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The summary of bank work is incisive and brief 221
As a member of the bank, after a period of work, you can make a summary of your previous work. The following is the "Summary of Banking Work 221" compiled by me for everyone, for reference only, and you are welcome to read it. The summary of bank work is incisive and brief. 221-
In the busy and substantial work, we ended the work of 2xx. With the ringing of the New Year bell, the year of 2xx has quietly arrived. Facing the upcoming new year's work, I thoroughly summed up my work situation, improved my work deficiencies, and laid a solid foundation for better completing the 2xx annual work. Looking back on the work in the past year, I have successfully completed the work tasks in 2xx under the correct guidance of the superior leaders and with the help and support of colleagues in various departments, and achieved good results. In order to ensure the smooth progress of all the work in 2xx, I specially requested the superior leaders. Summarize my main work in the year of 2xx as follows:
I. Main work in the year
It has been one year since I was transferred from the online store operation supervisor to the position of lobby manager in the month of 2xx. During this period, besides the position of lobby manager, I was also in charge of the security of outlets and the creation of civilized units. Through my years of working experience in banking, I realize that with the marketization of the banking industry, banking services are paid more and more attention, and the lobby is the beginning of customers' contact with our quality services and the first impression of our customers. Therefore, in order to establish a good image of the Bank, I have extremely strict requirements for myself. As a lobby manager, I shoulder the role of connecting customers, high-level tellers, account managers and wealth management managers. In the past year, I have persisted in doing all relevant work, firmly performed my duties and fully played my role. As far as possible, when the customer is confused, point out the direction correctly: when the customer is puzzled, explain it patiently; When an emergency happens, handle and solve the problem in a timely and calm manner. Do it anytime, anywhere, worry about customers' worries, think about customers' thoughts, win the trust of every customer with perfect service attitude, and improve customers' loyalty to our bank with honest service concept. With a smile, enthusiasm and professional service level, we will actually improve our customer flow and establish a good image of our bank.
in the year of 2xx, I not only firmly performed the duties of the lobby manager, but also did a good job in the security of the outlets I was in charge of and the creation of civilized units. Firmly maintain a good working order in the business hall, successfully find target customers, further market wealth management products, and realize the integration of service and marketing. In addition, in order to do a good job in the civilized construction of our outlets, I strictly require our staff to do a good job in service, and to receive customers with warm, generous, active and standardized service etiquette. On the basis of building a good environment for our bank, we will strengthen the employee's code of conduct and require employees to establish a proactive awareness, a responsible attitude and a good work mentality. In order to do a good job in service, play a leading role and improve my service level and business ability, I actively participate in various training activities organized by the bank, and consciously use my spare time to study related majors, strengthen my theoretical level and professional skills, and strengthen my comprehensive quality and ability.
ii. main achievements of various tasks
in 2xx, the bank closely focused on the pricing guidelines of branches and mainly carried out precious metal marketing (gold and silver) and other activities. Over the past year, our bank has implemented various forms of project activities and achieved good results. Among them, in the spring action in xx, the outlets successfully completed the sales of gold, and in August, in a tour activity of "Spend a full moon, be happy again and again" in cooperation with xxx, my branch broke through the sales performance of more than 5, on the day of the tour. During the whole year's sales, the Bank has opened X effective mobile banking accounts, X effective online banking accounts, and X new accounts. Moreover, in September this year, the Bank also formulated a new phased assessment method, which radicalized the marketing enthusiasm of employees, and made the efficiency of online banking and mobile banking of the Bank reach 58% and 66% respectively from less than 2% at the beginning of the year, which was a major initiative of the Bank in last year's work.
in this year, because there are more than x VIP customers without loans in our outlets, the financial manager's work pressure is too great and his work tasks are overweight. Therefore, I took charge of some VIP customers and tried my best to maintain them. By the end of this year, there are X VIP customers I am in charge of, and X customers have signed up. In addition, with regard to personal deposits in one year's work, due to the new presence of a commercial bank around the Bank, some deposit customers have been taken away, which has hindered the personal deposits of the Bank. Although the work task is arduous, the work form is not as good as before, and the competition in the same industry is fierce, I still persevere, strive for progress, closely unite the staff of the Bank, keep forging ahead and strive to complete various tasks. Through one year's unremitting efforts, we have achieved a good performance of increasing personal deposits by X million per day, increasing deposits by X million at the end of the year, and increasing deposits by X million for VIP customers.
Third, problems in work
First, insufficient study. At present, the new economy based on information technology is booming, new situations and new problems are emerging one after another, and new knowledge and new science are constantly coming out. Faced with severe challenges, I lack the sense of urgency and consciousness of learning. Theoretical basis, professional knowledge, educational level and working methods can't meet the new requirements.
Second, it failed to achieve normalization in management, and there was slack in management regardless of time, which delayed the effectiveness of the Bank's operation and management. In addition, in terms of civilized service, I still need to improve. I have failed to provide warm service and smiling service, and my requirements for employees have not been implemented in my work. The efforts of civilized service need to be further strengthened.
in the new year, I will constantly improve my work quality and service art, effectively improve my management level, better provide better services to customers, and make due contributions to establishing a good image of our bank. The summary of bank work is incisive and brief. 221 II
According to the relevant spirit of the "Regulations on the Assessment of xx Bank Staff" formulated by the head office, combined with my own lobby work for more than a year, I will make a work report to the bank leaders at the end of this year. The summary report of this work will enable leaders to better understand our performance in ideological and political work, so as to point out the problems in our work in time, correct them in time and make continuous progress; The following is my work in 2xx, and the report is as follows:
1. Main work in the year
This year, I worked as the lobby manager in X Branch, and with the marketization of commercial banks, the service has been paid more and more attention. The lobby work is the beginning of customers' contact with our quality service and the first impression of our customers, so our requirements for us are particularly strict; The lobby manager is the link between customers, cabinet tellers, account managers and Ward managers. We are not only the staff, but also the spokesmen of customers. When customers are confused, we point out the direction for them; When customers encounter difficulties, we help them; When customers don't understand, we patiently explain; We want to win every customer with perfect service anytime, anywhere, anxious about what customers are anxious about, thinking about what customers think. Let every customer feel our smile, our enthusiasm, our professionalism and feel at home. Our Kaohsiung Sub-branch is located in the residents' living community, and it is also a famous nightlife dining area. Because of this, it has brought a series of problems to our bank.
Usually, most of the customers who come to handle business every day are elderly customers, and sometimes there are large-scale wholesale and retail business, which increases the pressure on the counter; In order to solve these problems, we have prepared several schemes to be carried out at the same time. In view of the problems of more elderly customers and more passbook business, we usually arrange the staff in the lobby to take customers to the self-service equipment in time to help them audit their accounts, and customers with cards to the self-service equipment to handle and divert customers, thus reducing the pressure on the counter. Whenever there is a large passenger flow, I will ask loudly, "X customers please go to the X counter to handle business", so as to divert customers' tasks, so as to avoid some customers leaving the empty number halfway to occupy time and maintain a good working order in the business hall. Because only a good business order can we successfully find our target customers, market our wealth management products and introduce them to our account managers, and realize the integration of service and marketing. On the issue of change business, we issued an announcement to implement the special counter, that is, the special counter is specially handled at special time, which greatly reduced the pressure on the hall; Our bank has been here for many years, and the equipment often breaks down, and customers often make comments. In order to solve this problem, we regularly check and maintain the machine every day, find it early and deal with it early, so as to minimize the inconvenience caused by outdated equipment.
as lobby managers, we should not only be familiar with our business and products, but also go out and know ourselves, so as to win every battle. There are many similar situations among our customers. I remember one day in January this year, the whole business hall was crowded with people, and there were an endless stream of people who came to consult wealth management products, change their terms and get their wages. I was also very busy.
As lobby service personnel, besides being familiar with the financial products and business knowledge of banks, they should also strengthen their professional ethics and love their work and dedication. In the work, consciously safeguard the interests of the country, Bank of Communications and customers, and abide by social morality and professional ethics. Usually, at work, the words and deeds of the lobby manager are usually paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. We should also be enthusiastic, generous, active and standardized in service etiquette. But also be resourceful, be able to deal with some emergencies in time, and also have some emergency life-saving knowledge. Just this summer, a 7-year-old retired court veteran came to our bank to get his salary. He didn't sit for a few minutes, but suddenly stood up and fell down. Scared our president and customers, the security master and I rushed over. When we saw that the old man was very weak, the old man told him to lie down for a while, and the security master and I dared not move casually. The president immediately dialed 12, but the customer's situation was a little better without waiting for 12. We quickly helped him sit up and informed his family in time to avoid an accident.
As lobby service personnel, we should also have good coordination ability. As there is no account manager and lobby usher in Kaohsiung Sub-branch, we need to pay attention to how to mobilize the work of the three parties and the security master and give full play to their roles. We should pay attention to coordinating tellers and lobby staff at ordinary times to improve cohesion and give play to team spirit. As for those stationed personnel, first of all, we should not treat them as outsiders, but as one of us, try to recommend some good customers to them, respect and care for them at ordinary times, and create a good working platform for them to achieve a win-win situation.
Quality service can't just stay in the "three-tone service" behavior standard of environmental beauty, but should be a kind of initiative consciousness, a responsible attitude and a good working mentality. It is more necessary for the teller to ask, to form an overall interaction and tacit cooperation. Only good order, good process and good overall can be achieved. In order to better improve my service level and business level, I participated in the insurance qualification examination, the fund qualification examination and many service specification studies and drills organized by branches this year, and passed them smoothly. In the future work, I will constantly improve the quality of work and the art of service, and better provide quality services to customers.
second, problems in my work
in the past year, I learned a lot of experience in communicating with customers and some marketing skills in the position of lobby manager, but there are also many shortcomings. In the third quarter of this year, the Bank scored the third from the bottom, blacking out branches and sub-branches. After that, we learned from a painful experience and analyzed the reasons for losing points, mainly the external environment and some problems in details. In response to these problems, we actively trained in peacetime, and through our efforts, we were finally notified and praised by the branch's code of conduct team in the fourth quarter. I believe that only by hard work and obscurity can we bear rich fruits. Next year, our bank is faced with the work of relocation. It is suggested that the branch should also keep the self-service equipment service area in this position to avoid the loss of customers.
in the new year, I will study hard service skills and professional knowledge, improve my business level, and provide better and better services to customers with a new look. The summary of bank work is incisive and brief. In March 221,
I spent 2xx years in the branch office of xx Bank, which is a branch office with large business volume and various businesses. My duty is to receive corporate customers, answer their business questions, compile and enter accounting vouchers, register account books, and sort out and keep accounting business data. Looking back on my work in the past year, I have a clear conscience. Whether my self-evaluation is beautifying myself is a matter of public opinion. My shortcomings are also obvious and cannot be concealed. Please comment on my debriefing report and welcome your valuable comments.
First of all, I have always loved the socialist motherland, supported the leadership of the China Communist Party, adhered to the Four Cardinal Principles, abided by the law and was honest. By participating in the study of the Party School of the Working Committee of the district directly under the Central Government, I have a new understanding of the basic theory of the Party and the principles and policies of the country. The study has also made me realize that there is no difference between high and low positions, so I must work hard, and I cannot reflect my life value without working. At the same time, in order to improve my scientific and theoretical level, I participated in the undergraduate correspondence education of xx University through the adult college entrance examination. I also taught myself computer knowledge at ordinary times, used the network to understand the international situation and major events at home and abroad, broadened my horizons and enriched my knowledge. Computers have enriched my life.
in my work, I am loyal to my duties and do my best. My leaders and colleagues have also given me great help and encouragement. Thanks to everyone's concerted efforts, customers all think that the service of xx Branch is better than that of other banks, and they are willing to open accounts and handle business here. Last year, more than 2 accounting accounts were opened, and the number of accounting business transactions increased from more than xx per day at the beginning of the year to more than xx per capita. It is conceivable that the bank belongs to the service industry, and my work makes me face many customers every day. For this reason, I often remind myself that "being kind to others means being kind to myself". In the busy work, I still insist on "three-tone service", "standing service" and "smiling service", patiently and meticulously answering customers' questions, and I try to tolerate and understand unreasonable customers.
Looking back at my own problems, I think:
First, I didn't study enough. At present, the new economy based on information technology is booming, new situations and new problems are emerging one after another, and new knowledge and new science are constantly coming out. Faced with severe challenges, I lack the sense of urgency and consciousness of learning. Theoretical basis, professional knowledge, educational level and working methods can't meet the new requirements.
second, when you are tired from work.
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