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Summary report of bank financial work

To really write a good work summary, we need to constantly summarize and reflect in the usual work process. A good work summary is rich in content. The following is a summary report on banking finance that I have compiled for you, hoping to help you. Welcome to read the reference study!

Summary report on banking financial work 1

In a blink of an eye, a year has passed, and I still have no feeling. It can be seen that the speed of time sometimes makes people very helpless. However, on the whole, my work in the past year was good. In addition to completing my work well, I also helped my colleagues to do something within their power, so I was praised by the leaders many times, which was the most among all employees in the year-end bonus distribution.

Over the past year, I have been busy in vain, and I have never done anything that is not conducive to my work, nor have I missed any accounts. I listened carefully to the instructions of my leaders and the correct suggestions of my colleagues, and I have been doing very well.

Over the past year, I have been in charge of and coordinated with many stock rooms, with a wide range of work, heavy tasks and great responsibilities. Because I correctly understood the work arrangements of my superiors, resolutely implemented the financial policies of the Party and the state, and strictly implemented the rules and regulations of the sub-branches, I better fulfilled my duties of administrative duties and professional and technical positions, exerted my leadership, management, organization and coordination abilities, fully mobilized the enthusiasm of employees, and successfully completed the task of managing and managing the stock room throughout the year.

First of all, in terms of honesty:

1. The reporting system of personal major events and the reporting system of personal income shall be implemented as required.

2. Consciously abide by the Code of Integrity in Politics, consciously abide by the party's discipline, and unswervingly implement the party's discipline. Enhance the awareness of accepting supervision, and take the initiative to accept the supervision of Party organizations, party member and the masses.

3. Keep close contact with the masses and strive to realize, safeguard and develop the fundamental interests of the masses. I firmly establish a correct view of power, status and interests, and establish the idea of serving the people. I regard people's satisfaction and dissatisfaction as the starting point and the end result of my work, and strive to do practical things and do good things for the people.

4. In the selection and appointment of cadres, conscientiously implement the relevant provisions of the "Regulations on the Selection and Appointment of Leading Cadres of the Party and Government" and the "Interim Measures for the Management of Senior Executives", adhere to the principles of openness, equality, competition and merit-based, promote the reform of the employment mechanism of sub-branches, and gradually move toward the track of rule of law.

5. Strictly implement various rules and regulations. I set an example, be strict, adhere to the system of employing people and managing people, guide and educate employees to consciously implement various rules and regulations of the branch, and establish a good fashion of loving their families and jobs.

Second, performance: I have clear working ideas, strong planning, forward-looking and leading; Pioneering and enterprising, often putting forward reasonable suggestions and being adopted, completing heavy work tasks and other tasks assigned by leaders; Pay attention to working methods and make work plans, which is more efficient; Can finish the work assigned by the leaders on time or ahead of schedule, with outstanding achievements and good results.

In terms of foreign exchange management, in the first half of 20__, on the basis of investigation and study, I analyzed the problems of many foreign trade companies in our county, such as a large number of foreign exchange receipts, a large number of exports, a small amount of foreign exchange receipts, a low write-off rate and some potential risks. At the executive meeting of the sub-bureau, I put forward the idea of strengthening the management of verification of export proceeds and preventing the risk of verification of export proceeds from the source, which was adopted by the executive meeting. Immediately, the Ministry of Foreign Trade formulated the "Relevant Provisions on the Administration of Verification Forms of Foreign Exchange Receipts of Foreign Trade Import and Export Enterprises", and adopted measures of differential treatment, classified management, and keeping pressure, so as to strengthen the management of verification forms. And organized a questionnaire survey on the foreign exchange demand of some foreign trade enterprises, formulated the Guiding Opinions on Further Supporting Foreign Trade Export, and put forward six window guiding opinions to the designated foreign exchange banks in the jurisdiction. In addition, it also organized an investigation on the operation of some private enterprises, analyzed the problems existing in their operation, and put forward some measures to strengthen the management of verification of export proceeds of private foreign trade enterprises. Thus, it has promoted the virtuous circle of foreign trade enterprises in our county in receiving orders, exporting, collecting foreign exchange and writing off.

In the process of making the selection and appointment plan for middle-level cadres in sub-branches, I propose to adhere to the principles of openness, equality, competition and merit-based, adhere to a good style of selection, and advocate the change of the selection and appointment method for middle-level cadres from "horse racing" to "horse racing", so that talents can show their talents, and the age condition should not be set too low. My opinion was finally adopted by the Party branch.

Thirdly, in terms of morality, we should establish Scientific Outlook on Development and a correct platform for political achievements, have a strong sense of law and discipline, political discipline and organization, conscientiously implement democratic centralism, take the overall situation into consideration, obey the division of labor and bravely shoulder heavy burdens. Respect the top leaders, unite with the members of the leading group and the broad masses of cadres and workers, have a correct ideological style and a solid work style, dare to adhere to principles, be concise and pragmatic, forge ahead, earnestly perform their duties, adhere to administration according to law, be responsible for coordination, vigorously support the work of the top leaders, and promote the smooth development of the three civilizations construction of sub-branches.

Fourth, ability: be familiar with and master the country's financial policies and regulations, and be able to implement them in combination with reality; Better coordinate all aspects of the relationship, fully mobilize the enthusiasm of employees, and complete complex tasks; Strong writing ability, high writing level and strong oral expression ability; High level of cultural knowledge, strong level of professional theory, with the basic skills needed for their jobs; Be able to find problems through investigation, sum up experience and make suggestions, and have the ability to handle and solve problems independently; Rich work experience and wide knowledge.

Over the past year, he presided over the anti-money laundering work conference of financial institutions in the jurisdiction, the symposium on foreign exchange management, and the economic and financial operation analysis meeting, and coordinated the call of the county government.

Hold a symposium on financial work. The above-mentioned meeting studied the relevant financial principles and policies, conveyed the "one regulation and two policies", foreign exchange management policies, financial macro-control measures, account management, cash management and treasury management regulations to financial institutions and relevant departments within their jurisdiction, informed the relevant work, analyzed the existing problems, and put forward suggestions for improvement, which better played the role of monetary policy transmission and window guidance of grassroots people's banks.

5. Diligence: I am enterprising, responsible, enterprising and strong; Serious work, positive attitude, firm attitude, courage to shoulder heavy burdens, dare to take responsibility, regardless of personal gains and losses; Diligence, earnestness and hard work; Never be late or leave early for no reason. Over the past year, I have basically no work leave, and I have been on duty and worked overtime more often on holidays. I insist on participating in overtime work in the business department at the end of each month, coordinating related work and reviewing related reports. Because of my busy work, I gave up many opportunities to be invited to participate in national academic exchanges and study abroad.

Generally speaking, over the past year, under the leadership of the party group of the sub-branch, I have been strict with myself according to the standards of leading cadres in party member, strengthened my political belief, strengthened my study of political theory, laws and regulations and financial knowledge, changed my work concept, improved my work style, adhered to honesty and self-discipline, consciously abided by discipline and law, and earnestly performed my duties.

In the coming year, I will not relax. I will only work harder, sum up my shortcomings and advantages in the past year, and figure out how to work in the new year in order to work better and do better.

Banks are the lifeblood of China. Only when the bank's work is done well can our country's accounts be complete and clear, and our country can develop better. That is, every bank employee needs to work hard to make every account clear and make his due contribution to the economic development of our country!

Summary report on bank financial work II

The year of 200__ was a colorful year in the development history of ICBC, which successfully took the first step of shareholding system reform. For Nan 'an Sub-branch, _ _ year is a year of hard work, a year of adapting to changes, a year of pioneering and innovating, a year of clearing up ideas and accelerating development. This year, the business integration of branches and their subordinate branches developed steadily, and the comprehensive business system was comprehensively promoted, achieving the expected goals. During this year, the organization and leadership gave me many opportunities to study and exercise.

First, strengthen business study, improve their comprehensive quality and adapt to the needs of the new situation.

Since I have been engaged in savings work, I have attached great importance to the cultivation and study of personal business ability. While providing standardized and high-quality services to depositors, we should study business skills assiduously, actively and conscientiously learn new business and new knowledge on the basis of mastering the original business processes, and learn from leaders and professional departments with an open mind if there is anything we don't understand. 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 reform of ICBC at various stages.

Second, with a high sense of responsibility and customer-oriented service concept, we will implement quality work.

In, I worked as the business supervisor in Changjiang Village Savings Office, mainly responsible for re-control, internal control, quality accounting and counter normal business. By strengthening internal control management, the branch never ranked in the bottom 50 in accounting quality appraisal last year, and ranked in the top 30 or 40 for many times. I was rated as an "error-free teller" by Nan 'an Sub-branch for two consecutive months.

I always adhere to the concept of "customer first", regard the customer's affairs as my own business, put myself in the customer's shoes, think about the customer's urgent needs, boldly explore ideas, adopt different working methods for different customers, and strive to provide the best service for customers in order to win their support for our business. During my work in Changjiang Village Savings Office, I have developed from friendship with many customers to friendship, and I have been praised by different types of customers for many times, and I have never received a customer complaint.

The times are changing, the environment is changing, and the work of banks is changing from time to time. Every day something new appears and something new happens, which requires me to change with the situation. It is my goal to learn new knowledge, master new skills, adapt to the changes in the surrounding environment, improve my post-holding ability, train myself to be a comprehensive ICBC employee and plan my career better. Of course, I still have some shortcomings in handling and operating some details. In the future, I will continue to do my job well, always spur and improve myself with the service concept of "endless service, innovative service and lasting service", improve myself and be stricter with the care, guidance and help of leaders and colleagues, contribute to the reform and development process of ICBC, and implement the quality service work!

Summary report on bank financial work 3

In order to achieve "customer satisfaction first", I not only prepare to open the door on time every day before going to work and provide full service, but also often sacrifice my personal rest time to deal with various businesses of the unit and actively promote our products to customers, such as funds, national debt, insurance and so on. And make the explanation concise and easy to understand, so that customers can understand and accept our products in the shortest time. For high-quality customers, I basically use "standing service" to "welcome them when they come and send them when they leave". In addition, I patiently and meticulously explained personal financial services such as personal savings business, personal consumption loans, personal housing loans, and personal e-banking, which were well received by customers. Received verbal praise from customers for more than 20 times, without receiving a customer complaint, and was praised by unit leaders for many times.

I always adhere to the principle of "work first", conscientiously implement all the rules and regulations in the hospital, be conscientious and work hard, always spur and improve myself with the service concept of "innovative service and lasting service", and strive to provide standardized and high-quality services for depositors with the purpose of customer satisfaction. Today, I am concerned about the quality training of employees in Tong Yuan Branch. I study business skills hard, and on the basis of mastering the original business process, I study new business seriously and actively, especially personal gold business. At work, he can always think about what customers think, worry about what customers are anxious about, and give customers the most satisfactory service. The annual business is handled quickly and accurately, and the business volume has been in the forefront of the hospital, with an average monthly business volume of 4,500. For example, in the second quarter, I opened a wealth management account with an amount of1million, and organized other banks to deposit more than 800,000 yuan. I have been in charge of business since _ _ _ _. In the case of a serious shortage of staff in the savings office, I took the initiative to share the worries for the leaders, regardless of personal gains and losses, giving up long breaks and working overtime in the office, which played a correct role in the work.

Based on the service concept of being responsible to users, after a year of hard work, study and practice, we won the honorary title of "Best Supervisor" of Nan 'an Sub-branch twice in the second quarter of this year, and won the "Best Accounting Quality" award of the branch twice, ranking third in the city in the second quarter. These honors and achievements can not be achieved without the training of leaders of expense banks and savings offices and the concern of colleagues.

I keep learning at work. While learning business skills, we also pay attention to improving our own quality to meet the needs of financial modernization. Recharge yourself after work and try to learn computer skills by yourself.

Through these years' work, I have improved my comprehensive quality and exercised more maturely. In the future work, I will continue to be a master, be conscientious, work hard, love my job, learn from each other's strengths, and make my modest contribution to the development of the institute as always.

My work slogan is: "provide better service to customers and implement quality service!" " "

Summary report on bank financial work 4

Under the correct leadership of the bank leaders, relying on the joint efforts of all my colleagues, and with a pragmatic work style, I have successfully completed all the tasks of the bank's construction and development, and I have also made certain achievements in my usual work. Now I will briefly summarize my main work in 2003.

First, study hard on policies, improve the level of understanding, and lay the foundation for doing a good job.

1, I can seriously study the party's principles and policies, especially financial regulations and related policies, and strive to improve the level of policy implementation. Usually, I use some business time to study relevant documents, newspapers and books, and at the same time, I can actively participate in the training of relevant laws and regulations organized by the municipal bank, which has laid a certain foundation for doing a good job in financial work.

2. Firmly adhere to the belief of * * * productism, and define the work objectives. As a cadre in Ji Gu, he can take the lead in work and unite comrades to work hard for the goals and tasks of our bank.

2. Reasonable arrangement of revenue and expenditure budget and strict budget management of unit budget are important guarantees for banks to complete various tasks and achieve the set goals at the beginning of the year, and are also the basic basis for unit financial work. Therefore, it is of great significance to do a good job in our budget work. In order to do this work well, it is necessary to summarize and analyze the implementation of budget expenses in the previous year according to the actual development of branches, find out various factors that affect the current budget, objectively analyze the impact of relevant national policies on this year's budget, solicit opinions from departments extensively, and report to leaders many times. Under the existing conditions, tap the potential within the scope allowed by the head office of the bank, formulate the budget in line with the principle of "living within our means, ensuring key points and giving consideration to the general" in actual implementation, strictly implement the budget, and may not adjust the budget at will. Due to special circumstances, it needs to be studied and decided by the leading group to give full play to the efficiency of fund use and ensure the smooth completion of all work of the sub-branch.

Strengthen the management of fixed assets and low-value consumables. Fixed assets are important material conditions for banks to carry out daily operations and other activities, with various types and specifications. In this management, many people have not paid attention to it for a long time, and there is an idea of valuing money over things and valuing procurement over management. In order to strengthen this management, in my usual work, according to the current financial system, those who are recorded in fixed assets but have not gone through the warehousing procedures of fixed assets are registered in time and checked with the office regularly to ensure that the accounts are consistent with the facts. Through inventory, we can find and plug the loopholes in management in time, properly handle and solve various problems in management, and formulate corresponding improvement measures to ensure the safety and integrity of fixed assets.

4. Paying attention to the daily financial revenue and expenditure management is the top priority of a unit's financial management. Strengthening revenue and expenditure management is not only the need to alleviate the contradiction between supply and demand of funds and develop business, but also the embodiment of implementing the policy of running all undertakings with diligence and thrift. In order to strengthen this management, we have basically improved various financial systems with reference to the relevant regulations of the Head Office, so that the daily financial work has laws to follow and rules to follow, and the management is standardized and institutionalized. All expenses are handled in strict accordance with the financial system. Through careful implementation, the effect is very obvious. In the case of quite tight funds, it not only ensures the healthy and smooth progress of a series of normal business activities such as business development and financial revenue and expenditure, but also makes the arrangement and use of various revenue and expenditure meet the requirements of the plan and financial policy at the beginning of the year, greatly improving the efficiency of the use of expenses and achieving the purpose of increasing income and reducing expenditure.

5. Hold regular business training to improve the professional quality and ability of front-line employees. In view of the new situation and many new situations and problems in the development of our bank, in order to improve the coping ability of all counter staff, our bank regularly organizes employees to carry out technical training and various business trainings, such as organizing training on identification of true and false ID cards, assessment of anti-counterfeiting professional knowledge, rose card common sense examination, etc. Through training, the professional quality and theoretical level have been improved, and the ability to analyze and solve problems has been enhanced.

Combining intransitive verbs with high-quality service competitions, we will vigorously improve service quality and efficiency. In the quality competition activities, with the goal of improving service level and corporate image, focusing on the theme of making borrowers more satisfied and depositors more at ease, focusing on implementing social service commitments and post service norms, we will further strengthen the construction of professional ethics, self-pressurize and actively participate in the competition. At the same time, pay close attention to environmental sanitation and create a quality service environment. During the competition, we will take the opportunity of welcoming the national sanitary city inspection, comprehensively clean the environment, and adhere to the system of daily cleaning, weekly cleaning and environmental sanitation inspection. The service environment has been significantly improved, which has been well received by customers and the surprise inspection team of the Head Office.

Seven. Earnestly make year-end final accounts. Year-end final accounts are a complicated and arduous task, mainly including clearing old accounts, year-end transfer and recording in new accounts, and preparing accounting statements. Financial statements are written documents reflecting the financial status and income and expenditure of the unit, important materials for the leaders of the headquarters and units to understand the situation, master policies and guide the implementation of the school budget, and also the basis for compiling the school financial income and expenditure plan for the next year. Therefore, I attach great importance to this work, give up the rest time on weekends and New Year's Day holidays, work overtime, make year-end final accounts, and carefully prepare various accounting statements. At the same time, write a more detailed financial analysis report for the statement, analyze and study the income and expenditure activities in the past year, make a correct evaluation, and reveal the existing problems by analyzing and summarizing the experience in management, so as to improve financial management, improve management level, and provide basis for leadership decision-making.

In short, in 2003, although I did some work, I could not do without the correct leadership of the branch leaders and the efforts of my colleagues. Looking forward to 2000, the branch will move to this area. In the new year, I will sum up my experience and lessons, foster strengths and avoid weaknesses, respond to new situations, take new measures, increase the absorption of deposits, improve internal management methods, and strive to accomplish various personal goals and tasks issued by the head office and branches.

Summary report on bank financial work

1, civilized and high-quality service work

It is always a central task of our department to manage the window service of various business institutions of our bank. In order to continuously improve the overall service level of the whole bank and truly promote the all-round development of branches' business through service work, in April this year, according to the guidance of the new branch party Committee and on the basis of the original service management measures, our department revised and promulgated the New Measures for the Management of Civilized and High-quality Services. Compared with the old measures, the new management measures reflect the distinctive characteristics of paying equal attention to service management and business development. The Measures are detailed and operable, which is more in line with the actual management work of the Bank. Several drafts were promulgated and implemented at the civilized and high-quality service work conference held in mid-April, 20__.

After the promulgation of the new "Measures", our department immediately arranged for the service supervision team of our department and all the staff of the institutions under its jurisdiction to study the detailed rules of the Measures seriously, and instructed special personnel to conduct self-examination according to the latest revised "Service Specification for Business Outlets of the Head Office". For the service software and hardware problems that have been self-checked, they can be rectified immediately; If it cannot be rectified for a while, it shall communicate with the trade union of the superior bank in time and submit it to the functional department of the branch for centralized research and solution. At the same time, our department also hired a service supervision agency to conduct an unannounced visit to the service status of the institutions under its jurisdiction in accordance with the requirements of the new measures, and report the inspection on a monthly basis. Although the Measures have only been implemented for two months, from the service inspection results in the first half of the year, the service quality and overall level of the Bank have obviously improved and improved.

In the first half of this year, while doing a good job in the daily management of services, the Ministry also assigned some institutions to actively participate in the civilized and high-quality service competition organized by the Provincial Banking Association and the Civilization Office of the Municipal Party Committee. In April and May this year, we successively accepted the acceptance and inspection of our services by the Provincial Banking Association, the Provincial Service Supervision Team and the Provincial Chief Asking Responsibility Inspection Team, and all achieved good results.

2, business skills training and testing work

Organizing the training and testing of business skills of front-line employees within the jurisdiction is another key work of our department. In view of the fact that in September this year, the whole province's system is ready to launch the it blueprint, and the electronic classrooms of branches are used for blueprint training, so it is impossible to organize centralized skills training for employees of the whole bank. At the beginning of the year, our department issued a notice to the whole jurisdiction, requiring all institutions to break up into parts, organizing their employees to strengthen skills training, and striving to meet the acceptance of the head office with excellent results. From June 9 to 18, according to the general arrangement of the provincial trade union, our department also organized a skill test for employees of branches. More than 500 employees of the whole bank actively participated in the test, and the actual test was conducted for more than 40 times, with more than 800 participants. This evaluation has also achieved satisfactory results. According to statistics, more than 200 employees have reached the first-class expert level in different skill categories, and the qualified rate of participating employees in the whole jurisdiction is nearly 100%.

3. External publicity work

While doing a good job in daily work, our department also undertakes part of the branch's external publicity work, and timely submits all kinds of work news of the branch to the websites of the head office, provincial banks and branches and internal electronic publications in the form of pictures and texts, so as to expand the influence of the branch and enhance the visibility of the whole bank. According to incomplete statistics, the bank published nearly 20 articles to foreign media in the first half of the year, with a publication rate of 100%.

It should be emphasized that at the end of last year, our bank was rated as an advanced unit of spiritual civilization by the Liaoning Provincial Party Committee and the provincial government. At the beginning of this year, the Propaganda Department of the Municipal Party Committee came to our bank to hold the awarding ceremony on behalf of the provincial government. Our department seized this opportunity, not only did a good job in reception, preparation and publicity within the system, but also fully cooperated with reporters from Liaoning Daily News Channel to interview our bank, and expanded its external influence by publishing an exclusive interview with our bank in Liaoning Daily.

4, workers' rights and interests work

1, civilized and high-quality service work

According to the work arrangement of the branch party Committee, in March this year, our department actively contacted the medical examination hospital and organized the employees in the whole area to have a centralized medical examination. According to the inspection results, organize employees to be vaccinated with hepatitis B vaccine. At present, this work is still in progress.

In May this year, according to the requirements of the Party Committee, our department was also responsible for organizing employees to take care of the bidding and inspection work of processing manufacturers, and completed the signing of the order contract and the measurement of more than 200 employees of the whole bank/KLOC-0 at the end of May.

5. Party work

According to the unified deployment of the provincial party affairs department, in the first half of the year, our department also actively organized all party branches in the bank, strictly checked and carefully screened activists to join the party, and participated in the training for joining the party of the municipal government working Committee. At present, 1 1 activists who participated in the training have successfully graduated, and the new candidates to be recruited have been reported to the branch party Committee.

6, corporate culture construction work

In order to create a harmonious corporate cultural environment and enliven the cultural life of employees, in the first half of the year, our department mainly arranged the following and several large-scale cultural and sports activities.

On the eve of the Spring Festival, organize the 20-year commendation meeting and Spring Festival Gala of the whole bank; At the beginning of March, in order to commemorate 3.8 International Women's Day, we organized a calligraphy and painting photo contest for all female employees. In mid-May, organize all employees to carry out mountaineering activities with the theme of "Green Covenant", and so on. The success of the above activities has greatly enhanced the centripetal force of employees and the cohesion of party committees of branches, and achieved the expected results.

7. Other work

In mid-June, the provincial bank held the province's 20-year business skill competition, and designated our bank to undertake the whole process. According to the instructions of the branch party Committee, our department has invested a lot of time and manpower from the preliminary preparation of the activity, the summary of the personal work of grass-roots civil servants for 20 years to the smooth development of the activity. After the activity, the work of our department was praised and praised by the party committees of all provinces and branches.

Second, the main problems in the work in the first half of the year

1. Although our department has revised the very detailed management measures for service work, in the daily management work, the assessment lines are still rough, and the assessment fineness needs to be strengthened.

2. In the 20__ annual business skill competition held by the provincial bank, the bank only won the fourth place in the total score of the group, which is inconsistent with the positioning of the bank in the province, and the business skill training of employees needs to be strengthened urgently.

Three. Main work arrangements for the second half of the year

1. In terms of civilized and high-quality service management, in the second half of the year, we will adopt various flexible methods to gradually strengthen the supervision, inspection and evaluation of the service status of various institutions, and steadily improve the service level of the Bank.

2, business skills testing work

Focus on screening personnel who participate in the promotion and acceptance activities of provincial experts to ensure the completion of the promotion indicators approved by the provincial bank.

3. In July, through the research of the branch party committee meeting, we made preparations for the development of new employees in party member in 20__ and the regularization of party member in 20__ _.

4, in mid-July and mid-September, do a good job of acceptance and distribution of new clothes.

5. Carry out cultural and sports activities such as welcoming the men's basketball match on August 1st Army Day.