Summary of bank spring action work

summary of bank spring action

summary is to analyze and study the relevant situation in a certain stage, and make a written material with guiding experience, methods and conclusions. It helps us to find the laws of the development of work and things, so as to master and apply these laws, so we need to go back and summarize and write a summary. How should we write a summary? The following is my summary of the bank's spring action work, which is for reference only. Welcome to read it.

summary of bank spring action 1

in order to effectively promote the spring action of "Happy Spring, Set sail" in 2xx, and promote the sound and rapid development of various businesses, on January 15th, the Agricultural Bank of China opened the marketing prelude of the Golden Key Spring Action in 2xx in front of the business office and the branch office. Since the launch of the marketing campaign, the bank's deposits have increased by xx million yuan compared with the beginning of the year, including savings deposits and corporate deposits. Open debit cards, register xx households in online banking, and open xx households with SMS, which has made a good start in the comprehensive marketing of "Spring Action" retail business.

first, make an activity plan to ensure that the activities are carried out. The Bank formulated the Comprehensive Marketing Plan for Retail Business of xx County Sub-branch of Agricultural Bank of China in 2xx, which defined the activity time, main marketing objectives, marketing points, marketing activities content, marketing activities management requirements, marketing activities evaluation, etc. At the same time, a leading group of "Spring Action with Big Bank, Deguang and Your Growth Key" was set up, with the president as the team leader, the vice president as the deputy team leader, the heads of various departments, business organizations and account managers as members, responsible for the overall planning, departmental coordination and deployment and implementation of the "Spring Action", which provided organizational guarantee for the activities.

the second is to change the way of publicity to ensure that the activities are not formal. Focusing on giving gifts to customers who handle business, the bank has carried out on-site gift promotion activities for several days in a row to narrow the distance with customers, and set up a spring action propaganda point of "Sailing for Happy Spring" in front of two business offices, namely, the business office and the Qingxi branch office. From January 15 to March 2, more than two account managers market personal business products and distribute gifts to customers who handle business on the spot every day. And printed a "comparison table of gifts for customers to handle business" advertisement, which was set up at the scene to let customers know at a glance the gifts they should receive for their business.

the third is to break down the objectives and tasks, and implement them from post to person. In order to ensure the mobilization and marketing of all staff in the Spring Action, the bank has broken down more than one main index of the activity in combination with the actual situation, and implemented it from post to person, so that all cadres and employees of the bank can know fairly well and be responsible for their own goals and tasks.

the fourth is to formulate incentive measures to fully mobilize the initiative and enthusiasm of cadres and employees in the whole bank in marketing. After the "Spring Action" in 2xx, the bank selected the advanced individuals of the bank according to the marketing performance of various businesses in the first quarter, and selected three "deposit stars", three "insurance marketing stars" and three "intermediary business marketing stars" to commend the employees who have made outstanding achievements in deposit organization, insurance marketing and intermediary business marketing in the first quarter, and awarded the top three winners with benefit salaries 1 yuan, 8 yuan and 6 yuan respectively, thus achieving the evaluation of the superior bank. Summary of Bank's Spring Action 2

2xx years ago, Lu Sub-branch has comprehensively planned "Spring Action" according to the actual situation and local conditions, and achieved initial results by making policies, making plans and implementing measures as early as possible. As of March 31st, all indicators of our Spring Action have been well completed! Item XX refers to the standard first! Fund sales task million, actual sales million, xx% completed! Credit card, actual card issuance, completion of% wealth management product sales task of million, actual sales of million, completion of xx%! Transfer telephone installation department, actual installation department. Complete xx%, POS 1, actual installation department, complete xx%!

first, create momentum to promote marketing. Since the end of last year, in view of the increasing cash flow in the market at the end of the year and the fierce competition in the financial industry, the municipal bank has been one step ahead of others and quickly launched the marketing campaign "Spring Action with Your Growth" in accordance with the requirements of the head office and branches.

the second is to refine the marketing plan. Sub-branches timely issued the comprehensive marketing implementation plan of "Spring Action with Your Golden Key for Growth", detailing the action time, action objectives, marketing strategy, assessment indicators and evaluation rewards of "Spring Action". By establishing a marketing team, building a comprehensive marketing platform, enriching financial products, optimizing the customer structure and improving the guarantee mechanism, we will strive to build a five-in-one comprehensive marketing system and realize the scientific, professional, standardized and systematic promotion of marketing work. Make the marketing plan have strong guidance for the marketing work of the whole bank.

the third is to break down the objectives and tasks, and implement them from post to person. In order to ensure the mobilization and marketing of all staff in the Spring Action, the bank has broken down more than 1 main indicators of the activity in combination with the actual situation, and implemented them from post to person, so that all employees in the bank can know fairly well and be responsible for their own goals and tasks. The main person in charge of the unit stands in the front line of marketing, takes the lead in commanding and setting an example. The window is fully open, and all-weather and full-load operation is implemented. Go out to market and grab high-quality customers from other banks. Implement measures to quickly set off the climax of "Spring Action".

the fourth is to publicize the incentive measures formulated by the sub-branches to fully mobilize the initiative and enthusiasm of all employees in marketing. In the process of "Spring Action" in 2xx, our employees devoted themselves to their daily work with enthusiasm, confidence and positive attitude, worked hard, often worked overtime and gave up rest, thus handing over the perfect answer sheet of the performance of "Spring Action"! If you meet the conditions for selecting superior banks, we will actively recommend and report them to encourage you to surpass me in marketing activities materially and spiritually. The fifth is to optimize service and promote marketing. In the promotion and marketing, our bank adheres to the service concept of "customer first, consistency", seizes the market with high-quality services, and achieves the goal of not losing traditional services and strengthening family services. The business office adheres to the duty system of the lobby manager every day, gives full play to the function of the information desk to guide storage, and serves as a good financial adviser and business guide for customers, which not only facilitates customers, but also relieves the pressure on the counter. Our bank has not yet equipped a lobby manager, but the branch president personally takes the lead and the account manager shoulders this burden! Insist on extending business hours. During the Spring Festival, in order to facilitate our customers, we adopted different methods such as opening early and closing late according to the actual situation of our outlets, improving the utilization rate of atm, pos and other self-service equipment, which facilitated customers to access at any time and reduced the waiting time of customers, and was well received by the general public. Optimize the environmental sanitation of outlets. In order to make the Golden Key Spring Campaign vivid, our bank carried out weekly cleaning of business outlets according to the requirements of the municipal sub-branch, which improved the hardware environment and software environment of the business office to varying degrees, enhanced its comprehensive competitiveness and enhanced the image of Agricultural Bank of China in the eyes of customers.

through the formulation and implementation of the above-mentioned policies and the hard work of all the staff of the outlets, the Bank has achieved excellent results in the "Spring Action", with 18 assessments, including 1 first, 2 second and 2 third! Our "Spring Action" marketing activities have been vigorously launched in a warm momentum, laying the foundation for winning a good start. ;