7 Work Summary of Excellent Banks in 2023

Summary of banking work in 2023 1

20xx, in the busy and intense work of all bank employees, is approaching the end of the year. The end of the yea

7 Work Summary of Excellent Banks in 2023

Summary of banking work in 2023 1

20xx, in the busy and intense work of all bank employees, is approaching the end of the year. The end of the year is the busiest time and the most practical time in our hearts. Because looking back on this year's work, every employee has his own gains. Although the division of work is different, everyone is trying their best to contribute to the development of the industry. The annual work report is as follows:

First, pay attention to accounting quality and implement various systems of the head office and branches.

Under the organization of the accounting manager, I will study the system documents carefully every morning and summarize and modify them in combination with my daily work. Always insist on high efficiency in time and high quality in work. It has always been above the average in accounting quantity. There are no major errors and accidents in accounting quality, and it is controlled within xx%.

Second, strengthen self-management and do a good job in safety.

Never be late or leave early throughout the year, have a positive working attitude and complete the tasks assigned by the leaders. In terms of safety precautions, all kinds of official seals and seals used by tellers in their daily work are strictly kept in the warehouse every day; Be able to check the important vouchers and cash in your warehouse at noon and evening, and the accounts are consistent and do not exceed the inventory. As the storekeeper, the recipients of important vouchers and cash in the secondary warehouse can check carefully to ensure that the accounts are consistent with the contents. In short, everything is done in advance, and the work of the whole bank is developed steadily without making progress.

Third, cultivate their own operational ability and strive for the success of all xxxx projects.

Driven by the organization of the branch accounting department and the branch accounting manager, we persisted in practicing basic skills and made rapid progress in counting money, keyboard and Chinese character input. In addition, in the quarterly xxxx and new employee xxxx organized by the branch, colleagues have formed an atmosphere of catching up with others, helping each other and making common progress, and the score of xxxx has always remained in the top xx. It embodies the spirit of uniting comrades and makes employees feel the warmth of the industry family.

Fourth, strengthen service quality and enhance service concept.

This year, organized by the accounting department of the branch, all tellers and lobby managers of our bank participated in the service quality study of Civil Aviation College. In the process of learning, I have a new experience of service. After learning, everyone's face is brand-new, the appearance is cleaner, the movements are more standardized, and the smile is more heartfelt, which makes me more confident to provide services to customers. In the service quality inspection of the branch, we delivered satisfactory xxxx with standardized and sincere service.

Fifth, make up the shortcomings and create new achievements.

Looking back on this year's work, I find that there are still some shortcomings in my work: a more careful attitude and a more approachable way of doing things, which I need to improve in my work and study next year.

The above is a summary of my work in 20xx years, and I will report to the leaders and employees of the whole bank. All the achievements in this year only represent the past. I keep all the lessons and shortcomings in mind and strive to improve. Work is day after day, and we believe that "dribs and drabs achieve extraordinary things." Today's accumulation will lead to tomorrow's glory.

Summary of Bank Work in 2023 II

20xx years are about to pass. With the care of the branch leaders and the help of my colleagues, I have made some achievements, made great progress in banking knowledge and improved my personal marketing ability.

First of all, in terms of work performance, under the guidance of branch leaders, I made great efforts to market corporate customers and successfully undertook the first credit business since the transformation of X branch. By the end of 20xx, the total credit line will be RMB 100 million, which will drive enterprises to deposit RMB 10,000, interest income RMB 10,000 and intermediary business income RMB 10,000. Personal housekeeping enterprise X has been successfully declared as a key customer at the head office level, and is assisting branch leaders to actively market a number of X downstream enterprises. In the marketing of small enterprises, we also successfully marketed an X enterprise, using cross-marketing, and increased private deposits by X million yuan at the end of the year. In the small index assessment of the company's account manager, my performance ranks in the top X in the whole branch.

Secondly, by learning from leaders, product managers and books, we have fully mastered our credit business knowledge. A year ago, when I first transferred to the company as an account manager, I knew a little about the company's business and credit products. Through one year's study, I have basically mastered the elements of most credit products of X Bank, and can design reasonable credit schemes and specific business products for customers according to their financial status, guarantee status and business characteristics through communication with customers. In addition, while I am familiar with the business products, I actively study the bank credit risk control measures. As the only account manager, I took the first credit approver exam held by the branch and passed it successfully. In the compliance essay activity held by the branch, my article "It is imperative to build a deep-rooted compliance culture of commercial banks" won the second prize of the head office.

Finally, in the process of business marketing, study hard, accumulate bit by bit, and strive to improve personal marketing ability. As an account manager, his duty is to serve customers well. On the one hand, he should be familiar with his business products and know what he can bring to customers. On the other hand, he should understand what customers want, especially the latter, and their needs, so as to create conditions to meet them. The promotion of personal marketing ability depends largely on understanding and satisfying customers. Therefore, in the process of communicating with customers, I constantly tap customers' hobbies, interests and specialties, try to talk about topics of interest to customers and solve problems that customers need to solve urgently.

The past year has been a year of enrichment and progress for me. At the same time, these personal achievements can not be achieved without the care, guidance and encouragement of branch leaders. Of course, in the past year, I also made mistakes and had some shortcomings, especially in maintaining existing customers and tapping customer resources, which is exactly where I need to work hard in the future.

The work plan of 20xx is, firstly, to maintain the existing credit customers, make good use of resources, do a good job in customer marketing, and maximize the profit of credit line in the current tight credit situation. Secondly, we should firmly grasp the characteristics of X region, open up professional markets, do a good job in credit marketing of small and medium-sized enterprises, and strive to achieve results. The third is to give full play to the advantages of wealth management products, strengthen on-site services, and tap the deposit potential of stock settlement accounts and market companies. Fourth, vigorously expand the small business settlement households around the X branch. The fifth is to strengthen cross-marketing and serve customers in an all-round way with individual account managers.

20xx is coming, and I am determined to study harder, strive for progress in all aspects and become an excellent account manager.

Summary of banking work in 2023 3

First, study hard to improve business level and work skills.

As a bank personal business consultant, I realize that the continuous development and business innovation of the financial industry put forward higher requirements for bank personal business consultants. I must study hard to improve my business level and work skills to meet the needs of work. To this end, I actively participated in the relevant business training organized by the superior organization, and earnestly studied the banking business operation process, relevant systems, knowledge of capital market, knowledge of bank wealth management products and skills of how to communicate with customers, so that when customers ask about marketing products and other related issues, I can quickly and correctly answer customers' questions, provide customers with suggestions and handling methods, and use my professional knowledge to build a bridge of communication with customers to promote the development of personal business of banks.

Second, be meticulous and strive to provide good service.

As a personal business consultant of a bank, it is necessary to expand the sales of bank wealth management products through excellent service to customers. On the basis of fully mastering the knowledge of banking business and banking products, fully understand the basic situation of customers and strive to do a good job of service according to the characteristics of different customers. Because I have mastered the basic situation of customers and understood their personality characteristics and hobbies, I will call customers who may be interested in products as soon as possible according to the characteristics of new products, so as to provide differentiated and personalized services for customers in marketing work. I am meticulous and strive to do a good job in service, which is not only efficient, but also won a large number of loyal customers for the bank, created considerable economic benefits and won sincere praise from customers.

Third, sincere service and good lobby management.

I sincerely serve and strive to do a good job in lobby management. First, always leave work early, clean up the lobby, tidy up the sofas and chairs in the lobby, and keep the lobby clean and tidy at all times, giving customers a sense of civilization and elegance. The second is to serve customers with a smile, so that customers can feel cordial, happy and satisfied with their voices, feelings and behaviors. I serve every customer well in my daily work, including filling in individual items and consulting matters, and actively establishing good emotional relations with customers. In the process of deposit and withdrawal, some users can't write vouchers, so I take the initiative to help, teaching one by one, several times at a time, until the church.

Summary of banking work in 2023 4

In 20xx, as a member of "The Seventh Medical Team of Gansu Province with 10,000 Doctors Supporting Rural Health Engineering", I was responsible for supporting Zhangjiachuan County * * * Health Center. Over the past year, under the strong leadership of the Agriculture Support Office of the County Health Bureau and the * * * Health Center, we have actively participated in the prevention and control of medical and health diseases, the national immunization program and the national basic public health equalization service, and comprehensively publicized and explained popular science knowledge such as food nutrition and health care, health education for social groups, and wholeheartedly contributed to the development of * * * medical and health undertakings.

1. Constantly strengthen the study of policy theory, effectively improve ideological quality, and lay a solid ideological foundation for serving the local area?

During my work in supporting agriculture, I studied in Scientific Outlook on Development in accordance with the relevant rules and regulations and requirements of the county supporting agriculture office and the * * * health center, combined with the activities of striving for Excellence. I not only consciously studied the spirit of the meeting related to the rectification of the county's discipline style and the comprehensive improvement of the office style and efficiency, but also actively participated in the course examination answering activities organized by the unit, and actively participated in the policy document learning and business training activities convened by the health center to improve my own quality and continuously improve and enrich my knowledge reserve. Through more than 10 times of study and training, my theoretical level has been obviously improved, and my awareness of supporting agriculture has been obviously enhanced, which has laid a solid ideological foundation for the smooth development of supporting agriculture activities throughout the year.

Two, actively assist the hospital to carry out business training activities.

In accordance with the requirements of focusing on the professional training of medical workers in township hospitals, during the period of supporting agriculture, I firmly grasped the key points of "passing on technology, bringing talents and helping management", constantly exerted my advantages in knowledge resources, actively helped supporting units to establish rules and regulations, and held 5 lectures on health laws and regulations and 6 lectures on standardized diagnosis and treatment in cooperation with * * * Central Health Center, with a total of 268 trainees. Teaching two doctors in health centers, through standardized medical record writing training and lectures on diagnosis and treatment of common diseases and frequently-occurring diseases, effectively improved the management level of health centers, reduced medical errors and disputes, and played a positive role in harmonious doctor-patient relationship and harmonious nurse-patient relationship. In the process of various medical and health knowledge and skills training, through the combination of theoretical training and practical assessment, the goals of improving theoretical level, solving practical problems, innovating diagnosis and treatment measures, cultivating skilled personnel and strengthening service ability have been basically realized.

Three, to carry out daily diagnosis and treatment work, to facilitate the masses to seek medical treatment, to achieve a win-win social and economic benefits.

During the period of supporting agriculture, I took an active part in daily diagnosis and treatment with full work enthusiasm and extremely responsible work attitude, and made efforts to provide safe, effective, convenient and cheap medical and health services for the masses as the first priority. I patiently examined the patients who came to see a doctor, answered them seriously, and guided them to take medicine with heart. For some elderly patients with chronic diseases, I often make home visits to meet the medical needs of the masses as much as possible. In addition, whenever we carry out roving medical activities, we focus on and purposefully select villages with frequent endemic diseases and common diseases to diagnose diseases for villagers. At the same time, we can understand the incidence trends and preventive effects of endemic diseases and common diseases through disease investigation, and carry out special disease investigation and roving medical treatment, which greatly facilitates patients to seek medical treatment and has produced good social effects. At the same time, it is convenient for people to seek medical treatment, and my team supporting agriculture has also created good economic benefits. In 20xx, with the full cooperation of the team members supporting agriculture, * * * received 3,650 outpatient visits and 500 injections and infusions, with an annual operating income of 770,000 yuan.

Fourth, increase publicity to improve public health awareness and self-care ability.

According to the work requirements and work plan of the county health support office for agriculture, combined with various health festivals and health knowledge popularization activities, while entering the village to widely publicize basic medical knowledge and improve people's health awareness and self-care ability, I wrote 34 health publicity columns with rich contents in the hospital together with other team members. Distribute 3,000 frequently-occurring and common disease prevention guides, health education materials, leaflets and health education prescriptions, publicize health education knowledge, let farmers learn health care knowledge, guide farmers to establish good health habits and maintain a good mentality, so that local people can find and treat some diseases early. At the same time, they often go out with rural mobile medical vehicles, health supervision vehicles and publicity floats to carry out free clinics and publicity of new rural cooperative medical care. Every free clinic and mobile medical treatment is well received by the masses because of its huge momentum and solid content. In addition, combined with the unified deployment of the county health bureau, the on-the-job and retired employees of some units in the county 1 180 were classified and summarized.

Five, to participate in mobile medical care, widely publicize medical policies and medical knowledge.

As an auxiliary form of supporting agriculture, itinerant medical care is widely loved by the masses. During my work in supporting agriculture, I actively participated in mobile medical activities. In * * town, * * town, * * town and * * township, mobile medical service 12 times was carried out successively, and 680 patients were treated before and after, and their blood pressure was taken for the masses free of charge. He also went to county hospitals, traditional Chinese medicine hospitals, Longshan health centers and other medical institutions to conduct academic lectures on cardiovascular and cerebrovascular diseases, and trained about 350 students. In the process of diagnosis and treatment, I widely publicized the latest medical science and technology knowledge, distributed more than 4,000 copies of all kinds of publicity materials, disseminated preventive measures for common diseases, and vigorously advocated the concept of healthy living, making contributions to improving the scientific literacy and health level of the masses.

Six, assist rural health institutions, establish and improve health records at all levels.

Under the correct leadership of Health Bureau, * * Township Party Committee, government and local health centers, I and other team members actively mobilized the masses to participate in the filing work of township health centers, and adopted convenient forms such as household filing and centralized filing to speed up the filing progress. Go deep into the village group to understand the birth certificate, certificate and registration of children, supervise the work of maternal and child prevention and health care for more than 0 times 10, randomly select more than 200 households to cooperate with epidemic prevention and health care personnel to vaccinate 962 people, the vaccination rate is 96.2%, and 898 people take sugar pills. Carefully verify the integrity and authenticity of the files of key groups such as the elderly, patients with chronic diseases, pregnant women and children aged 0-3, formulate and improve the use and management system of health files, and ensure the continuity of health files.

Seven, the implementation of health education into the village, into the school health science knowledge propaganda into the family, into the classroom year, under the coordination of the hospital, send publicity vehicles, together with government professionals, to the area * * central primary school, * * middle school, * * village, * * village and other 12 schools, with the strong support of each school, to 13. This move has played a positive role in promoting the equalization of public health services and raising public awareness of medical care and disease prevention.

Eight. Pay attention to the information exchange of health supporting agriculture and the network feedback of work efficiency. In order to promote the effective development of health supporting agriculture, we should adapt to quantitative information exchange. Over the past year, I * * * compiled the Information Bulletin on Health Supporting Agriculture (No.1 1), with 4 articles of experience, 2 work plans, 5 health education materials and 1 work suggestions, which provided an effective basis for information statistics of competent departments and business institutions.

Nine, regard the hospital as home, respect the post, unite and observe discipline.

During the one-year health support for agriculture, I took it as my responsibility to fully implement the project of supporting agriculture, relied on the working system of the hospital, loved my job and devoted myself to it, and stayed in the hospital for 228 days. No matter work or life, we are closely United with comrades around us, actively cooperate with them and get good recognition.

In short, a year has passed in a hurry. Looking back, I am filled with emotion. * * Although the health center is a township health center, because it is close to the central market town, the staff of the health center 1 1 undertakes the work of disease diagnosis and treatment, health and epidemic prevention and planned immunization for the whole town 14082 people, which is heavy in workload, difficulty and responsibility. However, I was moved by the positive and serious working attitude of the hospital staff. Although my work of supporting agriculture is coming to an end, the ardent expectations of grassroots and the spirit of hard struggle of grassroots medical workers are deeply engraved in my mind, which will inspire me to carry forward the spirit of not being afraid of hardship and fatigue in my future work, study medical skills hard, improve the level of medical services, and contribute to the medical and health undertakings in the county.

Some suggestions:

First, hospitals actively carry out routine diagnosis and treatment activities according to existing medical resources. Combined with deepening the reform of county medical system, promoting nine basic public health services, vigorously carrying out publicity and education activities, introducing some patients with common diseases and chronic diseases into hospitals, and even carrying out medical services at home, so that the resources of hospitals can be effectively utilized.

Second, every year, we send staff to the higher hospital to study, improve the professional level, and actively explore new projects and technologies suitable for the development of our hospital.

Third, appropriately improve the living conditions of primary medical staff and mobilize their work enthusiasm. Finally, I would like to express my gratitude to the leaders at all levels who have given me care and help in my work over the past year.

Summary of banking work in 2023 5

Here comes 20xx. As a new employee, with the guidance of the leaders of Toyota Branch and the help of all my colleagues, I have made great progress in all aspects in the past year. I have just graduated from a university, and a student with almost no practical working experience in banks has grown into a front desk teller who can operate the savings teller business independently at present, which is deeply touched.

As the saying goes, "All is fair in war." Now I am just a soldier, a soldier who has just set foot on the society. What I face is a brand-new world, and what I see is a dynamic and positive face. I saw the working attitude and enthusiasm of bank leaders, which deeply infected me and gave me a new understanding of bank work. The bank is no longer the place to raise my grandfather, and there is no iron rice bowl in banking, so I changed myself at the first time to adapt myself to the needs of modern banking.

I actively participate in the marketing of various products of the bank. In February and March of this year, I followed He Bin, Cong Dongning and other account managers to the neighborhood near the bank to publicize the salary increase products and the fund's fixed investment in wealth management, and achieved good results. At the same time, I strengthened my knowledge of financial management, mastered the different characteristics of our products, consciously learned the vocabulary of financial management, and set high standards for myself. After basically mastering the financial management business, I learned personal business from Li Qiang. We have a clear understanding of the collection of personal loan customer information, the collation and volume of personal loan information, the examination and approval of a loan management center, and the registration and filing of real estate buildings. During this period, Li Qiang and I went to the real estate field for many times to learn relevant knowledge, and we saw different performances of different customers in our preliminary examination, from which we can basically judge whether customers meet our lending standards.

Subsequently, under the arrangement of bank leaders, I completed the study of financial management and personal loan, and started the study of teller business in the business room. I used to think that the counter business was the basic deposit and withdrawal, but I didn't see the diversity and complexity of the work until the front line. Under the guidance of Mr. Kang, I first learned some basic business knowledge with Mr. Lu, and at the same time strengthened the practice of business skills to improve my quality in all aspects. After attending the training for new employees organized by the Bank, I passed the anti-counterfeiting examination, obtained the qualification of accounting, and started the firm operation with Feng Chang. This is a test for me. The front desk business deals with money all day, which requires a very careful work attitude and the ability to keep improving. With the help of all the experts, I can start my own business now. Although I have made some achievements in this year's work, there is still a big gap between my ability and skills and my old employees. In the future work, I will try my best to learn from the old employees, study the business assiduously and become an independent employee as soon as possible.

Below, I will make a summary from the following aspects:

1. In terms of moral quality, I think there is no problem.

As for the attendance system, I devoted myself to my work from the first day I entered the bank. So far, I haven't been late and left early, so I can use my rest time to make some contributions to the completion of various indicators of the bank.

3. Personally, from July 1 to now, my daily average savings deposit is more than10.5 million, and my time deposit is more than 2 million. I sold the insurance, paid 3000 in installments, and the credit card exceeded the task.

4. I feel that I still have a gap in my professional ability, which is related to my working hours, but this is not the reason. Some businesses are unfamiliar to me, and some have never even heard of them. I also need to strengthen my study in this field and strive to reach a higher standard.

I think it is necessary for me to sum up the excellent service work. Generally speaking, I can treat customers sincerely, serve with a smile, handle business enthusiastically and actively solve problems for customers. What I lack is to maintain this high-quality service all day under any circumstances. Sometimes business is tight, and when I see many customers waiting in line in the lobby, I can't help but reduce the quality of service. I have been trying to improve this situation, and I believe there will be great improvement in the near future.

As a newcomer, I am proud to join Fengtian's team. I will always be customer-oriented in my future work, strengthen my own study and grow into a qualified and excellent employee.

In 20xx, we * * * made concerted efforts, from sea to horizon, from day to shore, from mountain to mountain.

Summary of banking work in 2023 6 pages

In the past year, this has really made me grow and improve a lot. I feel that many times I am moving in a stable direction. This is the situation in the past year. As an account manager of a bank, I have a great responsibility. I also felt a lot of pressure this year, but I adjusted my mentality and maintained a correct attitude at work. I continued to play well, and I summarized the work of this year.

At work, I always hope to create higher value and maintain the image of the bank. I also hope to continue to do related work in the happy stage, manage every employee well, always implement the principle of customer first, and ensure the interests of customers in the work. This is my salute as a customer. I believe I can do all these things well. Not everything can keep a good attitude, but I prefer to do these things well in my work. This is a professional quality that an account manager should have. I must keep a good attitude at work. I should always pay attention to these. Now, including the future, these are all worth thinking about. I also believe that I have the ability to do this well.

Furthermore, as a manager, my words and deeds must be standardized, because I influence all employees. I also believe that in the next stage of work, I can continue to deal with these related work. As a manager, I must set an example. I have been implementing this principle for a year, and this is always the same. I also believe that I can continue to handle these details in the next stage of my work. Continue to do a good job in related fields, I believe I can do a good job, and constantly improve the quality of service with the interests of customers as the center. Sometimes the job of doing a bank is to do services. In the new year, I will continue to implement the relevant regulations, improve the overall business level, be a qualified and excellent account manager, and contribute to the bright future of our bank.

Although the past year has passed, I will continue to implement my work and handle the next stage. As a manager, I will do everything well in my daily work. I will treat my work more cautiously to ensure that the interests of every customer of our bank can be maximized and constantly improved in the current work. In my work, not everything can be ignored. Some things should be taken seriously. Looking back on my work in the past year, I have many feelings. I will make persistent efforts in my future work, keep the fine tradition of our bank, let everyone feel the joy of work and create more value for the bank.

Summary of banking work in 2023 7

In the past year, I worked as a lobby manager because of my work. No matter where you work, only by organically combining your personal ideal with the development of our financial career can you give full play to your work enthusiasm, initiative and creativity and realize your life value in the process of creating a better tomorrow for our bank. Therefore, we should be based on our own duties, love our jobs, be selfless, start from me, start from the foundation, step by step, be down-to-earth and be positive.

During my time as the lobby manager, I worked hard and paid attention to innovation. I found marketing opportunities in my daily work and helped customers solve problems. At the same time, my professional level has been continuously improved, and my thoughts have also made great progress. At work, I can seriously study various financial laws and regulations, actively participate in various learning activities organized by banks, and constantly improve my theoretical quality and business skills.

In the process of serving customers, I always adhere to the principle of "thinking what customers think and being anxious about what customers are anxious about", and provide customers with all-round, thoughtful, convenient and efficient services, so as to achieve standardized operation, standardized service, polite language and decent behavior, leave a good impression on customers and win their trust. When actually handling business, under the premise of ensuring compliance with the rules and regulations of the bank, we should master the marketing methods flexibly, provide certain convenience for customers, and provide personalized and fast services flexibly and moderately. Perfection comes from seriousness. There are no picky customers, only imperfect service. In my daily work, I actively and assiduously learn new knowledge and new business, integrate theory with practice, and master various service skills. I start with small things and try my best to provide fast, accurate and efficient services when handling business.

During his tenure, he cooperated with the account manager and product sales manager to recommend, add and maintain high-quality customers, actively market our wealth management products, and actively carry out the marketing of our products to customers on the premise of compliance and legality.

What the banking industry needs is collective unity and cooperation, and one's strength is always limited. I pay more attention to the strength of the team and constantly absorb new knowledge to meet the increasingly fierce job competition. I am deeply aware that a qualified bank employee should have a high professional level. Only by constantly enhancing their comprehensive quality and expanding their knowledge can we do our work better. So in addition to my intense work, I also actively take part in various study exams. Lay a solid foundation for greater achievements in future work.

Because of the particularity and professionalism of the banking industry, I want to be an excellent member of the banking industry.

Workers must undergo systematic training and rich practice. Summing up the past is to learn from experience and improve deficiencies. Looking forward to the coming year, I will be more confident, work harder, be proactive and strive for perfection to complete my future work and make greater contributions to the development of our work.