but they can't make business plans for customers well.

Second, the existing customer resources have not been well excavated and carefully planned, and all links of the customer trade chain have been marketed; For their target customer groups, they have never found a suitable opportunity to intervene.

Third, some work is not done carefully enough, and some work is not well coordinated.

The second half of the year has entered. In view of the above outstanding problems, I will try my best to do the following:

First, strengthen learning and improve skills. Only when the business level is excellent can we carry out business easily and freely.

Second, while doing our job well, we should actively market and update our ideas, and strive to make better returns for China Merchants Bank with a good attitude and sense of responsibility.

Third, details determine success or failure. In the future, I will strive to improve the details of my work, enhance the sense of cooperation among departments, colleagues, banks and enterprises, strengthen unity, strive for perfection, and strive to do a good job in banking.

Summary of bank account manager's work in the first half of the year II

Time flies by us. Unconsciously, more than half of the 20 years have passed. In the past six months, I have been working as an account manager. Over the past six months, with the help and support of leaders and colleagues, I have completed my work well. This half-year work experience has a great influence on my career. My working ability has been improved and my relationship with my colleagues is very harmonious. Below, I briefly summarize my work in the first half of the year:

I. Work aspects

(1) Daily work

Because my work skills, marketing ability and experience are different from those of senior account managers, I dare not take it lightly. I have been studying and summarizing how to do a better job in banking. Through continuous study and accumulation, I can easily deal with various problems in my daily work.

In daily work, mainly from the basic knowledge, actively learn from old comrades, constantly improve their marketing ability, cultivate customer relations, strive to maintain old customers and tap new customers.

The first is to make good use of various tools, including the use of PCRM system, the summary of personal account manager's work log, the combing of fund customer system and so on. Ask colleagues or leaders in time when you find problems, constantly sum up your own shortcomings and make improvements.

Secondly, do a good job in daily customer maintenance, mainly by calling customers and sending text messages for early communication, visiting customers in time for emotional maintenance and product marketing, and sending text messages or phone greetings in time for customers' birthdays. For customers with expired products and fund customers, we will provide after-sales service and return visits, and take this as an opportunity to conduct secondary marketing.

Thirdly, because there is only one lobby manager in our bank, I often have to play the role of lobby manager. Because I am a newcomer, I need a familiar process with customers. My experience in the lobby has given me many opportunities to meet customers, and I have also tapped a number of potential customers in the process. Uncle Yang is a demolition customer who was found by a contact in the lobby. 20__ Work summary model essay format weekly work summary model essay month work summary model essay quarterly work summary model essay ... The teacher's year-end work is always ... In the end, I was successfully marketed as a high-quality VIP customer of our bank under the fierce competition of my peers, and transferred more than 2 million from # Bank. There are many such examples.

In addition, I am also responsible for some daily data sorting work, mainly including the sorting number of customer data, electronic registration of VIP customer data and so on.

(2) Marketing performance

20__, # Sub-branch enriched the team of account managers in the first half of the year, reaching the scale of three full-time account managers. Through the efforts of our team for half a year, we have made certain achievements in funds, wealth management products and insurance wealth management. By the end of March, the Bank had sold funds of RMB # # # million, accounting for 35% of the task. By the end of June, * * * had sold Benlifeng wealth management products of RMB # # million. By the end of March, * * * sales agent insurance was RMB # # million (end of March). These data are the result of the joint efforts of our team, and my own contribution is slowly increasing. In particular, in terms of personal loans, due to my careful discovery, the bank and CUHK conducted a successful public-private linkage in personal loans, and finally added seven personal loans (which were approved and issued after mortgage registration).

Over the past six months, our bank has also adhered to public-private joint activities, and successfully held a series of activities in China, such as entering # # company and # # university, and achieved good results.

Second, study.

(1) Daily study

In the preparation time before going to work every morning, I will look at the daily financial dynamics, learn the financial guidelines issued by personal departments regularly, and if there are new products released, I will also look at the relevant product information. At the same time, I also consciously studied the marketing strategy of commercial banks, personal account manager training materials, financial case analysis and prevention and other work-related policies and legal knowledge, and accumulated my own business knowledge. I constantly sum up my experience and actively communicate with my colleagues around me, trying to get familiar with the new working environment and content in the shortest possible time.

(2) Training examination

20__, participated in and successfully passed some professional skills qualification examinations in the first half of the year, including: fund sales qualification examination; Personal finance and risk management in bank qualification examination. In addition, I also took the personal credit business examination organized by the branch.

Over the past six months, I have actively participated in various trainings organized by branches, including the just-concluded personal account manager training organized by branches; Conduct training on various products and skills at the regular meeting of branch account managers; Non-principal-guaranteed transformation training of personal wealth management business of the Head Office and the launch of the new system.

In addition, there are various trainings organized by fund companies and futures companies. In the weekly training, the rich course study improved my knowledge reserve and level, and quickly entered the role of account manager. The training of branches and the head office has enabled me to have a deeper understanding of our wealth management products, further understand the principles and policies promulgated by the Bank, see the great potential for the development of the Bank, and increase the sense of urgency for the business development of the Bank.

Three. Existing problems and future efforts.

Although I can work hard and make some achievements, there are still some problems and shortcomings, mainly in the following aspects: First, my performance skills are not skilled enough, and some good customer resources can cooperate well, but I can't make business plans for customers. Second, the existing customer resources are not well excavated and carefully planned; For their target customer groups, they have never found a suitable opportunity to intervene. Third, some work is not done carefully enough, and some work is not well coordinated.

In the next six months, in the face of the experience and problems in the first half of the year, I will make more efforts to make up and correct, study in my spare time, enrich myself and further improve my ability and quality. Strive to contribute to the development of our bank.

Summary of bank account manager's work in the first half of the year 3

The first half of 20__ years passed quickly. Looking back on the past six months, with the support and help of the leaders and colleagues of China Merchants Bank, I strictly demand myself to do my own job seriously according to the requirements of the head office. The work in the past six months is summarized as follows:

1. As an enterprise account manager, we should not only study the credit policy of _ _ _, but also focus on the credit policy of China Merchants Bank, such as "overall credit policy, customer and business credit policy, and industry focus". On this basis, we will do a good job in policy communication and classified marketing of enterprise selection, and give full play to the responsibilities of account managers.

1, strive to improve business skills and strengthen their own risk management awareness. From the establishment of the branch to now, I have encountered businesses that I have never actually operated before, such as domestic factoring and development agency. In order to better expand customers, with the support and help of the leaders of the acquiring department of the branch, I quickly learned and became familiar with the operation mode of this business, and my grasp of risks was further improved. In addition, in order to strengthen the study of business skills, I participated in the skills training organized by the branch four times in half a year.

2. Strengthen customer marketing and do a good job in customer inspection, credit investigation and maintenance. Due to the overall tight banking policy in _ _ _ _, in the grass-roots branches that realize the harmony between marketing and risk management, we deeply study the development trend of the industry and do targeted customer marketing. In the past six months, I have participated in the business development of Kunming Su Hua Biotechnology Co., Ltd., Yunnan Qifeng Electromechanical Equipment Co., Ltd., Yunnan Energy Power Fuel Co., Ltd., Yunnan Chengtou and other companies.

Second, strengthen customer marketing and increase customer base.

My burden is very heavy, and my technology, marketing ability and experience are far from the performance of the account manager, so I have never dared to take it lightly. I have been studying and summarizing how to do a better job in banking, and I have been learning and accumulating constantly, so that I can handle all kinds of problems in my daily work with ease. After half a year's training, the organization and management ability, comprehensive analysis ability and coordination ability have been improved, and all the work of this position has been guaranteed. Actively improve their professional quality, strive for the initiative in work, have a strong sense of professionalism and responsibility, and strive to improve work efficiency and quality.

Three: existing problems and future efforts.

Although I can work hard actively and have made some achievements, there are still some problems and shortcomings, mainly in:

First, the level of performance skills is not skilled enough. Some good customer resources can cooperate well, but they can't make business plans for customers well.

Second, the existing customer resources have not been well excavated and carefully planned, and all links of the customer trade chain have been marketed; For their target customer groups, they have never found a suitable opportunity to intervene.

Third, some work is not done carefully enough, and some work is not well coordinated. The second half of the year has entered. In view of the above outstanding problems, I will try my best to do the following:

1. Strengthen study and improve skills. Only when you have a perfect level of business skills can you develop your business easily.

2. While doing a good job, actively market, update ideas, and strive to make better performance returns for China Merchants Bank with a good attitude and sense of responsibility.

3. Details determine success or failure. In the future, I will strive to improve the details of my work, enhance the sense of cooperation among departments, colleagues, banks and enterprises, strengthen unity, strive for perfection, and strive to do a good job in banking.

Summary of bank account manager's work in the first half of the year 4

The first half of the year is fleeting. Looking back on the past six months, with the support and help of the leaders and colleagues of China Merchants Bank, I strictly demand myself to do my job according to the requirements of the head office. The work in the past six months is summarized as follows:

1. As an enterprise account manager, we should not only strengthen the study of good credit policies, but also focus on the study of China Merchants Bank's credit policies, such as "overall credit policies, customer and business credit policies, and industry priorities", and communicate the policies on this basis.

Contact with enterprises to choose classified marketing and give full play to the responsibilities of account managers.

1, strive to improve business skills and strengthen their own risk management awareness. From the establishment of the branch to now, I have encountered domestic factoring, development loans and other businesses that I have never actually operated before. In order to better expand customers, with the support and help of the leaders of the acquiring department of the branch, I quickly learned and became familiar with the operation mode of this business, and my grasp of risks was further improved. In addition, in order to strengthen the study of business skills, I participated in the skills training organized by the branch four times in half a year.

2. Strengthen customer marketing and do a good job in customer inspection, credit investigation and maintenance. Due to the overall tight banking policy, in the grass-roots branches that realize the harmony between marketing and risk management, we will thoroughly study the development trend of the industry and do targeted customer marketing. In the past six months, I have participated in the business development of Kunming Su Hua Biotechnology Co., Ltd., Yunnan Qifeng Electromechanical Equipment Co., Ltd., Yunnan Energy Power Fuel Co., Ltd., Yunnan Chengtou and other companies.

Second, strengthen customer marketing and increase customer base. My burden is very heavy, and my technology, marketing ability and experience are far from the performance of the account manager, so I have never dared to take it lightly. I have been studying and summarizing how to do a better job in banking, and I have been learning and accumulating constantly, so that I can handle all kinds of problems in my daily work with ease. After half a year's training, the organization and management ability, comprehensive analysis ability and coordination ability have been improved, and all the work of this position has been guaranteed. Actively improve their professional quality, strive for the initiative in work, have a strong sense of professionalism and responsibility, and strive to improve work efficiency and quality.

Three: existing problems and future efforts. Although I can work hard actively and have made some achievements, there are still some problems and shortcomings, mainly in:

First, the level of performance skills is not skilled enough. Some good customer resources can cooperate well, but they can't make business plans for customers well.

Second, the existing customer resources have not been well excavated and carefully planned, and all links of the customer trade chain have been marketed; For their target customer groups, they have never found a suitable opportunity to intervene.

Third, some work is not done carefully enough, and some work is not well coordinated.

The second half of the year has entered. In view of the above outstanding problems, I will try my best to do the following:

First, strengthen learning and improve skills. Only when the business level is excellent can we carry out business easily and freely.

Second, while doing our job well, we should actively market and update our ideas, and strive to make better returns for China Merchants Bank with a good attitude and sense of responsibility.

Third, details determine success or failure. In the future, I will strive to improve the details of my work, enhance the sense of cooperation among departments, colleagues, banks and enterprises, strengthen unity, strive for perfection, and strive to do a good job in banking.

Summary of bank account manager's work in the first half of the year 5

The first half of the year is fleeting. Looking back on the past six months, with the support and help of the leaders and colleagues of China Merchants Bank, I strictly demand myself to do my job according to the requirements of the head office. The work in the past six months is summarized as follows:

1. As an enterprise account manager, we should not only strengthen the study of good credit policies, but also focus on the credit policies of China Merchants Bank, such as "overall credit policies, customer and business credit policies, and industry priorities". On this basis, we will do a good job in policy communication and classified marketing of enterprise selection, and give full play to the responsibilities of account managers.

1, strive to improve business skills and strengthen their own risk management awareness. From the establishment of the branch to now, I have encountered domestic factoring, development loans and other businesses that I have never actually operated before. In order to better expand customers, with the support and help of the leaders of the acquiring department of the branch, I quickly learned and became familiar with the operation mode of this business, and my grasp of risks was further improved. In addition, in order to strengthen the study of business skills, I participated in the skills training organized by the branch four times in half a year.

2p Strengthen customer marketing, and do a good job in customer inspection, credit investigation and maintenance. Due to the overall tight banking policy, in the grass-roots branches that realize the harmony between marketing and risk management, we will thoroughly study the development trend of the industry and do targeted customer marketing. In the past six months, I participated in the business development of Kunming Su Hua Biotechnology Co., Ltd. P Yunnan Qifeng Electromechanical Equipment Co., Ltd. P Dianneng Electric Fuel Co., Ltd. P Yunnan Chengtou and other companies.

Second, strengthen customer marketing and increase customer base. My burden is very heavy, and my technology, marketing ability and experience are far from the performance of the account manager, so I have never dared to take it lightly. I have been studying and summarizing how to do a better job in banking, and I have been learning and accumulating constantly, so that I can handle all kinds of problems in my daily work with ease. After half a year's training, the organization and management ability, comprehensive analysis ability and coordination ability have been improved, and all the work of this position has been guaranteed. Actively improve their professional quality, strive for the initiative in work, have a strong sense of professionalism and responsibility, and strive to improve work efficiency and quality.

Three: existing problems and future efforts. Although I can work hard and make some achievements, there are still some problems and shortcomings, mainly in the following aspects: First, my performance and skills are not skilled enough, and some good customer resources can cooperate well, but I can't make a business plan for my customers well. Second, the existing customer resources have not been well excavated and carefully planned, and all links of the customer trade chain have been marketed; For their target customer groups, they have never found a suitable opportunity to intervene. Third, some work is not done carefully enough, and some work is not well coordinated. The second half of the year has entered. In view of the above outstanding problems, I will try my best to do the following: First, strengthen my study and improve my skills. Only when my business skills reach a perfect level can I carry out business easily. Second, while doing our job well, we should actively market and update our ideas, and strive to make better returns for China Merchants Bank with a good attitude and sense of responsibility. Third, details determine success or failure. In the future, I will strive to improve the details of my work, enhance the sense of cooperation between P colleagues in the department and P banks and enterprises, strengthen unity, strive for perfection, and strive to do a good job in banking.

Summary of bank account manager's work in the first half of the year 6

It's fleeting With the support and help of the leaders and colleagues of China Merchants Bank in the first half year and the second half year, we strictly demand ourselves to do a good job according to the requirements of the head office.

First of all, the work in the past six months is summarized as follows:

1, as an enterprise account manager, not only does the research focus on 1 good credit policies, but the credit policies of major investment banks are declining as a whole, and the policies of customers and commercial credit industries are the focus of attention. On this basis, credit policy, good banking policy, business classification marketing and communication are part of the responsibilities of account managers.

2. Strive to improve business skills and enhance risk management awareness. Before the establishment of the branch, the domestic factoring and loan business was satisfied. In order to expand its customers, it was prepared to get the support of the branch to help them quickly understand and familiarize themselves with the business operation, and the mode of mastering risks was further improved; In addition, in order to strengthen the learning of business skills, the branch held four skills trainings within six months.

3. Strengthen customer marketing and make a good credit report for returning customers.

The monetary policy is generally tight, so it is necessary to be harmonious, target customers of branches, deeply study the development trend of the industry, and conduct targeted marketing and risk management. Over the past six months, I have been voting in Yunnan Kunming Biotechnology Co., Ltd., Yunnan Qi Feng Electromechanical Equipment Manufacturing Co., Ltd. and Yunnan Sucheng Electric Fuel Co., Ltd. and participated in the business of other companies. Strengthen customer marketing and increase customer base. Their own burdens are heavy. Their technology, marketing ability and experience are far from the performance of their account managers, so they always take it lightly and are always learning and summing up. How can we do banking better, learn and accumulate constantly, and take our time in our daily work? Organization and management ability, comprehensive analysis ability, and ability to coordinate and handle various problems have been improved to a certain extent after half a year's training, which ensures normal work operation, can treat various tasks with a correct attitude, love their jobs and work hard to carry out practical work.

Actively improve their professional quality, strive for the initiative in work, enhance their professionalism and sense of responsibility, and strive to improve work efficiency and quality.

Second, the existing problems and future development direction.

Although some achievements have been made in professional dedication, there are still some problems and shortcomings, mainly in the following aspects: First, the performance at the technical level is that in the original good cooperative relationship, there are not enough technical resources and some good customers, but targeted action plans are developed for customers. Secondly, the existing customer resources have not been excavated in depth and carefully, and the marketing efforts of the customer transaction chain have not been expanded, and the opportunity to properly intervene in its target customer groups has not been found. Third, some work should not be too small and some coordination is not in place.

Summary of bank account manager's work in the first half of the year 7

The first half of the year is fleeting. Looking back on the past six months, with the support and help of the leaders and colleagues of China Merchants Bank, I strictly demand myself to do my job according to the requirements of the head office. The work in the past six months is summarized as follows:

One: As an enterprise account manager, you should not only study hard. Focus on the credit policies of China Merchants Bank, such as "overall credit policy, customer and business credit policy, industry focus". On this basis, do a good job in policy communication, enterprise selection and classified marketing, and give full play to the responsibilities of account managers.

1, strive to improve business skills and strengthen their own risk management awareness. Since the establishment of the branch, I have encountered domestic factoring, development loans and other businesses that I have never actually operated before. In order to better expand customers, with the support and help of the leaders of the acquiring department of the branch, I quickly learned and became familiar with the operation mode of this business, and my grasp of risks was further improved. In addition, in order to strengthen the study of business skills, I participated in the skills training organized by the branch four times in half a year.

2. Strengthen customer marketing and do a good job in customer inspection, credit investigation and maintenance. Due to the overall tight banking policy, in the grass-roots branches that realize the harmony between marketing and risk management, we will thoroughly study the development trend of the industry and do targeted customer marketing. In the past six months, I have participated in the business development of Kunming Su Hua Biotechnology Co., Ltd., Yunnan Qifeng Electromechanical Equipment Co., Ltd., Yunnan Energy Power Fuel Co., Ltd., Yunnan Chengtou and other companies.

Second, strengthen customer marketing and increase customer base. My burden is very heavy, and my technology, marketing ability and experience are far from the performance of the account manager, so I have never dared to take it lightly. I have been studying and summarizing how to do a better job in banking, and I have been learning and accumulating constantly, so that I can handle all kinds of problems in my daily work with ease. After half a year's training, the organization and management ability, comprehensive analysis ability and coordination ability have been improved, and all the work of this position has been guaranteed. Actively improve their professional quality, strive for the initiative in work, have a strong sense of professionalism and responsibility, and strive to improve work efficiency and quality.

Three: existing problems and future efforts. Although I can work hard and make some achievements, there are still some problems and shortcomings, mainly in the following aspects: First, my performance and skills are not skilled enough, and some good customer resources can cooperate well, but I can't make a business plan for my customers well. Second, the existing customer resources have not been well excavated and carefully planned, and all links of the customer trade chain have been marketed; For their target customer groups, they have never found a suitable opportunity to intervene. Third, some work is not done carefully enough, and some work is not well coordinated. The second half of the year has entered. In view of the above outstanding problems, I will try my best to do the following: First, strengthen my study and improve my skills. Only when my business skills reach a perfect level can I carry out business easily. Second, while doing our job well, we should actively market and update our ideas, and strive to make better returns for China Merchants Bank with a good attitude and sense of responsibility. Third, details determine success or failure. In the future, I will strive to improve the details of my work, enhance the sense of cooperation among departments, colleagues, banks and enterprises, strengthen unity, strive for perfection, and strive to do a good job in banking.

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