Bank staff league building activity plan

Scheme of Bank Staff League Building Activities (5 general remarks)

In order to ensure the smooth progress of activities, it is often necessary to make an activity plan in advance, which is a written plan for specific activities to be carried out. So how should the activity plan be formulated properly? The following is my carefully organized activity plan for bank employees' league building (generally 5 articles). Welcome to reading. I hope you will like it.

Bank Staff League Building Activity Plan 1 I. Activity Time

XX，XX，XX，XX

Second, the active object.

China Bank Debit Card, China Bank Credit Card and Great Wall Credit Card.

Third, the venue.

Four. Activities:

During the activity, you can enjoy the special discount of "gold is 266 yuan per gram, 2 yuan is reduced by BOC card per gram, and 100 customers send transshipment beads before shopping".

Verb (abbreviation of verb) activity rules

1, customers need a BOC card to participate in the activity;

2. Require cardholders to show their BOC cards at checkout, and clearly indicate their use and participation in activities;

3. The activity can't be exchanged for cash, and there is no change, so you can't enjoy it with other offers at the same time.

4. After the cardholder enjoys the discount, the merchant shall send a special person to fill in the relevant contents of the Customer Signing Record Form (see the attached table);

5. The preferential terms are applicable to the contracted merchants participating in this preferential activity. If they close down, they need to notify in advance;

6. Bank of China has the final right to interpret this activity within the scope permitted by law.

Organization and implementation of intransitive verbs

During the 1. activity, the cooperative enterprise will give BOC cardholders a discount of "266 yuan per gram of gold, and every time 2 yuan is deducted from BOC card, 100 customers will be given transshipment beads before shopping".

2. Cooperative merchants need to put promotional materials (electronic display screen, etc.). ) In the store, provide corresponding discounts for BOC cardholders during the event as required to ensure the smooth progress of the event.

3. If the cooperative enterprise fails to perform the contract during the activity, China Bank has the right to investigate its liability for breach of contract and demand the other party to bear the corresponding losses.

4. After the activity, send the POS purchase signing documents attached to the Customer Signing Record Form to the project leader of China Bank for review, and the project leader will organize post-project evaluation. (See Annex for the contents of the form)

Seven. Activity promotion

1, China Bank Channel 1) SMS platform of China Bank.

2. Domestic banking outlets: the activity information is sent to the outlets in the bank, and each outlet publicizes it to the customers of the outlets.

3. Broadcasting and publicity

Bank employee league building activity plan 2 I. Activity theme:

"Golden Autumn Marketing"

With the theme of "Golden Autumn Marketing", this activity aims to express our sincere desire to share our efforts with high school and mass customers and create a better future together, and to spread our business philosophy of focusing on customers and striving to achieve "win-win" between banks and customers. On this basis, banks can refine the main "selling points" of activities into sub-topics according to the characteristics of their own activities.

Second, the activity time:

20XX September 26th-65438+1October 3rd1.

Third, the purpose of the activity:

Taking Mid-Autumn Festival and National Day as the tipping point, focusing on personal high-end customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards and increasing the handling fee of Express Huitong, focusing on expanding the shopping, tourism, catering, entertainment markets and related markets, while expanding product coverage, promoting the multi-frequency and multi-variety use of customers and promoting the all-round development of personal banking business; At the same time, through the promotion of "Golden Autumn Marketing", we will establish the brand social image of our bank, enhance customers' knowledge and feelings about our three-level personal financial services (VIP service, community service and self-service), improve the distribution efficiency of electronic channels and effectively improve business performance.

Four. Activity content

Activities mainly include the following contents:

(1) "Happy Delivery of Golden Autumn Marketing Products" promotional gifts.

In order to encourage cardholders to spend by credit card and make paperless payment, promote the rapid growth of various business volumes of bank cards and self-service devices, maintain and enhance the competitive advantage of Express Huitong business, and promote the sustained and rapid development of remittance business, the following preferential promotions and gift-giving activities are specially carried out:

1. "Golden Autumn Marketing. Self-help to send gifts. "

(1) During the activity, customers who pay twice on the self-service equipment in the province with our savings card can exchange the payment voucher and deposit and withdrawal voucher for a gift worth 200 yuan at their local business outlets. First come, first served, until it is delivered. The voucher must be the payment voucher of the same savings card. After the gift exchange, we will take back the payment voucher.

(2) Customers who sign the payment agreement during the activity can get a gift worth 200 yuan. Send it after signing the contract, one for each household, first come, first served, until it is delivered.

The event gifts are purchased by the bank itself.

2. "Golden Autumn Marketing. Kaqing Double Festival "

(1) During the activity, the annual fee of the current year is exempted when applying for the card.

(2) If the credit card consumption reaches a certain standard, you can take the POS documents and bank cards of consumer transactions to the designated place of the local CCB to receive the gifts of corresponding standards until the end.

Spend more than 1000 yuan (inclusive) and give gifts with a value of 100 yuan;

Spending more than 5,000 yuan (inclusive) by credit card, giving away the value of 150 yuan gift;

Credit card spending 10000 yuan (inclusive) or more, giving gifts of 200 yuan value;

Spend more than 20,000 yuan (inclusive) by swiping the card, and give gifts worth 300 yuan;

Gifts should fully cater to customers' psychology of holiday leisure shopping. Suggestions for spending less than 5,000 yuan by credit card include zoo tickets, park tickets, and packages of fast food restaurants with elegant dining environment such as McDonald's around shopping malls. These are all set by the bank itself.

Banks should actively screen 3-4 special merchants with large consumption transactions, such as large shopping malls, high-end hotels and restaurants, according to local actual conditions, and take the form of on-site gifts to customers whose consumption reaches the standard that day to enhance the sensational effect of the event.

Since the activity lasts for more than one month, banks should arrange the rhythm of gift delivery reasonably and determine the number of gifts delivered at all levels every day, and the gifts will be delivered on the same day; At the same time, banks should actively give gifts to customers with different cards.

3. "Golden Autumn Marketing. Express Huitong provides big delivery. "

During the activity, the remittance fee for express Huitong was reduced by 20%.

(2) "Golden Autumn Marketing. Products are happy to send "outlets, silver jewelry product display and quality service activities.

Carry out "golden autumn marketing" with business outlets as the unit. Products are happy to send "quality services and silver products exhibition activities. These activities mainly include:

1. Hang publicity banners at business outlets, and post and place marketing activity posters and activity leaflets of provincial branches (issued recently) to attract customers' attention with novel and rich visual appeal.

2. Tellers in outlets wear work badges uniformly, which increases the affinity of employees and highlights the warm and cordial service image of our employees.

3. During the activity, outlets should set up special publicity information desk and be equipped with storage guide, strengthen dynamic publicity, guide customers to handle ordinary deposit and withdrawal and payment business through self-service channels provided by banks, and actively do related exchange work.

4. Actively carry out high-quality service of outlets, improve the service quality of counters of express Huitong and other businesses, strengthen the communication between counter personnel and customers, and effectively enhance the service image of outlets.

5. Do a good job in providing customers with green channel services, provide preferential services to customers in strict accordance with relevant requirements, and create a good holiday service environment for customers.

(3) "Golden Autumn Marketing. Happy product distribution "community activities.

1. Expand the penetration of community marketing, close community relations, and steadily promote community marketing as planned.

Seize the favorable opportunity of Mid-Autumn Festival and National Day and carry out "Golden Autumn Marketing". "Happy products" community marketing activities, and steadily promote the second phase of community marketing. Through the close combination of excellent service, outdoor exhibition, community finance class and community publicity of marketing team, the image of community service will be established in an all-round way, the connection between community financial service outlets and target communities will be strengthened, the feelings between outlets and community customers will be brought closer, and community marketing will be steadily promoted.

2. Determine the target customers of the community, actively expand the relevant business volume in combination with the promotion content of the activity, and effectively improve the business performance of community marketing.

(1) Actively expand express Huitong business.

September and June 5438+ 10 are the peak periods for students to enter school or register as freshmen. Banks can carry out marketing activities to enjoy remittance discounts with student ID cards or admission notices, attract student customer groups and expand the market business of educational communities. For people with high remittance frequency in cities, such as business people and migrant workers in commercial communities, actively carry out community marketing activities to improve the effectiveness of marketing activities; For large remittance companies with potential and national and trans-regional enterprises with demand for paying wages in different places, banks can conduct one-to-one marketing through public-private linkage, and strive for batch remittance services such as paying wages in different places.

(2) Effectively promote personal savings deposit business.

In September and June, 5438+ 10, the target communities of personal deposits should be identified as campus communities and wholesale markets, so as to effectively grasp the seasonal characteristics of students' tuition fees and frequent business contacts and vigorously absorb savings deposits. Seize the business opportunity of the National Day stock market closed, focus on marketing "personal notice deposit", seize the opportunity of freshmen to enter school, and focus on marketing "education savings deposit". In marketing propaganda, we should pay attention to the innovative advantages of our notice deposit assistant and education deposit only twice. During the National Day, banks should make good arrangements. During the activity, banks should arrange special personnel to be on duty to properly handle customer complaints or meet customers' special needs.

(3) Effectively develop personal car loan business and various personal consumer credit businesses.

During the activity, banks should strengthen the publicity and marketing of automobile consumption credit and personal consumption credit business of our bank in commercial communities such as automobile distribution market, home appliance wholesale market and house decoration market. Strengthen the marketing of high-end customers,

Promote the cooperation of car purchase service for group customers; At the same time, we will strengthen communication and cooperation with PICC P&C company and automobile dealers, increase the expansion of the group's customer resources, and promote the steady growth of personal automobile loan business.

During the activity, banks should speed up the efficiency of business acceptance and approval, and strive to provide convenient and efficient services to customers on the basis of standardized operation.

(D) "Golden Autumn Marketing. Happy delivery of products "activity.

Taking this activity as the breakthrough point, through the establishment of the customer return visit system, we can understand the customer's holiday needs, make full use of the service functions of the cooperative units, and provide customers with all-round VIP value-added services; At the same time, we should seize the favorable opportunity that high-end customers have leisure to consider personal or family financial planning during the "October 1" period, and launch personal financial services to high-end customers to further enhance the attractiveness of Ledangjia financial services. The main contents are:

During the 1. activities, banks will send holiday cards made by provincial branches to customers by letter or manual delivery, and prepare a certain amount of gifts at the same time. Gift bags are uniformly produced and distributed by provincial branches, and gifts are provided by banks.

2. Cooperate with local high-end cooperative institutions in catering, entertainment and other industries to provide discounts for customers who hold my card during the event; Joint airports, stations and other transportation departments provide VIP services to customers.

3. During the National Day, customers go out more, and banks should ensure the normal operation of wealth management centers, wealth management counters and customer-specific windows; At the same time, organize business outlets, personal loan centers and other operating institutions to effectively implement customer green channel services and various preferential services to create a good holiday service environment for customers; In addition, we should cooperate closely and strictly implement the standard of "roaming service" to ensure that V customers of the head office can get special services all over the country and honor brand promise. This is the music owner.

Verb (abbreviation for verb) activity target

Through this series of activities, our personal banking business strives to achieve the following objectives in June+10, 5438:

1. The number of new customers exceeded the best level in the same period in history, the customer structure was improved and the quality was further improved;

2. The social popularity and utilization rate of the card have been further improved. Compared with the same period last year and September this year, the volume of credit card consumption transactions increased significantly in that month, and the proportion of peers increased on the basis of September;

3. The competitive advantage of Express Huitong has been consolidated and improved, which has promoted the sustained and rapid development of the business, and the fee income has increased to the best level in the same period in history;

4. The transaction volume of agency business such as self-service equipment deposit and withdrawal increased by 10% compared with September.

5. Successfully complete various business indicators.

Three-line group building activity plan I. Activity theme:

Welcome "March 8th" real feedback.

In order to repay the long-term support of new and old customers to our bank, the sub-branch specially held the "March 8th" credit feedback activity to enhance our brand awareness, improve service level and win a good reputation, thus laying a solid foundation for the sub-branch to complete its tasks in the first quarter and the whole year of XX.

Second, the purpose of the activity:

Through this activity, the banking business strives to achieve the following goals at the beginning of XX:

1. The number of new customers exceeded the best level in the same period in history, the customer structure was improved and the quality was further improved.

2. The balance of savings increased by 3 million yuan, the activation rate of online banking reached 50%, and wealth management sales increased by 200,000 yuan year-on-year.

3. Successfully complete various business indicators.

Third, the activity time:

March 5th, XX—March 8th, XX

Four. Target audience:

All customers who hold our bank cards and passbooks and new account opening customers.

Verb (short for verb) activity:

During the 1. activity, all customers who apply for time deposit in our bank will get a gift to welcome the "March 8" real feedback activity.

2. During the event, in order to celebrate Women's Day on March 8th, the bank specially launched two wealth management products specially designed for lesbians: 153-day 77 wealth management bonds with an annualized rate of return of 5. 15%; 83 wealth bonds, 365-day annualized rate of return can reach 5. 4%; All high returns, waiting for you to participate.

Six, the establishment of the activity leading group

Division of labor: During the activity, the tellers in the outlets wear work badges in a unified way, which increases the affinity of employees and highlights the warm and cordial service image of our employees.

XX is responsible for uniformly hanging propaganda banners and exhibition boards at outlets; Wu Xiaoming is mainly responsible for guiding the publicity information desk of outlets, guiding customers to participate in activities in an orderly manner, and actively doing a good job in collecting prizes; Feng is mainly responsible for the reception and service of corporate customers, actively guiding corporate customers, recording their basic information, guiding corporate customers to participate in activities in an orderly manner, and actively collecting gifts from corporate customers.

On that day, the front desk business personnel actively carried out quality service of outlets, improved the service quality of counter business, made good customer guidance, and effectively enhanced the service image of outlets.

Off-duty staff, one is responsible for the reception at the door, guiding VIP customers and providing green channel services.

The other is responsible for distributing gifts and backstage services.

Credit personnel at outlets should make recommendations to credit customers respectively and actively participate in our activities.

Seven. Implementation arrangement

1. The lobby manager should do a good job in the early publicity of the business hall.

Specific requirements: the lobby manager wears ribbons to publicize and guide customers in the lobby.

The wealth management manager wears ribbons to publicize and explain wealth management products to customers waiting for business in the lobby.

2. Contact the personal business department of the city branch, build a short message publicity platform by using the information base, and inform our social security IC card customers by short message.

Specific requirements: Contact An Bin, Personal Business Department, and use SMS platform to send promotional messages to ic social security card customers.

3. Off-duty personnel conduct door-to-door publicity for each unit every day.

Specific requirements: the sales staff are divided into two groups, and the assistant to the president will bring off-duty staff into the unit every day to promote our products and issue business cards.

Eight, award setting:

Brand toiletries, cosmetics and other female products.

During the activity, all those who come to participate in the "Welcome March 8th" real feedback activity organized by our bank will be given gifts.

Four-line group building activities program I. General theme of the activities

"China bank card May Day gift, Kim is here to see you!"

Second, the types of cards participating in the activities

Great Wall series credit cards and Bank of China series credit cards.

Third, the activity time

April 30th-May 3rd

Four. Activity content

(1) Gift-"Shopping Lottery in Shopping Mall and Supermarket"

During the activity, you can participate in the lottery of shopping malls and supermarkets if you spend a certain amount in the designated shopping malls and supermarkets.

Wanya Mall Standard: You can participate in the mall lottery when you spend a single sum of money in 500 yuan on the same day. This activity will draw five lucky customers, each of whom will receive a shopping voucher award from 500 yuan Shopping Mall.

Standard of Times Supermarket: You can participate in the lucky draw when you spend a single sum of money in 99 yuan. Each supermarket will draw 50 lucky customers, and each will be rewarded with a supermarket coupon with a value of 100 yuan.

(2) Double gifts-swipe the card to win the "gold" activity.

During the activity, if you spend over 3,000 yuan, you can participate in the lucky draw to win "gold" (real estate, automobile, wholesale, medical education, charity and government service transactions do not participate in this activity), and the lucky draw will be held according to the card issuing location. Wujiang Award is set as follows:

Grand prize: 1 winner: 10g gold bar.

Bank staff league building activity plan 5 I. Purpose of the activity

Create a good environment for using credit cards, improve cardholders' awareness of using cards, cultivate citizens' habits of using cards, and let more citizens enjoy the convenience brought by the new settlement tool of bank cards, which is convenient for people's lives.

Second, the activity time

20xx65438+February1-20xx65438+February 30th.

Third, the organization of activities.

The organizer of this activity provided technical support for Yizheng Bank Card Work Leading Group Office, Jiangsu Yizheng Rural Cooperative Bank, China Industrial and Commercial Bank Yizheng Sub-branch, China Agricultural Bank Yizheng Sub-branch, China Bank Yizheng Sub-branch, China Construction Bank Yizheng Sub-branch, Bank of Communications Yizheng Sub-branch, China CITIC Bank Yizheng Sub-branch, Jiangsu Bank Yizheng Sub-branch, Yizheng Postal Savings Bank, Yangzhou Yintong Company (co-organizer) and China UnionPay Jiangsu Branch.

Fourth, publicize the theme.

UnionPay card is a safe, healthy and fashionable choice.

Verb (abbreviation of verb) activity rules

20xx65438+February1-20xx65438+February 30th, any cardholder who has designated a merchant in Yizheng City with a consumption card number of "6" will have the opportunity to win prizes (single transaction). The awards are as follows: 1 Grand Prize, South Korea Tour (6000 yuan

30 first prizes, each with 400 yuan equivalent.

90 second prizes, each with an equivalent bonus of 200 yuan.

Third prize 1200, each prize 10 yuan.

Redemption method: the cardholder holds a label marked "Yizheng City Bank Card Activity X Award" and goes to Yizheng City Bank Card Management Office (in China People's Bank, Jiefang West Road, Yizheng City 106) to receive the online lottery prize. The consultation telephone number is X, and the redemption date is from the day after winning the prize to 20xx65438+February-20xx65438+1October 30.