Personal confirmation summary of bank employees

Model essay on individual employment of bank employees

Summary is a written material to evaluate and describe the achievements, existing problems and lessons, which can give people the motivation to work hard. Let's learn to write a summary together. How to write a summary is correct? The following is a summary essay on personal employment of bank employees that I compiled for you. Welcome everyone to learn from it. I hope it helps you.

Summary of Personal Employment of Bank Employees Fan Wen 1 After nearly two months' probation, she will soon become a full-time employee. During these two months, I was honored to experience the pre-opening training and preparation with you. I was also honored to witness the solemn and exciting moment on the opening day of the company and the joy of tidying up and caring for our family together when we moved into the new office area. And every time I go to talk to a customer about business, my experience is still very clear. I play my role seriously, strive to improve and interact with my colleagues.

Up to now, I have worked and studied for nearly two months, and my heart has been enriched a lot. From the beginning of recording the important events of the morning meeting to the end of recording the daily work log, I can still see what I have done all day, remind myself of what I have to do, and occasionally have thoughts in my heart.

As an account manager, ideologically and mentally, I consciously cultivate my own quality and self-cultivation, constantly improve myself and do the details well. I also want to thank Mr. Wang for his teaching at that early meeting. Everyone deserves respect and courtesy. After the unexpected negligence deeply touched my heart, I paid more attention to details and habits. Thank you very much for Mr. Wang's help and education in our thoughts and behaviors. Seeing my own growth, I feel very full and happy! I also thank Miss Li for her encouragement during the training: "We are professional managers", which is the direction of my unremitting efforts, and I will do better!

In my work and business, up to now, I have basically understood the company's products, concepts, processes and systems. I remember at the beginning, customers were blank and could only attend. They are not familiar with the problems to be understood and verified and the materials to be collected. So far, they can basically grasp the main points, talk and communicate with customers with confidence, and clearly complete the collection of materials, as well as the on-the-spot investigation of customers' business strength in the workshop and the verification of inventory list. Every step has been recognized and summarized. I very much agree with the company's concept of "don't drink a cup of tea from customers", and I have always kept it in mind, without increasing the extra cost of customers, and politely refused every warm invitation from customers, hoping to help the company stick to and continue the original good road. We also strive to achieve differentiated competition of "risk control, speed, affinity and innovation" in all small details, and strive to leave a good impression on all customers we contact and cultivate our own high-quality customers.

As a member of Sunshine Group, we have experienced on-the-spot investigation of commercial loan customers, insisting on risk control first and marketing customers second. We analyze customers from the three principles of strength, credit and benefit, paying special attention to the guarantee of customers' first repayment source and anti-risk, such as the verification of sales revenue. We try our best to check the sales invoices, sales contracts, VAT invoices, manuals and various financial statements in time during the visit, so as not to leave time for the other party to falsify. VAT and bank flow must be synchronized to accurately reflect. Carefully examine whether each report is false, objectively reflect any information collected by customers in the investigation report, and do not conceal or exaggerate it. For customers' doubts, I can communicate with customers reasonably from the perspective of safeguarding the company's interests and image. Try to provide convenience for customers in details such as service, such as sending contracts, sending IOUs and getting information for customers. Easy-to-pay loan business procedures are relatively simple. From the customer experience I have handled with Zeng and Tan Anshu, the most important thing is to verify the stable work and income of customers. Tan Jie, who applied for a special credit line of10.5 million yuan, was in charge of the collection of materials and the signing of the contract. In order to verify her work in the tobacco bureau, I went to her company to get the labor contract. On the one hand, it saves the trouble of customers, on the other hand, I am more sure of the collected information and working conditions, thus reducing the risk. This customer was in a hurry, so I stepped up to make it ready for her in two days according to her needs, which also reflected the timeliness of the company to the limit. The customer is also very satisfied with this and sent a thank-you letter. Moreover, I have a more thorough understanding of all the details and processes in the whole experience, and I believe that the easy loan business will be handled more smoothly.

Summary of personal employment of bank employees Model essay 2 In a blink of an eye, the two-month probation period is coming to an end. During this period, with the care and help of company leaders, department leaders and colleagues, I have gradually adapted to the surrounding living and working environment from the beginning to now, and the sales support work has gradually entered a state. From my own point of view, I have made further progress, and now I summarize my work in these two months as follows:

First of all, personnel management:

1. Find salespeople by phone and attending job fairs, and arrange interviews for qualified candidates.

2. For the new employees who have passed the interview, prepare relevant employment materials according to the requirements of hr, and mark the job number on the system for the new employees.

3, do a good job in the attendance of sales staff, as well as their commission and salary calculation.

Second, the industry management:

1. During the signing of the agreement between CITIC and Bank of Communications, keep in touch with branches, track the countersigning process of the agreement, and set relevant network information in the system after the signing of the agreement, so as to ensure the entry of insurance policies and the normal issuance of bills.

2. Be responsible for receiving, reviewing and sending daily bills, and make daily business records and business broadcasts. If there are any problems such as remarks, follow them up and deal with them in time.

3. According to the requirements of the Director, formulate the channel business plan and expense budget management.

4. Be responsible for formulating the incentive plan for the bank and brc personnel, implementing and tracking it, and doing a good job of reimbursement at the end of the month.

5. Communicate with finance and banks, check the bill at the beginning of each month, and calculate and pay bank fees in time.

6. Make training plans for related businesses and reimburse the expenses incurred during the training.

7. Handle the mail sent by the branch office and complete the tasks assigned by the branch office.

8. Do a good job in the subscription of silver insurance policies, and timely check and sort out the inventory information.

9. Complete all the work arranged by the general manager and provide good logistics support and service for our sales team.

As a newcomer, I always lack planning at the beginning and can't tell the priorities of my work. Due to my carelessness, I made several mistakes. However, after two months of training, I realized my own problems, insisted on making a personal work plan before starting work, clearly defined the priorities of the work, and completed it one by one in time, which achieved the expected results, completed the work with good quality and quantity, and improved the work efficiency. At the same time, I also learned a lot at work and exercised myself. Through unremitting efforts, my work level has made great progress compared with when I first took over, creating a new situation in my work. In the following days, I will keep a good working attitude, step up my study and enrich myself better, so as to be better qualified for this job.

Of course, there are still some shortcomings in my work. For example, in dealing with problems, we still need to look at problems comprehensively with our brains, and our familiarity with the work is also insufficient. However, I believe that through my future work, I will gradually get familiar with, understand and master the work of sales support. I will continue to work hard, improve and perfect in the future, and make my contribution to the development of the company.

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