A collection of 1,000-word bank annual work plan templates

Bank Annual Work Plan Sample (Part 1)

1. Strengthen branch service management and comprehensively improve counter service levels

Starting from standardizing service standards, Implement standardized service introduction and standardize civilized service behavior. Establish morning meeting and welcome systems, standardize service postures and terms, strengthen lobby manager management, and further improve service efficiency.

2. Breakthrough in deposit growth.

1. Plan early, act early, and arrange early. Through the service model of entering streets, buildings, and markets, strengthen publicity among merchants, streets, markets, and residents to fully tap residents’ savings. deposit.

2. Conduct a deposit competition. Seize the opportunity to visit relatives and friends during the holidays to take the initiative and give full play to the role of a one-person bank. Through your own relatives and friends, you can strengthen your social network and expand the scope of saving deposits, striving to increase your customer base and savings deposits. At the same time, we will increase marketing efforts for wage distribution to enterprises and institutions.

3. Increase the deposit rate. Adhere to the customer-centered service concept and achieve: go out, welcome in, and retain, creating a snowball chain reaction. Strengthen marketing efforts to go out of the counter, go out of the cooperative door, and approach customers to increase the rate of customers opening accounts in credit unions; strengthen high-quality services, expand customer groups, and increase the rate of funds returning to the credit union; strengthen counter services and improve office efficiency speed and improve capital retention.

3. Go all out to collect bad debts

Taking advantage of the favorable situation of building credit in Shanxi and optimizing the financial ecological environment, we will increase the intensity of collection according to law, especially increase the amount of mortgages and guarantees. Efforts should be made to collect loans in accordance with the law; innovate collection methods. Implement strict and standardized account management for non-performing loans, achieve one policy per account, and formulate practical collection plans. Bank Annual Work Plan Sample (Part 2)

Basic ideas for the work in 20__: closely focus on the central work of our bank, with the purpose of "serving the overall situation and serving the youth", strengthen the self-construction of the group, and guide The majority of youth members have made contributions and grown up in the various work practices of our bank. With a new mental outlook and good work attitude, they strive to create a new situation in our bank's *** Youth League work.

1. Strengthen the organizational construction of the league

1. Establish and improve the organization of the grassroots league. All grassroots league branches are required to promptly update the "Data Collection System for Grassroots Organizations of the Communist Youth League" based on changes in personnel within the league, and in accordance with the "Articles of the Chinese Communist Youth League" and the "China Communist Youth League" "Grassroots Organization Election Rules" provides relevant procedures and requirements to complete the establishment and improvement of the league organization or the re-election.

2. Improve the working system of the group. All grassroots Youth League branches are required to strictly abide by the "Regulations on Collection, Management and Use of Tour Fees of Guangdong Development Bank", "Guangdong Development Bank Member Management System", "Guangdong Development Bank "Youth Civilization Account" and "Youth Job Experts" Management Measures" and other work system to further standardize, institutionalize and make various group work public and ensure that the work is implemented.

2. Strengthen the construction of ideological style and guide the youth members to establish a correct world outlook, outlook on life and values ??

1. Strengthen ideological and political education. Guide young members to advocate science and oppose superstition, and use scientific theories to arm their minds, so that young members can firmly believe in communist ideals and beliefs and establish a correct world outlook, outlook on life, and values.

2. Strengthen the construction of professional ethics. Combined with the central work of our bank in different periods, we carry out in-depth professional ethics education activities through various forms such as special learning and education, advanced deeds reports, speech contests, etc., to guide the majority of youth members to further enhance their confidence in the development of GF and standardize professional behavior. , improve moral standards, strengthen legal concepts, promote new trends in the industry, and integrate the enthusiasm and creativity of young people into the reform, development and construction of our bank.

3. Pay attention to the education of ideals and beliefs. Focusing on important anniversaries such as "May 4th", "July 1st", "National Day", "Xingqing" and other important anniversaries, carry out various educational and entertaining themed educational activities and group day activities to further inspire youth members to love the party and the group. , patriotism, love for the industry, and love for the job, enhance the vitality of the group organization, and expand the attractiveness and cohesion of the group organization.

3. Adhere to the service center and unite and lead the members to contribute to the cause of GF.

1. Continue to standardize the creation and management of "Youth Civilization". Continue to cultivate and expand the "Youth Civilization Account", use points to lead the area, expand coverage and influence, and comprehensively improve the creation level of our bank's "Youth Civilization Account". Carry out in-depth experience exchanges and visit and study activities of "Youth Civilization", and continuously expand and explore new areas and new connotations of the work of "Youth Civilization".

2. Vigorously carry out the selection activities of "Young Job Experts". This year, the "Young Job Experts" selection activity will be carried out to comprehensively improve the business knowledge and technical skills of the employees. By establishing advanced models, we guide young workers to learn from, compare with, and catch up with the advanced, and integrate their enthusiasm, wisdom, and strength into their jobs, and promote young technical talents to play an exemplary role.

3. Carry out innovation and efficiency-creating activities with "innovative concepts", "innovative products" and "innovative technologies" as the main content. Guide young employees to establish new ideas and concepts, dare to explore and innovate, use their professional knowledge, work experience and technical advantages to focus on key topics such as product and technology development, transformation and upgrading, combined with our bank's marketing and business promotion , carry out fruitful technical research or project development activities.

4. Carry out "youth volunteer" activities and strive to play the role of the commando of the regiment organization. From time to time, we organize young front-line members of the bank to carry out "True Service Day" business consultation and promotion activities at the entrance of their business premises or in bustling urban areas, actively cooperate with our bank's marketing and image promotion, carry out customer consultation day activities, and promote our bank's series of financial products.

4. Persist in serving the youth, actively create conditions, and promote the growth and progress of young people

1. Do a good job in "recommending the best" to join the party and provide new strength to the party organization. Guide the majority of youth members to actively move closer to the party organization, and actively recommend outstanding young people with political firmness, pursuit of progress, and both ability and political integrity to join the Communist Party of China on the basis of extensive training, organizational inspections, and merit-based recommendations.

2. Care about the work, study and life of young employees and enhance their sense of belonging to the group organization. Regularly carry out heart-to-heart talks with young people who are members of the Youth League, carry out ideological work in a targeted manner, and strive to make the work of the Youth League organization play a role in understanding the current situation of the youth, reflecting the voice of the youth, serving the work of the center, and safeguarding the fundamental interests of the youth. It is necessary to frequently express condolences and help young employees in need to solve their problems, so that young members of the league can feel the warmth of the league organization.

5. Carry out the construction of youth culture in depth, shape young people with a noble spirit, and inspire young people with excellent works

1. Create an online *** Youth League propaganda position. The Youth League Committee of the branch will cooperate with the Youth League Committee of the head office to gradually promote the information construction process of the Youth League work, and promptly reflect the major activities and dynamic information of the Youth League as well as some relevant knowledge of the *** Youth League and hot youth issues on the website of the head office in a timely manner, so as to better Stay close to the youth, serve the youth, and unite the youth.

2. Continue to carry out meaningful cultural and sports activities. In order to enrich the amateur cultural life of young people, the Youth League Committee of the branch will take the lead in organizing cultural and sports activities that are rich in content, flexible and diverse, entertaining, educational and entertaining. It is necessary to arrange time reasonably, innovate the form of activities, continuously improve the appeal and effectiveness, and attract as many young people as possible to participate in the activities. Bank Annual Work Plan Sample (Part 3)

In 2016, there are many things worth recalling for bank employees who are at the center of the reform wave, especially those who work in the position of account managers. Feelings It's even bigger.

During the competitive recruitment at the beginning of the year, in my own words, "This is the first time in many years of working that I have formally stepped onto the podium to fight for a job." Moreover, unexpectedly, I was almost dazzled by the competition. I felt the pressure from the beginning. From that time on, I struggled with myself in my heart. I must work hard and fulfill my mission. This is what he thought and did. Over the past year, I have closely followed the leadership team of the branch in my work, focused on the work focus of the branch, and successfully completed various tasks. I have used wisdom and sweat, actions and results to reflect the spirit of dedication and selfless dedication.

Up to now, I have completed the new deposit task of 24.15 million yuan, completing 241.5% of the plan, handled 3 acceptance bill discounts, amounting to 4.6 million yuan, completed intermediary business income of 10,000 yuan, and completed personal savings 610,000 yuan. At the same time, he also successfully completed fund sales, credit card, debit card marketing, etc., completed the implementation of the online banking system of China Construction Bank, a power supply company, and assisted the branch in completing the research and development and promotion of the real-time collection and deduction system for electricity bills.

Customers come first and deposits are the center. I always put the customer first in my work, take the customer's matters as my own, worry about the customers' needs, and think about what the customers think. In terms of working methods, I always achieve "three diligences" and work diligently. , work hard, and use our brains diligently to win customers' support for our business. I can be an attentive person at work. He captured the information from an inconspicuous words of a financial officer of a certain company. This information belongs to the Secretarial Writing Network. Put the mouse and follow the prompts to view more information on the Secretarial Writing Network. , and eventually nearly 27 million yuan of funds were received at the beginning of the year, achieving a "good start" and laying a good foundation for the bank's deposit increase work.

In the process of serving customers, I am meticulous and inject brotherhood and friendliness into my work, making the simple and boring service work rich and colorful, truly embodying the concept of customer first. When a customer receives flowers from him on his birthday, he will definitely be moved by the surprise; if a customer receives a text message with funny words from him when he is troubled, he will definitely put his unhappiness behind for the time being. With a trace of gratitude; and when the client unfortunately lies in the hospital bed, you will see him busy running upstairs and downstairs... Although things are very ordinary and simple, but for a meticulous person like Chen Gang, Not many, I have been engaged in credit and deposit work in the bank for more than ten years, and I have a relatively comprehensive independent working ability. With the needs of bank reform, my working ability and comprehensive quality have been greatly improved, and my business level and Professional skills have also been updated and improved with the various stages of reform of CCB. In order to fulfill my mission and complete various tasks assigned by superiors, as an account manager in charge of multiple key accounts, I faced the difficult situation of increasing competition in the industry. With the help of branch leaders and department colleagues, I boldly expanded my ideas and established With a customer-first mindset, he adopts different working methods for different customers and strives to provide customers with the best financial services. His own understanding of work is that "the needs of customers are my job." Open up ideas, be brave in innovation, and carry out work creatively.

With the reform of my country’s economic system and financial system, the trend of customers choosing banks has taken shape, and competition among peers has become increasingly fierce. In terms of business development, I have you among you, and I have you among you. In the competition In order to survive and develop, how to serve key customers well plays a decisive role in the business development of our bank.

I think that as a good account manager, you should always pay attention to researching the market and paying attention to market dynamics. Researching the market means analyzing the marketing environment. On the premise of grasping the objective environment, you should study customers and make decisions through customer analysis. The research aims to understand the operating rules of customers' funds, and strive to track customers' downstream funds to our bank, achieve "monopoly control" of funds from the source, realize the internal circulation of funds, and consolidate the financial strength of our bank. Bank Annual Work Plan Sample (Part 4)

The new year is coming, but competition within the industry will continue to intensify. Faced with various severe situations and pressures, in the new year, we We will further change our business philosophy, study new and adopt some effective measures in the past, and comprehensively promote the development of all branch businesses, so that all work in XX will have a good start.

Deposits are the foundation for a bank’s survival. Our bank will vigorously carry out deposit marketing from the following aspects.

1. Strengthen services, give full play to advantages, steadily increase savings deposits, and implement specific measures

1. Establish a responsibility system for deposit work, with the leaders in charge personally responsible, the teams in charge specifically responsible, and all personnel ***Together;

2. Further improve the assessment and incentive mechanism, firmly establish the idea that grasping deposits means grasping benefits, and fully mobilize the enthusiasm of employees to increase deposits from the distribution mechanism;

3. Use the "100-Day Savings Deposit Contest" held by the branch at the beginning of the year to enter various communities and enterprises and institutions to carry out publicity. Talk directly to customers face-to-face. The publicity must be in-depth and detailed, and cannot follow the process and be a formality. Keep good records, understand the customer's current and fixed deposit information and regular payment dates, and strive to allow customers to handle business in our bank. We need to contact more old customers, strengthen communication and consolidation, and use the old to replace the new, point to area, and comprehensively spread. Give full play to the power of teamwork, so that every product we add can be put to practical use;

4. Give full play to the brand advantages of our bank's personal working capital loans, comprehensive credit loans and other businesses, and increase the use of loans to induce deposits And absorb deposit deposits. The key marketing targets of this part are administrative personnel, senior executives of enterprises and institutions, and individual business owners with assets of more than __ million yuan.

5. Take effective measures to promote the steady growth of corporate deposits.

2. Increase credit marketing efforts and strive to improve the quality and comprehensive benefits of credit assets

Make good housing mortgages and working capital loans for high-quality small and medium-sized enterprises and individual private owners, and increase cooperation with To cooperate with guarantee companies to solve the problem of difficult guarantees, we must select some good customers, welcome customers through credit leverage, put customer deposits, credit and other businesses into our bank in a package, based on our bank's interests, we must provide more services for We always think of customers and come up with ideas and ways to gain their trust and achieve a win-win situation.

1. Further strengthen the research on national macroeconomic and industrial policies and regional economic policies, grasp the key points, actively support customers in advantageous industries, and optimize credit investment. On the premise of effectively controlling risks, targeted credit issuance based on the specific circumstances of customers.

2. Change the business concept and give full play to the short-term financing function of bill discounting and bank acceptance bill business. Bank acceptance has developed slowly in Guyuan. Most customers only have superficial understanding and do not have adequate understanding. Although a small number of them are in other fields Professional banks handle it, but it is not timely and cannot meet the needs of customers' business development. This is an opportunity. In 20__, as long as our publicity is in place and the service keeps up, we will be able to win over these customers to handle business in our bank. In addition, we will increase the intensity of internal and external discounts, increase the amount of bill discounts, and increase revenue and profits. Bank Annual Work Plan Sample (Part 5)

2020 is the second year that the business department has implemented new performance appraisal methods. It is also a year in which the business development of the branch faces severe challenges. To this end, based on a careful summary of the year's work, the branch office has a deep understanding of the current situation, pinpoints the pulse of the market, exploits strengths and avoids weaknesses, and centers on "improving the level of operation and management and accelerating business development", working together with one heart and one mind to achieve healthy and healthy business operations. Rapid development.

1. Pay attention to the advantages of outlets, seize development opportunities, and promote the rapid development of advantageous businesses.

Savings deposits are the foundation of a bank’s survival and are also one of the important indicators for the president’s target assessment. The annual savings deposit time point and daily average indicators of the branch offices are relatively good. As a strong indicator of the branch, we must also firmly grasp the savings deposit business next year and not relax, proceed steadily, and promote the healthy development of the branch. The first quarter of the year is the peak marketing season of the year, and competition for deposits among banks will be fierce. How to seize opportunities and win in peak season marketing is the main task of the coming year. The basic idea of ??deposit marketing for branch offices is "get in and stay stable".

First of all, the so-called "getting in" means to vigorously explore deposit resources, transfer deposits from other banks and market circulating funds to our bank, so that deposits at the outlets can grow rapidly. First, mobilize all employees of the firm to actively provide deposit marketing clues. As soon as valuable marketing clues are found, account managers and relevant marketing personnel will take action immediately and use various methods to contact customers and strive to transfer funds. Secondly, we should take advantage of the opportunity of a large amount of funds being withdrawn during the Spring Festival to promptly discover and track the flow of customers' funds and turn short-term hot money into long-term deposits.

Thirdly, make full use of the existing publicity methods of my branch, such as SMS marketing, promotional slogans, etc. to convey the information about the deposits I have received and attract customers to come to me.

Secondly, "stable", the key to stability is to firmly retain the firm's existing deposits. The first quarter is the peak season for banks to transfer deposits. Competition among major banks must be extremely fierce. The existing deposits in my branch are also at risk of being transferred by other banks. According to current statistics, a total of millions of time deposits in our branch are about to expire in the first quarter. Whether we can retain this part of the funds is crucial to us. Therefore, we draw on the successful experience of marketing in 2016 and adopt methods such as proactively contacting expiring customers and giving marketing gifts to customers to stabilize at least 50% of the funds.

Thirdly, capital-guaranteed financial management is a two-way calculation product for deposits and financial management. It has a short time, fast turnover and high interest rate, which can attract some customers with higher requirements for capital liquidity. Marketers at counters and outlets can increase the sales of principal-guaranteed financial products, which can serve as a useful supplement to deposits and also serve the purpose of promoting the growth of outlet deposits.

2. Combined with the characteristics of the outlets, vigorously expand merchant cards and increase the number of card issuances. Use points to promote areas, use cards to attract deposits, and drive all-round business development.

The branch office is located in a prosperous urban area with convenient transportation and numerous merchants. Each merchant is a potential customer of the Merchant Friend Card. Using the new merchant card as a medium, it can attract merchants to pay for goods and increase deposits at outlets, drive new POS transfer work for small and medium-sized merchants, and at the same time promote credit cards to merchants, achieving multiple goals with one stone. At present, the main follow-up project of our outlet is the expansion of Merchant Card merchants in Women's City. The specific work will start from November 2020 to carry out merchant mapping and publicity. 2020 is an important customer group for the newly issued merchant cards of our outlet. In the coming year, the outlet will The person in charge takes the lead and the account manager is responsible for further intensifying follow-up efforts to change the previous single and passive situation of business expansion. Bank Annual Work Plan Sample (Part 6)

Time has entered 20xx. In the past year, I have always done things according to the requirements of our bank, and strived not to make mistakes in my work. At the same time, I also closely followed the steps of my superiors, corrected my mistakes when I knew them, and was not arrogant or impetuous. Even though I did not make many mistakes in my work this year, I still reminded myself all the time that since I have become If I become a bank worker, I must carry out my work well and serve the people. The following is my own work plan for 20xx. This is still a simple version and will continue to be revised and improved in the future.

People say that "plans cannot keep up with changes." Indeed, one year is still a long time. Even though I have considered many factors now, even if I have taken some unexpected situations into account, I still can't I want to ensure that I can continue as planned, so now I can only roughly plan the work for 20xx. Judging from my personal work performance in 20xx, I feel that I still need to improve my business capabilities because I have not been in the bank for a long time and have little work experience. Compared with the seniors in the bank, I know that I I still have a long way to go. Even though I often ask my seniors for advice, I feel that I am still far behind. So in the new year, I will participate in more trainings organized by our bank. If there is any If there is a better opportunity, I will also participate in skills training outside the province, so that I can learn more knowledge related to banking business and better improve my personal abilities.

When I handle business, I am actually not particularly careful. Especially when the business is busy, I occasionally make some mistakes. Although I have been careful to avoid these situations, it It still pops up a few times from time to time. I think this is because I have too little knowledge, but it is not a bad thing to make mistakes. After all, work is a process of continuous improvement, and some situations will inevitably occur in this process. , but as long as we are willing to make corrections and spend time to figure out the root cause of the problem, then our work will definitely get better and better. In addition, I still have a problem that needs to be corrected, and that is my work attitude. In my daily work, I always have a cold expression, and I can’t see too much joy and anger, so the impression I give people is Not being enthusiastic enough will actually have a certain impact on my work, so I have to adjust my mentality more and try to keep a good smile in front of my customers.

The above is my work plan for 20xx, but I know very well that this plan is not detailed enough. As time goes by, I will adjust a plan that suits me as soon as possible!