Annual personal summary of bank account manager

How to write the personal summary of the bank account manager? Managers of bank customers not only have to manage their employees, but also worry about the bank's sales performance every month, so their work in a year is also difficult and busy. Let me take you to see 5 personal summary essays of bank account managers, hoping to help you!

personal summary of the bank account manager 1

in 2 years, I worked as the corporate account manager of the sub-branch and concurrently served as the bank acceptance bill manager of the sub-branch. Over the past year, with the care and support of the bank leaders and the help and support of my colleagues, I have made great efforts to create extraordinary achievements in the heavy and ordinary customer marketing and acceptance of bills. The marketing work has been fruitful, and the bills have been discounted to 64 million, without any mistakes, which has made due contributions to establishing a good image of our bank.

1. Constantly strengthen learning and enhance the awareness of active service

Marketing work and bill discounting work are both ordinary and tedious, and they all say that they do what they do and love what they do. I think, since I have chosen a job, I will do it down-to-earth and meticulously. As an account manager and bill manager, I know the importance of my work, because it is a window for customers to directly understand the bank and plays a bridge role between customers and branches. Therefore, I have a strong sense of professional honor. In the marketing work and bill management work, I always insist on learning business with an open mind, exercising my skills with my heart, handling business patiently and treating customers with enthusiasm. As a member of a commercial bank, I have firmly established a sense of service in my work, always caring for customers and the bank, and strive to improve the service level and quality. Over the past year, no matter what the circumstances, I am full of hope and confidence in the branch and myself, and I love my job. Nowadays, in the positive development atmosphere of the whole bank, I have always been down-to-earth and conscientious, diligent and conscientious, eager to learn about business, striving for perfection and studying hard. My business skills have made great progress and my business work has achieved remarkable results. In the work of quality and civilized service, I strictly demand myself, always adhere to the service concept of thinking about customers' demands, meeting customers' needs and eliminating customers' worries, always put customers' interests first, and provide customers with all-round, thoughtful, convenient and efficient services. In the process of serving customers, we have achieved operating standards, service norms, polite language and proper manners, which left a good impression on customers and won their trust.

2. Innovating marketing methods to improve customers' marketing level

In 2 _ _ _ _, the sales department insisted on continuous innovation, and engaged in different marketing activities every quarter, namely, Spring Thunder Plan, Summer Offensive, Autumn Hegemony and Sprint 9, all of which achieved satisfactory results. In customer marketing, I always believe that only by consistently adhering to quality service can we win more and better customers. Customers are always varied, and I always take customers as the center, and strive to meet the reasonable needs of customers. On the premise of safeguarding the interests of branches, I will do more for customers and patiently run every business. This year, the sub-branches have successively launched a series of service measures. When actually handling business, I rushed to the front line, mastered the marketing methods flexibly and provided convenient, flexible, personalized and fast services to customers on the premise of ensuring compliance with various rules and regulations of the Bank. In order to stabilize and win more customers, services are often extended to customer units. I never forget to send a short blessing on holidays and the birthday of the financial staff of the company, and I don't forget to send my hands to help customers when they are in trouble, and I have done my best to be a caring person of customers with practical actions.

Third, be patient and considerate, and improve the performance of bill discount

In the bill discount work, I often meet some customers who put forward different opinions and can't understand our work. At this time, I always explain and respond skillfully in time, which will not hurt the customers, but also maintain the image of the branch. In the service, sometimes the questions raised by customers just point out the defects of our service project. If you turn a blind eye to the obvious facts, turn a deaf ear to them, or pretend to be unreasonable, not only will this business fail, but it will also damage the credibility of the branch. Therefore, I always sincerely and humbly accept customers' criticisms, and then make a standardized and reasonable explanation, so that most customers will be happy to accept them, and finally make the business go smoothly.

In a word, the work of customer marketing and bill management is heavy and ordinary. However, in this day-to-day work, I learned to treat my work with a pragmatic and realistic attitude and appreciate the charm of service. In the future, I will continue to treat my work with a natural open-minded and tolerant attitude, continue to adhere to the "customer-oriented", blaze new trails and forge ahead, and make greater contributions to the development of the branch.

personal summary of bank account manager 2

Time flies, and 22 will pass in a flash. During my one-year tenure as account manager of _ _ _ _ _ Sub-branch, I worked hard and made continuous progress, and at the same time, my business level was greatly improved, and my ideology was also greatly improved. The work in 22 is summarized as follows:

In 22, under the care and guidance of the president of the branch and the leaders, I became familiar with the new working environment in a short time. During my work, I studied various financial laws and regulations carefully, actively participated in various learning activities organized by the bank, and constantly improved my theoretical quality and business skills. In the new working environment, there were some deficiencies in work experience and marketing skills, and the branch established 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 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ By the end of December, individuals had accumulated more than RMB _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

since I became an account manager, I have deeply understood and felt the responsibility and mission of this position. The account manager is a business card of our bank to serve the public, and it is the hub for customers to contact our bank. The communication manners and manners with customers all represent the image of our bank. I always learn communication skills and master communication methods, and treat my work with the attitude of "work is my career" and the way of running forward. Collect high-quality customer information from all sides, keep abreast of customer trends, visit the bridge among customers, go down to enterprises and institutions, go deep into customers, take the bus when there is no bus, and as always, carry out daily maintenance for different customers, even if it is a short message blessing and greeting, which represents our bank's miss for customers.

enthusiastically and patiently answer questions for customers, calmly face customers with a relaxed attitude and kind smile, quickly and clearly convey the information they want to know to customers, 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 materials for review and filing in time. In 22, accumulated loans of more than RMB _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

In the past year, although I have made some achievements in various aspects, I also clearly saw my own shortcomings.

First, I haven't studied enough. Facing the deepening of financial reform and the diversification of market economy, how to master the latest financial information and the development trends of our city sometimes can't keep up with the pace.

second, it needs to be strengthened to tap the existing customer resources, select the best among the best customers, improve the quantity and quality of customers, and enhance customers' greater contribution and loyalty to the Bank.

Third, further customer service is young and impetuous, so as to be down-to-earth, improve work initiative, do more and talk less, and improve myself in practice. I am trying to correct the above shortcomings.

in the new year, I will make persistent efforts, pay more attention to the study and research of new regulations, new businesses and new knowledge, improve my working methods, work hard actively, enhance my sense of service purpose, show great courage and pioneering spirit, consolidate my business foundation and work hard in a higher and further direction. Solving various difficulties encountered in practical work with "new" work

Personal summary of bank account manager 3

Over the past year, under the leadership of the branch party group, I have been strict with myself according to the standards of leading cadres in party member, strengthened my political belief, strengthened my study of political theory, laws and regulations, financial knowledge, changed my work concept, improved my work style, adhered to honesty and self-discipline, consciously abided by discipline and law, and earnestly performed my duties.

First, in terms of morality:

Seriously implement democratic centralism, take the overall situation into consideration, obey the division of labor, and bravely shoulder heavy burdens. Respect the top leaders, unite with the members of the leading group and the broad masses of cadres and workers, have a correct ideological style and a down-to-earth work style, dare to adhere to principles, be refined and pragmatic, forge ahead, earnestly perform their post responsibilities, adhere to administration according to law, take charge of and coordinate the work seriously, vigorously support the work of the top leaders, and promote the smooth development of the three civilizations construction of sub-branches.

Second, in terms of ability:

Be familiar with and master the national financial principles and policies, financial laws and regulations, and be able to implement them in light of the actual situation; Better coordinate all aspects of the relationship, fully mobilize the enthusiasm of employees, * * * to complete complex tasks; Strong written expression ability, high writing level and strong oral expression ability; High level of cultural knowledge, strong level of professional theory, with the basic skills needed for their jobs; Be able to find problems through investigation, sum up experience and make suggestions, and have the ability to handle and solve problems independently; Rich work experience and wide knowledge.

over the past year, I have presided over the anti-money laundering work conference of financial institutions in my jurisdiction, the symposium on foreign exchange management, the analysis meeting on economic and financial operation, and coordinated the county government to hold the symposium on treasury work. At the above-mentioned meetings, relevant financial principles and policies were studied, and the "one regulation and two measures", foreign exchange management policies, financial macro-control measures, account management, cash management and treasury management regulations were transmitted to financial institutions and relevant departments in the jurisdiction, and relevant work was reported, existing problems were analyzed, and suggestions for improvement were put forward, which better played the role of monetary policy transmission and window guidance of grassroots people's banks.

at the beginning of the year, I organized middle-level cadres in sub-branches to learn the "four methods" and take an exam. Through organizing study and examination, the level of financial laws and regulations and the ability of administration according to law of middle-level cadres have been improved.

according to the responsibilities and scope of the work in charge and coordination, and the requirements of the superior bank, in the past year, I have organized the inspection of cash management, the implementation of the Measures for the Administration of Credit Registration Consulting System, and the implementation of the Measures for the Administration of Counterfeit Money Collection and Appraisal, and coordinated the inspection section of the Central Branch to carry out the inspection of foreign exchange business of foreign exchange designated banks in the jurisdiction and the verification of export foreign exchange receipts of foreign trade companies in the jurisdiction. Through the inspection, the relevant problems were found and corrected in time, which promoted the financial institutions and foreign trade companies in the jurisdiction to operate and manage according to laws and regulations, and better coordinated the relations between all parties concerned.

I have strong ability of guidance, management and coordination. In guiding the work, we always first carefully understand the spirit of the relevant documents, think carefully and draw up a set of work plans; Then solicit opinions from all sides, brainstorm, combine the spirit of the document with the actual situation, and combine individual wisdom with collective wisdom. In the process of work, adhere to the front command, identify the key points and difficulties of work, grasp the main contradictions, solve problems with a clear aim, resolve contradictions, and firmly grasp the initiative of work. In the management work, insist on hosting a meeting of the heads of departments in charge and co-management at the beginning of each month, listen to the work report of last month, and study the work arrangement plan of that month; Adhere to the monthly inspection of the implementation of internal control system in the business office and the foreign management unit, strengthen management and supervise the implementation of internal control system. In the coordination work, adhere to the people-oriented principle, give full play to people's subjective initiative and team spirit, and accomplish complex and arduous tasks together.

I pay attention to integrating theory with practice and strengthen investigation and research. Over the past year, the grass-roots units have been sent down more than 5 times for more than 3 days. On the basis of investigation and study, I have solved many problems in my daily work, and at the same time, I have written many theoretical studies and investigation articles. Among them, the article "Guiding Financial Work with Scientific Outlook on Development" analyzes the problems that occurred in Huidong's history, which violated Scientific Outlook on Development's blind development zone and caused serious economic and financial losses, and expounds the viewpoint of "defining the areas where financial development is restricted and the key points to support development, scientifically grasping the intensity of credit supply, realizing steady and rapid growth of credit supply, and the People's Bank of China should do a good job in financial services". The article "Insist on selecting people with good roles and choosing people with good work style" analyzes the data of punishing corruption by the party and the state and the process from quantitative change to qualitative change in recent years, and draws a conclusion that the problem of selecting and employing people is crucial.

clearly pointed out: "First of all, we should have a good style of work when selecting people. First, we must adhere to meritocracy; Second, we must adhere to the mass line; Third, we must adhere to the collective discussion of the party Committee. Second, we should choose people with good style. First, we must persist in measuring people with virtue; The second is to persist in using people; Third, we must persist in knowing people by diligence; Fourth, we must persist in taking people by performance; Fifth, we must adhere to the view of "choosing people by honesty" The article "Some Thoughts on Current Foreign Exchange Management Policies" starts from the reality of foreign exchange management at the grass-roots level, seriously considers five issues involved in current foreign exchange management policies, and puts forward relevant suggestions for improving foreign exchange management. In the article "Thoughts on Promoting the Coordinated Development of County Economy and Finance", this paper analyzes the manifestations and reasons of the uncoordinated development of Huidong economy and finance, and puts forward six suggestions on promoting the coordinated development of county economy and finance.

Third, in terms of diligence:

I am enterprising, responsible, enterprising and devoted to my work; Serious work, positive attitude, resolute, brave to shoulder heavy burdens, dare to take responsibility, regardless of personal gains and losses; Diligent, conscientious and hard-working; Never be late or leave early for no reason. Over the past year, I have basically had no working leave, and I have been on duty and working overtime more often on holidays. I insist on participating in overtime work in the business office at the end of each month, coordinating relevant work and reviewing relevant statements. Because of my busy work, I gave up the opportunity of being invited to participate in national academic exchanges and study tours abroad many times.

Fourth, in terms of achievements:

I have clear working ideas, strong planning, forward-looking and leading; Pioneering and enterprising, often putting forward reasonable suggestions and being adopted, and completing heavy work tasks and other tasks assigned by leaders; Pay attention to working methods, with high efficiency; Can finish the work assigned by the leaders on time or ahead of schedule,