3 bank marketing work summary reports

1. Three bank marketing work summary reports

Contents of this article

1. Bank marketing work summary

2. Bank marketing personnel Work Summary

3. Bank Marketing Position Work Summary

Under the correct leadership of the Municipal Branch Party Committee, the Business Department of xx City Branch implemented the spirit of the Municipal Bank Meeting in all functional departments of the Municipal Branch and established Taking the "Grow with You, Action in Spring" comprehensive marketing campaign as an opportunity, relying on traditional businesses such as deposits and loans, supplemented by intermediary business, focusing on expanding and maintaining high-quality customers with high effective income as the basic point, we have effectively integrated the entire bank Marketing resources, comprehensively improve comprehensive marketing capabilities and levels, and strive to compete for the deposit market. Under the leadership of the team, all employees of the bank gave full play to their team spirit, seized opportunities, pioneered and innovated, and achieved remarkable results.

1. Completion of various indicators

(2) Corporate deposits were completed at 41.91 million yuan, a decrease of 16.45 million yuan compared with the same period last year, and a decrease of 81.77 million yuan compared with the end of the previous year. Yuan.

On the day of corporate deposits, it increased by 11.05 million yuan compared with the same period last year.

(3) Interbank deposits were completed at 600,000 yuan, a decrease of 22.82 million yuan compared with the same period last year. yuan, a decrease of 440,000 yuan compared with the previous year.

Interbank deposits averaged 15.89 million yuan per day, a decrease of 7.96 million yuan compared with the same period last year and a decrease of 16.39 million yuan compared with the previous year.

(4) Bank card business income was completed, 30,000 yuan less than planned, and 95.31 of the planned amount was completed.

In terms of work summary and life, as a party member, I must be diligent and thrifty, and practice strict savings. Provide rational suggestions for the branch's savings plan, such as saving daily ID card duplication

2. 5 bank marketing summary report templates

Bank marketing summary report template 1

As a member of the bank, we must better recommend our bank's online banking and mobile banking services to customers in need, and bring them more convenient and effective service methods. The following are some of my marketing experience on online banking and mobile banking:

1. Understanding of the product. First of all, we need to have a comprehensive understanding of the product we are marketing and highlight its advantages. Tell customers the benefits, uses, and functions of the product. For example, our bank's online banking and mobile banking have no usage fees or function fees; transfers are free of charge regardless of inter-bank or remote locations; they are rich in functions and can be used to recharge phone bills, etc. Before marketing, you must understand its content, how to use it and its benefits.

2. Recommend products to customers who need them. First of all, marketing is targeted at different people and groups. College students and young people are more likely to accept new things. This group generally charges more for phone calls, but sometimes they don’t have time to pay the phone bill at the business counter. Mobile banking has this This function is undoubtedly a convenience for them. In addition, young people are mostly using mobile network services such as mobile QQ, and they are more likely to accept products such as mobile banking. The disadvantage is that the consumption levels and methods of this group of people are limited. Currently, the use of mobile banking is limited to paying phone bills. It is recommended to appropriately broaden the scope of use, such as adding new services such as recharging game points and online shopping. Secondly, there is another group of people who frequently transfer or receive accounts. They always want to have a computer or mobile phone around them that can be easily carried and can check account balances and transfer funds at any time. Online banking and mobile banking meet their needs. It can help them fulfill this wish and promote the marketing of mobile banking. We need to use different languages ??to serve people with different personalities. We need to truly think about what customers think and be anxious about their needs. In this way, customers will also have a reputation and it will naturally become a living advertisement, and people will naturally come to their homes for consultation. . Finally, many bank card customers open online banking and mobile banking to facilitate shopping, check bills, etc. You can also recommend to customers to open online banking and mobile banking, and explain to customers that after opening online banking or mobile banking, they can check the transaction details of their accounts at any time. OK Whether you want to make a purchase or not, you don’t have to queue up at an outlet to do business.

3. Marketing skills.

Sincerely ask customers whether they need to activate online banking or mobile banking. You can emphasize that activating online banking and mobile banking is free. Pertinent advice to customers to use this product can save them a lot of trouble.

The above is just my personal experience in handling online banking and mobile banking services, and I would like to share with you. Any shortcomings need to be pointed out and we can learn from each other.

Bank Marketing Summary Report Template 2

As an old employee who has worked for two years, I have experienced the entire transformation process of Sanshui Branch. Before the transformation, there were some institutional and conceptual gaps between our bank and other banks, which were reflected in the branch environment and job settings. In the past, we did not have full-time financial managers and account managers, and our branch facilities were backward. The businesses we handled were relatively simple, which did not match our bank's status as a major state-owned bank. After the transformation, we adhered to the concept of "shifting from transaction accounting type" to "service marketing type", comprehensively improved the high-quality and civilized service level of business outlets, improved overall competitiveness, and carefully studied the management experience of modern banks. Starting from stable operations and based on the current situation of the team, we will change the professional and professional structure of employees, comprehensively improve the overall quality of employees, and gradually adapt to the development needs of Postal Savings Bank. By continuously strengthening the bank's internal management and risk control capabilities, it will gradually expand new businesses and improve economic benefits.

Since the transformation, I think there are several aspects that we need to firmly focus on the main line of transformation:

1. Strengthen leadership. We must understand the meaning, content, steps, and We have a clear understanding of the goals and requirements, use these theories as our guiding ideology in the specific implementation of branch transformation work, and promote and improve the branch transformation as a way to improve employee responsibility and customer satisfaction, improve the marketing service capabilities and core competitiveness of the outlets, and enhance Employee execution ability is focused on the most important work to achieve work goals.

2. Unified standards Use unified standards to standardize the service marketing model and business model of outlets, such as unified standards for positioning and service etiquette, to achieve service standardization and consistency of customer experience. While improving customer satisfaction, it also improves our product marketing capabilities, thereby improving the overall transformation of outlet functions and achieving a steady improvement in corporate efficiency.

3. Develop reasonable assessment methods. An important part of the branch transformation is to change the way of employee performance assessment. The points system currently implemented is to a large extent a test of the implementation of transformation. All departments must comprehensively inspect, supervise, and evaluate the implementation of outlet transformation standards to ensure the quality and effectiveness of outlet standardization construction. The points system is used to mobilize the enthusiasm of employees for enthusiastic service and active marketing to implement the execution of transformation. Only by formulating truly reasonable assessment methods can we achieve tangible results in restraining and encouraging employee behavior. Only by ensuring that rewards and punishments are well-founded can transformation be carried out more smoothly, more thoroughly, and more effectively. will be more obvious.

4. Enhance employees’ sense of responsibility Employees are the soul of an outlet. A dynamic and cohesive team must be a team full of responsibility. For every employee, no matter whether he is a financial manager or a noble teller, whether he is a leader or an ordinary employee, he must be full of a sense of responsibility for his own position, but also for the entire outlet and the entire postal savings bank. Every conscientious and responsible employee is a treasure of the outlet. Only when employees are full of a sense of responsibility and perform their duties can the entire team be prosperous and the entire outlet be on the road to rapid development.

Bank Marketing Summary Report Template 3

In the first quarter of this year, the province’s postal financial business showed a good momentum of sustained and rapid development, and the peak season marketing of postal financial personal business was well completed. All tasks of the activity achieved a "good start". In order to summarize the experience and achievements achieved in peak season marketing activities, commend the advanced, and deploy the main work in the next stage, from April 21 to 22, the Provincial Postal Company and the Provincial Postal Savings Bank jointly held a provincial postal financial peak season meeting in Lu'an. Marketing activities summary and commendation meeting.

Ju Yong, general manager of the Provincial Postal Company, Jin Genzhu, deputy general manager, and Zhang Hong, president of the Provincial Postal Savings Bank, attended the meeting.

In his speech, General Manager Ju Yong fully affirmed the achievements of the province's postal financial work in the first quarter. Regarding how to better complete the next phase of work this year, General Manager Ju Yong pointed out that cooperation with China Post and Bank for development is the key to the sustainable development of postal financial business. Adhere to the coordination mechanism of Postal Bank, and truly achieve unified development goals, unified brand image, unified planning actions, and unified assessment management in terms of formulating business development plan goals, promulgating marketing activity planning plans, implementing reward policies, formulating assessment methods, etc., and internally The high degree of unification enhances the external competitiveness of postal finance and truly maximizes the interests of the industry. He emphasized the need to fully understand the current favorable situation, seize opportunities, and develop rapidly. This year, the country will continue to implement proactive fiscal policies and moderately loose monetary policies, focusing on maintaining stable and rapid economic development and effectively promoting economic structural adjustment. At present, Anhui is in the stage of accelerating industrialization and urbanization. Our province's comparative advantages and late-mover advantages are becoming increasingly prominent, and its influence continues to increase, creating good conditions for expanding opening to the outside world, undertaking industrial transfers, and upgrading industrial levels, especially the national The comprehensive launch of the construction of industrial transfer demonstration zones in the Wanjiang River urban belt and the promotion of the construction of technological innovation project pilot provinces to national strategies will provide a new driving force for the economic development of our province. It can be seen that there is a broad market space for the development of postal financial services. Attention should be paid to strengthening regional policy research and industry analysis, increasing financial services to local infrastructure, pillar industries, and important customers, continuously improving the ability of postal finance to serve the local economy, and achieving the results of local government recognition, user support, and enterprise benefits. Establish a win-win situation and promote all postal financial work to a new level. General Manager Ju Yong requested to further optimize and adjust the business structure and strive to improve the quality and efficiency of development. Pay attention to the adjustment of deposit structure, income structure, product structure and customer structure. He pointed out that it is necessary to strengthen basic capacity building and enhance business development potential. We will strengthen the staffing of business outlets and increase investment in outlet renovation and equipment. General Manager Ju Yong requested to actively fulfill social responsibilities and improve people's quality of life. Accelerate the promotion of second-category branches to launch microfinance business; continue to do a good job in obtaining new rural insurance agency qualifications and providing services. The Postal Bank must work together and closely, make full use of the social resources and connections of the Postal Service over the years, further communicate and coordinate with government departments, especially the social security department, and continue to strive for local representatives for the "new rural insurance" business. Issue qualifications. At the same time, we will give full play to the financial service advantages of postal savings in rural areas and act as an agent for the government in handling the “new rural insurance” business. General Manager Ju Yong finally emphasized the need to accelerate the application of financial informatization and provide modern postal financial services. The launch of telephone banking and personal online banking systems is a further improvement in the application level of postal financial informatization and an important means of providing modern postal financial services to customers. It can not only effectively broaden service channels, facilitate customers to handle business by themselves, but also improve postal financial services. Overall image and service level. At present, the number of registered telephone banking customers in our province is only 270,000. All localities should further increase the promotion of telephone banking and actively cultivate customers' self-service awareness. The personal online banking system is currently being promoted within the system and will be officially opened to the outside world on June 1. All localities must attach great importance to and carefully organize the use promotion work for internal employees of the system. During the internal promotion stage, attention must be paid to implementing relevant incentive policies and actively guiding internal employees to join the system. , and at the same time do relevant training work to ensure the completion of various task indicators issued by the group company.

Governor Zhang Hong first summarized the overall situation of the province’s postal financial personal business marketing activities in the first quarter. She pointed out that the development of the province’s postal financial personal business in the first quarter had three characteristics: close cooperation between postal financial services; Pay close attention to the security of funds; vigorously carry out publicity, marketing and standardized services. President Zhang Hong put forward specific requirements for the province's postal finance main work in the next stage: focusing on project marketing, scientifically developing card business, and consolidating and maintaining the results achieved in savings deposits.

First, strengthen leadership. In order to raise awareness, let all levels effectively strengthen the organizational leadership of spring action. The Party Committee of the branch repeatedly emphasized at the executive meeting and directors' meeting that spring is the occasion of the year. During the two festivals, the flow of people, logistics, and capital are highly concentrated, which are non-renewable and scarce resources in the year. We must firmly seize the opportunity and seize the opportunity. Proper marketing work during the two festivals is of great strategic significance to the successful completion of the bank's annual work goals. Through repeated communication, the main leaders of each unit have generally enhanced their sense of urgency and responsibility for the spring action, and their work initiative has been greatly improved. At the same time, the branch promptly established a comprehensive marketing leadership group for your growth Golden Key Spring Action, with the party committee secretary and the president as the team leader, the vice president as the deputy team leader, and the head of the front and back office departments of the branch as members; each unit also established a corresponding leadership group with the main The person in charge is the team leader and the business backbone is the member of the working group, and the specific responsibilities of the team leaders and members of the special teams at all levels for the various work goals, measures, and implementation of the Spring Action are effectively strengthened to effectively strengthen the organizational leadership of the Spring Action.

The second is to refine the marketing plan. The branch promptly issued the "Comprehensive Marketing Implementation Plan for the Golden Key Spring Action of a Bank that Grows with You", detailing the action time, participating units, organizational structure, action goals, marketing strategies, main guarantee mechanisms, assessment indicators, and evaluation rewards of the Spring Action. change. By establishing a team of account managers, creating a comprehensive marketing platform, enriching financial products, optimizing the customer structure, and improving the guarantee mechanism, we strive to create a five-in-one comprehensive marketing system and realize the advancement of scientific, professional, standardized, and systematic marketing work. Make the marketing plan have strong guidance for the whole bank's marketing work.

The third is to strongly publicize and launch bank marketing activities. Based on sufficient preliminary preparations, the branch promptly held a bank-wide spring action marketing mobilization meeting. At the meeting, the secretary of the party committee and the president of the branch gave a themed report entitled "Emergency action, all personnel went out to seize business opportunities, and achieved a good start in marketing in the first quarter of Spring Action", which greatly boosted the morale of the whole bank; the leaders of the branch and relevant departments were responsible People redeployed marketing activities; representatives of departments and branches made statements. The bank's spring action marketing campaign was launched with enthusiasm and laid a winning foundation for a good start.

Bank Marketing Summary Report Template 5

During the two holidays, in accordance with the requirements of the Provincial Bank of China’s “Notice on Carrying out Postal Savings Bank’s Multi-Year Publicity Activities”, our branch carefully organized comprehensive publicity and business The marketing activities have achieved good results. The relevant situation is now reported as follows:

1. Strengthen leadership and refine measures to ensure that multi-year publicity and marketing activities are carried out in an orderly manner and achieve the expected results. Our branch was established by the supervisory bank. The multi-year publicity work leading group is composed of general managers of the office, financial accounting department, comprehensive business department, corporate business department, credit business department, channel and technology department, etc., and is composed of the office, financial accounting department, comprehensive business department, etc. Relevant personnel from the Department, Corporate Business Department, Credit Business Department, Channels and Technology Department form a daily work organization, which is specifically responsible for the organization, mobilization, and notification of activities. At the same time, in accordance with the overall requirements of the provincial bank’s multi-year publicity work, our branch combines its own actual conditions. , formulated a specific implementation plan, put forward specific and clear requirements for each branch, each department, and each outlet, assigned responsibilities to individuals, and promoted them in stages.

2. Highlight the key points and focus on innovative forms. ----Theme, based on the characteristics of the New Year's Day and Spring Festival "two festivals" and the society's awareness of the Postal Savings Bank, our branch will focus on image promotion and comprehensive business promotion, highlighting the full-featured state-owned Postal Savings Bank The image of a commercial bank highlights the network and product advantages of the Postal Savings Bank.

First, a batch of business promotion leaflets and promotional materials were printed and distributed to branches, focusing on creating a festive atmosphere in the branches, improving the image of the branches, and establishing the Postal Savings Bank brand; second, through elevator advertisements, TV advertisements, and light pole advertisements, The placement of online media has enhanced the social visibility of the Postal Savings Bank; third, we have taken advantage of the news media to carry out publicity. During the "Two Festivals", we will continue to strengthen communication with the "--Daily" and other media to serve the "agriculture, rural areas and farmers" support We organize the publication of articles on the themes of small and medium-sized enterprise development and improvement of service levels, and enhance the visibility of Postal Savings Bank through soft news.

3. Organize carefully and promote systematically. First, do a good job in distributing and distributing promotional materials. Based on the actual situation of each branch, we will make overall plans and distribute the promotional materials distributed by the provincial branch and the promotional materials produced by the municipal branch to the sub-branches in a timely manner and distribute them to each sub-branch. Second, the heads of all branches and outlets are required to attach great importance to this publicity and marketing activity, and the branch managers are required to stand on the front line of marketing, command from the front, and take the lead in setting an example. The third is to increase publicity at the window, take advantage of outlet resources, and use promotional leaflets, slogans, TV and other forms to conduct extensive business publicity, which has driven business growth. The third is to actively carry out customer visits and use the pre-holiday period to give small gifts to customers to understand user needs and promote Postal Savings Bank business. The fourth is to organize customer appreciation meetings and social gatherings to enhance communication with customers, enhance customer loyalty, and tap the potential value of customers. During the two festivals, each branch organized more than 50 promotion meetings and thank-you meetings, and developed insurance worth more than 4 million yuan. Fifth, we took advantage of the favorable opportunity during the Spring Festival to actively carry out the construction of credit promotion stations and expand business promotion channels. At present, each branch has established 10 publicity stations in accordance with the requirements of the city branch, and placed credit business promotional boards in prominent locations, laying a good foundation for accelerating the development of credit business in the first quarter.

Through the implementation of multi-annual publicity and marketing activities in 20--, the social visibility of Postal Savings Bank and the social awareness of Postal Savings Bank’s products and services have been greatly improved, which has contributed to accelerating business development. Played a positive role in promoting.

5 related articles on bank marketing summary report template:

★ 5 bank personal work summary formats

★ 5 bank personal work summary templates 2021

★ Bank Marketing Work Summary Report

★ 10 Marketing 2022 Summary Templates

★ 5 Excellent Marketing Plan Templates

★ Sales Ten year-end work summary templates

★ Five corporate sales department work summary formats

★ Five sales work summary templates

★ Bank sales personal work Summary report

★ 10 sales personal work summary templates

3. How to write a daily personal summary in the bank marketing diary

Although I am very smart, but to say this is true It’s hard for me

4. What tax does a bank pay on selling gold and silver?

Banks pay value-added tax when selling gold and silver, but do not pay business tax or consumption tax. The "Notice of the State Administration of Taxation on Issues Concerning Value-Added Tax on Financial Institutions' Personal Physical Gold Trading Business" (Guo Shui Fa [2005] No. 178) stipulates as follows: First, for the physical gold trading business engaged in by financial institutions, each financial institution shall implement the following provisions: Prefecture-level branches and sub-branches at the provincial level and directly affiliated first-level branches shall prepay VAT according to the prescribed pre-collection rate, and the provincial branches and directly affiliated first-level branches shall uniformly settle and pay the VAT; second, each branch, branch, Savings banks should apply for tax registration with the competent state taxation bureau where the institution is located in accordance with the law; third, all provincial branches and directly affiliated first-level branches should apply for tax registration with the competent state taxation bureau where the institution is located and apply for recognition as a general taxpayer of value-added tax. Summarize the physical gold sales and input tax reported by the local branches or sub-branches on a monthly basis, calculate the value-added tax payable according to the general taxpayer method, calculate the tax payable based on the pre-tax amount, and report and pay it to the competent tax authorities.