Summary of personal probation period for bank staff

Selected examples of work summary for bank employees during their personal probation period

Every day is completed and completed every day. You should summarize your study and work every day, so as to improve your abilities. To this end, I have specially compiled the following work summary examples for your reference and study!

Article 1: Summary of work during the personal probation period of bank employees

In the blink of an eye, the two-month trial period is coming to an end. During this period, with the care and help of the company leaders, department leaders and colleagues, I have gradually adapted to the life and work around me from being in a hurry at the beginning. The work environment and sales support work have gradually entered the state. From my own perspective, I have also made further progress. I will now summarize the work of the past two months as follows:

1. Human management:

1. Through phone calls and participation Search for sales personnel in the form of a job fair and arrange interviews for qualified candidates.

2. For new employees who pass the interview, prepare relevant company entry materials according to the requirements of HR, and assign work numbers to the new employees in the system.

3. Do a good job in checking the attendance of sales staff and calculating their commissions and salaries.

2. In terms of business management:

1. During the signing process of the agreement between CITIC and Bank of Communications, keep in touch with the branch, follow up on the counter-signing process of the agreement, and prepare After signing, set the relevant outlet information in the system to ensure the entry of the policy and the normal issuance of the order.

2. Responsible for daily receipt, review and delivery of orders, and make daily business records and business reports. If there are problem orders such as notes, follow up and handle them in a timely manner.

3. According to the requirements of the director, formulate channel operation plans and conduct budget management of expenses.

4. Responsible for formulating incentive plans for bank and BRC personnel, implementing and tracking them, and reimbursing expenses at the end of the month.

5. Communicate well with finance and banks, check the order status at the beginning of each month, calculate and pay bank fees in a timely manner.

6. Develop business-related training plans and reimburse expenses incurred during the training process.

7. Handle emails sent by the branch and complete the tasks assigned by it.

8. Carry out subscriptions for bank insurance certificates, and timely count and organize inventory data.

9. Do a good job in all the tasks arranged by Mr. Shi, and provide good logistical support and service for our sales team.

As a newcomer, I always lacked planning in doing things at the beginning, and could not distinguish the priorities of work well. Due to my carelessness, I also made several mistakes. But after these two months of training, I recognized my own problems and insisted on making a personal work plan before starting work, clarifying the order of work, completing each item in a timely manner, achieving the expected results, and ensuring Complete the work with quality and quantity, improve work efficiency, and at the same time learn a lot at work and exercise myself. Through unremitting efforts, the work level has made great progress compared with when I first took over, and created a new situation in the work. In the days to come, I will maintain a good working attitude, intensify my study, and better enrich myself so that I can be better qualified for this job.

Of course, there are some shortcomings in work. For example, when dealing with problems, you need to use your brain more and look at the problem comprehensively. There are also some deficiencies in work familiarity, but I believe Through future work, I will gradually become familiar with, understand and master the sales support work. In the future work process, I will continue to work hard, continue to improve, and achieve perfection, in order to do my part for the development of the company.

Chapter 2: Summary of the personal probation period of bank staff

I entered xx company on March 31st to participate in the training. After nearly two months of probation, I am now about to become a full-time employee. .In the past two months, I have been honored to experience the pre-opening training and preparation of xx with you. I was honored to witness the solemn and exciting moment on the company's opening day, and the joy of moving into the new office area. We carefully decorated and cared for the home together. , and every time I go to a client to discuss business, my experience is still very clear. I play my role seriously, strive to improve, collaborate and learn from each other with my colleagues, and encourage each other, which makes me more confident every time.

After nearly two months of work and study, I feel a lot more fulfilled. Starting from recording the important things in the morning meeting every day and ending with the daily work log record, I can see clearly what I have done every day, what I have been reminded to do, and the thoughts and reflections I have occasionally had in my mind.

As an account manager, mentally and deep in my heart, I consciously cultivate my own quality and cultivation, constantly improve myself, and do a good job in details. I would also like to express my special thanks to Mr. Wang for his teachings at that morning meeting. Everyone should be respected and treated with courtesy. After the accidental negligence deeply touched my heart, I paid more attention to details and habits. I am very grateful to Mr. Wang for his help and education in our thoughts and behaviors. I have seen my growth, my heart is full, and I am very happy! Thanks to Mr. Li for his encouragement during the training: "We are professional managers", that is the direction of my unremitting efforts, and I will do better!

In terms of work and business, up to now, I basically understand the company's products, concepts, processes, and systems. I remember that when I surveyed my customers, I was very blank at the beginning and could only sit in and listen. I was not familiar with the issues to be understood and verified and the information to be collected. Now I can basically grasp the key points and talk and communicate with the customers with confidence, and complete the tasks clearly. From the collection of data, to on-site inspections of customers' operating capabilities in factories and workshops, and verification of inventory lists, understanding and experience summarization are gained at every step. I strongly agree with the company's concept of "not drinking a cup of tea from customers" and always rest assured that it will not increase additional costs for customers. I politely refuse every warm invitation from customers. I hope to help the company to implement good methods at the beginning. Always persist and continue. We also try our best to achieve differentiated competition in all small details such as risk control, speed, affinity, and innovation, striving to leave a good impression on all customers we come into contact with and cultivate our own high-quality customers.

As a member of the Sunshine Team, I have experienced on-site investigation of business loan customer xxxx, insisting on risk control first and marketing customers second. Analyze customers from multiple dimensions based on the three principles of strength, credit, and efficiency, with special emphasis on the customer's first source of repayment and risk resistance, such as verification of sales revenue. We try our best to verify sales invoices and sales contracts in a timely manner during the visit. , VAT invoices, manual ledgers, and various financial statements, leaving no time for the other party to falsify, and VAT and bank statements must be time synchronized to accurately reflect them. All reports are carefully reviewed for fraud, and any information collected from customers is objectively reflected in the investigation report without concealment or exaggeration. For customers' doubts, I can communicate with them in a reasonable manner based on safeguarding the company's interests and image. We try our best to provide customers with convenience in terms of service and other details, such as sending contracts, sending IOUs, and obtaining documents. The procedures for Xinyidai business are relatively simple. From the experience of the clients I handled, Xiang Zeng and Tan Anshu, the most important thing is to verify the two basic points of the client’s stable job and income. Sister Tan, who applied for a special credit of 150,000 yuan, was handled by me from the collection of materials to the signing of the contract. In order to verify her For the work of the Tobacco Bureau, I made a special trip to her unit to get the labor contract. On the one hand, it saves the client trouble, and on the other hand, I have more confidence in the collected materials and work conditions, thereby reducing risks. This customer was in a hurry, so I worked hard to get it done for her in two days based on her needs, which also reflected the company's timeliness to the greatest extent. The customer was also very satisfied with this and sent a thank you text message. During the whole experience, I gained a more thorough understanding of all the details and processes, and I believe that the future handling of Xinyidai business will be smoother.

Chapter 3: Summary of the Bank Staff’s Personal Probation Period

Time flies, and in the blink of an eye, it has been a year since I started working at the Agricultural Bank of China.

From school to society, from midsummer to cold winter, in this short year, I learned a lot and realized a lot. Below I will summarize my work during the internship period since I entered the industry:

The first lesson of joining the company starts with the induction training. Although the time schedule for onboarding training is quite tight, onboarding training is of great significance to us newcomers. Through the on-the-job training, I learned about the corporate culture of Agricultural Bank of China, learned basic knowledge about bank accounts, companies, and financial management, cultivated team awareness, and realized the importance of communication. I benefited a lot from the induction training.

After a short on-the-job training, I started learning the counter business at the Renmin Road Savings Office of Chongming County Branch. When I first started the over-the-counter operation, I always felt in a hurry, and I seemed at a loss to answer questions from customers. With the sincere help and patient guidance of my master and colleagues, I humbly learned and asked for advice and took notes carefully. Soon I learned various basic counter operations such as deposits and withdrawals, reporting losses, foreign exchange transactions, and issuance of certificates of deposit. . At the same time, I also realized that bank counter business may seem simple and repetitive, but in fact it requires tellers to be careful, patient and responsible: handle every business carefully, serve every customer patiently, and always remember Responsible for work and responsible for every customer.

The banking industry is ultimately a service industry, and for banks, each branch is the first window to serve customers, and the quality of its service plays a vital role in the development of the bank. Therefore, it is particularly important to do a good job in service. At work, I always keep the importance of standardized services in mind, treat others with a smile, use polite words, think about what customers think, worry about customers' worries, be customer-centered, and strive to make customers happy and satisfied. Return.

To do a good job at the counter, all skills must be up to standard. For me, every skill such as counting money, calculator, Chinese input, and personal finance business requires practice. With the help of my colleagues at the branch, the training and guidance of the General Management Department, and my hard work, my skill level gradually improved, and the efficiency of handling business at the counter also improved. The level of skills depends entirely on how hard you practice. Therefore, in my future work, I will continue to practice my skills hard and strive to continuously improve.

Working in a bank involves risks. Therefore, it is extremely important to conscientiously implement and abide by various rules and regulations, which is also a reflection of responsibility. As a teller, I work strictly in accordance with the relevant rules and regulations of the Agricultural Bank of China. Whether it is the business processing process or the use and storage of seals and vouchers, they are strictly implemented in accordance with the requirements. Over time, I have consciously developed a serious and prudent work style, and tried to reduce the risks at work as much as possible.

Marketing is also an important part of counter work. Since intermediary businesses such as funds and insurance are also one of the main sources of bank profits, marketing is the part that can create highlights and profits in our counter work. In order to better carry out counter marketing, I learned relevant basic knowledge and established corresponding financial awareness. In terms of outdoor marketing, I mainly take root in large markets and office buildings, and promote our bank's payment channel to merchants along the street. At the same time, I explore potential customers with financial needs and financing, leave their contact information, and introduce them to our bank's professional financial managers and Loan officers, really do a good job in cross-marketing.

The one-year work internship period allowed me to learn a lot of new knowledge, and it also made me realize that I still have many immature aspects that need to be improved. In the future work, I will continue to uphold the down-to-earth spirit, maintain the enthusiasm for learning, correct my mentality, do things with heart, base myself on the position, be honest, serve sincerely, sincerely contribute, and strive to be as good as the Agricultural Bank of China* in the spirit of pursuing excellence. **Grow together and develop together. ;