E-banking work summary

Sample essay on electronic banking work summary (selected 5 articles)

Time flies by, and a period of work activities has come to an end. Looking back on the work results during this period, you have What's your understanding? It's time to carefully write a work summary. So is it really difficult to write a work summary? The following are examples of e-banking work summaries that I compiled (selected 5 articles). They are for reference only. You are welcome to read them.

E-banking work summary 1

In 20xx, our bank carried out marketing in a solid manner in accordance with the work priorities and plans formulated by the city branch. The leaders in the bank paid attention to e-banking and cooperated with various departments. In cooperation with the branches, the continuous, rapid and coordinated development of electronic banking business has been maintained.

1. Complete various tasks assigned by the city branch

In 20xx, our bank had 45 corporate online banking tasks, of which 49 were actually completed, with a completion rate of 108.89%. Personal customers online There were 2,000 banking tasks, 3,483 of which were actually completed, with a completion rate of 174.15%; there were 20 corporate telephone banking tasks, of which 22 were actually completed, with a completion rate of 110%; there were 900 personal telephone banking tasks, of which 157 were actually completed, with a completion rate of 17.44% ; The number of mobile banking customer tasks was 12, and 12 were actually completed, with a completion rate of 100%; the online banking transaction volume task was 5.2 billion, and 7.818 billion was actually completed, with a completion rate of 150.35%; the telephone banking transaction volume was planned to be 60 million, and the actual completion rate was 150.35% 65 million yuan was completed, with a completion rate of 108.33%; the electronic banking intermediate income task was 140,000 yuan, and 1.522 billion yuan was actually completed, with a completion rate of 108.71%; the number of electronic banking transactions throughout the year was 49,948. At the same time, I worked overtime to complete several upgrades and tests of electronic banking services for free.

2. Work together to do a good job in the marketing of electronic banking

1. Our bank has designated the corporate business department as the contact department for electronic banking business to provide technical services , responsible for the marketing, installation and daily maintenance of electronic banking services. All branches under the jurisdiction work together to do a good job in publicity. The development of electronic banking business has reduced a lot of counter pressure for our bank.

2. The business department provides business support for electronic banking business, and specifically handles electronic banking business processing, such as information entry, on-site processing, online printing, card production and issuance, fee collection, etc., as well as customer Consulting on business aspects, etc. And handle various electronic banking businesses in accordance with system regulations.

3. As the inspection, supervision and business training department for accounting settlement, the accounting and settlement department provides business training and system implementation to all branches under its jurisdiction to ensure the safety of our bank’s electronic banking business operations. Prevention and risk control work.

3. Specific measures

1. Increase marketing efforts to improve the reputation of our bank’s electronic banking brand. First of all, the deputy manager of the corporate business department is responsible for the marketing of our bank's electronic banking business. We also set up full-time e-banking personnel in the corporate business department to contact each online banking user unit to handle the installation and after-sales system maintenance of public online banking to ensure This has led to the steady development of our bank’s electronic banking.

2. Strictly control the accounting quality and prevent financial risks. From the moment the electronic banking business accepts customers' application materials, there are risk points in every link, and it begins to be subject to operating procedures and regulatory systems. Our bank requires handling personnel to handle business in strict accordance with the procedures and systems, and establish inspection and reporting systems. , rewards, penalties and other assessment mechanisms. Maintain the safe operation of our bank’s electronic banking business.

3. Strengthen training to improve employees’ professional level and overall quality. Our bank conducts training based on the different needs of various departments for electronic banking business. For example, for the corporate business department, our bank focuses on introducing various brand names, product functions and issues that need to be paid attention to in the marketing process of electronic banking business to employees. To improve employees’ marketing capabilities. It mainly introduces the operating procedures, rules and regulations of electronic banking business for each branch to improve employees' business processing capabilities. This will comprehensively improve our bank's service methods and minimize counter pressure.

4. Strengthen contact with enterprises and solve problems in a timely manner.

In addition to our bank having dedicated personnel in charge, our bank also includes the introduction of electronic banking services in various bank-enterprise meetings, and is responsible for answering questions raised by customers, such as electronic banking fees, security issues, etc. that customers are concerned about. , and at the same time, we also conducted an indoctrination into customers’ electronic banking business knowledge and new business types to improve the use of electronic banking services.

IV. Main existing problems

Over the past year, the overall development trend of our bank’s electronic banking business has been good, but there are also some problems:

1. Some indicators The completion progress is slow. For example, the task completion rate of personal phone banking is only 17.44%, and there is still a long way to go before the task is completed.

2. The implementation of the system needs to be strengthened. Our bank has relatively frequent personnel changes. When there are personnel changes, the probability of business errors increases.

2. Business promotion and application efforts need to be strengthened. Although our bank has completed various corporate tasks assigned by the municipal bank, such as the number of online banking for corporate customers has exceeded a lot, some customers do not have large online transactions and still have concerns about using our bank's online banking.

In 20xx, the work tasks assigned by the city branch will definitely exceed this year's tasks. Our bank will combine this year's work situation, sum up experience, innovate operations, standardize development, and prevent risks.

1. Carefully arrange and implement the tasks assigned by the city branch in 20xx.

2. Continue to promote performance management and promote the overall improvement of electronic banking business performance.

3. Improve the marketing level of marketers.

5. Increase learning and training to enable each employee to adapt to the needs of comprehensive business. Electronic Banking Work Summary 2

As the temperature dropped by several degrees, the days entered December again. Looking at the flying snowflakes in the sky, I realized that 20xx was about to pass. This year is a year of harvest and innovation. With the further development of our bank's business, our bank has taken an important step in transformation and development - cross-regional operations. In 20xx, our bank determined the goal of setting up a branch in Shuozhou, and obtained the business license from relevant units in xx. In June 20xx, the renovation of the Shuozhou branch building officially started and was basically completed at the end of May. As an employee of the electronic banking department, I have deep feelings for Datong Commercial Bank and the pride of opening up a world for Datong Commercial Bank in Shuozhou. With great ambitions, I took the initiative to sign up to work at Shuozhou Branch. Half a year has passed in the blink of an eye. Here is a summary report of my thoughts and work in the past six months:

1. Personal experience in the new job Thoughts

After I came to Shuozhou Branch, I devoted myself to my work with 12% enthusiasm. In the early days of CCB, there were many things, no matter big or small, as long as I saw or heard I will take the initiative to do a good job if it comes to me. If I need to cooperate with my colleagues, I will try my best to cooperate. If I need to complete it by myself, I will do my duty. Based on my previous work expertise and personal abilities, the branch leader arranged for me to be in charge of the electronic banking department of the branch. Seeing the trust that the branch leader has in me, and thinking that I have transformed from an ordinary employee to a manager, I feel very excited. I was nervous, so I calmed down and thought about it carefully. At work, it was not much different from the work I had done before. I was still confident in myself and believed that I could definitely complete all the tasks assigned by the leader. However, I thought that I used to do As for the specific work, I have no management experience. Now that the bank leader has made me fully responsible for the work of the electronic banking department of the branch, I feel a little guilty. I am afraid that I will not be able to do the work of the entire department well and betray the trust of the leader in me. But then I think again. When I thought about it, experience is accumulated. No one is born with everything. The enthusiasm in my heart rose again. I secretly made up my mind to unite closely around President Pei. Everything will be done with President Pei at his head. Under the leadership and guidance of President Pei, Give full play to your own strengths and expertise to do a good job in the branch's scientific and technological work.

2. Completion of annual work

1. Construction and management of branch central computer room

As our bank’s first cross-regional operating bank, Shuozhou Branch has Infrastructure construction is indispensable, and the construction of the central computer room is even more important. After the establishment of the electronic banking department of the branch, it immediately invested in the construction and debugging of the central computer room, and carried out various equipment in the computer room. In order to ensure the normal operation of the computer room in the shortest possible time, it has made a certain contribution to the branch’s staff training and trial operation. At present, the central computer room of the branch has been officially put into use, and our department has also formulated corresponding computer room management and access systems to further ensure the safe operation of the central computer room.

2. Construction of the branch network

After the construction of the computer room is completed, the department’s main task is the construction of the internal and external networks of the branch. After consultation with the relevant operators, the line leasing matter is very simple. After it was determined, the planning and allocation of IP addresses was completed in a short period of time. After cooperation with the technology department of the head office, the branch's internal and external networks were fully connected by the end of July.

3. Construction of branch communication network system

After the decoration of the branch building was completed, our department took the lead and cooperated with China Unicom to build a communication network system for the branch. So far, * ** Installed 16 fixed phones, handled more than 30 personal mobile phone services, rented a 2M business network dedicated line and a 10M Internet dedicated line. According to the characteristics of our bank's remote branches and the large number of long-distance calls, after negotiation between our department and China Unicom, all our bank's fixed-line telephones have a monthly package of 90 yuan, which saves communication costs for large customers, and increases the number of Datong Commercial Bank's The colorful ringtones of the state branch have improved the social image of our bank.

4. Submission of application materials

Our department cooperated with the Account Manager Department, Risk Management Department and other relevant departments to jointly develop the relevant system application materials for Shuozhou Branch. He has made certain contributions by joining various reporting systems of the People's Bank of China and the financial metropolitan area private network.

5. Debugging and installation of various equipment in the branch business department

In the early days of building the bank, our department installed 10 terminal equipment for the branch business department when there were few staff and urgent tasks. There are more than 16 printers, 16 printers of various types, and 7 business computers. All of these devices have been tested and debugged to ensure that they are all running normally. IP addresses and network connections have been assigned to these devices. Currently, all of these devices have been connected. Our bank has a dedicated business network and everything is running normally.

6. Personnel training

In mid-July, under the organization of the branch, our department trained all business staff in the business department on computer knowledge and computer operations during the business processing process. The training on precautions has greatly enriched the computer knowledge level and practical ability of computer operations of business personnel.

7. Installation of electronic equipment and network debugging in departments and offices

Installed several computers and printing equipment for various departments and offices of the branch, and debugged the connectivity for various departments and offices, including the business department. Established various reporting systems for the People's Bank of China and the Banking Regulatory Bureau.

8. System Construction

After the establishment of our department, we compiled department responsibilities, responsibilities of each position, etc. according to the organizational structure and position establishment issued by the head office; we also formulated precautions for Internet use. matters, central computer room management system, computer room access system and computer room operation log. Cooperate with the branch system construction and achieve the system implementation.

9. Improvement of system protection grading work

Our department cooperates with the public security organs to do a good job in grading information system security protection and issues various grading protection documents. According to the public security In accordance with the inspection requirements of the agency, corresponding systems have been formulated and a leading group has been established. Our department took the lead and organized relevant branch personnel to participate in the information system security officer training organized by the public security agency.

10. Virus system security construction

Our department has installed 360 anti-virus software and 360 Security Guard software for all computers in the branch, established a virus monitoring mechanism, regularly updated virus databases, and regularly anti-virus The system plays a role in safeguarding the safe operation of branch computers.

Time is like running water. Before we know it, the old year is passing, and the new year is approaching us quickly.

The big ship of Shuozhou Branch carries the hopes and dreams of a generation of merchants and is slowly setting sail in the rising sun of the new year. Although we will still have bumps and bumps, I believe that as long as all our colleagues work closely together, we will succeed. With those around President Pei thinking in one place and working hard in one place, under the leadership of President Pei, Shuozhou Branch will definitely embark on a great path of development and create a brilliant and beautiful tomorrow.

The summary is lyrical at the end, but it is all based on my feelings. Let’s get back to the point. Looking back on the work in 20xx, although I have done a lot and written a lot, I still cannot summarize every bit of the work. All included, although I have made some small achievements, I am still far from the leadership’s requirements and my own goals. In the new year, I must work hard to improve my thinking, business, and management levels, and move towards Colleagues who have experience and have done well will learn from and lead the electronic banking department of the branch. Under the leadership and guidance of President Pei, they will make greater achievements and perform the department's work functions better. E-Banking Work Summary 3

Commercial banks took the lead in launching the "One Net" for online banking, becoming the market pioneer in my country's online banking business. At that time, I was just a student. I never thought that I would have any relationship with a bank, let alone that electronic banking would have such a big impact on my future life.

In the blink of an eye, I changed from a student to an ICBC employee, from an ignorant girl to a mother and wife. I never expected that ICBC Electronic Banking would silently accompany me through this life journey, and I firmly believe that "it" will always be by my side in my future life journey and will never leave my life.

Let me bring my thoughts back from now to when I first met “it” ten years ago! In fact, I was not willing to be associated with "it". Due to the needs of work, I set up online banking for myself. To be honest, for a long time, I only used "it" to check the balance of my account and other functions. I use very little. Whenever a customer comes to my counter and asks me, "What are the functions of ICBC's online banking?" I can only reply with a few diplomatic words, "You can check account balances, transfer funds, etc." Of course, I have only seen those functions in relevant business knowledge, that’s all. In this way, I have always maintained an almost calm distance from "it". It was only in the winter of that year that a small incident happened that quickly heated up the relationship between me and "it". I still clearly remember that it was very cold that night. I got into bed early and was playing winger on the Internet. At this time, my best friend called me and asked me to go to the street to recharge her phone bill. Oh my God! I really don't want to be in such a cold weather, but I can't help it. Who makes her my best friend? I stayed in bed for a long time and just didn't want to get up. Suddenly, I thought about "it", yes, I went online to recharge my phone bill, just do it, log in to my online banking online, and then operate it step by step, --- success! For a moment, I felt as if I was too great. I really wanted to pat myself on the shoulder and say, "It's not a bad idea." Since then, I have been studying "it" and learning "it" seriously in my work and life. From a little knowledge to a profound understanding. From the beginning, e-banking was equal to online banking. To e-banking, it refers to the off-site services provided by our bank to customers through communication channels or open public networks open to the public, as well as dedicated networks established for specific self-service facilities or customers. cabinet financial services. It mainly includes changes in the understanding of online banking, telephone banking, mobile banking, self-service banking and other off-the-counter services. Especially with the continuous development of online platforms in recent years, electronic banking has increasingly affected thousands of households. On the ICBC e-banking platform, except for deposits and withdrawals, which are two cash-related transactions that cannot be operated, all other complex businesses such as online payments, transfers, remittances, and wealth management can be completed on this platform. I constantly promote my "it" to clients and friends both in my work and in my daily life. Whenever clients and friends ask me questions about "it", I can answer it with confidence and help them all. When all the problems are solved, whether I am at the counter or on the other end of the phone, I will smile. When they express their gratitude to me, in fact, I should really thank you. It is you who make me feel—— ——My existence, my value!

Ten years ago, banks began to become more approachable due to the emergence of electronic banking.

The queuing phenomenon that often occurred in traditional banks in the past can be easily solved after the emergence of electronic banking; traditional counter service staff also have problems with the stability of service quality. In online banking, what users see at any time is a friendly interface. What they experience is convenient and safe completion of transactions; in telephone banking, users hear sweet voices at all times and experience thoughtful services.

Back to the present, because of “it” over the years, I have also enjoyed increasingly convenient and considerate banking services. It also made the customers and friends around me realize the benefits of "it", and of course we all became die-hard fans of "it". I firmly believe that I will grow old slowly with "it", no, I will just get old, and "it" will always be young. Because of "it", ICBC has truly become the "bank around you" in the minds of many customers. Trust me 's bank". E-Banking Work Summary 4

In 20xx, under the correct leadership of the Bank’s Party Committee and with the vigorous assistance of various departments, the E-Banking and Science and Technology Department focused on the Bank’s work priorities, and the E-Banking business achieved great results With considerable development, we now summarize the work of the past year as follows:

1. Electronic banking business

(1) Completion of KPI indicators

1. Electronic banking Business income, as of December 31, was XX million yuan, completing XXX% of the annual electronic banking business income of XX million yuan assigned by the district branch, ranking X among XX assessment units in the district;

2. Online banking activities have added XXXXX customers, completed XXX% of the annual task of adding XXXXX new online banking customers issued by the district branch, and ranked X among the XX assessment units in the district;

(Two ) The main work of electronic banking business focuses on the following tasks

1. Arrange work early and implement policies early. At the end of 20xx, we set this year's work goals and formulated effective incentive and restraint policies based on the actual situation of our bank. In 20xx, e-banking incentives mainly used the "pay now" salary method, coupled with corresponding marketing expenses. This method greatly mobilized the enthusiasm of front-line employees. It laid the foundation for the extraordinary and rapid development of electronic banking business.

2. Improve the implementation of electronic banking KPI indicators. As a strategic indicator, electronic banking KPI indicators are important indicators for assessing electronic banking business. The work of electronic banking throughout the year should be carried out around KPI indicators. Before issuing specific indicators, we carefully analyzed the customer groups covered by each of our electronic banking products based on our bank's specific situation, and determined product marketing strategies focusing on personal online banking, corporate online banking, and SMS banking.

In order to develop the electronic banking business well and quickly, we held an electronic banking business working meeting with the care of the leaders of the bank in charge in XX, and conducted a special and careful analysis of our bank's electronic banking business. . Through analysis, we identified the shortcomings of various branches and outlets in the development of electronic banking services, and put forward targeted marketing priorities. At the meeting, everyone strengthened their confidence in vigorously developing electronic banking services through communication.

3. Carry out various forms of labor competitions to vigorously increase employees’ enthusiasm for marketing electronic banking products. In 20xx, in addition to participating in the electronic banking business labor competition held by the district branch, XX account managers of our bank achieved good results in the top XX places in the electronic banking marketing competition. Based on the actual situation of our bank, we identified business breakthroughs and highlights in order to advance our business. Complete the KPI indicators issued by the district branch and reverse the lagging situation of e-banking banking marketing. From X month X, 20xx to XX month XX, 20xx, we launched the marketing competition activity of "expanding electronic banking business to win fashion awards". Through the competition The development has stimulated the marketing enthusiasm of employees and achieved good results.

4. Strengthen business training and work hard. In order to achieve good marketing results, we improved the training method, went deep into urban outlets and county branches, and held XX electronic banking training classes through symposiums and interactive training. XXXX employees participated in the training. We also targeted electronic banking Banking business has the characteristics of fast update speed. It collects updated content, product information, and risk warnings of electronic banking business from time to time. It uses short and easy-to-understand text to issue morning training outlines to each outlet so that every employee can understand electronic banking. The latest content of banking business provides a strong guarantee for product marketing.

At the same time as business training, we also strengthened policy training for employees to let them understand the policies, and achieved good results by changing "let me market to me to market".

5. Increase the promotion of electronic banking intermediary business and vigorously develop electronic banking intermediary business income. The proportion of e-banking intermediary business income has always been relatively small. This is related to employees’ understanding of e-banking business charging policies. They believe that marketing e-banking business customers has to pay corresponding fees, and the work of persuading customers is more difficult. There is a fear of marketing. Emotions, to a certain extent, have restricted the rapid development of electronic banking services. To this end, we use our status as scientific and technical personnel to frequently visit branches and branches to communicate with them, letting employees understand that it is costly to build and maintain our entire electronic banking business platform. We have provided a powerful service system and customers should pay related fees for use. It is a matter of course. Moreover, our services can produce benefits for customers that are much greater than the cost they pay. Through communication, our tellers can boldly market our electronic banking products.

6. Provide after-sales service for electronic banking, provide refined services to public online banking customers and personal online banking customers, and allow customers to sign up for online banking, use online banking, and use more online banking functions safely. Make full use of online banking and truly play its role in diverting customers and improving the service quality of CCB.

7. Strengthen the safe operation of electronic banking business and effectively prevent risks. In 20xx, we conducted regular inspections of electronic banking business, focusing on the management of USBkeys in electronic banking services. Through inspections, we found that the storage of USBkeys in individual outlets was not standardized enough, and the registration books were not comprehensive enough. In response to the problems found, We require our branches to make serious rectifications and ensure the healthy and safe operation and development of electronic banking services through inspections.

2. Information technology work

In 20xx, our bank’s computer network and various application systems ran safely and smoothly, and there were no computer security incidents.

1. Do a good job in operation and maintenance to ensure safe operation. Do a good job in network maintenance of the corporate network to ensure smooth operation of our bank's network and provide a stable operating platform for all branches, outlets, and departments.

2. Do a good job in application promotion. This year, some application systems have been promoted and launched online. We have actively cooperated with relevant departments to promote them and provide technical support for the launch and operation of these systems.

3. Work together and do a good job in branch decoration related work. Carefully carry out the wiring design, network module installation, construction quality monitoring of Yizhou Sub-branch, Nandan Sub-branch, Dachang Sub-branch, and Duan Sub-branch, as well as the wiring and equipment installation of temporary business premises for renovated outlets.

4. Conduct information security inspections according to the requirements of the head office and branches, timely discover some problems in the information security management of some of our branches and require the implementation of rectification measures, while improving the management of the headquarters.

5. Do a good job in equipment management and rationally plan and allocate equipment so that computer equipment resources can be reasonably allocated in our bank.

3. Existing problems and deficiencies

1. The development of electronic banking product marketing is unbalanced, with strong branches and weak urban areas.

2. Communication and contact with branches and outlets need to be further strengthened.

3. The achievements of scientific and technological service departments and outlets need to be improved.

4. Key points of work for next year

1. Deepen the implementation of KPI indicators for electronic banking business, and explore and revitalize existing customers on the basis of developing new customers, especially some dormant customers. accounts to increase the activity rate of e-banking customers

2. Strengthen department linkage, proactively communicate with personal finance, mortgage loans, and companies, and increase the utilization rate of e-banking products through product bundle marketing.

3. Increase training on electronic banking products, focusing on training personal consultants at business outlets. Innovate training methods to enhance the marketing awareness of all employees.

4. Increase the incentive and restraint mechanism of e-banking, and through policy guidance, enable employees to vigorously market e-banking products and guide customers to low-cost e-banking channels to achieve a win-win situation.

5. Further carry out data statistical analysis to provide effective basis for business expansion.

6. Continue to vigorously promote the development of electronic banking intermediary business and contribute to the bank’s intermediary business income. E-banking work summary 5

In recent years, Manzhouli Road Branch has followed the unified deployment of Hulunbuir Branch and closely focused on the overall ideas and work goals of the bank’s electronic banking business development, segmented the market, strengthened marketing, and adopted a series of measures. A series of measures have made the “e-Lutong” brand famous. If our bank has achieved certain results in this regard, then these achievements are due to the correct leadership of the Municipal Branch Party Committee, the unity and cooperation of the branch leaders, and the joint efforts of all employees.

At present, electronic banking has gradually become an engine for accelerating business diversion and branch transformation, and is a good weapon for maintaining and marketing customers. To this end, our bank will start from four aspects:

First, change the concept of insufficient understanding of electronic banking.

Our bank has emphasized at many meetings and conferences that under the new situation of aggressive business development of competitors and intensifying "financial electronic warfare", the development of electronic banking can divert low-end customers and effectively alleviate the pressure on counters. It has played an increasingly important role in improving overall service levels and enhancing market competitiveness.

The second is to discover needs and serve with heart.

Based on the actual needs of our customers, we serve customers with heart. Find customer needs through good observation and develop targeted marketing measures. In our business in 2012, we found that many customers came to the bank regularly every month to do the same type of transfer business or cash remittance business. In view of this characteristic, after carefully understanding the needs of customers, we found that such customers often Every month, we send money to our children who are studying abroad. In this way, we have increased the marketing and publicity of our electronic banking business. Customers can not only send money to their children in a timely manner through convenient methods such as online banking, mobile banking, and SMS transfers, but they can also experience Bill payment, financial management and other functions in electronic banking. While this brings convenience to customers, our bank's stable number of customers has also increased significantly.

The third is to change the propaganda ideas.

Good products must be promoted frequently. For electronic banking products to go out of the market and be deeply rooted in the hearts of the people, we must strengthen publicity and visits to shorten the distance between customers and let CCB products penetrate into the hearts of customers. Establish an information database for key customers, and promptly promote our bank’s online banking, mobile banking SMS channels and other electronic banking products to customers through mobile phone text messages and other forms. Once again, I gave up my holiday break and conducted door-to-door marketing to customers.

The fourth is to create a business atmosphere in which you and others keep up with each other.

In order to let everyone know the completion of tasks in a timely manner, our bank reports daily rankings of major personal business indicators such as electronic banking, so that every employee can keep abreast of the progress of tasks.

Looking forward to 20xx, although we will face many new challenges and various difficulties on the way forward, all employees of Manzhouli Road Branch have always maintained the confidence to win with firm belief and worked harder with a pragmatic attitude. , do your own thing well, follow the deployment and business goals of the city branch, solidly advance all work, grasp the market rhythm, seize key elements, and improve marketing skills, we will surely be able to seize development opportunities and usher in a better future tomorrow! ;