Four summaries of the work of bank back office staff

Summary of the work of the backstage staff of the bank Fan In recent years, under the correct leadership of the Party Committee and the guida

Four summaries of the work of bank back office staff

Summary of the work of the backstage staff of the bank Fan In recent years, under the correct leadership of the Party Committee and the guidance of the superior bank, the office of XX Branch has closely focused on the work of the Party Committee and given full play to the functions of staff assistants, organization and coordination, and the institutionalization and standardization of office work have been significantly strengthened; Function and role play well; The quality of research and information is constantly improving; Over the past few years, more than 40 research materials have been submitted to the superior bank, and more than 250 issues such as XX Bank Briefing and Financial Weekly have been compiled and distributed, and more than 1000 materials have been submitted to the superior bank, and 12 research materials have been adopted by the superior bank successively, with the adoption rate of 20xx bank materials reaching 49.5%, ranking first in the agricultural banking system of the province. At the same time, the archives management was also rated as "the first-class unit of archives management of government organs" by the Provincial Archives Bureau in 20xx, which made positive contributions to the business development of the whole bank and the correct decision-making of the Party Committee.

However, with the further intensification of competition in the financial industry, there is still a certain gap between the office work of this bank and the current reform and development situation of Agricultural Bank of China. Office hardware facilities are relatively backward, with slow running speed and many faults, which affect the timeliness of document delivery. Individual employees don't know enough about new business and knowledge, and they don't fully understand the party's policies and theories, which affects the quality of office work. At present, the pace of deepening reform has been further accelerated. In this regard, we should clearly understand the situation, closely follow the needs of the development of the situation, base ourselves on reality, focus on the work objectives and scientific development of the whole bank of 20xx, vigorously carry forward the work style of seeking truth and being pragmatic, go deep into grassroots research, actively make suggestions for the leaders of the bank, give full play to the role of staff, and do a good job in supervising and implementing various work measures.

First, carry out in-depth research, do a good job of staff guidance, and provide information services for party Committee decision-making in a timely manner.

Research materials are an important basis for party committees to make decisions. Because we are busy with our daily affairs, we don't go deep into the grass-roots investigation, we don't know much about the grass-roots situation, we don't report important information to the Party Committee and the superior bank, and the superior bank seldom uses our information, which makes our research a mere formality and fails to give full play to its functions of serving the leadership in decision-making, guiding business operation and serving the grass-roots bank. In view of these problems, the focus of future research work is to continue to compile XX ABC Bulletin and Financial Weekly, focusing on three aspects. First, carry out information research closely around the working ideas of the whole bank. At present, we should focus on the withdrawal of "scattered loans", the expansion of market insurance agents and the disposal of non-performing assets in enterprise restructuring. The second is to carry out information and research closely around the needs of service leaders. First of all, it is necessary to provide information to the leaders of the superior bank in a timely manner, focusing on the implementation of the spirit of various meetings of the superior bank, the development of business management in various periods, and the new practices of the grassroots bank. Secondly, the research should be oriented to the grassroots and serve the leaders. The office should organize competent personnel, sum up good experiences and practices in grass-roots work in a timely manner, reflect new situations and new problems in the work, and strive to provide a survey material with accurate data, thorough analysis and strong pertinence every quarter, so as to provide services for leading scientific decision-making in the next step. Third, focus on the hot spots, key points and difficulties in business operation. At present, the development speed of various businesses in the whole bank shows a good growth trend, and new situations and problems constantly appear in the work, which requires us to grasp the pulse of the times, report to the leaders of the bank in time through research, and feed back to the grassroots banks, so that information research will always be at the forefront of business.

Two, strive to improve the quality and efficiency of document management, to ensure the implementation of the work.

Official documents are the basic tools and important carriers for banks at all levels to carry out official activities, and also the concentrated expression of the management level and work efficiency of banks at all levels. In order to realize the scientific, standardized and efficient management of official documents, play a role in improving the management level of organs and promoting business development, we should focus on three improvements. First, strengthen system construction, and lay a solid foundation for the operation of official document management. Reasonable system and perfect rules and regulations are the important basis to ensure the quality and level of official document management. According to the Official Document Management Measures of the Head Office and relevant regulations, a series of rules and regulations covering official document processing, auditing, receiving and dispatching, confidential information and message management were formulated in time, and a relatively perfect official document management system was actively constructed. The second is to strengthen process control and improve the quality and efficiency of official document management. In view of the fact that the quality of official documents in China is not high at present, in the future, we should focus on the examination, countersigning, content and writing of official documents, strictly stipulate the confidential content of official documents, effectively strengthen the management of signing and approving confidential documents and all circulation links, and effectively improve the speed of official documents circulation. The third is to strengthen the supervision and supervision of official documents. Further refine the inspection procedures, establish a check card, define the inspection responsibility, inspection content, delivery time, completion time limit and host office, strive to improve the authority of inspection work, gradually realize the institutionalization, standardization and scientificization of inspection work, improve work effectiveness, and ensure the smooth implementation of government decrees and the timely and correct implementation of all work in the whole bank.

Three, strengthen the archives management, and strive to improve the level of archives service.

In recent years, the archives management of local branches has actively innovated service means to meet the needs of business operation and reform and development of the whole bank, and has continuously improved the standardized management level of archives, which has achieved remarkable results. However, due to the lack of guidance and objective conditions for the file management of grass-roots banks, the file management of grass-roots banks generally cannot keep up with the needs of the current situation, which is manifested in incomplete hardware facilities, failure to file official documents according to the system requirements, and low quality of personnel. In view of these problems, in the future, on the basis of continuing to do a good job in archives management, the bank will focus on strengthening the guidance of archives management in grass-roots banks, strengthening the utilization of archives resources, improving the electronic level of archives management and the service value of service level, managing and using archives well, actively cooperating with various business departments to make full use of historical materials, and regularly forecasting and analyzing business operations, so as to provide scientific basis for correct decision-making by bank leaders in time.

Fourth, conscientiously perform the dual functions of "Party Committee Office" and "Office" and pay close attention to the implementation and enforcement of various systems.

At present, the work is very heavy, reform and development.

The task of the exhibition is very arduous. Therefore, as an office that performs the dual functions of "Party Office" and "Operation Office", it must closely focus on the work of the Party Committee, highlight key points, strengthen services, improve the working mechanism of the Party Office, actively promote the institutionalization and standardization of the work of the Party Office, timely decompose important documents, meetings and decision-making arrangements into projects, implement specific contractors, clarify responsibilities and specific requirements, and conduct regular or irregular inspections and notifications. To investigate and deal with the matters instructed by the leaders, it is necessary to "check the batch, check the fruit and report the fruit". Form a good atmosphere for the two-line operation of "Party Office" and "Bank Office". All work items should be implemented, connected, promoted and managed together to ensure the smooth and timely and effective connection of information channels between leaders and departments, between departments and between banks at higher and lower levels. It is necessary to do a good job in letters and visits in the new period, improve the register of letters and visits and the supervision list, seriously solve and answer the problems reflected by the visiting masses, and actively create a relaxed and good business environment for the development of various businesses in the whole bank.

Summary of the work of the backstage staff of the bank. Looking back on 20xx, Fan achieved the brilliance of general deposits exceeding 60 billion yuan, 70 billion yuan and 80 billion yuan, and also achieved a good result of book profit exceeding 1 1000 billion yuan. During this year, under the leadership of the branch team, the marketing department of the bank branch conscientiously implemented the guiding ideology of "strengthening confidence, inspiring spirit, focusing on projects and optimizing processes", identified the industry market, seized the leader, made large batches, expanded new customers, tapped old customers, and strived to expand the customer base and enhance business growth. By June 35438+February 3 1, the balance of deposits in the branch. Compared with the previous year, it increased by 302.64 million yuan, personal loan balance was 2810.06 million yuan, increased by10.9 million yuan, wealth management sales were 671.10.00 million yuan, and personal intermediary business income was 822 thousand yuan, exceeding the annual plan. During this year, our marketing department made great efforts:

First, clear the direction, pay close attention to the target, and identify the market.

At the working meeting of the branch at the beginning of the year, our marketing department carefully studied and discussed the spiritual points of the branch, and made clear the development goal of Bank of Communications "1165438" and the working idea of "one without eight new guarantees and two guarantees". "65438+ 1000 billion in 2000" has opened a new chapter in the development of Zhengzhou Pudong, which is an inevitable requirement for realizing leap-forward development. First, we will continue to carry out wholesale marketing around the sub-branches, take the major customers and leading customers in the market as the breakthrough point, and promote our new financial products according to their needs by grasping and understanding the information of major customers and leading customers, so as to increase their business handling of the sub-branches of the Bank. Second, for general dealers, general agents and other private owners, we should take personal production and operation loans as the starting point to find new ways of cooperation. Third, the study abroad market should stabilize the original market share of the branch. Our marketing department will investigate the overseas study market of each college, and analyze and sort out the survey data according to the conclusion, so as to better handle the work of the branch. Fourth, pay attention to the surrounding new wholesale markets and hypermarkets, strengthen market research, start a cooperation plan with the market at the beginning of preparation, find new exhibition opportunities in the market, and expand business cooperation space; Fifth, our marketing department strengthens the linkage between public funds and personal funds, vigorously publicizes enterprises, and makes every effort to implement the publicity work to each customer through the special business publicity for each customer, so as to urge the sub-branches to increase the agency business volume and give play to the effect of 1 plus 1 greater than 2; Sixth, do a good job in the stability and service of the original high-end VIP customers, provide services for the wealthy people from the aspects of marketing beauty salons and gyms, and tap a larger stock of VIP customers; Seventh, actively strive for the traditional personal loan business of real estate mortgage, at the same time develop operating loans and consumer loans, and do a good job of absorbing deposits with loans.

Second, strengthen study, improve cognition and grasp business.

In today's increasingly fierce competition in the personal business market, only one kind of enthusiasm for serving customers is far from enough. If you want to gain more on the battlefield, you must train more in peacetime. Sub-branches advocate the development of business and ability, and the growth of individuals and teams. Combining all kinds of business training and the study of gold bars in branches, we constantly update our business knowledge reserves, timely capture the product information and marketing trends of the same industry, communicate with the branches of the company, and master the marketing knowledge of the company's business, so that we can have greater initiative in the market. In the sub-branch team, employees are constantly required to learn and communicate, and everyone is encouraged to obtain various relevant business qualification certificates to improve the overall business quality, combat effectiveness and competitiveness of the individual gold team. In order to strengthen the strength of our marketing department, our marketing staff took the business qualification examination. Under the premise of careful preparation and high responsibility for the work, at present, 9 people in the gold bar line of the branch have obtained the qualification certificate of the head office, 3 people have obtained the qualification certificate of AFP, and 1 person has obtained the qualification certificate of EFP.

Third, seek breakthroughs, seize opportunities and seek development.

For the marketing department, the intermediate business income index of personal business is an arduous task. When our marketing department got the work target responsibility letter at the beginning of the year, we were always looking for the breakthrough of intermediate business indicators. In order to better complete the business work, we focus on the implementation of VIP customer marketing, publicize VIP customers one by one, and strengthen the handling of new business for VIP customers. Focus on third-party depository customers and achieve business breakthroughs. Thanks to the unremitting efforts of the marketing staff of the Bank, the annual sales of foreign exchange wealth management in bank branches reached 67 million yuan, the sales of special wealth management products reached 5.64 million yuan, and 94 new accounts were fixed, realizing agency insurance of 6.5438+0 million yuan. Especially in April, the Banking Department of the branch recommended Huitianfu Money Market Fund to everyone. With the full support of the branch, marketing customers bought Huitianfu money market fund of 54.46 million yuan, which generated personal intermediary business fee income of 765.438 million yuan in one fell swoop, fully mobilizing the marketing enthusiasm of account managers. While doing a good job in service guarantee, the sub-branch business department gives full play to the potential of active marketing. The per capita savings of counter tellers exceeded 6,543,800,000 yuan, and the per capita savings balance of corporate bank account managers was nearly 30,000,000 yuan. Under the guidance of the goal of * * *, all the lines of the sub-branches have become a huge resultant force.

In short, in 20xx, our marketing department has earnestly completed the tasks assigned by the company by strengthening the business ability of employees. In the future work, the Marketing Department of the Bank will increase investment in human resources, continue to carry forward the spirit of "330,000" personal banking line, continue to take the way of going out and inviting in, publicize the advantages of our products, expand its influence, enhance its awareness of development and innovation, broaden its horizons, and constantly seek new business partners, new ways of cooperation and new business development areas, specifically 165438.

Summary of Bank Backstage Staff's Work Fan has made good achievements since he took up the post of bank logistics, which is mainly due to the correct leadership of the bank, the unity and cooperation of the bank team, the active efforts of the person in charge of the branch and the hard work of the front-line staff. The following is a summary of the logistics work during this period.

First, it is a prerequisite to mobilize enthusiasm with assessment and reward.

Using the lever of assessment and reward well, it is possible to fully mobilize the enthusiasm of employees. Everyone does the work of the enterprise unit in depth and in detail, and the mobilization salary is paid by the bank. The employees work overtime until late at night without complaint. Employees go out of the counter and go deep into the marketing of enterprise units. At the same time, our monthly assessment is notified by official documents, which is highly transparent. Although the salary has been widened, our enthusiasm has improved.

Second, leadership is the key.

Bank leaders, bank leaders and outlets overcome marketing difficulties, frustrate the competition of other banks, and strive for multiple units to pay wages, so as to seize market share and strengthen the relationship between banks and enterprises.

Especially after getting the information that the outlets are going to be merged, the governor in charge inquired about the units and households that pay wages at outlets from various sources, and the director of Chengnan Branch preempted them and paid wages for them in advance. As the leaders take the lead, the enthusiasm of front-line employees to complete various tasks is stimulated.

Third, service is fundamental.

Marketing has come up, but the counter service has not kept up. There is the possibility of deposit loss. We always educate employees based on service, guide employees from domestic and foreign cultural background, situation development, surrounding reality and other factors at the conference, and first solve the problem of employees' understanding of quality service ideologically. Most employees also gradually realize that leaders should provide quality services to retain deposits when overcoming difficulties and marketing their business back. On this basis, supervision and inspection were carried out in accordance with the work norms of high-quality civilized service, which improved the quality of counter service and won more customers.

Fourth, the existing problems

1. Increase marketing efforts this year, and the two branches merged by CCB will pay salaries on their behalf. Due to the improvement of counter service quality, a large number of high-quality customers have also deposited their money in ICBC. However, in the face of disorderly competition among peers regardless of cost, it will be more difficult to deposit and deposit in the future.

2. As the old customers of agency insurance marketing generally report that the dividend insurance is lower than the income from education savings, the development of insurance agency business will be slow in the next few months, and the income from new products will not be ideal, so the agency insurance marketing will not develop greatly in the future, which will greatly affect the income from intermediary business.

3. The income incentive mechanism needs to be constantly improved in practice. It is generally reflected that the performance pay this year is too low, which is far from the hard work of the front line.

4. There is no full-time marketing staff, and the local regional economy is relatively backward, and the marketing of new business is slow. Three wealth management accounts have been completed, and there is no bank-securities linkage.

In the future, we should focus on paying wages on a regular basis. Personal rewards for savings deposits cashed by banks must be cashed at outlets, and most of them are used for business consolidation and development, bringing the relationship between banks and customers closer. At the same time, it is necessary to mobilize employees to get in touch with personal quality customers and strive for more quality customers through marketing wealth management accounts.

Fan Tongyong's Summary of Bank Backstage Staff's Work

Over the past year, under the correct leadership of the Party branch of the county bank, the office has overcome many difficulties, earnestly studied and practiced Theory of Three Represents, given full play to the functions of the office, and strengthened its sense of service, and successfully completed various tasks, making due contributions to the smooth realization of various business objectives of the whole bank.

First, pay close attention to study and education to improve the overall quality of all staff.

Without high quality, good work style and excellent skills, office staff can't make suggestions and provide good services for leaders, departments and employees. Therefore, we should start with ideological construction, carry out regular political theory study, deepen our understanding of the Party's line, principles, policies and Theory of Three Represents Theory in the new period, improve the political quality of all employees, and make each employee further correct their work style and enhance their awareness of financial services. Every word and deed of the staff embodies the spirit of the Agricultural Development Bank, doing practical things and seeking practical results, which has become the * * * knowledge of all office staff and the spirit of cadres and workers. The second is to carry out warning education. Use negative examples to concentrate on study and discussion. Deeply analyze the causes and consequences of its crime. Through education, all employees' awareness of obeying the law, honesty and self-discipline has been further strengthened and improved. The third is to carry out business knowledge and professional knowledge learning to improve the level of policy theory and professional skills. Organize all staff to study the Measures for Handling Bank Official Documents in depth, so that all staff can be familiar with and master the process, format, writing rules and handling of official documents issuance. And conduct tests to effectively improve the quality of learning. Through a series of study and education, the comprehensive quality of office staff has been greatly improved, and a dedicated, cooperative and enterprising group stands out.

Second, do a good job in coordination and serve the whole bank.

First, assist the leading institutions of banks to complete the office procedures of county banking institutions. By doing a good job in daily work such as meeting organization, comprehensive coordination, supervision, investigation and document processing, we actively put forward suggestions on various situations and problems in our work and put forward rationalization proposals 10, so as to make the work of the whole bank healthy, orderly, solid and effective. The second is to assist the party branch to strengthen target management. According to the responsibility target signed with the municipal branch and the county government, the office timely understands and grasps the relevant situation, actively feedbacks the problems and new situations existing in the target work to the leaders, and provides scientific basis for the leaders to make correct decisions. At the same time, it effectively contacted the county target supervision office and reported the completion of the target on time, which made positive contributions to the completion of the target tasks issued by the municipal branch and the county government.

Third, actively do a good job in information publicity and reporting, and broaden the good social image of banks.

In order to comprehensively strengthen our outstanding achievements in rural and agricultural work and expand our good social image, we attach great importance to publicity and reporting. Actively report to the bank's leaders, strive for their understanding and strong support, and formulate and issue the "Measures for Annual Assessment and Reward of Various Personnel Writing Articles", which defines the writing tasks of all cadres and workers according to their administrative positions or technical titles, and conducts regular assessment, thus mobilizing the enthusiasm of all employees to write articles, and comrades have changed from "asking me to write" to "I want to write", which has become a common practice of our bank. Over the past year, it has provided information to the higher-level banks and local party committees and governments in a timely manner, and 8 articles have been adopted. Municipal banks have written more than 30 exchange reports and theoretical articles, and 8 articles have been adopted, including 15 at the provincial level and 3 at the municipal level. Hard work has been richly rewarded. Through our multi-level, multi-angle and multi-channel publicity, our popularity in society has been greatly improved. It has created a good theoretical environment for the continuous, stable and closed operation of the acquisition funds, strengthened everyone's sense of participation and writing ability, and encouraged everyone to study and explore new situations and problems in progress, use their brains and find ways to contribute to the revitalization of the bank.

Fourth, do a good job in discipline inspection and supervision to create conditions for the smooth development of business work.

Actively assist the party branch in building a clean and honest party style. First of all, strengthen system construction and improve various rules and regulations for building a clean and honest party style. According to the requirements of the central and superior banks for building a clean and honest government, assist the Party branch to quantify the responsibility goal of building a clean and honest government, so that the responsibility system of building a clean and honest government can be implemented from the leading group to all offices and from team members to every employee. Signing responsibility objectives one by one, implementing the objectives and tasks to each department and employee, further improving the archives of party style and clean government of cadres above the stock level, strengthening the internal control mechanism and preventing the occurrence of various cases; The second is to supervise the leading group and its members from the aspects of cars, houses and machines, and conduct self-examination and clean-up on issues such as the implementation of the "two prohibitions" for spouses and children of leading cadres, and the acceptance and donation of cash and securities by leading cadres. After self-examination, all the leading cadres of the bank did not violate the law and discipline. And report the results of supervision and inspection to the superior discipline inspection commission and the county cadre meeting to ensure that the construction of a clean government is implemented. Secondly, we should strengthen the legal education for employees. On the one hand, it is necessary to issue relevant laws and regulations to every employee in time to organize learning and conduct repeated tests to ensure the learning effect. On the other hand, combined with the "anti-corruption" education, the warning education of negative textbooks was carried out among all cadres and workers, which further improved their legal awareness and consciousness of obeying the law. There were no cases of violation of discipline in the Bank throughout the year.

Five, strengthen safety work, to ensure the realization of safety goals.

As the safety department,

This year, we will continue to carry out the "four noes" security activities throughout the bank and make great efforts to do a good job in the new form of security. On the one hand, we start with strengthening the safety education of cadres and workers, and strive to improve the awareness of safety prevention in accordance with the principle of "prevention first, prevention by groups and treatment by groups". The fire department of the internal security department of the Public Security Bureau is regularly invited to conduct drills and training on the county's riot prevention plan, conduct fire protection knowledge training and on-site operation guidance, and conduct secondary fire fighting and security throughout the bank. At the same time, it has also formulated the "four noes" safety target responsibility book, and implemented the safety prevention responsibility system at all levels; On the other hand, we will strengthen the construction of safety facilities, strengthen the installation of interactive interlocking doors in business rooms, install safety TV monitoring equipment, and replace tear gas, fire-fighting equipment and mace. At the same time, strengthen the supervision and inspection of safety work, pay close attention to the implementation of fire safety measures, eliminate hidden dangers in time, eliminate all unstable factors in the bud, realize the "four noes" safety goal throughout the year, and ensure the personal safety of the company's assets and employees.

The intransitive verb trade union organization has fully played its role and promoted the healthy development of democratic management and civilization construction in the whole bank.

This year, under the correct leadership of the Municipal Federation of Trade Unions, the County Federation of Trade Unions and the County Party Branch, and under the guidance of Deng Xiaoping Theory and the Party's basic line, trade union work has comprehensively and deeply implemented all the work of democratic management, mobilized the enthusiasm and consciousness of the broad masses of cadres and workers as masters of their own affairs, and launched the "Youth Civilization" activity, which has improved the financial service level of policy financial institutions, raised the awareness of all employees, improved financial services and promoted business development. In order to further stimulate the employees' sense of responsibility, promote the openness of government affairs, carry out democratic construction, and protect employees' right to know, participate, make decisions and supervise, all responsibility targets issued by the superior bank must be discussed with employees first, and measures should be formulated to promote the realization of responsibility targets; County trade unions regularly open to employees in a democratic and open way on major decision-making matters, the use of business entertainment expenses, the honesty and self-discipline of leading cadres, the evaluation and employment of professional titles, and salary promotion. It not only promotes the construction of a clean and honest government of leading bodies, increases the transparency of work, but also stimulates the enthusiasm of the broad masses of workers.

In order to improve the professional quality and operational skills of all employees, the Bank has carried out various activities such as self-study and training, and held more than 0 training courses on computer, planning, credit, accounting, cashier and writing skills 10, with the number of trainees 100%. Competitions and appraisals in abacus calculation, counting money, copying hundreds of summonses, code table, microcomputer operation, etc. Stimulated the enthusiasm of all staff to practice basic skills hard and improved their business skills; In order to cultivate employees' sentiment, small-scale cultural and sports activities, such as singing competitions, recitation, badminton and table tennis, are held from time to time; Physical examination, home visits, and condolences to employees have enabled them to fully feel the warmth of our big family and devote themselves to their work.

Seven. Other jobs

While doing a good job in ideological and political work and major business, we will vigorously strengthen the work of workers' labor organization discipline, file management, environmental health, family planning, the Communist Youth League and women. In view of the fact that there are many young women workers in the whole bank, the Communist Youth League gives full play to its exemplary role, guides young people to actively participate in hot work, cares about women's health, safeguards women's legitimate rights and interests, and implements various family planning policies. On the basis of the standardized management of the head office last year, this year's comprehensive file management work is carried out in strict accordance with the standardized management procedures, so that the storage of all kinds of materials and documents is safe and reliable.

In short, all the work of the office throughout the year, due to the concerted efforts of all the staff in Qi Xin, successfully completed the tasks assigned by the municipal branch and the county bank. However, there are still some shortcomings in our work. In the new year, we are determined to improve our work, conscientiously implement the tasks of the superior bank and the county bank and the closed management system, methods and measures, strive to make new breakthroughs and innovations in office work, and make new contributions to revitalizing our cause and local economy.