5 Bank 2021 Year-end Personal Summary

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Bank’s 2021 year-end personal summary 1

20__ has arrived. Looking back on the past year, I have gained a lot. With the care and help of leaders and colleagues, and through continuous efforts in learning, certain progress has been made in all aspects. Here I will briefly summarize my study and work during this year:

1. Work attitude

Since I joined CCB, I have been strict in all aspects. I work hard to improve myself so that I can adapt to the working environment of the bank more quickly. By reading books and materials, master various bank business operation procedures, be brave enough to discover problems, and humbly ask seniors for advice on issues you don’t understand, learn from their advanced experience and knowledge, and improve your own quality.

2. Work and study

During this year at CCB, I worked in the sales department. The bank belongs to the service industry, and my work requires me to face many customers every day, which is fully reflected in the sales department. For this reason, I often remind myself that "treating others well is to treat yourself well." I learned some basic banking services here, such as RMB deposits and withdrawals, opening personal settlement accounts, intra-city exchanges, etc. Let me fully realize that the most important thing in bank work is to be careful. Every account number and every decimal point plays a key role in a business.

In addition, whenever there are new documents and video training related to the industry, I also seriously participate in the spirit of the documents within the department and implement them in my work. Only by studying the system, understanding the system, acting under the requirements of the system, mastering all-round knowledge, and understanding policy changes and industry risks can one become a qualified CCB employee.

One year is neither long nor short. Time has given me a deeper understanding of China Construction Bank. It has also allowed me to improve my business skills through my own study, leadership and colleagues’ education and help, and become more qualified for the positions I have held and am currently holding. During this year, as an employee of China Construction Bank, I personally experienced the huge changes that the bank's shareholding reform brought to our daily work and life - such as the introduction of concepts such as economic value added, key performance appraisal indicators, etc., which made business operations The business philosophy of the department has truly changed from focusing only on quantitative expansion in the past to focusing on qualitative improvement, and the resulting significant changes in job division and income distribution. The promulgation of various rules and regulations has put forward many clearer and more detailed requirements for our "standardized operations" at CCB. We pay attention to detail management and refined management in our work, and have more preventive and disciplinary measures for violations of laws and regulations. , especially the "Special Rectification Activities for Violations and Violations" carried out within the industry has once again sounded the alarm to us - work must not only be done "well" and "quickly" but also "legally" and "compliant". It is also important to know how to "make up for the situation before it is too late" and to "prepare for a rainy day".

Times are changing, the environment is changing, and the work of the bank is also changing from time to time. New things appear and new situations occur every day, which requires me to change with the situation. Learn new knowledge, master new skills, adapt to changes in the surrounding environment, improve my ability to perform my job, train myself to become a comprehensive CCB employee, and better plan my career to achieve the goal I strive for. Of course, I still have certain deficiencies in the handling and operation of some details. I will hone myself in future work and study, improve myself with the guidance and help of leaders and colleagues, carry forward my strengths, and make up for my shortcomings. 20__ is full of opportunities and challenges for me. In the new year, I have set new goals for myself, that is, to intensify my study, better enrich myself, and meet the new job with a full spirit. challenge.

In the face of severe challenges, strengthen the sense of urgency and consciousness in learning. There will be more opportunities and competition waiting for me this year. I am secretly encouraging myself to stand firm in the competition. I will do every job in a down-to-earth manner. I firmly believe that I can complete the tasks assigned by the leadership and complete the various indicators in the industry. I will also learn from my seniors and other comrades, learn from each other's strengths, exchange good work and experience, make progress together, and achieve better work results!

Bank's 2021 Year-End Personal Summary 2

In 20_, under the correct leadership of the bank, with the support and help of my colleagues, and guided by the Scientific Outlook on Development, I conscientiously implemented the bank’s work principles and policies, based on my duties, served customers, and better served customers. Completed one's own work tasks, achieved certain results, and gained recognition from bank leaders and customer satisfaction. The work situation in 20_ is now summarized as follows:

1. Achievements in work.

In 20_, I worked diligently and fully completed my work tasks and achieved good work results. In addition to completing the front-line teller work, I took advantage of every opportunity to sell bank financial products. I sold bank financial products for _10,000 yuan, including: funds_10,000 yuan, insurance_10,000 yuan, and bank cards_10,000 yuan.

2. Study hard and improve political and ideological awareness and professional work level.

In 20_, I have carefully studied the party's theory, improved my political and ideological awareness, kept in line with the bank ideologically, strengthened my ideals and beliefs, established a correct world outlook, outlook on life and values, and established a dedicated The idea of ??customer service and selfless dedication. In addition to studying political theory at work, my focus is on learning the bank's various systems, work disciplines and financial management business knowledge, so that I can learn deeply and thoroughly, master it in my mind, apply it to actual work, and do a good job for myself. Lay a solid foundation for your job. Through study, I became familiar with and mastered the bank's various systems, work disciplines and basic financial management business knowledge and skills, enhanced my ability and level of performing job responsibilities, kept pace with the times, enhanced the overall situation, and was able to better integrate Implement the actual situation, complete various tasks assigned by the bank, and achieve good results.

3. Establish service awareness and do a good job in service.

As a front-line teller, to do your job well, the key is to establish a service awareness, do a good job in service, and obtain customer satisfaction, so as to enhance the bank's taste and image and promote the development of banking business. To this end, I must be dedicated to my job, fulfill my responsibilities, endure hardship before enjoyment, and provide good service to customers. Focus on three aspects of work:

First, position yourself, do a good job in service, eliminate your laxity and deficiencies in your thinking, thoroughly update your concepts, consciously regulate your behavior, and conscientiously implement all bank regulations service measures.

The second is to use business technology and proficiency as a measure of service level, practice basic skills hard, speed up business processing, avoid mistakes, and grasp quality.

The third is to work hard to learn new business knowledge and master the necessary knowledge and skills to do a good job in banking, especially knowledge about financial products, laying the foundation for expanding business scope and creating good economic benefits.

In 20_, I worked hard and seriously. Although I have made great progress in political thinking and business knowledge, and achieved good results in business work, I still have to deal with the requirements of the bank and the hopes of customers. In comparison, we still need to continue to work hard and improve. In the future, I will continue to strengthen study, deepen management, and in accordance with the requirements of the Scientific Outlook on Development, pursue a pragmatic work style, and work with innovative and development ideas, work hard, overcome difficulties, and raise the bank's work to a new level. Create excellent business results and make my due contribution to the healthy and sustainable development of the bank.

The bank’s 2021 year-end personal summary 3

20_ is my second year working at the Liaobu Branch of China Merchants Bank. With the support and encouragement of the leader, I took over as the lobby supervisor In this year, the work of the lobby has been greatly improved in terms of service and management. The following is a summary of my work in several aspects in 20_:

1. Service:

As a lobby supervisor, in addition to being familiar with the bank's financial products and business knowledge, you must also be familiar with the bank's financial products and business knowledge. We must strengthen our professional ethics and be dedicated to our work; we must be enthusiastic and generous in service etiquette, behave in a standardized manner, and be tactful in dealing with emergencies in a timely manner to avoid unnecessary complaints. In terms of lobby service, we must cooperate with the counter to divert customers in a timely manner. We must serve customers' needs and concerns, win customers' trust, and make every customer feel our smile and feel at home.

2. Lobby team management:

In March 20_, I took over the lobby team management work. The difference from before is that in addition to doing their job well, they also need to manage the cooperation and communication between the financial management staff in the lobby. Decompose the tasks according to the various task indicators of the branch, and supervise the financial management staff in the lobby to complete the tasks according to the time schedule, so that the Liaobu branch can complete the full-year tasks of credit cards, insurance and electronic banking ahead of schedule, so that our branch's balanced score card has achieved excellent results.

3. Personal achievements:

In the past year, I have used more considerate services in the lobby to find customers, win their trust, and get their business support. I have obtained _multiple standard gold cards, _multiple standard golden sunflower cards, _multiple credit cards, and also opened a diamond card and a private bank card. In addition, I have more than __ million in external funds. The customer's fixed deposit amount is more than __ million. I can achieve such excellent results this year, of course, without the cooperation of my colleagues and the support of my leaders.

Of course, in this year's work, I also had my own shortcomings and made mistakes. However, under the guidance of the leaders, I was able to correct them in time and demanded myself more strictly. , continue to grow and make progress, and welcome the arrival of the next year with a new look.

The bank’s 2021 year-end personal summary 4

As a bank teller, I have seriously accumulated daily work experience, devoted myself to studying new business skills, and made my own contributions to the development of our bank. Some contributions. The personal work situation of this year is summarized and reported as follows:

1. Persist in learning and continuously improve political and ideological quality and work ability.

If you learn, you will advance; if you don’t learn, you will retreat. The times require us to keep pace with the times, study hard, and draw work ability, motivation for progress, and vitality for innovation from learning. Only by strengthening study can we truly mature ourselves ideologically, theoretically, and professionally, do our job better, and complete work tasks with quality and quantity. My working principle is to "do a line, love a line, be proficient in a line, be diligent and down-to-earth", which makes me pay more attention to strengthening theoretical study, focusing on learning the party's basic line, principles and policies, scientific development concept and the party's ten principles. Nine Spirits, etc.

Through study, my political acumen has been further enhanced. I can keep a clear mind and a firm stand in the face of specific matters. I always focus on collective interests, putting the collective first before the individual, and my thoughts gradually mature. In life, actively learn from the leaders and colleagues around you to continuously improve your communication skills and gradually become more comprehensive in solving and thinking problems.

2. Perform job responsibilities conscientiously and strive to complete various tasks.

Since starting work, I have resolutely obeyed the arrangements of the organization and leadership, overcome various difficulties, worked diligently, and completed various tasks well.

(1) Work conscientiously and fulfill your duties.

Usually, I proactively take on the task of picking up and delivering banknotes. In my job, I feel that I have many aspects that need to be learned and strengthened.

Therefore, when I started working, in addition to carefully studying the relevant business operation books of our bank, I also humbly asked other colleagues around me about problems encountered in handling business. I also use my rest time to learn the business of other counters, so that I can master the comprehensive banking business as soon as possible and improve my business quality.

Through daily accumulation, when I transferred from the original savings counter to corporate business, I was able to quickly adapt to the new job, which greatly shortened the transition time. At the same time, I also work hard to practice business skills such as operating systems so that I can have the ability to provide customers with high-quality, efficient, and fast services.

In my future work, I must continue to maintain a positive learning attitude and innovative awareness, and at the same time, I will humbly ask other colleagues for advice so that I can adapt to this position as soon as possible and live up to the expectations of my leaders.

(2) Grasp the overall concept, actively support and cooperate with unit leaders to carry out various tasks.

Conscientiously implement the work requirements of the branch and complete the tasks assigned by superiors with quality and quantity; strengthen management, improve unity, and build morale; actively participate in the formulation of various plans and plans, and do a good job in analysis and Forecasts, reasonable suggestions, and accurate decisions promote the healthy, sustainable, and rapid development of our bank's various businesses. Perform job responsibilities conscientiously and give full play to the role of the leading teller.

Reasonably arrange the cash operations of counter staff, fully mobilize the enthusiasm of each employee, and establish a job responsibility system and a work quality assessment system with "clear division of labor and consistent rights and responsibilities". Create a good learning atmosphere, organize internal employees to learn business knowledge, rules and regulations, policies and regulations, etc., and carry out various forms of on-the-job training to improve the professional quality of internal employees.

(3) Focus on the inspection and implementation of standardized business operations and various internal control management measures.

Bank settlement business is a high-risk position, and the internal control construction of settlement business should be placed in an extremely important position. Starting from standardizing the counter operations of settlement business and strengthening management, we will conduct immediate, regular and irregular self-examinations of leading tellers, strive to eliminate various hidden risks, and ensure that the risks of settlement positions are reduced to a minimum. We should do a good job in self-discipline supervision of key businesses, key links and key periods, immediately urge corrections when problems are discovered, and actively cooperate with the supervision and guidance of superior authorities.

(4) Improve service concepts and comprehensively improve standardized service levels.

Service is the lifeline of a bank. Every employee agrees with this concept, and every employee recognizes this, promoting the in-depth, high-level, and all-round development of services and enhancing the competitiveness of our bank among peers. Standardized services are also a manifestation of active marketing. Improved service quality can provide customers with better and more distinctive services than other banks, so we can maintain good customer resources.

In short, although I have achieved certain results at work, I still have a certain distance from the requirements of an excellent bank teller. In future work, I will further improve and enhance myself, give full play to my own strengths, subjective initiative and enthusiasm for work, coordinate all aspects of relationships, and unleash my work potential.

The bank’s 2021 year-end personal summary 5

The year __ is about to pass. Looking back on the work of the past year, the accounting and settlement department of the branch will follow the overall deployment of the province and branch, with the theme of security prevention. Strengthen the basic management of accounting and settlement as the main line, adhere to the work style of forging ahead, pioneering and innovative, truth-seeking and pragmatic, with the care, attention and support of the bank leaders and branch professional departments, with the close cooperation of various departments and offices and the support of all staff of the settlement department With the joint efforts of ***, we have successfully completed various tasks such as acquiring and increasing deposits, intermediary business, insurance, and funds. The prevention awareness, business quality, accounting quality, and service skills of all employees have been greatly improved. The following is a report on this year's work:

1. Strengthen risk prevention to ensure safe and accident-free accounting settlements. Over the past year, under the leadership of the president in charge, one general manager and two members, all managers and full-time supervisors Everyone performs their duties and responsibilities, strengthens management, supervision, inspection and guidance, and does their best to make the work as detailed and practical as possible. Starting from the most basic system, all employees are guided to handle business in strict accordance with the rules, regulations and operating procedures. Through on-site inspections, access to videos, subpoenas, registration books and irregular random inspections, we focus on monitoring and inspecting counter-transactions and reversal businesses throughout the year, and at the same time inspecting problems that arise in provinces, branches and departments. The reasons were analyzed item by item, rectifications were implemented in a timely manner, and hidden dangers were nipped in the bud, thereby defusing and preventing risks. The accounting settlement was safe and accident-free throughout the year.

2. Strengthen personnel training, improve business quality and accounting quality. Use morning training and free time to organize employees to learn relevant documents, rules and regulations, new business and new knowledge in a planned and step-by-step manner, so that employees can learn more about it. I have a deeper understanding of the business I do, such as organizing employees to systematically study foreign exchange business, financial payment system business processes and non-tax income business, so that every teller can handle business smoothly. In response to problems arising from the accounting quality of subpoenas at the accounting and settlement department and the three public outlets of the two branches, voucher samples were developed and provided to tellers for reference. At the same time, documents were issued to address the quality issues of the money bundles and were issued in a timely manner according to the actual situation. The accounting quality has been greatly improved by providing clear guidance on the accounting business, eliminating common practices, and strictly following the system as the standard.

3. Increase marketing efforts, actively expand the development space of intermediary business, and increase intermediary business income. While consolidating and improving the traditional intermediary business, the settlement department will use newspapers, TV media, and issue leaflets to vigorously promote Promote the safe deposit box business; sign cash management service agreements with many enterprises such as life insurance companies, tobacco companies, and urban credit unions, and sign fine and confiscation collection agreements with more than 40 law enforcement units across the region, significantly increasing intermediary business income; utilizing The bank and tax network allows online tax payment and the People's Bank of China to open and clear accounts, thus greatly increasing account management fees.

4. Deepen the reform of the accounting system and take the lead in organizing full-function banks. Carefully organized and carefully arranged, during the process of withdrawing and merging the Weidong branch to the Jiatie branch, and the process of withdrawing and merging the counters to the sub-branch, the business staff were guided to carry out the account transfer, so that the bank's outlet merging work was accurate and smooth Finish. Organize business personnel of each branch to participate in the testing and verification of full-function banking systems.

5. Effectively compress cash inventory and strive to improve the comprehensive utilization rate of cash. We have re-assessed the inventory limits for each outlet in accordance with the cash inventory quota issued by the branch. In order to rationally use funds and improve the utilization rate of funds, we have Make an appointment in advance to withdraw large amounts of cash, and use cash at each outlet to pay and check regularly. The inventory limit is effectively controlled during holidays and at the end of the month. There are no 101,002 items in transit throughout the year, and the comprehensive cash utilization rate reaches 61%.

6. The whole bank took active actions to clean up the accounts. During the process of cleaning up the accounts of the People's Bank of China, the Accounting and Settlement Department took the lead. When the number of accounts was large, the account opening time was long ago, and the enterprises were widely distributed, they collected account information in advance from high-quality large customers in a planned and focused manner, and at the same time obtained With the great help and support from the institutional business, company business, personal finance business and other departments, the comrades overcame various difficulties and went to the enterprise to collect account opening information. 430 accounts have been approved.

7. Strengthen the quality management of money bundles to make the quality of "five good" money bundles reach 95%. In the first half of the year, the Settlement Department took the lead and organized the heads of the two offices and each savings outlet to hold an "on-site meeting on strengthening the quality of money bundles", and formulated and issued the "Notice on Effectively Strengthening the Quality of Money Bundles" and formulated specific awards. Punishment measures were taken, and special personnel were designated to monitor and assess the quality of money bundles at each business outlet, and regular reports were made to praise advanced and encourage underachievers. This improved the sense of responsibility of business personnel, mobilized the enthusiasm of handling personnel, and achieved good results.

8. Actively cooperate with the People's Bank of China to do a good job in anti-counterfeiting and anti-money laundering publicity work. In the anti-counterfeiting and anti-money laundering work organized by the People's Bank of China, under the leadership of the president in charge, the Settlement Department organized personnel to Propaganda slogans, posters, distribution of brochures, leaflets, and consultation desks are used to promote anti-counterfeiting and anti-money laundering knowledge to the general public, improving the anti-counterfeiting and anti-counterfeiting capabilities of the general public and corporate financial personnel, and effectively to prevent cash risks. In XX, although the accounting and settlement work has achieved some results, there is still a big gap from the requirements of leaders and comrades. For example, the service is not in place, civilized language is not often used, etc. Therefore, in future work, we must strengthen Management, give full play to the functions of one general manager, two members, and the accounting supervisor, strengthen internal control and external defense, improve the quality of employees and accounting quality, expand the foreign exchange market, and bring the work of the settlement department to a new level.

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