Personal Work Summary of 2023 Bank Lobby Manager

Personal Work Summary of Bank Lobby Manager in 2023

At work, I have carefully studied various financial laws and regulations, participated in various learning activities organized by banks with my heart, and constantly improved my theoretical quality and business skills. The following is my personal summary of the work of bank lobby manager in 2023, hoping to help you!

Personal Work Summary of Bank Lobby Manager in 2023 1 20__, this is my sixth year in ICBC and my first year as corporate settlement account manager. With the correct guidance of our leaders and the help of my colleagues, through my own efforts, I have constantly innovated and reformed in my work, and made great progress in banking knowledge and achieved certain results. However, in the face of the new situation and new tasks, I know that we need to make more efforts to ensure better service for our banks. The work of the past year is summarized as follows:

First, improve ideological understanding and recognize the work situation.

Ideologically, we should be strict with ourselves, consciously strengthen the study of policy theory and management knowledge, strive to improve the level of political theory and management ability, constantly enhance the concept of the legal system, act according to the rules, and be honest and self-disciplined. Over the past year, I have focused on strengthening the study of "financial anti-corruption and building a clean government", carefully watched the special film of the exhibition on anti-corruption and building a clean government, and fundamentally realized the importance of moral integrity, enriched theoretical knowledge, liberated working attitude and broadened working ideas.

Second, focus on management and do a good job.

This year, great changes have taken place in the market, and the difficulties and problems faced are increasing day by day, and the market situation is more severe. By strengthening the situation analysis, the common problems in business work are analyzed in detail and broken through one by one. I adopted the work focus of "catching big customers, cultivating small customers and developing loyal customers" and applied flexible work forms. Finally, I completed the situation: 45 settlement accounts were added, corporate deposits increased by 30 million compared with the beginning of the year, 15 employees were paid in, 7 valid corporate households were added, and 3,000 corporate wealth management products were sold.

Third, lack of understanding to lay the foundation for next year's work.

As the old saying goes, only by learning from history can we know the gains and losses. Looking back on my work for 20 years, I have made some achievements in the unpredictable market, but also found many shortcomings, mainly as follows:

First, the deposit business is relatively weak. After a considerable amount of large-scale capital outflows this year, the Bank neglected the development of this business because of its busy business, so that only large-scale capital outflows and no new large-scale capital entered. There are still common problems in the work, such as relying too much on the funds of real estate developers and the funds of the town finance department, which limits the working thinking and fails to play innovative thinking; Second, the expansion of new households is slow. Because I took over the account manager for the first time, I didn't grasp the focus of my work and didn't know enough about the business, which led to the loss of many new customers; Third, the ability to control key customers is insufficient. It is mainly the real estate company that plans the fund meeting at the end of the month. Due to the lack of self-mastery, many problems have been left behind, which have not been effectively implemented, and finally brought some losses on this issue.

Fourth, look forward to 20__, and create better results.

20__ years have passed, and 20__ years will be a crucial year. In view of the weak links in this year's work, combined with these problems, I put forward the following ideas for 20 years' work:

(1) Accelerate the expansion of new customers.

First, strengthen the source work of bank settlement accounts. I will combine the local characteristics, strengthen the contact with local investment promotion, industrial parks, industry and commerce departments, open up working ideas, develop large-scale resources, and do my best to expand the number of effective households by more than 50,000 to 8 and add 2 households by more than 500,000 per month;

The second is to strengthen the plate customers. Focus on the marketing of the town financial plate and industrial zone plate, and strengthen the development of new business while stabilizing resources;

The third is to strengthen the intensity of strange visits. Go deep into the grassroots to carry out business, strengthen strange visits and develop new business. In order to carry out the strange visit, I have paid a strange visit to the double 50 enterprises in this town in the fourth quarter of this year, and I will pay more attention to strengthening this work in 20__.

Fourth, the core customer supply chain cluster marketing. Focus on strengthening the follow-up service to core customers, keep abreast of customer dynamics, and actively contact upstream and downstream affiliated enterprises to carry out marketing work as new customers and build a core customer supply chain.

The fifth is customer salon and enterprise promotion meeting. Make rational use of salons and promotion meetings, deeply understand key customers, new and new enterprises and other business objects, and develop the foundation of cooperation.

(2) Accelerate the development of corporate wealth management business.

First, strengthen the publicity of new customers buying corporate wealth management, analyze the highlights of corporate wealth management, train and study account opening tellers, and require account opening tellers to support the sales of corporate wealth management products when opening new accounts. Second, analyze and sort out more than 50,000 existing customers among the old customers, and use the customer salon to promote our wealth management products. Third, pay attention to after-sales service and improve customer satisfaction. Visit customers regularly, get to know customers' evaluation of products, answer customers' questions about purchasing wealth management products and their views on product benefits. Serve customers wholeheartedly and win customer satisfaction.

(C) effectively improve their own marketing capabilities

Further strengthen learning, strive to improve business level and management ability, often go deep into outlets, do a good job in target management of large households, do a good job in customer maintenance, increase product marketing, actively expand outstanding customers, do a good job in key customers, effectively improve marketing efforts and enhance comprehensive strength.

(4) Strengthen public-private linkage and do a good job in comprehensive marketing.

On the basis of in-depth analysis of the causes of insufficient customer development, this paper puts forward specific work measures. Deeply tapping the potential of existing customers and improving the comprehensive contribution of customers are the key contents of peak season work. Taking departmental linkage and product marketing linkage as the important starting points to maintain high-quality customers, we should do a good job in filing and maintenance of middle and high-end customers, and focus on filing and cross-marketing of existing middle and high-end customers in the order of "high-end first".

Over the past 20__ years, under the leadership of the superior bank, my work has achieved good results. However, compared with the work requirements of the new era, we still need to continue to work hard and improve. In the future, I will continue to strengthen my study, master the knowledge and skills necessary to do a good job, work hard with a pragmatic work style and innovative work ideas, raise my work to a new level, strive for new achievements and make new contributions.

Summary of personal work of bank lobby manager 2 Bank employees at the center of the reform wave, especially comrades working in the position of account manager, have many memorable things. At the beginning of the year, I competed for this position. In my own words, "this is the first time I have officially stepped onto the platform of work for many years", and I almost lost the election unexpectedly. The competition made me feel the pressure from the beginning, that is, since then, I have more vitality in my heart, so I must work hard and live up to my mission. He thinks so and does so. Over the past year, I have closely followed the pace of the leadership of the sub-branch in my work and completed all the work well around the work focus of the sub-branch. With wisdom and sweat, with actions and effects, the spirit of dedication and selfless dedication was demonstrated.

Up to now, I have completed the task of increasing _ _ _% in the plan, discounted three acceptance bills with the amount of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

First, customers are the first, and deposits are the center.

In my work, I always set up the concept of customer first, taking the customer's affairs as my own business, worrying about the customer's urgency and thinking about the customer's thoughts. In terms of working methods, I always achieve "three diligence", diligent in moving my legs, diligent in hands-on and diligent in thinking, so as to win the support of customers for our business. I can be a serious and responsible person in my work. He captured the information from a cryptic statement made by the financial staff, gave timely feedback and tracked it, and finally recorded nearly RMB 10,000 at the beginning of the year, which achieved a "good start" and laid a good foundation for the bank to increase deposits.

In the process of serving customers, I am careful and inject brotherhood and friendship into my work, which makes the simple and boring service work colorful and truly embodies the concept of customer first. When a customer receives flowers from him on his birthday, he will be moved by this surprise. If the customer receives his short message when he is upset, he will definitely put his unhappiness behind him for a while and hold a little gratitude; And when the customer is unfortunately lying in the hospital bed, he will see him running up and down after he is busy ... Although everything is normal and simple, there are not many meticulous people like Chen Gang.

Second, "the needs of customers are my job"

I have been engaged in credit and deposit work in banks for more than ten years, and I have a comprehensive ability to work independently. With the needs of bank reform, my working ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been updated and improved with the reform of CCB at various stages. In order to fulfill my mission and complete the tasks assigned by my superiors, as the account manager in charge of several key customers, with the help of branch leaders and department colleagues, I boldly explored ideas, established the concept of customer first, recruited different customers, adopted different working methods, and strived to provide customers with the best financial services. In his own understanding of work, it is "the needs of customers are my work".

Third, open up new ideas, be brave in innovation and work creatively.

With the reform of China's economic system and financial system, the trend of customers choosing banks has been formed, and the competition among banks is becoming increasingly fierce. In terms of business development, you have me and I have you. In order to survive and develop in the competition, how to serve key customers plays a decisive role in our business development.

I think, as an excellent account manager, we should always pay attention to market research and market dynamics. Studying the market is to analyze the marketing environment, study the customers on the premise of grasping the objective environment, understand the operating rules of customers' funds through the research on customers, and strive to track the downstream funds from customers to our bank, so as to realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate our financial strength. This year, in one of his clients, the capital flow is relatively large. In order to make his own funds circulate in the body, he started from scratch, won the trust of the unit with high-quality service, and gradually found out the downstream units of the unit. Through many door-to-door contacts, all the infrastructure funds allocated by the unit have been opened in our bank. In addition, in July this year, when the municipal government asked the national treasury to collect and pay the account of the budget unit and transfer the funds to the commercial bank, he took the initiative to contact the door and successfully retained a customer to open an account in our bank.

For example, taking health and fitness activities as a clue, carrying out table tennis and badminton activities with customers not only pushed the communication with customers to a deeper level, but also broke the traditional public relations model and received very good results in the work. In _ _ _, during a friendly skill exchange with the relevant personnel of a real estate company, I learned that the client wanted to auction some of his properties, and worked actively to make the auction amount reach RMB _ _ _ _ _ _ _ _ _.

I have a strong sense of professionalism and responsibility in my work. I work hard and actively. I never pick and choose, and I don't pick heavy ones. I can try my best to finish every job on time and with good quality. In his daily work, he always insists on high standards and strict demands on himself, taking the overall situation into account, regardless of gains and losses. In order to complete various tasks, he sacrificed his spare time, gave up weekends and holidays, and used all the time and opportunities to serve customers, make friends with customers and be friends that customers would like to associate with. Through unremitting efforts, I handed in a satisfactory answer sheet for myself in my work in _ _ _.

2023 Summary of Personal Work of Bank Lobby Manager 3 __ is my second full year working in a sub-branch. With the help of bank leaders and colleagues, my service or professional knowledge has been greatly improved. With the support and encouragement of leaders, I have taken over many jobs that I have never done before. It can be said that _ _ is a year of rapid growth for me. By the end of this year, I will summarize my work as follows:

First of all, my service

Two years' experience tells me that service is our top priority and a skill we must master. In _ _ _, I paid more attention to cultivating my sense of service. In recent years, with the marketization of commercial banks, services have been paid more and more attention, and the lobby is the beginning of customers' contact with our quality services and the first impression of customers on our bank, so our requirements are particularly strict; The lobby manager is the link between customers, senior tellers and even account managers. We are not only employees, but also spokesmen for customers. When customers are confused, we point out the direction for them; We help customers when they are in trouble; When customers don't understand, we patiently explain; We should win every customer with perfect service at any time and place, worry about what customers are anxious and think about what customers think. Let every customer feel our smile, our enthusiasm, our professionalism and feel at home. Because I am a community outlet, the flow of customers who come to handle business every day is very large. In order to reduce the pressure on the counter, the lobby staff of our bank actively deployed to take customers to the self-service equipment office in time to divert customers. Whenever there is a large passenger flow, I will ask loudly in the waiting area: "_ _ customers please go to counter X to handle business", and do a good job of customer diversion to avoid some customers leaving blank numbers in the middle to occupy time and maintain a good working order in the business hall. Because only good business orders can successfully find our target customers, market our wealth management products and introduce them to our account managers, and realize the integration of service and marketing.

As lobby service personnel, in addition to being familiar with the financial products and business knowledge of banks, they should also strengthen their professional ethics and love their jobs. Usually at work, the words and deeds of the lobby manager are usually paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. We should also be enthusiastic, generous, active and standardized in service etiquette. It is also necessary to respond quickly and be able to deal with some emergencies in time to avoid complaints. Our team often communicates with each other to improve the service level of our whole team.

High-quality service should not only stay in the aspect of code of conduct, but also be an initiative, a responsible attitude and a good working attitude. In order to better improve their service level and business level, the sub-branch will convene lobby staff to take exams every month this year. This kind of test urges me to study harder on weekdays in order to provide more professional services to customers.

Second, my exclusive works.

At the beginning of this year, I took over the job of bank credit card liaison, which coincided with the busiest period of credit card business. At that time, the bank went out for outreach almost every week, so I made all the preparations on Friday night, such as distributing gifts and various outreach supplies, reporting outreach work on Sunday night, registering the credit card completion status of all employees of the bank every day, and sending a briefing to the whole bank that night. Of course, I must also communicate with the branch liaison, check the application form in time and issue the sorted credit cards in time. Make yourself tougher and more patient in your work.

A large number of interns have joined the profession this year. As an "old" lobby, I have the honor to be a teacher many times. In the process of taking apprentices on weekdays, I have a deeper understanding of my work and have a positive impact on my work status. The influx of new people has also brought some pressure to our boss. Of course, this pressure will be transformed into motivation for work. Driving new people to do the daily work in the lobby is also my compulsory course next year. In the fourth quarter, introduced by President Huang, I participated in the service supervision competition of the branch, and I was honored to be selected. Now I want to learn how to lead the whole bank to do our service well. I think this is also one of my priorities next year. In addition, I was responsible for the management of the lobby team in June 5438+065438+ 10. Different from before, I have to coordinate the work of our whole team besides my own work. Now I feel that what I have done in the first two months is far from enough, and there is still a lot of work to be improved. These are my work centers for next year.

Of course, my work in the lobby still has a lot of room for improvement. This year, I made mistakes in my work, but under the patient guidance of President Huang and President Zhou, I regained my confidence and continued to set sail. I am grateful to the leaders for their concern and help in my work and life, so that I can continue to grow. I also want to thank my colleagues, especially the sisters in the lobby, for their support and help in my work. I think in 20__, I will meet new challenges with a brand-new look!

As a young employee of ICBC, I deeply realized the mission and responsibility of the lobby manager during my tenure as the lobby manager. The service of the lobby manager directly affects the bank's operating efficiency and external image. An excellent lobby manager has six functions: business guidance, service demonstration, emotional comfort, contradiction coordination, environmental cleanliness and safety supervision. As an important position, the lobby manager plays an irreplaceable role in customer service and product marketing. Young employees should keep learning, strive to improve themselves and enhance their business ability.

First of all, a correct grasp of the details of the work is the basic quality necessary for the lobby manager. Lobby managers need to study banking knowledge seriously, deepen their understanding of knowledge in practice and master banking business in an all-round way, so as to have enough foundation to provide services to customers. Ask customers who come to handle business seriously, understand the business they are doing, explain patiently and give detailed help.

Secondly, we should pay attention to the art of work while performing our duties. I think we should do the following in our work:

First, smile service.

The lobby manager should always keep an optimistic attitude, face customers with a smile, infect customers with a smile, narrow the distance with customers and retain customers. Clever use of "laughing" skills embodies the business philosophy of bank customer first and service first. Practice internal strength, let the warmth brought by smile fill the business hall and make customers feel at home. The lobby manager should improve his personal quality and appearance, at least dignified, elegant and generous. When customers enter the lobby of the bank, the lobby manager should greet them with a knowing smile, greet them with enthusiasm and civilization, understand and understand their needs with a smile, answer their questions with a smile, try to satisfy them as much as possible, and make customers feel that it is very respected and welcome to come to the bank to handle business.

Second, have a glib tongue.

The lobby manager should face customers directly and have strong communication skills with customers. We should not only communicate with customers, but also coordinate the "friction" between customers and tellers, so as to look around, listen to all directions, communicate with customers in time and maintain close relations with customers. Good eloquence and extraordinary patience are the basic prerequisites for doing a good job as a lobby manager. On the platform of lobby manager, these can be fully exerted. "Say" should be done well in three aspects: first, say it frequently, that is, say it frequently to incoming customers, say it repeatedly, and sell products with all your strength; The second is to be able to speak, that is, to describe the business well and explain it accurately, without exaggerating or deliberately covering it up, and correctly introduce the characteristics and functions of ICBC products to customers. The third is to be able to talk, that is, to pay attention to service strategy, vary from person to person, and differentiate marketing. Saving enough energy in "speaking" can get twice the result with half the effort. In addition, the lobby manager must take great pains, be patient enough, treat customers as relatives and explain them repeatedly in simple terms, so as to gain the respect and trust of customers.

Third, be good at asking questions.

Greet and greet all customers who enter the door warmly, and don't have a conscience to say that you are poor and don't love wealth. Be good at trying to figure out the customer's psychology, ask the customer's abnormal reaction, and sincerely care for and help solve it. Especially when customers complain about banking services, the lobby manager should listen to customers' dissatisfaction, don't rush to defend anything, and finally apologize sincerely to customers, because you represent the corporate image of ICBC instead of yourself. First of all, you should get the good impression of your customers, so that you can communicate well. Secondly, we should know what the customer needs and help the customer solve his problem as soon as possible. In addition, you should always ask the teller to know the cash and business handling at the counter like the back of your hand, so as to ensure that customers can adjust to the designated window in time and handle business quickly. Let customers deeply feel our accurate, convenient and fast service and establish a good service image.

Fourth, sense motive.

The lobby manager should have super observation ability, and he should keep an eye on all directions and listen to all directions in his work. Pay attention to service, grasp customer needs at any time, collect valuable financial information, carefully record the lobby work log, and report to the leader in time after summarizing and putting forward. If you have enough ability to deal with emergencies, you will inevitably encounter various emergencies. If customers queue up, the lobby manager should guide them in time. Guide customers to other windows to handle related business, and customers with cards go to self-service equipment to reduce the pressure on the counter. Ensure the order of the business hall is stable. Deepen the service connotation of lobby manager and comprehensively improve the service ability of lobby manager.

Five, proactive

The nature of the lobby manager's work requires employees to be proactive in their work. The lobby manager must get into the habit of walking around frequently and patrol back and forth in the lobby and ATM area to keep abreast of the overall situation inside and outside the lobby. Through watching, asking and talking with customers at zero distance, we can guide customers, maintain order, understand information and adjust service methods. Provide customers with all-round service needs in time and play an indispensable role as a lobby manager. When meeting customers who need help, the lobby manager should be diligent in demonstrating and helping, and when meeting old, weak, sick and disabled customers, he should enthusiastically provide some help.

We should win every customer with perfect service at any time and place, worry about what customers are anxious and think about what customers think. Let every customer feel our smile, our enthusiasm, our professionalism and feel at home.

Summary of Personal Work of Bank Lobby Manager in 2023 4 The year of 20 _ _ is coming to an end, and the tasks for the whole year are also coming to an end. Looking back on this year's work, there are gains and shortcomings. I summed up the work of the lobby manager this year.

I deeply understand and feel the mission and significance of the lobby manager. When customers come to our business hall, they first see not only the indoor decoration environment, but also smiling faces and cordial greetings. The lobby manager is a business card for our rural commercial bank to serve the public. The lobby manager should have a good personal image and be supported by civilized manners. The lobby manager is the image ambassador of our business outlets. The communication style and demeanor shown in the interaction with customers represent the image of our bank, because I am the first person in the bank to contact customers, the first person to know what services customers need, and the first person to help customers solve problems. Therefore, when the bank conducts business and customers have needs, I take the initiative to negotiate with the counter staff, thinking of customers and guiding customers to handle business reasonably. Because of this, the customers here have great liquidity and quick cash flow. Therefore, customers who come here to handle express communication and pay phone bills are particularly frequent. Our tellers are busy from morning till night, and the work pressure can be imagined, which is neither safe nor troublesome. From the first day I worked in the lobby, from the initial discomfort to being able to integrate well into this job, my mentality has changed a lot. At first, I felt that the work of the lobby manager was very tiring and troublesome, and the responsibility was heavy. But, slowly, I became mature, and I began to understand that this is work. It is my job to sit in the position of lobby manager every day and answer questions for customers. People and things in the lobby are all my work scope. When I have a clear purpose and work goals and priorities, everything becomes clear and important to me. Now I can basically answer customers' inquiries and comfort them appropriately.

I know that every word and deed of the lobby manager will be paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. It is necessary to have a familiar and professional understanding of the bank's business knowledge, and then be enthusiastic and generous in service etiquette, take the initiative to standardize, be witty and witty, and be able to improvise. This is very stressful and challenging for a lobby manager. When everything can be changed from hands-on to hands-on, life will become brilliant.

Summary of personal work of bank lobby manager 5. I'm Huang _ _, the account manager of the government and enterprise department. After three years of social work, I joined the big family of mobile companies in June, 2000. In the past two years, I have been the marketing representative of Tang Jiating and the duty manager of Dragon Lobby. Last August, I was seconded to the government and enterprise department as an account manager.

I. Understanding of the present position:

According to the company's operation mode from service to marketing, my understanding of the position of account manager can be summarized as three points:

1. Establish good interpersonal relationship with customers (sell yourself first and then sell products)

2. Use marketing skills to expand our products flexibly.

3. Provide after-sales service for the products used by customers. Enthusiastic service to customers and concern for customers who use our products will further strengthen the relationship with customers. )

Second, the work performance:

1. External: In the work of government and enterprises for more than half a year, * * * has expanded six information products, three enterprise communications, two group color ring tones, OA government affairs of Highway Bureau, and special Internet access of Human Resources and Social Security Bureau. I can thoroughly understand and convey to customers all kinds of marketing schemes launched by the company in different periods in the shortest time; Completed the KPI task assigned by the company on time, and now the 1 20M special line has been completed. The product manager made many efforts to visit and successfully signed the OA business of the Highway Bureau. 30 games were promoted in the resident of the entity in charge, aiming at the high ARPU customers of each group, 70 users were expanded through GSM, 520 1 middle and high-end group members were successfully pre-stored and bundled, and about 45 mobile phone terminals were sold. I completed the service of group customers' demand and business consultation on time and with good quality, such as collecting group address book, expanding group network, pre-storing leaders, new business and purchasing machines.

2. Internally: June 2000, 65438+ 10, participated in the "Three Musketeers-Marketing Personnel Training" and won the "Excellent Student Award".

In July, he participated in the branch's mobile phone knowledge contest and won the third prize.

Third, personal advantages and disadvantages.

1, good at learning, understanding and execution.

2. Service spirit, sense of responsibility, carefulness and hard work.

Disadvantages: my experience is still shallow and my writing ability needs to be improved.

Four. Assumption on the future work of the current post

1, try more, accumulate experience, grow together with the company, accurately and comprehensively understand customer needs, flexibly use the company's products, and provide personalized services to customers.

2. Recommend to use our information products more professionally, improve telemarketing skills, and complete KPI outbound indicators more efficiently.

3. Build a happy, harmonious, progressive and mutual-help team and work together. Whether it is individual combat ability or teamwork ability.