Summary of the work of public account manager

It's time to write a work summary again. Have you finished your work summary? The following is the "summary of the work of corporate account managers" I compiled for you. Welcome to read it for your reference only. Summary of the work of corporate account manager (1)

It has been three years since I graduated and started working. I feel very honored and grateful to be able to share my own feelings in these three years here.

when I first joined our bank, I was at a loss as to how to give full play to my light and enthusiasm in business development in front of various institutional processes and various customers. After three years of business training and my own thinking summary, I have some insights.

first of all, as an account manager, you need to face all kinds of customers directly. How to market and maintain good customers is a lesson I have been learning in these three years. Under the leadership of the network president, we have successfully marketed several major customers, from which I have learned a lot of valuable experience.

on the one hand, empathy is very important in the interaction with customers. If we can look at the problem from the customer's point of view and the actual integration of our own business, we can get the support of customers in the development of our business and get twice the result with half the effort.

on the other hand, if you can exceed the expectations of customers within your ability, you will be more easily respected by customers. As account managers, we need to exceed customer expectations with our professional ability.

Secondly, account managers, as promoters and practitioners of our products, must further tap the value of existing customers, expand high-value new customers and create greater benefits for our bank by means of product linkage and public-private linkage, so as to reflect self-value to a greater extent.

first, in the loan business, we should start with understanding and tapping the customer's needs, improve the marketing efforts of our credit products, explore more revenue sources and realize income as soon as possible. For example, for the development of ZTE, a large and medium-sized customer, the demand for adjusting the term structure of customer funds from short-term to medium-and long-term is met by applying credit varieties such as medium-term notes and risk participation syndicated loans. All in all, in business, we need to keep learning, and strive to accurately connect our products with customer needs to achieve a win-win situation.

second, in the deposit business, for new customers, we need to expand the idea of absorbing deposits by loans, and explore ways to absorb deposits by customized financial management, fund supervision, personal loans for real estate, and public-private linkage. For existing customers, we need to help improve the settlement return rate of customers in our bank through electronic channels, and increase the personal deposit scale of enterprise employees in our bank through financial and social security cards, payroll payment and other means, so as to improve the deposit retention rate in our bank as a whole.

thirdly, in the maintenance of general settlement accounts, we should enhance the dependence of customers and contribute more value to our bank through the comprehensive marketing of electronic products such as online banking, cash management, bank card and WeChat bank.

finally, in business development, we should always keep in mind the concept of compliance, maintain risk awareness, and achieve sustained and healthy business development.

the above are some of my work insights in the past three years, and I can't elaborate on them one by one. I hope I can encourage you. Summary of the work of corporate account manager (II)

In 2 * * years, I was transferred to Xincheng Road Branch as the account manager, and with the training of bank leaders and the care and support of comrades, all the work has made certain progress. Over the past year, as an account manager, I have always followed the principle of serving customers, putting customers' interests first, doing my duty and serving customers. I will summarize my study and work this year as follows:

1. Consciously strengthen theoretical study and improve my personal quality

First, consciously strengthen political theory study and improve my self-cultivation. I actively participated in various learning activities organized by the branch of the sub-branch, carefully studied the spirit of the party's meeting since * *, further improved my theoretical level and political quality, and ensured that I was consistent with the party ideologically. Earnestly study the new policies of our bank, and study the business analysis meeting of the sub-branch, so that I can better implement the policies of the superior bank in the front-line service and improve the execution.

Secondly, in business study, I constantly sum up my experience and actively communicate with colleagues around me, trying to familiarize myself with the new working environment and content in the shortest possible time. At the same time, I also consciously studied the marketing strategies 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. In * *, he passed the fund qualification examination and the agent insurance qualification examination. In addition, according to the arrangement of the bank, I participated in the training of personal financial planners. During the training, rich course study improved my knowledge reserve and level, and quickly entered the role of account manager. I successfully passed the qualification examination of financial planner in November, laying a good foundation for meeting the needs of work.

Second, down-to-earth, and strive to complete all business work

Over the past year, with the support and help of leaders and colleagues, I have completed the transformation from an accounting supervisor to an individual account manager. During this period, my specific work and achievements mainly include the following aspects:

First, we have done a good job in discovering and maintaining VIP customers. At the beginning of the year, we set up a VIP window to provide differences for VIP customers through the financial center and VIP window. And use OCRM system to maintain VIP customers, such as birthday SMS notification, customer deposit due reminder and credit card repayment due reminder. Although these tasks are trivial, they strengthen the contact with customers, and the implementation of these tasks is well received by VIP customers.

second, in combination with the peak season marketing activities carried out by the superior bank, 351 e-banking marketing activities, credit card screen marketing activities, and all the staff of the branch office actively cooperated with each other to do a good job in marketing, all of which achieved certain results, and won the provincial bank's 351 e-marketing winning prize and the honorary title of advanced unit in credit card screen marketing respectively.

third, try to communicate with customers and resolve all kinds of contradictions. The account manager is the window of external service and the external image of CCB. The level of personal quality directly reflects the service level of CCB, so I am always trying to improve my comprehensive quality and provide the best service to customers. However, it is inevitable to meet unreasonable customers. I also tried to tolerate and understand him, and finally I got the understanding and respect of customers.

over the past year, I have gradually grown up in my study and work, but I know that I still have many shortcomings, such as being prone to embarrassment when I encounter difficulties, not having a high level of personal banking knowledge, and my comprehensive coordination ability needs to be improved. In the future, I will try my best to do the following. I hope leaders and comrades will supervise and guide me:

First, I will consciously strengthen my study, learn from theories, learn from professional knowledge, and learn from colleagues around me, so as to further improve my theoretical level and professional ability and comprehensively improve my comprehensive professional knowledge.

second, be down-to-earth, improve work initiative and consciousness, and improve yourself in bit by bit practice. You must never be complacent and arrogant because you have achieved a little success, but keep a clear head, keep pace with the times and create greater glory.

third, continue to improve their political accomplishment, strengthen the sense of purpose of serving customers, and strive to become an excellent account manager.

I recommend it carefully.