Summary of bank activities in communities

Summary of the Bank’s Community Activities

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Summary of Banks’ Community Activities 1

With the development of the economy, financial activities are increasingly closely related to people’s daily lives. On October 13, our bank selected "Fu'an District B", a community with a high occupancy rate within its jurisdiction, to carry out activities to popularize financial management knowledge and promote financial common sense. Provide financial consulting services to community residents at close range, and teach community residents the financial knowledge and financial skills that people need to understand in their daily lives.

At the event site, we used posters, exhibition boards, promotional leaflets, etc. to conduct all-round publicity and promotion of this event, creating a good publicity atmosphere. During the event, our bank staff enthusiastically and generously distributed financial knowledge leaflets to passers-by and community residents. While distributing promotional materials, they also communicated face-to-face with customers, and timely understood the needs of individual work plan customers. At the same time, we also explained topics such as interest rate liberalization, RMB anti-counterfeiting, and prevention and control of fraud cases that residents have recently paid attention to. Community residents responded well and said they were very fruitful.

"Look, everyone, this is a counterfeit 50-yuan note. The difference between it and a real note is" Dozens of residents were listening to our bank staff explain the knowledge about counterfeit notes, starting from the 10-yuan counterfeit note. The characteristics go all the way down to the difference between counterfeit hundred dollar bills and genuine coins.

Then, the staff told everyone about the bank’s current deposit interest rates and deposit techniques. During the exchange, a resident mentioned that when an old man went to the bank to make a deposit, his deposit was accidentally turned into an insurance policy. The staff of our bank told this resident that when making a deposit at the bank, he must first look at the name of the document. If the other party gives the depositor an insurance policy to fill out, the insurance policy will usually indicate the name of the insurance company and the type of insurance. and numerous additional terms. If it is a time deposit certificate, the deposit period, deposit interest rate, etc. will be displayed. The title of the deposit certificate is often marked with the words "XXX Bank Time Deposit Certificate". The name of the banking institution will not appear on the insurance policy.

We also specifically explained the use and convenience of personal online banking, mobile banking, SMS messaging, telephone banking and other electronic banking, so that customers can fully understand the advantages of our bank’s electronic banking products and handle business Convenience has been recognized by many customers. Summary of the Bank’s Community Activities 2

When the personal finance department of Jincheng Branch formulated the personal finance assessment methods and work priorities from April to September 20xx, it set new goals and included targeted financial management and target marketing in off-season marketing. Marketing (high-end, community) will be a major focus. In the third quarter, we launched the "Bend to Enter the Community" campaign to increase the market share of mid-to-high-end customers within the coverage areas of our outlets. Specifically:

First, the outlets choose their own communities. The communities include not only residential communities, but also various professional markets, such as clothing markets, small commodity markets, building materials markets, logistics markets, etc. The extension of communities is expanding.

The second is to formulate a quantitative target plan. Who are your target customers, how many there are, through what channels and means, what kind of product areas to cover, and what kind of goals to achieve.

In the transitional stage of the third and fourth quarters, the president in charge and the department manager went to each branch to conduct a comprehensive survey, and assigned dedicated personnel to promote and summarize good practices and experiences. This is consistent with the "Notice on Issuing the Key Points of Personal Financial Business Work in 20xx" (Jianjin Gejin [20xx] No. 42) issued by the Shanxi Provincial Branch at the beginning of the year to expand the market scale of payment and settlement products and continue to carry out single-target group themed marketing activities. consistent.

Summary 3 of the activities of banks entering the community

Recently, the Bank of Communications’ convenience services entering the community entered the Jinyun Home Plaza on Zhongxing Road, Buji. It is reported that the day's activities attracted positive responses from many residents.

According to reports, the Bank of Communications’ convenience services into the community activities are designed to thank owners for their support of the bank’s business and to showcase the bank’s convenient and distinctive business types, including the functions of the Bank of Communications Self-service Pass, such as the Yuetong Card Recharge business with Shenzhen Tong, payment of water, electricity and gas bills, traffic fines, etc.; free mobile banking, booking movie tickets via mobile phone, mobile recharge business, on-site processing of credit cards, bank cards, etc.

In addition, for new customers who apply for Bank of Communications credit cards and Yuetong cards, the bank not only gives away exquisite gifts, but also provides varying degrees of discounts. In order to attract the enthusiasm of residents in the community, the bank held a variety of on-site activities, including the Yingsong Mall, which provided more than 20 daily department stores for sale at prices far lower than supermarket prices, as well as parent-child game points to exchange for gifts, on-site lottery draws, etc. . The movie screening event that night was even more popular among the residents of the community, and also made the brand image of Bank of Communications Wealth Management more deeply rooted in the hearts of the people. Summary of the bank’s activities in the community 4

In order to improve the cleanliness of RMB in circulation, further optimize the structure of RMB notes in circulation, improve the cleanliness of RMB in circulation, and increase the recycling of RMB that is not suitable for circulation, HSBC branches in 20xx On July 24, the "Cash Services Entering the Community and Market Convenience Activity" was launched at the entrance of the business office, providing services such as change exchange, damaged currency exchange, and anti-counterfeiting knowledge explanations to nearby merchants and community residents at a close range.

The activity was carried out in the form of electronic lintels, electronic screens, hanging banners, brochures and posters on RMB anti-counterfeiting knowledge, damaged currency exchange knowledge, etc. Publicity materials and small gifts were distributed on site to carry out anti-counterfeiting features. Wait for knowledge to be explained, and handle small banknote exchange and damaged currency exchange business for customers.

The people who came to consult were explained about RMB anti-counterfeiting knowledge and the exchange standards for residual currency.

During the event, our branch specially formed a publicity team, carrying new RMB coupons of different denominations and promotional brochures, and carried out mobile publicity in nearby stores, communities and other crowded places, and distributed promotional leaflets to the general public. Detailed explanations of currency knowledge such as the exchange standards for damaged RMB and how to keep the RMB clean and tidy further established the good image of the HSBC branch as providing convenience and benefit to the people and serving the society, and achieved good social response.

The atmosphere at the event was warm and interactive. Reporters from Bayannaoer TV recorded the entire process of the "Cash Services into the Community and Market Convenience Activities", which expanded the scope of the publicity and enhanced the quality of the event. The coverage and influence of the event.

In this promotional activity, *** RMB 6,600 in small denominations was exchanged on site, and RMB 250 was lost during the exchange. 30 merchants were visited, and RMB 1,000 in small denominations was exchanged at the merchants visited, and RMB 150 was lost during the exchange.* **Distributed 500 promotional leaflets and answered 60 questions from the public, which was highly recognized by nearby merchants and surrounding people. In the future, the HSBC branch will continue to take advantage of the geographical location of its business outlets and carry forward the service spirit that satisfies every customer. Actively cooperate with the People's Bank of China in the cash collection and payment business to better provide cash services to the general public. Summary of Banks’ Activities in the Community 5

In order to enhance the public’s awareness of financial security and financial knowledge and create a good financial service environment, according to the notice of the China Banking Association on launching the 20xx annual “Popularization of Financial Knowledge” campaign According to the requirements, our bank organized and carried out a special publicity activity for "Financial Services Inclusive Public Service Month" in April.

The relevant situation is now reported as follows:

1. Organizational Arrangements

In order to ensure the smooth implementation of this "Financial Services Inclusive Public Service Month" publicity activity, the Retail Business Department of the Head Office is responsible for the entire bank To coordinate the unified deployment, organization and coordination of publicity activities, the "Notice on Carrying out the Special Publicity Activities of "Financial Services Inclusive Public Service Month"" was issued, clarifying the goals of the activities and requiring the business department of the head office, regional management headquarters and retail branches of all branches. The business department arranges dedicated personnel to implement specific activity plans and is responsible for promoting, tracking and summarizing the overall activity situation.

2. Overall situation of the activities

1. Participation status

In April, all regional branches of the bank responded actively, mobilized all staff, carefully organized and This activity was carried out. According to statistics, more than 230 branches across the bank participated in this event. A total of more than 300 activities of different forms and scales were carried out. More than 60 million copies of various promotional materials were distributed. The number of participating employees was about 1,500, and the audience customer base was Reached nearly 8,000 visitors. The activities of the month are mainly divided into the centralized publicity day on April 1 and publicity activities during the service month. The activities mainly include setting up stalls in core areas on the centralized publicity day, promoting the Bank's outlets, promoting in communities, and using multimedia channels to promote financial knowledge.

2. Set up stalls in core areas on the centralized publicity day

On April 1st, the centralized publicity day, each business unit in Shanghai will select a main location in the administrative area under its jurisdiction. Publicity stations are set up in outlets or outdoor areas of outlets in core areas and densely populated areas to carry out stall promotion activities, including not only the bustling People's Square in downtown Shanghai, Jing'an Temple Business District on Nanjing West Road, Xujiahui Business District, Sichuan North Road, etc., but also Covering Chongming, Jinshan, Fengxian, Qingpu and other suburban counties. The participating branches of local branches cover at least the city area where the branch is located. By setting up a publicity and information desk, we popularize banking business knowledge such as bank cards, financial services, self-service channels, small and medium-sized enterprise loans, and services for rural areas and farmers to customers. We focus on promoting the bank's financial service features and service processes, and accept inquiries from financial consumers. .

3. Outlet promotion

Each participating outlet places the "Financial Knowledge Journey" activity brochure, our bank's "Intelligent Finance" financial products, and " Promotional materials such as "Kumquat Loan" for personal consumption loans. The branch is headed by the president of the Lu branch, and key personnel such as the lobby manager, lobby assistant manager, and account manager participate in forming a publicity team to distribute promotional materials to customers and popularize bank cards, financial services, self-service channels, and small and medium-sized enterprise loans. Business knowledge, and accept consultations from financial consumers, and provide detailed answers to the questions and confusions raised by customers one by one.

While doing a good job in popularizing financial knowledge, branches also carry out publicity based on the business characteristics of our bank and the advantages of related products. First, focus on promoting bank cards and self-service channels. Use our bank’s Good Life Card to withdraw money from ATMs without charging fees; enter the wrong password and your card will not be swallowed, and other exclusive services for senior care customers; use our bank’s online banking for intra-city and non-local inter-bank transfers. The handling fee is 1 yuan per transaction and other inclusive activities. At the same time, customers are guided to the "Online Banking Experience Zone", where computers specially designed for customers are open at any time. Since the steps to register for personal online banking for the first time are relatively cumbersome, although there is a illustrated guide in the u-shield box, it is still difficult for middle-aged and elderly customers who are not good at using computers. The service staff in the branch lobby patiently helped, and many customers completed all the preparations for using personal online banking, which was well received by customers. The second is to focus on promoting our bank’s financial management and personal loan service features, service processes, etc. For example, many residents in suburban counties know little about financial management business. Zhaoxiang Sub-branch lists our bank’s financial management products in the form of question boards to customers. If customers have questions, we will answer them one by one.

For another example, customer Mr. Jiang was very interested in our bank's "Kumquat Loan" business when consulting at Tianshan Branch. The account manager analyzed the customer's needs and asset situation, and discussed the four major characteristics of Jinjue Loan with Mr. Jiang. After a detailed introduction, I learned that Mr. Jiang is a mortgage loan customer of our bank and his children plan to study abroad and need capital turnover. His conditions have met the requirements of Kumquat Loan. After further planning and clarification of the customer’s specific loan needs, we invited the customer After going to our bank for quick financing and leaving the customer's contact information, Mr. Jiang praised him repeatedly.

4. Publicity in the community

In order to enhance the publicity effect, each business unit actively deploys to ensure that each outlet "goes out", enters the community, gets close to the citizens, and forms a professional The publicity team proactively provides door-to-door financial knowledge popularization services to community citizens and corporate customers.

During the activity month, the Deping Road Sub-branch of Pudong Branch carried out a financial knowledge popularization activity in Huangshan San Neighborhood Committee. First, the branch account manager introduced various financial products and funds of our bank to customers. Many people They showed great interest in our bank's financial products and funds and expressed that they would purchase financial products at our branches. The event received a good response. Secondly, the lobby manager of Deping Road Sub-branch introduced the geographical location, traffic conditions and business scope of the new branch of Deping Road Sub-branch, as well as the scope of Shanghai Bank’s operations. He also introduced anti-counterfeiting techniques and fraud prevention points to customers, and successfully intercepted them with Deping Road Sub-branch. Fraud cases vividly teach customers how to identify fraud, tell customers not to believe others' deceptions, keep a clear head, and ensure the safety of funds; at the same time, they also introduce the characteristics and advantages of our bank's credit cards, and the lobby manager uses his own personal experience The explanation of the benefits of using credit cards was very effective, and 18 credit cards were applied for on the spot.

The Ningbo Branch Sales Department, Ningbo Haishu Sub-branch, Ningbo Yinzhou Sub-branch, and Ningbo Jiangbei Sub-branch respectively stationed at Tianguan Heting Community, Xingfuyuan Community, Fanjing Garden, Jinshan Road Sanjiang and other publicity points to promote financial knowledge.

Four employees of the Small Business Personal Business Department of the Shaoxing Sub-branch under the Hangzhou Branch conducted the "Financial Services Inclusive Public Service Month" promotion event in the lobby on the first floor of Caizhi International Building, a high-end office building in Keqiao. During the event, the financial management managers of the branch had face-to-face communication with the company CEOs and employees in the office building to promote financial management knowledge and introduce financial products. At the event site, there was an endless stream of customers coming to inquire about financial products such as online banking, investment and financial management, foreign exchange trading, credit cards, etc. The financial manager gave patient and detailed answers to the owners. By distributing promotional materials and giving away small souvenirs at the entrance of the office building, Bank of Shanghai's professional services were conveyed to customers, which was welcomed and praised by customers.

The Business Department of Suzhou Branch cooperated with Suzhou Dushu Lake Library to organize a financial knowledge exhibition and a children's model airplane competition. About 30 groups of families and more than 50 people participated. During the concentrated presentation, customers actively asked questions and actively participated in the interaction. Customers reported that parents and children learned a lot about financial knowledge through the activities, and the children also participated in the production of model airplanes, which was a great gain. The event attracted readers who were reading on the day to stop and watch, and affirmed the form and content of the event.

5. Use multi-media publicity channels to carry out financial knowledge promotion

More than 280 outlets and more than 300 outdoor electronic displays across the bank scrolled to display the slogan of this event: "Shanghai Bank's popularization The "Financial Knowledge Journey" activity is in full swing!", forming a beautiful landscape.

3. Short stories and typical cases that emerged during the event

During the event, an aunt in her seventies came to the information desk and picked up a brochure of our bank’s financial products. Looking through it carefully, the lobby manager took the initiative to introduce it. Before the old aunt could say anything, she said: "The profit of your product is too low. I was invited to have a meal yesterday. The product they introduced to me has 10 Well, I just opened the cashier's check and am going to buy it." Upon hearing this, the lobby manager realized that something was fishy, ??so he started chatting with the old aunt. During the conversation, we learned that this aunt attended a dinner hosted by an investment company that she didn’t even name. She didn’t know the direction of the so-called financial product investment. She only knew that a lawyer was involved, euphemistically calling it “guarantee these.” "The rights and interests of small shareholders", there will be lawyers supervising the flow of funds.

Our lobby manager asked if it was a trust product, and the aunt said it was definitely not. In this case, we basically judged that the aunt was deceived, so we patiently explained to the old aunt the income status of our bank financial products, the operating principles of the products, etc., and explained to the aunt that the product with 10 yuan a year is very risky, and it is not A purchase suitable for her current situation. The aunt still refused to believe us, so we asked her to call the younger generation at home to tell her about this matter. My daughter, who was working, was very anxious when she heard what the old aunt said. We must not let the old man hand over this check to the so-called investment company under any circumstances. At the same time, she asked the old man to tell her the name, address, etc. of the investment company and help her search it online. Later, she found that there was no such company by the river in South Suzhou, and the old man began to have doubts. Our bank staff also struck while the iron was hot and advised the aunt not to worry, take the cashier's check and go home first, then discuss it with her children, and also take a copy of our financial products back for comparison. "At such an old age, it is better to have less interest than to lose all the principal, otherwise something will happen in a hurry." After the lobby manager's constant persuasion, the old man thought it made some sense and went home with our bank's promotional materials. .

Although this aunt is not a customer of our bank, it can help her save her savings for so many years, which also reflects the concept of "inclusive benefit to the public".

IV. Activity Effect Evaluation

The overall activity achieved the expected results, effectively deepening the public’s awareness and understanding of banking and financial knowledge, conveying advanced financial management concepts to the public, and publicizing It has brought convenience and changes to life brought by various modern financial tools, enhanced public financial security awareness and risk awareness, improved the quality and efficiency of civilized and high-quality services, and actively displayed the Bank of Shanghai's brand image.

This activity has brought our bank closer to the residents around the branch, conveyed our bank’s concept of serving the people, highlighted the image of a “citizen bank”, and at the same time expanded the financial knowledge of the branch to surrounding communities. The radiation intensity of the communication has expanded the influence of our bank, and citizens have expressed their hope that the bank will hold more similar promotional activities. ;